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Compare Freshbooks vs Workbooks CRM vs Salesforce Sales Cloud vs Pipedrive

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Overview

Description

FreshBooks' cloud-based accounting software makes it easy for anyone to invoice, manage payments, and track time from anywhere. It's simple, clean interface means you can categorize and ... Read More

Workbooks CRM is a comprehensive Customer Relationship Management solution for small to medium businesses. It allows you to manage your prospects and customers, call management, marketing, ... Read More

Entry Level Pricing
  • Not Available
  • Starts from $39
Free Trial Availability
Spotsaas Score

9.6/10

9.0/10

User Ratings
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Software Demo

Demo

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Features

Total Features

17 Features

17 Features

Unique Features
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      Pricing

      Pricing Option
          Starting From
          • Not Available
          • $39
          Pricing Pans
          • Not Available
          • Not Available
          Pricing Pagefreshbooks pricingworkbooks-crm pricing

          Other Details

          Organization Types supported
          • Large Enterprises
          • Medium Business
          • Small Business
          • Freelancers
          • Individuals
          • Large Enterprises
          • Medium Business
          • Small Business
          • Freelancers
          • Individuals
          Platforms Supported
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          Modes of support
          • 24/7 (Live rep)
          • Business Hours
          • Online
          • 24/7 (Live rep)
          • Business Hours
          • Online
          API Support
          • Available
          • Available
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          User Reviews

          User Ratings
          Rating Distribution

          Excellent

          1014

          Very Good

          186

          Good

          46

          Poor

          18

          Terible

          35

          Excellent

          91

          Very Good

          57

          Good

          15

          Poor

          0

          Terible

          0

          Expert's Review generated by AI

          FreshBooks has proven to be an indispensable tool for small business owners, freelancers, and agencies seeking an easy-to-use, streamlined solution for invoicing, expense tracking, and basic ...Read more

          Workbooks has emerged as a versatile, robust, and highly customizable CRM solution, particularly well-suited for small to medium-sized enterprises (SMEs). Praised for its flexibility, ...Read more

          Pros and Cons
          • Intuitive and user-friendly interface, making it simple to set up and use even for non-accounting experts.

          • Excellent customer support with responsive, knowledgeable, and patient account managers, frequently cited for their exceptional service.

          • Effective for small and freelance businesses, particularly for tasks like invoicing, expense tracking, and bookkeeping.

          • Offers valuable features like recurring billing, time tracking, project collaboration, and seamless payment integrations (e.g., PayPal, Stripe).

          • Great mobile app for tasks like receipt scanning, tracking, and invoicing, ensuring flexibility for on-the-go users.

          • Reporting functionalities and customizations are less robust compared to industry giants, limiting advanced financial analysis.

          • Invoice customization options are relatively limited, which may not meet specific branding needs.

          • Lack of built-in payroll functionality requires integration with external apps for certain regions (e.g., Gusto, Payment Evolution).

          • Highly customizable platform, enabling users to tailor the CRM to fit specific business processes and goals.

          • Affordable and ideal for small to medium-sized businesses, with no hefty costs for essential functionalities.

          • Streamlines business operations across departments, connecting sales, marketing, and finance on one unified platform.

          • Intuitive user interface, making it easy to learn and navigate, even for non-tech-savvy users.

          • Excellent data organization and accessibility, allowing user-friendly reporting and real-time insights for smarter decision-making.

          • Configuration and setup can be time-consuming, and a learning curve exists, especially for creating customized reports.

          • Limited out-of-the-box integrations with popular tools like Tableau, SurveyMonkey, or BI platforms, which restricts advanced connectivity.

          • Mobile app performance is suboptimal compared to the desktop version, with slow processing and occasional bugs.

          Positive Reviews

          No reviews available for the product

          No reviews available for the product

          Integrations

          Integration with other apps

          No Integration information available.

          Customers

          Customers
          FreshBooks

          FreshBooks

          Rotary

          Rotary

          TCMM

          TCMM

          Media and Screenshots

          Screenshots
          Other Income DB

          3 Screenshots

          Finance Screen

          4 Screenshots

          Videos
          video-0

          2 Videos

          video-0

          3 Videos

          Alternatives

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          Frequently Asked Questions (FAQs)

          Stuck on something? We're here to help with all the questions and answers in one place.

          Yes, both Freshbooks and Workbooks CRM offer a Free Trial.

          Freshbooks is designed for Freelancers, Medium Business and Small Business.

          Workbooks CRM is designed for Medium Business and Small Business.

          The starting price of Workbooks CRM begins at $39/User/Month, while pricing details for Freshbooks are unavailable.

          Some top alternatives to Freshbooks includes Quickbooks, Xero, Zoho Books, FreeAgent, QuickFile, HoneyBook, Zoho Invoice, Busy Accounting Software, QuickBooks Desktop Pro and Wave.

          Some top alternatives to Workbooks CRM includes Salesforce Sales Cloud, Pipedrive, Thryv, Vendasta, ClickUp, Zoho CRM, Salesforce, SalesCRM, SimpleCRM, CRM.me, Second CRM, MyBusiness CRM, DigitalCRM.com, Cool Life CRM, LOGICRM and CRM.io by 500apps.

          Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].