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Compare Workbooks CRM vs Pipedrive 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

Pipedrive is a sales pipeline management software. It organizes your entire sales process. Pipedrive's sales platform is built so that everyone in your company from the CEO to new starter ... Read More

Entry Level Pricing
  • Starts from $39
  • Starts from $9.90 , Billed Yearly
Free Trial Availability
Spotsaas Score

9.0/10

9.6/10

User Ratings
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Software Demo

Demo

View demo

View demo

Features

Total Features

17 Features

10 Features

Unique Features
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      Pricing

      Pricing Option
          Starting From
          • $39
          • $9.90 , Billed Yearly
          Pricing Plans
          • Not Available
          • Essential

            • Lead, deal, calendar and pipeline management

            • Simple data import and easy customization

            • 24/7 support and 300+ integrations

          • Advanced

            • Includes features of Essential plan, plus

            • Full email sync with templates and scheduling

            • Group emailing plus open and click tracking

            Show more +

          • Professional

            • Includes features of Advanced plan, plus

            • Create, manage and eSign documents and contracts

            • Revenue projections, forecasts and enhanced custom reporting

          • 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
          Rating Distribution

          Excellent

          91

          Very Good

          57

          Good

          15

          Poor

          0

          Terible

          0

          Excellent

          2339

          Very Good

          495

          Good

          70

          Poor

          17

          Terible

          45

          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

          Pipedrive has proven itself to be an exceptional CRM solution, particularly for small to medium-sized businesses and sales-focused teams. Its intuitive design and customizability make it a ...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.

          • Offers a cost-effective alternative to Salesforce, making it budget-friendly for smaller teams and businesses.

          • Intuitive, easy-to-use platform with excellent customization options for tailoring to specific organizational needs.

          • Clear, visual layout for tracking sales processes, deals, and project progression.

          • Exceptional customer support with knowledgeable representatives offering demos, follow-ups, and personalized assistance.

          • Facilitates rapid onboarding and setup, with many users reporting full implementation within days.

          • Some users find the system complex initially, requiring proper guidance and support for efficient use.

          • The platform lacks certain desired integrations (e.g., Typeform), limiting advanced functionality for certain use cases.

          • Advanced users occasionally express the need for more sophisticated or customizable feature sets.

          Positive Reviews

          No reviews available for the product

          No reviews available for the product

          Customers

          Customers
          Rotary

          Rotary

          TCMM

          TCMM

          Festo

          Festo

          Remax

          Remax

          Vimeo

          Vimeo

          Media and Screenshots

          Screenshots
          Finance Screen

          4 Screenshots

          Dashboard

          5 Screenshots

          Videos
          video-0

          3 Videos

          video-0

          3 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 Pipedrive offer a Free Trial.

          Workbooks CRM is designed for Medium Business and Small Business.

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

          Pricing for Workbooks CRM Starts at $39/User/Month whereas for Pipedrive Starts at $9.90/User/Month when Billed Yearly.

          Some top alternatives to Workbooks CRM includes Thryv, Salesforce Sales Cloud, monday sales CRM by monday.com, 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 Pipedrive includes Thryv, Salesforce Sales Cloud, monday sales CRM by monday.com, Zoho CRM, Vendasta, Freshsales, Salesforce, HubSpot CRM, Onpipeline, Pipeliner CRM, SalesCRM, Salesdash CRM, Pipeline CRM, CRM.io by 500apps and Pype Intelligent CRM.

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