Deltek WorkBook vs. Zoho Cliq

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.

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It is very well suited as a messaging tool, where one needs to communicate quickly to a colleague the status of a particular task or an update to the work. This is especially useful for field work where the field team can report the work done and any additional resources required. We have faced issues when virtual meetings are held for a team of 10+ members with a lot of drop-offs and poor quality of reception (audio & video). While some may be attributed to poor internet connection, we do not face the same issue when using Zoom meetings. This area requires strengthening.

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• 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

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• External channels allow in-office staff a private channel to directly relay messages to customers.
• Automated notifications through Zoho CRM can be easily triggered.
• Audio/screen share components offer zoom-quality calling without extraneous setups.

• 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.

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• Initial set up can be a little daunting if you aren't a tech-savvy person. For large organizations, this might not matter since you would have a dedicated IT team that will handle it (as we did) but if you are a small business owner looking to set this up yourself, I imagine it would take some trial and error to get working.

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Zoho Cliq has become an integral part of our daily business. Every single member of our team who has a job involving a computer has an active Zoho Cliq license and uses the tool continuously throughout the day. It cuts down on meetings and allows the team to feel very connected to one-another even though we are distributed geographically.

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Gets the job done, just not the sexiest.

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Easy to use Larger File sharing like videos, audios, even zip files Make internal group calls Multiple channel creation sharing development scripts is also easy

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It's available 24X7. We have never faced any serious issues with the connectivity. Whenever we faced issues, it has been traced to a browser issue or Windows app issue or a mobile issue.

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No issues

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Great implementation support, but haven't had many questions since.

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Any time that I have had an issue, and there haven't been many user support jumps right on and helps me right away.

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Excellent support. Online training and supporting videos, and resources are more than sufficient to get started. Moreover, their support channel, especially the chat window, is very helpful and provides an instant solution to all our queries. For any complicated issue, they always get back by email with the solution and on occasions even call back.

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Implementation is very simple and easy. Create a Zoho account (free or paid), send/ receive an invite, log in, verify your credentials and get started. Admin would have created the channels for you, and you start contributing. The entire process is smooth, and you can get started within minutes. The Admin has to work at the backend, initially, and decide on the permissions for the individual and the team and set up permissions for access to other applications too. This needs to be planned out, tested and implemented.

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Timelog, e-conomic project module and podio

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Functionality wise Zoho Chat fairs pretty well against the other options. I still use all the other options as I need to be flexible in how I communicate with clients. It is the integration into the ZohoCRM & Cliq that puts Zoho Chat above the others and is why I try to encourage clients to move across to the app

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Bulk discounts can be considered. Slab-wise user discounts would attract more users.

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The system works perfectly well. At times, we have faced issues with the desktop application - it doesn't start, or takes time to start, or even logs off on its own. However, the browser as well as the mobile application work perfectly well, and we have never faced issues with them

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• 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.

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• our business save time and improve communication. We noticed a 20% faster response time to customer issues because team members can communicate instantly.
• reduced our internal email clutter, saving about 10 hours a week for staff who used to spend time sorting through emails.

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