# C2CRM vs Workbooks Comparison | | C2CRM | Workbooks | |---|---|---| | **Star Rating** | 4.6 out of 5 | 4.2 out of 5 | | **Total Reviews** | 73 | 573 | | **Largest Market Segment** | Mid-Market (62.0% of reviews) | Small-Business (60.5% of reviews) | | **Entry Level Price** | $37.00 | Free | --- ## Top Pros & Cons ### C2CRM Pros: - Customizability (5 reviews) - Ease of Use (5 reviews) Cons: - Learning Curve (3 reviews) - Feature Issues (2 reviews) ### Workbooks Pros: - Ease of Use (16 reviews) - Reporting (8 reviews) Cons: - Learning Curve (8 reviews) - Limitations (6 reviews) --- ## Ratings Comparison | Rating | C2CRM | Workbooks | |---|---|---| | **Meets Requirements** | 9.3 (56 reviews) | 8.4 (468 reviews) | | **Ease of Use** | 9.2 (57 reviews) | 8.4 (472 reviews) | | **Ease of Setup** | 9.0 (33 reviews) | 7.9 (228 reviews) | | **Ease of Admin** | 8.8 (26 reviews) | 8.2 (235 reviews) | | **Quality of Support** | 9.5 (56 reviews) | 8.6 (432 reviews) | | **Has the product been a good partner in doing business?** | 9.8 (27 reviews) | 8.7 (222 reviews) | | **Product Direction (% positive)** | 9.8 (53 reviews) | 8.7 (460 reviews) | --- ## Pricing ### C2CRM #### Entry-Level Pricing Plan: C2CRM Cloud-based Pricing - Core Package Price: $37.00 Key Features: - Customer & Contact Management - Task & Activity Management - Lead Management [Browse all 4 editions](https://www.g2.com/products/c2crm/pricing) #### Free Trial Yes ### Workbooks #### Entry-Level Pricing Plan: Free Price: Free Description: Free forever Key Features: - 2 users - 1 database - 1GB free storage [Browse all 4 editions](https://www.g2.com/products/workbooks/pricing) #### Free Trial Yes --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **C2CRM** | 8.8/10 | 51 | | **Workbooks** | 8.1/10 | 428 | #### Sales Force Automation | Feature | C2CRM | Workbooks | |---|---|---| | **Contact & Account Management** | 9.1 (45 reviews) ✓ Verified | 8.5 (345 reviews) ✓ Verified | | **Partner Relationship Mgmt. (PRM)** | 8.4 (25 reviews) ✓ Verified | 8.0 (207 reviews) | | **Opportunity & Pipeline Mgmt.** | 8.6 (41 reviews) ✓ Verified | 8.2 (318 reviews) ✓ Verified | | **Task / Activity Management** | 9.0 (44 reviews) ✓ Verified | 8.2 (346 reviews) ✓ Verified | | **Territory & Quota Management** | 8.0 (31 reviews) ✓ Verified | 7.9 (219 reviews) ✓ Verified | | **Desktop Integration** | 8.4 (31 reviews) ✓ Verified | 8.1 (282 reviews) ✓ Verified | | **Product & Price List Management** | 8.2 (30 reviews) ✓ Verified | 7.9 (252 reviews) ✓ Verified | | **Quote & Order Management** | 8.8 (31 reviews) ✓ Verified | 8.1 (248 reviews) ✓ Verified | | **Customer Contract Management** | 8.5 (32 reviews) ✓ Verified | 8.1 (255 reviews) ✓ Verified | #### Marketing Automation | Feature | C2CRM | Workbooks | |---|---|---| | **Email Marketing** | 8.9 (38 reviews) ✓ Verified | 7.9 (269 reviews) ✓ Verified | | **Campaign Management** | 8.8 (35 reviews) ✓ Verified | 7.8 (290 reviews) ✓ Verified | | **Lead Management** | 9.1 (36 reviews) ✓ Verified | 8.0 (309 reviews) ✓ Verified | | **Marketing ROI Analytics** | 8.5 (28 reviews) ✓ Verified | 8.0 (215 reviews) ✓ Verified | #### Customer Support | Feature | C2CRM | Workbooks | |---|---|---| | **Case Management** | 8.6 (31 reviews) ✓ Verified | 8.4 (277 reviews) ✓ Verified | | **Customer Support Portal** | 9.2 (33 reviews) ✓ Verified | 8.1 (245 reviews) ✓ Verified | | **Knowledge Base** | 8.5 (36 reviews) ✓ Verified | 8.2 (265 reviews) ✓ Verified | | **Call Center Features** | 7.9 (26 reviews) ✓ Verified | 8.1 (201 reviews) ✓ Verified | | **Support Analytics** | 8.1 (32 reviews) ✓ Verified | 8.2 (208 reviews) ✓ Verified | #### Reporting & Analytics | Feature | C2CRM | Workbooks | |---|---|---| | **Reporting** | 8.5 (41 reviews) ✓ Verified | 