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Compare Close and Workbooks 
Featured Products
At a Glance
Market Segments
Small-Business (79.1% of reviews)
Small-Business (60.4% of reviews)
Entry-Level Pricing
Starting at $9.00 1 User Per Month
Free
Close
Star Rating
(1,970)4.7 out of 5
Market Segments
Small-Business (79.1% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $9.00 1 User Per Month
Free Trial is available
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 plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Close excels in user satisfaction, boasting a significantly higher overall score compared to Workbooks. Users appreciate its intuitive interface, with one reviewer noting how easy it is to navigate and manage tasks efficiently, highlighting the seamless integration of email and communication tools.
- According to verified reviews, Workbooks offers a solid solution for small businesses, particularly in managing customer service and sales operations. Users have praised its ability to consolidate various functions into one platform, making it easier to handle day-to-day operations, although some find it less user-friendly than Close.
- Users say that Close's setup process, while initially challenging, ultimately leads to a more streamlined experience. The Smartviews feature allows for effective customer delegation, which many find beneficial for managing client follow-ups, showcasing its strength in task management.
- Reviewers mention that Workbooks provides a good level of support and integration capabilities, particularly for those who need to work across multiple devices. One user highlighted the seamless sharing of information between devices, which enhances collaboration with partners.
- G2 reviewers highlight that Close's quality of support is notably higher, with users appreciating the responsive assistance they receive. This is reflected in the platform's overall satisfaction ratings, where users feel more confident in the support available to them compared to Workbooks.
- According to recent feedback, while Workbooks is praised for its comprehensive features, some users feel it lacks the ease of use that Close offers. For instance, Close's ability to start dialing calls without a dial tone is a feature that users find particularly advantageous, making it a preferred choice for those focused on sales activities.
Pricing
Entry-Level Pricing
Close
Solo
Starting at $9.00
1 User Per Month
Perfect for individuals organizing leads, managing pipelines, and keeping all sales communication in one place.
- Only 1 user allowed
- Up to 10,000 Leads
- Built-in email, calling, & SMS
Free Trial
Close
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
9.1
1,730
8.4
466
Ease of Use
9.2
1,770
8.4
470
Ease of Setup
9.0
1,107
7.9
226
Ease of Admin
9.0
565
8.1
234
Quality of Support
9.3
1,548
8.6
430
Has the product been a good partner in doing business?
9.3
559
8.7
221
Product Direction (% positive)
9.5
1,742
8.7
459
Features by Category
Sales Force Automation
9.0
1349
|
Verified
8.5
344
|
Verified
Feature Not Available
8.0
207
9.0
1356
|
Verified
8.2
317
|
Verified
9.0
1381
|
Verified
8.2
345
|
Verified
8.3
1165
7.9
219
|
Verified
9.1
1305
|
Verified
8.1
282
|
Verified
8.4
1122
7.9
252
|
Verified
8.3
1130
8.1
248
|
Verified
8.4
1161
8.1
255
|
Verified
Marketing Automation
8.7
1258
7.8
268
|
Verified
8.5
1217
7.8
289
|
Verified
9.2
1333
8.0
309
|
Verified
8.2
1132
8.0
215
|
Verified
Customer Support
8.7
1215
|
Verified
8.4
276
|
Verified
8.7
1226
|
Verified
8.1
245
|
Verified
8.7
1260
|
Verified
8.2
265
|
Verified
8.7
1249
|
Verified
8.1
201
|
Verified
8.6
1198
|
Verified
8.2
207
|
Verified
Reporting & Analytics
8.7
1258
|
Verified
8.2
342
|
Verified
8.8
1280
|
Verified
8.0
342
|
Verified
8.2
1141
8.0
253
|
Verified
Mobile & Social
8.2
1074
7.8
168
|
Verified
7.9
1096
7.7
164
|
Verified
8.2
1087
7.5
207
|
Verified
Platform
8.7
1195
|
Verified
8.4
186
|
Verified
8.8
1210
|
Verified
8.2
154
|
Verified
8.9
1197
8.5
184
|
Verified
8.5
1123
8.0
107
|
Verified
8.0
1070
|
Verified
8.3
108
|
Verified
8.4
1097
7.8
129
|
Verified
9.1
1210
|
Verified
8.5
187
|
Verified
8.4
1115
8.2
144
|
Verified
Integration
8.8
1124
|
Verified
8.3
183
|
Verified
8.7
1126
|
Verified
8.2
137
|
Verified
8.5
1059
|
Verified
7.7
113
Generative AI
Feature Not Available
6.7
16
Agentic AI - CRM
8.5
82
Not enough data
8.5
80
Not enough data
8.6
80
Not enough data
8.5
81
Not enough data
8.7
81
Not enough data
8.8
80
Not enough data
8.7
80
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
Lead Facilitation
7.9
133
Not enough data
8.6
133
Not enough data
9.0
140
Not enough data
8.6
134
Not enough data
Organization
9.2
136
Not enough data
8.9
133
Not enough data
8.9
133
Not enough data
Performance Analysis
8.2
127
Not enough data
8.9
134
Not enough data
Sales Analysis
8.3
134
Not enough data
8.6
134
Not enough data
Generative AI
8.4
82
Not enough data
8.7
82
Not enough data
Agentic AI - AI Sales Assistant
9.8
9
Not enough data
9.6
9
Not enough data
9.4
9
Not enough data
9.4
9
Not enough data
9.8
8
