What users are saying about
4 Ratings
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Score 7.1 out of 100
1 Ratings
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Score 9 out of 100

Likelihood to Recommend

Deltek WorkBook

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Christopher Fritz | TrustRadius Reviewer

YetiForce CRM

YetiForceCRM is warmly recommended for any enterprise with the need for a solid, reliable CRM system without the typical high costs attached. It is not suitable for companies without a strong IT support due to its server requirements and lack of documentation that requires experimentation to some extent. A cloud-based system would be more suitable in this scenario.
Michael Brennan | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Deltek WorkBook
7.8
YetiForce CRM
Task Management
Deltek WorkBook
8.1
YetiForce CRM
Resource Management
Deltek WorkBook
9.0
YetiForce CRM
Gantt Charts
Deltek WorkBook
9.0
YetiForce CRM
Scheduling
Deltek WorkBook
9.0
YetiForce CRM
Workflow Automation
Deltek WorkBook
6.1
YetiForce CRM
Team Collaboration
Deltek WorkBook
6.1
YetiForce CRM
Support for Agile Methodology
Deltek WorkBook
10.0
YetiForce CRM
Support for Waterfall Methodology
Deltek WorkBook
10.0
YetiForce CRM
Document Management
Deltek WorkBook
6.1
YetiForce CRM
Email integration
Deltek WorkBook
6.1
YetiForce CRM
Mobile Access
Deltek WorkBook
4.1
YetiForce CRM
Timesheet Tracking
Deltek WorkBook
7.1
YetiForce CRM
Change request and Case Management
Deltek WorkBook
10.0
YetiForce CRM
Budget and Expense Management
Deltek WorkBook
8.0
YetiForce CRM

Professional Services Automation

Deltek WorkBook
6.1
YetiForce CRM
Quotes/estimates
Deltek WorkBook
5.2
YetiForce CRM
Invoicing
Deltek WorkBook
6.1
YetiForce CRM
Project & financial reporting
Deltek WorkBook
6.1
YetiForce CRM
Integration with accounting software
Deltek WorkBook
7.1
YetiForce CRM

Sales Force Automation

Deltek WorkBook
YetiForce CRM
8.6
Customer data management / contact management
Deltek WorkBook
YetiForce CRM
9.0
Workflow management
Deltek WorkBook
YetiForce CRM
9.0
Territory management
Deltek WorkBook
YetiForce CRM
9.0
Opportunity management
Deltek WorkBook
YetiForce CRM
9.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
YetiForce CRM
8.0
Contract management
Deltek WorkBook
YetiForce CRM
9.0
Quote & order management
Deltek WorkBook
YetiForce CRM
8.0
Interaction tracking
Deltek WorkBook
YetiForce CRM
8.0

Customer Service & Support

Deltek WorkBook
YetiForce CRM
8.0
Case management
Deltek WorkBook
YetiForce CRM
8.0
Call center management
Deltek WorkBook
YetiForce CRM
8.0
Help desk management
Deltek WorkBook
YetiForce CRM
8.0

Marketing Automation

Deltek WorkBook
YetiForce CRM
7.5
Lead management
Deltek WorkBook
YetiForce CRM
8.0
Email marketing
Deltek WorkBook
YetiForce CRM
7.0

CRM Project Management

Deltek WorkBook
YetiForce CRM
8.0
Task management
Deltek WorkBook
YetiForce CRM
9.0
Billing and invoicing management
Deltek WorkBook
YetiForce CRM
7.0
Reporting
Deltek WorkBook
YetiForce CRM
8.0

CRM Reporting & Analytics

Deltek WorkBook
YetiForce CRM
7.7
Forecasting
Deltek WorkBook
YetiForce CRM
8.0
Pipeline visualization
Deltek WorkBook
YetiForce CRM
7.0
Customizable reports
Deltek WorkBook
YetiForce CRM
8.0

Customization

Deltek WorkBook
YetiForce CRM
9.0
Custom fields
Deltek WorkBook
YetiForce CRM
10.0
Custom objects
Deltek WorkBook
YetiForce CRM
10.0
Scripting environment
Deltek WorkBook
YetiForce CRM
8.0
API for custom integration
Deltek WorkBook
YetiForce CRM
8.0

Security

Deltek WorkBook
YetiForce CRM
7.5
Single sign-on capability
Deltek WorkBook
YetiForce CRM
7.0
Role-based user permissions
Deltek WorkBook
YetiForce CRM
8.0

Social CRM

Deltek WorkBook
YetiForce CRM
8.0
Social data
Deltek WorkBook
YetiForce CRM
8.0

Platform

Deltek WorkBook
YetiForce CRM
8.0
Mobile access
Deltek WorkBook
YetiForce CRM
8.0

Pros

Deltek WorkBook

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis | TrustRadius Reviewer

YetiForce CRM

  • Detailed customization
  • Stability and speed
  • Customer support
Michael Brennan | TrustRadius Reviewer

Cons

Deltek WorkBook

  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
Christopher Fritz | TrustRadius Reviewer

YetiForce CRM

  • Lack of documentation
  • No auto updates
  • Server requirements
Michael Brennan | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | TrustRadius Reviewer

YetiForce CRM

The two reasons we have decided towards YetiForceCRM were its price (free) and the customization options (almost unlimited). The other CRM systems come with a price tag but still have many features left out. On the other hand, YetiForceCRM gives us the option of custom modules resulting in full control of our data and workflows.
Michael Brennan | TrustRadius Reviewer

Return on Investment

Deltek WorkBook

  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Christopher Fritz | TrustRadius Reviewer

YetiForce CRM

  • Cost savings
  • More flexibility with the number of users
  • Improved project management results
Michael Brennan | TrustRadius Reviewer

Screenshots

Pricing Details

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

YetiForce CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
YetiForce CRM
9.0

Add comparison