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Compare Workbooks CRM vs monday sales CRM by monday.com 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

Monday Sales CRM is a flexible and intuitive platform designed to help businesses in the UK streamline sales processes, automate workflows, and manage customer relationships with ease. ... Read More

Entry Level Pricing
  • Starts from $39
  • Starts from $12 , yearly
Free Trial Availability
Spotsaas Score

9.0/10

8.3/10

User Ratings
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Software Demo

Demo

View demo

View demo

Features

Total Features

17 Features

7 Features

Unique Features
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      Pricing

      Pricing Option
          Starting From
          • $39
          • $12 , yearly
          Pricing Plans
          • Not Available
          • Basic CRM

            $15

            /user/month

            • Unlimited customizable pipelines

            • Unlimited contacts

            • Unlimited boards

            Show more +

          • Standard CRM

            $20

            /user/month

            • Advanced account, contact, & deal management

            • 2-way email integration with Gmail and Outlook

            • Activity management

            Show more +

          • Pro CRM

            $33

            /user/month

            • Sales forecasting

            • Email tracking & automations

            • Google Calendar sync

            Show more +

          • Browse all pricing plans

          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

          Dapulse proves to be a versatile and reliable project management tool, offering users an intuitive interface, a visually appealing design, and a host of features tailored for streamlining team ...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.

          • Intuitive drag-and-drop interface and simple design, making it user-friendly and accessible even for novices.

          • High-quality graphic design and organized color schemes, enhancing visual appeal and usability.

          • Efficient task management through features like assigning tasks, monitoring progress, and organizing boards.

          • Excellent customization options for tabs, lists, and color tagging, enabling flexible workflows.

          • Great support for team collaboration with features like file attachments, emails, permissions, and sharing options.

          • Initial learning curve for some users due to feature depth and customization options.

          • Lack of functionality for creating subtasks, limiting advanced task breakdowns compared to competitors like Asana.

          • Some features may feel incomplete, such as no dedicated support for personal use outside organizational needs.

          Positive Reviews

          No reviews available for the product

          No reviews available for the product

          Integrations

          Customers

          Customers
          Rotary

          Rotary

          TCMM

          TCMM

          Adobe

          Adobe

          NBC

          NBC

          Coca-Cola

          Coca-Cola

          Media and Screenshots

          Screenshots
          Finance Screen

          4 Screenshots

          Customize board with columns screenshot

          3 Screenshots

          Videos
          video-0

          3 Videos

          video-0

          3 Videos

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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 Workbooks CRM and monday sales CRM by monday.com offer a Free Trial.

          Workbooks CRM is designed for Medium Business and Small Business.

          monday sales CRM by monday.com is designed for Large Enterprises, Medium Business and Small Business.

          Pricing for Workbooks CRM Starts at $39/User/Month whereas for monday sales CRM by monday.com Starts at $12/user/month when yearly.

          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 monday sales CRM by monday.com includes Thryv, Salesforce Sales Cloud, HighLevel, Capsule, Pipedrive, Zoho CRM, Vendasta, ClickUp, Freshsales, Salesforce, Keap, Method CRM, SalesCRM, SimpleCRM, Simply CRM, Client Book CRM, Easy Simple CRM, webCRM and Sales Bytes CRM.

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