Compare Xero vs Workbooks CRM vs Salesforce Sales Cloud vs Pipedrive

Overview

Key features

Pricing

Other Details

User reviews

Integratons

Media & Screenshots

Alternatives

	Xero (4605) Get Quote Get Quote	Workbooks CRM (163) Get Quote Get Quote

Overview
Affiliate Disclosure

Description	Xero software is a cloud-based accounting system that helps businesses manage their finances, run payroll, and save time so they can focus on growing their business. This single platform ... 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	Get Free Trial	Get Free Trial
Spotsaas Score	9.6/10	9.0/10
User Ratings	4.2 (5582)	4.5 (510)
	Get Quote	Get Quote

Software Demo

Demo	View demo	View demo

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 Page
	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	4.2 (based on 5582 reviews)	4.5 (based on 510 reviews)
Rating Distribution	Excellent 4042 Very Good 197 Good 83 Poor 70 Terible 213	Excellent 91 Very Good 57 Good 15 Poor 0 Terible 0
Expert's Review generated by AI	Xero has repeatedly proven to be a reliable and user-friendly accounting solution, especially for those transitioning from other platforms or new to accounting software. The standout feature, as ...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	Excellent and highly responsive customer support, praised for quick problem resolution and knowledgeable staff. Patient and professional support team offering step-by-step guidance, making it easier for users to solve complex issues. Easy to use for new users, with support helping users smoothly transition from other software like QuickBooks. Clear and effective troubleshooting guidance, allowing users to resolve technical issues like browser or payroll challenges effortlessly. A focus on community impact, with the ability to help users optimize subscriptions and resources for non-profit and charitable organizations. Difficulty in connecting with support initially, though the quality of assistance once connected is rated highly. New users may experience challenges with specific features (e.g., payroll matching or batch payments) without support. Occasional dependency on detailed guidance to resolve basic technical issues, such as clearing cookies or enabling JavaScript.	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	Coco cubano	Rotary TCMM

Media and Screenshots

Screenshots	3 Screenshots	4 Screenshots
Videos	2 Videos	3 Videos

Alternatives

Alternatives	Quickbooks 4.4 Sage Accounting (Sage One) 4.3 Zoho Books 4.5	Salesforce Sales Cloud 4.4 Pipedrive 4.5 Thryv 4.2

Frequently Asked Questions (FAQs)

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

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

Xero 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 Xero are unavailable.

Some top alternatives to Xero includes Quickbooks, Sage Accounting (Sage One), Zoho Books, Zoho Daybook, QuickFile, Sage Business Cloud Accounting, MYOB, QuickBooks Desktop Pro, QuickBooks Online Advanced and Sage 50cloud Accounting.

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].

Compare Xero vs Workbooks CRM vs Salesforce Sales Cloud vs Pipedrive

Xero

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