8.2 (343 reviews) ✓ Verified | | **Dashboards** | 9.4 (42 reviews) ✓ Verified | 8.1 (343 reviews) ✓ Verified | | **Forecasting** | 8.7 (31 reviews) ✓ Verified | 8.0 (253 reviews) ✓ Verified | #### Mobile & Social | Feature | C2CRM | Workbooks | |---|---|---| | **Social Collaboration Features** | 8.6 (22 reviews) ✓ Verified | 7.8 (168 reviews) ✓ Verified | | **Social Network Integration** | Feature Not Available | 7.7 (165 reviews) ✓ Verified | | **Mobile User Support** | 8.8 (30 reviews) ✓ Verified | 7.5 (207 reviews) ✓ Verified | #### Platform | Feature | C2CRM | Workbooks | |---|---|---| | **Customization** | 9.7 (25 reviews) ✓ Verified | 8.4 (186 reviews) ✓ Verified | | **Workflow Capability** | 9.2 (23 reviews) ✓ Verified | 8.2 (155 reviews) ✓ Verified | | **User, Role, and Access Management** | 8.8 (24 reviews) ✓ Verified | 8.5 (184 reviews) ✓ Verified | | **Internationalization** | 9.5 (13 reviews) ✓ Verified | 8.0 (107 reviews) ✓ Verified | | **Sandbox / Test Environments** | 9.3 (14 reviews) ✓ Verified | 8.3 (108 reviews) ✓ Verified | | **Document & Content Mgmt.** | 8.7 (18 reviews) ✓ Verified | 7.8 (129 reviews) ✓ Verified | | **Performance and Reliability** | 8.6 (23 reviews) ✓ Verified | 8.5 (187 reviews) ✓ Verified | | **Output Document Generation** | 9.4 (16 reviews) ✓ Verified | 8.2 (144 reviews) ✓ Verified | #### Integration | Feature | C2CRM | Workbooks | |---|---|---| | **Data Import & Export Tools** | 9.4 (22 reviews) ✓ Verified | 8.3 (183 reviews) ✓ Verified | | **Integration APIs** | 9.6 (18 reviews) | 8.2 (137 reviews) ✓ Verified | | **Breadth of Partner Applications** | Not enough data | 7.7 (113 reviews) | #### Generative AI | Feature | C2CRM | Workbooks | |---|---|---| | **AI Text Generation** | Not enough data | 6.7 (16 reviews) | #### Agentic AI - CRM | Feature | C2CRM | Workbooks | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Help Desk | Product | Score | Reviews | |---|---|---| | **C2CRM** | 6.8/10 | 9 | | **Workbooks** | N/A | N/A | #### Ticket and Case Management | Feature | C2CRM | Workbooks | |---|---|---| | **Ticket creation user experience** | 5.7 (7 reviews) ✓ Verified | Not enough data | | **Ticket response user experience** | 5.5 (7 reviews) ✓ Verified | Not enough data | | **Workflow** | 8.1 (7 reviews) ✓ Verified | Not enough data | | **Response Automation** | 7.4 (7 reviews) ✓ Verified | Not enough data | | **SLA Management** | 6.2 (7 reviews) ✓ Verified | Not enough data | | **Attachments/Screencasts** | 7.1 (7 reviews) | Not enough data | | **Ticket Collaboration** | 6.4 (7 reviews) ✓ Verified | Not enough data | | **Customer and Contacts Database** | 7.4 (7 reviews) ✓ Verified | Not enough data | #### Generative AI | Feature | C2CRM | Workbooks | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Feature Not Available | Not enough data | #### Agentic AI - Help Desk | Feature | C2CRM | Workbooks | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | #### Communication Channels | Feature | C2CRM | Workbooks | |---|---|---| | **Customer Portal** | 7.2 (6 reviews) ✓ Verified | Not enough data | | **Email to Case** | Not enough data | Not enough data | | **Chat/Live Support** | Not enough data | Not enough data | | **Social Integration** | Feature Not Available | Not enough data | | **Voice** | Not enough data | Not enough data | #### Platform | Feature | C2CRM | Workbooks | |---|---|---| | **Mobile User Support** | Not enough data | Not enough data | | **Customization ** | Not enough data | Not enough data | | **User, Role, and Access Management** | Not enough data | Not enough data | | **Integration** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | | **Dashboards** | Not enough data | Not enough data | ### Lead Generation | Product | Score | Reviews | |---|---|---| | **C2CRM** | N/A | N/A | | **Workbooks** | N/A | N/A | #### Lead Generation | Feature | C2CRM | Workbooks | |---|---|---| | **Lead Builder** | Not enough data | Not enough data | | **CRM Integration** | Not enough data | Not enough data | | **Marketing Automation Integration** | Not enough data | Not enough data | | **Social Media Integration** | Not enough data | Not enough data | | **Data Import & Export Tools** | Not enough data | Not enough data | ### Online Form Builder | Product | Score | Reviews | |---|---|---| | **C2CRM** | N/A | N/A | | **Workbooks** | N/A | N/A | #### Customization | Feature | C2CRM | Workbooks | |---|---|---| | **Custom Fields** | Not enough data | Not enough data | | **Conditional Logic** | Not enough data | Not enough data | | **Multi-page Forms** | Not enough data | Not enough data | | **Design** | Not enough data | Not enough data | #### Additional Functionality | Feature | C2CRM | Workbooks | |---|---|---| | **Embedded Forms** | Not enough data | Not enough data | | **Offline Capability** | Feature Not Available | Not enough data | | **Notifications** | Not enough data | Not enough data | | **Payments** | Not enough data | Not enough data | | **Mobile Forms** | Not enough data | Not enough data | ### A/B Testing | Product | Score | Reviews | |---|---|---| | **C2CRM** | N/A | N/A | | **Workbooks** | N/A | N/A | #### Computing | Feature | C2CRM | Workbooks | |---|---|---| | **WYSIWYG** | Not enough data | Not enough data | | **AI/Machine Learning** | Not enough data | Not enough data | | **Little to No Coding** | Not enough data | Not enough data | #### Experimental Design | Feature | C2CRM | Workbooks | |---|---|---| | **Multivariate testing capacities** | Not enough data | Not enough data | | **Concurrent Testing** | Not enough data | Not enough data | | **Mobile Testing** | Not enough data | Not enough data | #### Analytics | Feature | C2CRM | Workbooks | |---|---|---| | **Reporting and Analytics** | Not enough data | Not enough data | | **Heatmaps** | Not enough data | Not enough data | #### Agentic AI - A/B Testing | Feature | C2CRM | Workbooks | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | ### Lead Scoring | Product | Score | Reviews | |---|---|---| | **C2CRM** | N/A | N/A | | **Workbooks** | 7.6/10 | 15 | #### Agentic AI - Lead Scoring | Feature | C2CRM | Workbooks | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | #### Attribution | Feature | C2CRM | Workbooks | |---|---|---| | **Lead Opportunity** | Not enough data | 7.5 (12 reviews) | | **Lead Assignment** | Not enough data | 8.2 (13 reviews) | | **Pipeline Acceleration** | Not enough data | 7.6 (11 reviews) | #### Discovery | Feature | C2CRM | Workbooks | |---|---|---| | **Lead Management** | Not enough data | 8.1 (13 reviews) | | **Scoring/Ranking** | Not enough data | 7.4 (12 reviews) | | **Lead Context** | Not enough data | 7.5 (12 reviews) | #### Management | Feature | C2CRM | Workbooks | |---|---|---| | **Conversion Viability** | Not enough data | 7.9 (11 reviews) | | **Workflow** | Not enough data | 7.1 (11 reviews) | #### Platform | Feature | C2CRM | Workbooks | |---|---|---| | **Data Synchronization** | Not enough data | 7.3 (14 reviews) | | **Analysis** | Not enough data | 7.5 (14 reviews) | ### Sales Performance Management | Product | Score | Reviews | |---|---|---| | **C2CRM** | N/A | N/A | | **Workbooks** | 7.4/10 | 15 | #### Agentic AI - Sales Performance Management | Feature | C2CRM | Workbooks | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | #### Incentives | Feature | C2CRM | Workbooks | |---|---|---| | **Badges** | Not enough data | 6.7 (9 reviews) | | **Triggers** | Not enough data | 6.7 (8 reviews) | | **Commission Calculator** | Not enough data | 6.3 (9 