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Compare Workbooks CRM vs HighLevel vs Thryv vs Salesforce Sales Cloud

Overview

Description

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

The HighLevel CRM software places team collaboration and sales force automation at your fingertips. Features include a brand new, mobile-ready UI, email integration, easy to use workflow, ... Read More

Entry Level Pricing
  • Starts from $39
  • Starts from $97
Free Trial Availability
Spotsaas Score

9.0/10

8.5/10

User Ratings
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Software Demo

Demo

View demo

View demo

Features

Total Features

17 Features

6 Features

Unique Features
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      Pricing

      Pricing Option
          Starting From
          • $39
          • $97
          Pricing Plans
          • Not Available
          • Not Available

          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

          No reviews available for the product

          Rating Distribution

          Excellent

          91

          Very Good

          57

          Good

          15

          Poor

          0

          Terible

          0

          No reviews available for the product

          Expert's Review generated by AI

          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

          The product in question demonstrates an impressive commitment to user support and functionality, shining as a reliable tool for many customers over the past year. One of its standout features is ...Read more

          Pros and Cons
          • 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.

          • Excellent customer support, with knowledgeable and patient representatives who are highly responsive to user queries and technical issues.

          • 24/7 availability of support through multiple formats, including Zoom and chat, provides quick resolutions and convenience.

          • Comprehensive software functionalities, such as workflow automation and customizable integrations, delivering great value for money.

          • Easy-to-use interface and dashboard, aiding users in seamless onboarding and ongoing usage.

          • High level of problem-solving by support staff, often going above and beyond to assist with unique or challenging technical issues.

          • Challenges persist when complex technical issues arise, with inconsistent support knowledge occasionally delaying resolutions.

          • Support representatives are sometimes unable to resolve advanced functionality or integration issues without escalation, impacting critical business operations.

          • Cancellation process is cumbersome, with multiple users reporting difficulty in account closure and lack of clear communication or transparency.

          Positive Reviews

          No reviews available for the product

          No reviews available for the product

          Integrations

          Customers

          Customers
          Rotary

          Rotary

          TCMM

          TCMM

          No Customers information available.

          Media and Screenshots

          Screenshots
          Finance Screen

          4 Screenshots

          HighLevel screenshot

          2 Screenshots

          Videos
          video-0

          3 Videos

          video-0

          1 Videos

          Frequently Asked Questions (FAQs)

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

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

          Workbooks CRM is designed for Medium Business and Small Business.

          HighLevel is designed for Medium Business and Small Business.

          Pricing for Workbooks CRM Starts at $39/User/Month whereas for HighLevel Starts at $97/Month.

          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.

          Some top alternatives to HighLevel includes Thryv, Salesforce Sales Cloud, monday sales CRM by monday.com, Capsule, Pipedrive, Zoho CRM, Vendasta, Ontraport, Hubspot Marketing Hub, ClickUp, Freshsales, Salesforce, HubSpot CRM, Funnel CRM, Zoho CRM Plus, DigitalCRM.com, ClickFunnels, FlyerFunnel and Zoho Marketing Automation.

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