# Commence CRM vs Workbooks Comparison | | Commence CRM | Workbooks | |---|---|---| | **Star Rating** | 4.1 out of 5 | 4.2 out of 5 | | **Total Reviews** | 18 | 573 | | **Largest Market Segment** | Small-Business (66.7% of reviews) | Small-Business (60.5% of reviews) | | **Entry Level Price** | $19-24/ user, per month | Free | --- ## Top Pros & Cons ### Commence CRM **Not enough data** ### Workbooks Pros: - Ease of Use (16 reviews) - Reporting (8 reviews) Cons: - Learning Curve (8 reviews) - Limitations (6 reviews) --- ## Ratings Comparison | Rating | Commence CRM | Workbooks | |---|---|---| | **Meets Requirements** | 7.7 (14 reviews) | 8.4 (468 reviews) | | **Ease of Use** | 7.3 (14 reviews) | 8.4 (472 reviews) | | **Ease of Setup** | 8.1 (8 reviews) | 7.9 (228 reviews) | | **Ease of Admin** | 7.3 (8 reviews) | 8.2 (235 reviews) | | **Quality of Support** | 8.2 (12 reviews) | 8.6 (432 reviews) | | **Has the product been a good partner in doing business?** | 9.0 (7 reviews) | 8.7 (222 reviews) | | **Product Direction (% positive)** | 7.5 (14 reviews) | 8.7 (460 reviews) | --- ## Pricing ### Commence CRM #### Entry-Level Pricing Plan: Sales CRM Price: $19-24 / user, per month [Browse all 4 editions](https://www.g2.com/products/commence-crm/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 | |---|---|---| | **Commence CRM** | N/A | N/A | | **Workbooks** | 8.1/10 | 428 | #### Sales Force Automation | Feature | Commence CRM | Workbooks | |---|---|---| | **Contact & Account Management** | Not enough data | 8.5 (345 reviews) ✓ Verified | | **Partner Relationship Mgmt. (PRM)** | Not enough data | 8.0 (207 reviews) | | **Opportunity & Pipeline Mgmt.** | Not enough data | 8.2 (318 reviews) ✓ Verified | | **Task / Activity Management** | Not enough data | 8.2 (346 reviews) ✓ Verified | | **Territory & Quota Management** | Not enough data | 7.9 (219 reviews) ✓ Verified | | **Desktop Integration** | Not enough data | 8.1 (282 reviews) ✓ Verified | | **Product & Price List Management** | Not enough data | 7.9 (252 reviews) ✓ Verified | | **Quote & Order Management** | Not enough data | 8.1 (248 reviews) ✓ Verified | | **Customer Contract Management** | Not enough data | 8.1 (255 reviews) ✓ Verified | #### Marketing Automation | Feature | Commence CRM | Workbooks | |---|---|---| | **Email Marketing** | Not enough data | 7.9 (269 reviews) ✓ Verified | | **Campaign Management** | Not enough data | 7.8 (290 reviews) ✓ Verified | | **Lead Management** | Not enough data | 8.0 (309 reviews) ✓ Verified | | **Marketing ROI Analytics** | Not enough data | 8.0 (215 reviews) ✓ Verified | #### Customer Support | Feature | Commence CRM | Workbooks | |---|---|---| | **Case Management** | Not enough data | 8.4 (277 reviews) ✓ Verified | | **Customer Support Portal** | Not enough data | 8.1 (245 reviews) ✓ Verified | | **Knowledge Base** | Not enough data | 8.2 (265 reviews) ✓ Verified | | **Call Center Features** | Not enough data | 8.1 (201 reviews) ✓ Verified | | **Support Analytics** | Not enough data | 8.2 (208 reviews) ✓ Verified | #### Reporting & Analytics | Feature | Commence CRM | Workbooks | |---|---|---| | **Reporting** | Not enough data | 8.2 (343 reviews) ✓ Verified | | **Dashboards** | Not enough data | 8.1 (343 reviews) ✓ Verified | | **Forecasting** | Not enough data | 8.0 (253 reviews) ✓ Verified | #### Mobile & Social | Feature | Commence CRM | Workbooks | |---|---|---| | **Social Collaboration Features** | Not enough data | 7.8 (168 reviews) ✓ Verified | | **Social Network Integration** | Not enough data | 7.7 (165 reviews) ✓ Verified | | **Mobile User Support** | Not enough data | 7.5 (207 reviews) ✓ Verified | #### Platform | Feature | Commence CRM | Workbooks | |---|---|---| | **Customization** | Not enough data | 8.4 (186 reviews) ✓ Verified | | **Workflow Capability** | Not enough data | 8.2 (155 reviews) ✓ Verified | | **User, Role, and Access Management** | Not enough data | 8.5 (184 reviews) ✓ Verified | | **Internationalization** | Not enough data | 8.0 (107 reviews) ✓ Verified | | **Sandbox / Test Environments** | Not enough data | 8.3 (108 reviews) ✓ Verified | | **Document & Content Mgmt.