reviews) | | **Leaderboards** | Not enough data | 7.1 (12 reviews) | #### Personalization | Feature | C2CRM | Workbooks | |---|---|---| | **Profiles** | Not enough data | 7.3 (10 reviews) | | **Custom Reports** | Not enough data | 8.6 (12 reviews) | | **Dashboards** | Not enough data | 8.5 (14 reviews) | | **Goal Setting** | Not enough data | 6.9 (9 reviews) | #### Administrative | Feature | C2CRM | Workbooks | |---|---|---| | **Integration** | Not enough data | 8.0 (11 reviews) | | **Employee Structure** | Not enough data | 7.6 (11 reviews) | | **Behavior Monitoring** | Not enough data | 7.5 (10 reviews) | ### Sales Analytics | Product | Score | Reviews | |---|---|---| | **C2CRM** | N/A | N/A | | **Workbooks** | 8.2/10 | 19 | #### Agentic AI - Sales Analytics | Feature | C2CRM | Workbooks | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | #### Data Sourcing | Feature | C2CRM | Workbooks | |---|---|---| | **Data Sourcing** | Not enough data | 8.1 (12 reviews) | | **Exporting & Sharing Data** | Not enough data | 8.7 (13 reviews) | | **Multi-Device Data Visualization** | Not enough data | 7.7 (11 reviews) | | **Interactive Dashboards** | Not enough data | 8.2 (14 reviews) | | **Data Segmentation** | Not enough data | 8.3 (15 reviews) | #### Predictive Analytics | Feature | C2CRM | Workbooks | |---|---|---| | **Lead Scoring** | Not enough data | 8.3 (13 reviews) | | **Opportunity Scoring** | Not enough data | 8.6 (12 reviews) | | **Risk Analysis** | Not enough data | 7.6 (11 reviews) | | **Live Forecasting** | Not enough data | 8.0 (14 reviews) | #### Sales Management | Feature | C2CRM | Workbooks | |---|---|---| | **Live Pipeline Management** | Not enough data | 8.6 (14 reviews) | | **Sales Gamification** | Not enough data | 7.7 (11 reviews) | | **Account-Based Analytics** | Not enough data | 8.3 (12 reviews) | | **Activity Tracking** | Not enough data | 8.7 (14 reviews) | --- ## Categories **Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm) **Unique to C2CRM (2):** [Help Desk Software](https://www.g2.com/categories/help-desk), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) **Unique to Workbooks (4):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [A/B Testing Tools](https://www.g2.com/categories/a-b-testing-tools) --- ## Reviewer Demographics ### By Company Size | Segment | C2CRM | Workbooks | |---|---|---| | **Small-Business** | 26.8% | 60.5% | | **Mid-Market** | 62.0% | 34.3% | | **Enterprise** | 11.3% | 5.2% | ### By Industry #### C2CRM - **Telecommunications:** 10.3% - **Hospital & Health Care:** 7.4% - **Accounting:** 4.4% - **Consulting:** 4.4% - **Automotive:** 4.4% - **Construction:** 4.4% - **Consumer Goods:** 4.4% - **Information Technology and Services:** 4.4% - **Mechanical or Industrial Engineering:** 4.4% - **Computer Hardware:** 2.9% - **Other:** 48.5% #### Workbooks - **Information Technology and Services:** 8.3% - **Computer Software:** 7.4% - **Accounting:** 6.1% - **Marketing and Advertising:** 6.1% - **Retail:** 4.9% - **Education Management:** 3.2% - **Construction:** 3.2% - **Financial Services:** 3.0% - **Market Research:** 2.5% - **Non-Profit Organization Management:** 2.3% - **Other:** 53.0% --- ## Alternatives ### Alternatives to C2CRM - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25799 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13786 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2930 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3051 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews) - [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14694 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 reviews) - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (663 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews) ### Alternatives to