Not enough data
8.9
9
Not enough data
9.8
8
Not enough data
Integrated Workflows
9.1
220
Not enough data
9.1
223
Not enough data
9.0
215
Not enough data
8.7
212
Not enough data
9.0
217
Not enough data
9.0
221
Not enough data
8.9
220
Not enough data
Repeatability and Reportability
8.6
215
Not enough data
8.9
215
Not enough data
8.9
205
Not enough data
8.3
203
Not enough data
7.8
201
Not enough data
AI and Automation
8.2
194
Not enough data
8.1
197
Not enough data
8.2
190
Not enough data
7.9
198
Not enough data
7.8
196
Not enough data
Generative AI
8.0
197
Not enough data
Agentic AI - Sales Engagement
8.5
32
Not enough data
8.5
32
Not enough data
8.6
32
Not enough data
8.3
31
Not enough data
8.8
31
Not enough data
8.8
32
Not enough data
8.9
32
Not enough data
Dialing Options
9.1
150
Not enough data
9.2
151
Not enough data
9.4
17
Not enough data
Agent Tools
8.6
146
Not enough data
8.8
142
Not enough data
9.4
147
Not enough data
Automation
8.9
141
Not enough data
8.5
142
Not enough data
8.6
142
Not enough data
Agentic AI - Auto Dialer
8.8
21
Not enough data
8.8
21
Not enough data
AI Capabilities - Auto Dialer
9.4
17
Not enough data
9.3
17
Not enough data
9.5
17
Not enough data
Text Messaging
8.8
265
|
Verified
Not enough data
9.3
287
|
Verified
Not enough data
9.3
282
|
Verified
Not enough data
8.7
267
|
Verified
Not enough data
8.4
252
Not enough data
8.7
257
Not enough data
8.9
256
Not enough data
Feature Not Available
Not enough data
SMS Platform
9.0
280
|
Verified
Not enough data
9.1
276
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
9.0
263
|
Verified
Not enough data
Agentic AI - SMS Marketing
8.6
15
Not enough data
8.4
15
Not enough data
9.0
15
Not enough data
8.7
15
Not enough data
8.9
15
Not enough data
8.6
15
Not enough data
Channels
8.6
105
Not enough data
8.6
107
Not enough data
8.0
107
Not enough data
Design
8.5
109
Not enough data
7.9
106
Not enough data
8.9
107
Not enough data
8.9
106
Not enough data
9.0
103
Not enough data
Generative AI
8.3
103
Not enough data
8.8
102
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
Platform
8.6
37
Not enough data
9.1
38
Not enough data
9.2
38
Not enough data
9.3
38
Not enough data
9.1
37
Not enough data
8.6
37
Not enough data
9.0
37
Not enough data
Generative AI
9.1
37
Not enough data
Workforce Management
9.3
38
Not enough data
9.1
37
Not enough data
Call Center Infrastructure (CCI)
9.8
9
Not enough data
9.6
9
Not enough data
9.8
10
Not enough data
9.8
9
Not enough data
Administrative
9.7
40
Not enough data
9.2
39
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 - Email Tracking
8.7
22
Not enough data
8.3
22
Not enough data
8.1
20
Not enough data
8.3
21
Not enough data
8.2
21
Not enough data
8.1
20
Not enough data
8.2
21
Not enough data
Analytics
8.6
488
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Customizations
9.0
496
Not enough data
9.2
496
Not enough data
8.8
521
Not enough data
8.6
477
Not enough data
9.2
519
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - Sales Analytics
9.0
17
Not enough data
8.9
17
Not enough data
8.8
16
Not enough data
9.0
17
Not enough data
8.4
17
Not enough data
Data Sourcing
8.5
163
7.9
11
8.7
163
8.7
13
8.5
163
7.7
11
8.8
166
8.2
14
8.6
160
8.3
15
Predictive Analytics
8.6
160
8.3
13
8.7
160
8.6
12
8.3
155
7.6
11
8.4
158
8.0
14
Sales Management
9.1
161
8.6
14
8.3
157
7.7
11
8.8
156
8.3
12
9.2
161
8.7
14
Agentic AI - Outbound Call Tracking
8.5
24
Not enough data
8.4
24
Not enough data
Calling
9.2
664
Not enough data
Feature Not Available
Not enough data
9.0
645
Not enough data
9.3
659
Not enough data
8.9
30
Not enough data
Contacts
8.8
655
Not enough data
8.7
618
Not enough data
9.0
653
Not enough data
Insights
9.3
676
Not enough data
9.0
630
Not enough data
8.7
592
Not enough data
9.0
652
Not enough data
8.8
631
Not enough data
9.0
28
Not enough data
Categories
Categories
Shared Categories
Close and Workbooks are categorized as Sales Analytics and CRM
Unique Categories
Close is categorized as Customer Communications Management, SMS Marketing, Sales Engagement, AI Sales Assistant, Outbound Call Tracking, Email Tracking, Call Center Infrastructure (CCI), and Auto Dialer
Reviews
Reviewers' Company Size
Close
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
Marketing and Advertising
15.1%
Computer Software
8.6%
Real Estate
8.2%
Financial Services
6.6%
Information Technology and Services
5.5%
Other
56.1%
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
How fast does close read the feedback provided?
1 Comment
SW
Hi Kamaldeep, thank you for providing feedback for the Close team! We're always working to improve our CRM and take customer feedback seriously. We see all...Read more
how do I integrate WhatsApp?
1 Comment
KS
You can use Zapier or use API's to link them manually.Read more
How long does it take to generate a new integration?
1 Comment
PE
Hey Camila, we do not have an integration with Apollo at this time. However, you can request one in this form on our website...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
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