Introducing G2.ai, the future of software buying.Try now
Compare Apptivo and Workbooks 
Featured Products
At a Glance
Market Segments
Small-Business (82.5% of reviews)
Small-Business (60.4% of reviews)
Entry-Level Pricing
$20.00 1 User Per Month
Free
Apptivo
Star Rating
(217)4.4 out of 5
Market Segments
Small-Business (82.5% of reviews)
Pros & Cons
Entry-Level Pricing
$20.00 1 User Per Month
Browse all 4 pricing plansWorkbooks
Star Rating
(569)4.2 out of 5
Market Segments
Small-Business (60.4% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansApptivo vs Workbooks
When assessing the two solutions, reviewers found Workbooks easier to use and set up. However, reviewers felt that administration of both products was equally easy, and preferred doing business with Apptivo overall.
- Reviewers felt that Apptivo meets the needs of their business better than Workbooks.
- When comparing quality of ongoing product support, reviewers felt that Apptivo is the preferred option.
- When assessing product direction, Apptivo and Workbooks received similar ratings from our reviewers.
Pricing
Entry-Level Pricing
Apptivo
Lite
$20.00
1 User Per Month
- 18 Apps
- 100 Custom Fields per app
- 25 Workflows
Free Trial
Apptivo
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.5
173
8.4
466
Ease of Use
8.3
179
8.4
470
Ease of Setup
7.8
108
7.9
226
Ease of Admin
8.1
103
8.1
234
Quality of Support
9.1
171
8.6
430
Has the product been a good partner in doing business?
9.0
101
8.7
221
Product Direction (% positive)
8.7
172
8.7
459
Features by Category
Sales Force Automation
8.3
105
|
Verified
8.5
344
|
Verified
6.6
67
8.0
207
7.6
99
|
Verified
8.2
317
|
Verified
8.1
92
|
Verified
8.2
345
|
Verified
7.1
63
|
Verified
7.9
219
|
Verified
7.2
75
|
Verified
8.1
282
|
Verified
7.7
78
|
Verified
7.9
252
|
Verified
7.7
76
|
Verified
8.1
248
|
Verified
7.6
77
|
Verified
8.1
255
|
Verified
Marketing Automation
6.9
77
|
Verified
7.8
268
|
Verified
7.1
69
|
Verified
7.8
289
|
Verified
7.9
91
|
Verified
8.0
309
|
Verified
6.3
62
8.0
215
|
Verified
Customer Support
7.6
75
|
Verified
8.4
276
|
Verified
8.0
76
|
Verified
8.1
245
|
Verified
7.6
74
|
Verified
8.2
265
|
Verified
7.9
70
8.1
201
|
Verified
7.7
66
|
Verified
8.2
207
|
Verified
Reporting & Analytics
7.0
83
|
Verified
8.2
342
|
Verified
7.8
85
|
Verified
8.0
342
|
Verified
6.5
63
|
Verified
8.0
253
|
Verified
Mobile & Social
6.4
63
7.8
168
|
Verified
6.6
65
7.7
164
|
Verified
7.4
70
|
Verified
7.5
207
|
Verified
Platform
8.1
82
|
Verified
8.4
186
|
Verified
7.7
73
|
Verified
8.2
154
|
Verified
8.2
78
|
Verified
8.5
184
|
Verified
7.0
61
8.0
107
|
Verified
6.0
55
8.3
108
|
Verified
7.1
64
|
Verified
7.8
129
|
Verified
8.1
72
|
Verified
8.5
187
|
Verified
7.4
66
|
Verified
8.2
144
|
Verified
Integration
7.5
70
|
Verified
8.3
183
|
Verified
6.8
59
|
Verified
8.2
137
|
Verified
6.6
54
7.7
113
Generative AI
6.9
24
6.7
16
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Ticket and Case Management
9.3
10
|
Verified
Not enough data
9.3
10
|
Verified
Not enough data
8.6
11
|
Verified
Not enough data
8.7
10
|
Verified
Not enough data
7.8
10
Not enough data
8.2
10
|
Verified
Not enough data
8.2
11
Not enough data
9.1
11
|
Verified
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Help Desk
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication Channels
8.3
10
|
Verified
Not enough data
8.8
11
|
Verified
Not enough data
9.1
11
Not enough data
7.8
10
Not enough data
7.7
10
|
Verified
Not enough data
Platform
9.2
6
|
Verified
Not enough data
9.0
8
|
Verified
Not enough data
9.6
8
|
Verified
Not enough data
6.3
5
|
Verified
Not enough data
9.7
10
|
Verified
Not enough data
9.0
10
|
Verified
Not enough data
Tasks
8.3
21
|
Verified
Not enough data
8.2
21
|
Verified
Not enough data
8.3
22
|
Verified
Not enough data
8.4
20
|
Verified
Not enough data
8.1
21
|
Verified
Not enough data
Feature Not Available
Not enough data
8.3
21
|
Verified
Not enough data
Feature Not Available
Not enough data
Projects
8.7
19
|
Verified
Not enough data
8.4
19
|
Verified
Not enough data
7.7
17
|
Verified
Not enough data
8.0
19
|
Verified
Not enough data
8.2
21
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.7
20
|
Verified
Not enough data
Feature Not Available
Not enough data
7.8
18
|
Verified
Not enough data
7.5
17
|
Verified
Not enough data
Resource Management
8.2
18
|
Verified
Not enough data
8.0
18
|
Verified
Not enough data
7.9
21
|
Verified
Not enough data
Project Monitoring
7.9
16
|
Verified
Not enough data
7.9
16
|
Verified
Not enough data
8.6
20
|
Verified
Not enough data
Generative AI
7.1
7
Not enough data
7.1
7
Not enough data
Agentic AI - Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Bill Generation