Workbooks - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25799 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2930 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13786 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3051 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1430 reviews) - [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews) - [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (478 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 reviews) - [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (999 reviews) --- ## Top Discussions ### C2CRM - Title: [What Industries do you focus on?](https://www.g2.com/discussions/industry-coverage) — 2 comments, 1 upvote *(includes official response)* > **Top comment:** "The majority of our customers over the past 20 years has been with manufacturers. We know this industry very well. However, we have customers covering almost..." - Title: [What is C2CRM used for?](https://www.g2.com/discussions/what-is-c2crm-used-for) — 1 comment > **Top comment:** "For sales and Custoer relashionship management handling" - Title: [What Mobile Devices does C2CRM Support?](https://www.g2.com/discussions/mobile-support-41f724e4-7965-45e8-86ad-66f30890cd10) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Mobile apps are available for IOS and Android..all tablets and phones." - Title: [Which ERP Systems do you Integrate with?](https://www.g2.com/discussions/c2crm-erp-integrations) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Over the past 20years we have integrated C2 to all kinds of systems and ERP applications. We have created different templates work with our customers and get..." - Title: [Does C2CRM Integrate with Outlook?](https://www.g2.com/discussions/ms-outlook-exchange-integration) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Yes! C2 Integrates to Outlook and is included in our CorePackage ($37/per user/per month). ClearC2 systems have advanced bi-directional integration with MS..." ### Workbooks - Title: [Workbooks deleted item recovery](https://www.g2.com/discussions/workbooks-deleted-item-recovery) — 2 comments, 1 upvote > **Top comment:** "Currently in Workbooks there are 2 solutions to this. 1) using optional advance audit you can see everything users do, from delete, update etc and..." - Title: [Which Email marketing products is Workbooks integrated with ?](https://www.g2.com/discussions/which-email-marketing-products-is-workbooks-integrated-with) — 2 comments, 1 upvote > **Top comment:** "Workbooks has out of the box free included integration with Mailchimp. Dotmailer and Constant Contact (MPZmail integration will also be available from them..." - Title: [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) — 1 comment > **Top comment:** "Workbooks is a comprehensive software solution designed to streamline various aspects of business operations, primarily focusing on customer relationship..." - Title: [We want to make better use of using Mailchimp for our marketing and sending out newsletters. What's the best way to go about this?](https://www.g2.com/discussions/we-want-to-make-better-use-of-using-mailchimp-for-our-marketing-and-sending-out-newsletters-what-s-the-best-way-to-go-about-this) — 1 comment, 1 upvote > **Top comment:** "Hi Yvonne. I apologise that your query hasn't been responded to. Something seems to have happened to our notifications of new comments and questions on..." - Title: [what are the different parts in excell? furthermore, what is their capacity?](https://www.g2.com/discussions/46534-what-are-the-different-parts-in-excell-furthermore-what-is-their-capacity) — 1 comment, 1 upvote > **Top comment:** "👍👍👍👍👍👍👍👍👍" --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/c2crm-vs-workbooks)