Compare UPilot vs Workbooks CRM vs Thryv vs Salesforce Sales Cloud

Overview

Key features

Pricing

Other Details

User reviews

Integratons

Media & Screenshots

Alternatives

	UPilot (12) Get Quote Get Quote	Workbooks CRM (163) Get Quote Get Quote

Overview
Affiliate Disclosure

Description	UPilot CRM Software is a customer relationship management system developed specifically for small business owners and sales teams to manage leads, appointments, activity tracking, follow-up ... 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	Starts from $29	Starts from $39
Free Trial Availability	Free Trial available	Get Free Trial
Spotsaas Score	8.6/10	9.0/10
User Ratings	4.1 (6)	4.5 (510)
	Get Quote	Get Quote

Software Demo

Demo	View demo	View demo

Features

Total Features	10 Features	17 Features
Unique Features
	Get Quote	Get Quote

Pricing

Pricing Option
Starting From	$29	$39
Pricing Plans	Not Available	Not Available
	View detailed pricing	View detailed 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
	Get Quote	Get Quote

User Reviews

User Ratings	4.1 (based on 6 reviews)	4.5 (based on 510 reviews)
Rating Distribution	Excellent 6 Very Good 4 Good 2 Poor 0 Terible 0	Excellent 91 Very Good 57 Good 15 Poor 0 Terible 0
Expert's Review generated by AI	UPilot has emerged as a promising CRM tool, particularly suited for B2B sales, SMBs, and solo entrepreneurs. Its standout feature is the 360-degree contact view, offering a comprehensive overview ...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	Offers a 360-degree view of contacts, deals, and history, which makes data management intuitive and insightful. Highly customizable fields, deal stages, and workflows tailored for B2B sales, SMBs, and solo entrepreneurs. Effective email synchronization with a 2-way sync that eliminates the need for switching between applications. Modern, visually appealing UI with features like a Dark Mode that reduces eye strain. Simplifies forecasting and tracking with visually enriched pipeline views, insightful reports, and target-setting tools. Bulk editing and advanced reporting features are limited, requiring time-consuming manual adjustments. Can feel overwhelming or confusing to beginners due to the extensive options and customization capabilities. Advanced features like adding multiple contacts in meetings or activities are absent, leading to inefficiencies.	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
	Read reviews	Read reviews

Integrations

Integration with other apps	No Integration information available.	Quickbooks 4.4 (27182 reviews) Xero 4.2 (5582 reviews) Freshbooks 4 (4589 reviews)

Customers

Customers	CellPoint Mobile MulticoreWare Brilliant Noise	Rotary TCMM

Media and Screenshots

Screenshots	No screenshots available.	4 Screenshots
Videos	3 Videos	3 Videos

Alternatives

Alternatives	Thryv 4.2 Salesforce Sales Cloud 4.4 HighLevel	Thryv 4.2 Salesforce Sales Cloud 4.4 HighLevel

Frequently Asked Questions (FAQs)

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

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

UPilot is designed for Large Enterprises, Medium Business and Small Business.

Workbooks CRM is designed for Medium Business and Small Business.

Pricing for UPilot Starts at $29/User/Month whereas for Workbooks CRM Starts at $39/User/Month.

Some top alternatives to UPilot includes Thryv, Salesforce Sales Cloud, HighLevel, monday sales CRM by monday.com, Capsule, Pipedrive, Zoho CRM, Vendasta, ClickUp, Freshsales, Workbooks CRM, SalesCRM, SimpleCRM, CRM.me, OnContact CRM, Salesdash CRM, DigitalCRM.com, SalesPro CRM, CRM.io by 500apps and Miss CRM.

Some top alternatives to Workbooks CRM includes Thryv, Salesforce Sales Cloud, HighLevel, monday sales CRM by monday.com, Capsule, Pipedrive, Zoho CRM, Vendasta, ClickUp, 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].

Compare UPilot vs Workbooks CRM vs Thryv vs Salesforce Sales Cloud

UPilot

Workbooks CRM

OverviewAffiliate Disclosure

Software Demo

Features

Pricing

Other Details

User Reviews

Integrations

Customers

Media and Screenshots

Alternatives

Frequently Asked Questions (FAQs)

Overview
Affiliate Disclosure