8.8
17
Not enough data
8.7
18
Not enough data
8.6
16
Not enough data
Bill Processing
8.6
17
Not enough data
7.9
15
Not enough data
8.3
17
Not enough data
Integration
8.3
16
Not enough data
8.8
16
Not enough data
7.7
15
Not enough data
Agentic AI - Billing
Not enough data
Not enough data
Computing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Experimental Design
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - A/B Testing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
6.9
6
Not enough data
6.9
6
Not enough data
Before the Job
9.0
23
Not enough data
7.8
20
Not enough data
8.1
24
Not enough data
8.2
20
Not enough data
On the Job
7.8
20
Not enough data
7.9
21
Not enough data
8.0
19
Not enough data
7.9
21
Not enough data
8.3
18
Not enough data
After the Job
7.9
22
Not enough data
7.0
20
Not enough data
8.3
20
Not enough data
8.5
21
Not enough data
Agentic AI - Field Service Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Lead Scoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Attribution
Not enough data
7.5
12
Not enough data
8.2
13
Not enough data
7.6
11
Discovery
Not enough data
8.1
13
Not enough data
7.4
12
Not enough data
7.5
12
Management
Not enough data
7.9
11
Not enough data
7.1
11
Platform
Not enough data
7.3
14
Not enough data
7.5
14
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
Not enough data
6.7
9
Not enough data
6.7
8
Not enough data
6.3
9
Not enough data
6.8
11
Personalization
Not enough data
7.3
10
Not enough data
8.6
12
Not enough data
8.3
13
Not enough data
6.9
9
Administrative
Not enough data
8.0
11
Not enough data
7.6
11
Not enough data
7.5
10
Agentic AI - Sales Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
7.9
11
Not enough data
8.7
13
Not enough data
7.7
11
Not enough data
8.2
14
Not enough data
8.3
15
Predictive Analytics
Not enough data
8.3
13
Not enough data
8.6
12
Not enough data
7.6
11
Not enough data
8.0
14
Sales Management
Not enough data
8.6
14
Not enough data
7.7
11
Not enough data
8.3
12
Not enough data
8.7
14
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Time Tracking
7.5
19
Not enough data
8.1
20
Not enough data
7.9
19
Not enough data
Client Invoicing
9.2
15
Not enough data
9.2
14
Not enough data
Feature Not Available
Not enough data
Mobile Time Tracking
8.0
16
Not enough data
Administration
8.3
16
Not enough data
8.2
17
Not enough data
8.6
17
Not enough data
8.6
14
Not enough data
8.8
17
Not enough data
Platform
8.5
17
Not enough data
9.4
14
Not enough data
9.0
13
Not enough data
9.0
17
Not enough data
8.4
15
Not enough data
Feature Not Available
Not enough data
Categories
Categories
Shared Categories
Apptivo and Workbooks are categorized as CRM
Unique Categories
Apptivo is categorized as Time Tracking, Billing, Help Desk, Field Service Management, and Project Management
Workbooks is categorized as Sales Analytics, Lead Scoring, Sales Performance Management, and A/B Testing
Reviews
Reviewers' Company Size
Apptivo
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Workbooks
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Information Technology and Services
6.6%
Construction
6.6%
Marketing and Advertising
6.1%
Telecommunications
3.8%
Real Estate
3.8%
Other
73.1%
Information Technology and Services
8.2%
Computer Software
7.4%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
4.9%
Other
67.3%
Alternatives
Discussions
Do I have to pay for each app I use?
1 Comment
Official Response from Apptivo
No, all apps are included within the single monthly price, offering unparalleled value for your business.Read more
Can I access Apptivo Apps using my Mobile phone?
1 Comment
Official Response from Apptivo
Apptivo is accessible through all mobile phones using our Android, iOS, or Windows apps. You can also use your mobile web browser to access Apptivo as well.Read more
Do I need an experienced IT consultant to setup/manage my account?
1 Comment
Official Response from Apptivo
No that’s not needed. If you are just getting started, you should be able to navigate around the various Apps and get started with the ones that are most...Read more
Which Email marketing products is Workbooks integrated with ?
2 Comments
IM
Workbooks has out of the box free included integration with Mailchimp. Dotmailer and Constant Contact (MPZmail integration will also be available from them...Read more
What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform?
1 Comment
IM
Workbooks often provides all (and more) that a customer had or wanted from Salesforce with an easier to use interface and at 50-70% cheaper licensing. We...Read more
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