** | Not enough data | 7.8 (129 reviews) ✓ Verified | | **Performance and Reliability** | Not enough data | 8.5 (187 reviews) ✓ Verified | | **Output Document Generation** | Not enough data | 8.2 (144 reviews) ✓ Verified | #### Integration | Feature | Commence CRM | Workbooks | |---|---|---| | **Data Import & Export Tools** | Not enough data | 8.3 (183 reviews) ✓ Verified | | **Integration APIs** | Not enough data | 8.2 (137 reviews) ✓ Verified | | **Breadth of Partner Applications** | Not enough data | 7.7 (113 reviews) | #### Generative AI | Feature | Commence CRM | Workbooks | |---|---|---| | **AI Text Generation** | Not enough data | 6.7 (16 reviews) | #### Agentic AI - CRM | Feature | Commence CRM | 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 | ### Marketing Automation | Product | Score | Reviews | |---|---|---| | **Commence CRM** | N/A | N/A | | **Workbooks** | N/A | N/A | #### Email Marketing | Feature | Commence CRM | Workbooks | |---|---|---| | **Building and Personalizing Emails** | Not enough data | Not enough data | | **Sending Outbound Emails** | Not enough data | Not enough data | | **Manage Email Deliverability** | Not enough data | Not enough data | | **Automated Email Responses** | Not enough data | Not enough data | #### Online Marketing | Feature | Commence CRM | Workbooks | |---|---|---| | **Landing Pages and Forms** | Not enough data | Not enough data | | **Dynamic Content** | Not enough data | Not enough data | | **A/B Testing** | Not enough data | Not enough data | | **Mobile Optimized** | Not enough data | Not enough data | | **Search Tracking and Optimization** | Not enough data | Not enough data | #### Lead Management | Feature | Commence CRM | Workbooks | |---|---|---| | **Marketing Lead Database** | Not enough data | Not enough data | | **Data Quality Management** | Not enough data | Not enough data | | **Segmentation** | Not enough data | Not enough data | | **Lead Scoring and Grading** | Not enough data | Not enough data | | **Lead Nurturing** | Not enough data | Not enough data | | **Online Behavior Tracking** | Not enough data | Not enough data | | **Automated Alerts and Tasks** | Not enough data | Not enough data | | **CRM Lead Integration** | Not enough data | Not enough data | #### Campaign Management | Feature | Commence CRM | Workbooks | |---|---|---| | **Program Management** | Not enough data | Not enough data | | **Event / Webinar Marketing** | Not enough data | Not enough data | | **Calendaring** | Not enough data | Not enough data | | **Budgeting** | Not enough data | Not enough data | #### Social | Feature | Commence CRM | Workbooks | |---|---|---| | **Social Listening** | Not enough data | Not enough data | | **Social Sharing** | Not enough data | Not enough data | | **Social Campaigns** | Not enough data | Not enough data | | **Social Media Engagement** | Not enough data | Not enough data | | **Social Media Advertising** | Not enough data | Not enough data | #### Reporting & Analytics | Feature | Commence CRM | Workbooks | |---|---|---| | **Basic Reporting** | Not enough data | Not enough data | | **Web Analytics** | Not enough data | Not enough data | | **ROI Analytics** | Not enough data | Not enough data | | **Revenue Analytics** | Not enough data | Not enough data | | **SEO / Keyword Analytics** | Not enough data | Not enough data | #### Platform | Feature | Commence CRM | Workbooks | |---|---|---| | **Customization ** | Not enough data | Not enough data | | **Workflow Capability** | Not enough data | Not enough data | | **User, Role, and Access Management** | Not enough data | Not enough data | | **Internationalization** | Not enough data | Not enough data | | **Sandbox / Test Environments** | Not enough data | Not enough data | | **Performance and Reliability** | Not enough data | Not enough data | | **Output Document Generation** | Not enough data | Not enough data | #### Agentic AI - Marketing Automation | Feature | Commence CRM | 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 | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | #### Integration | Feature | Commence CRM | Workbooks | |---|---|---| | **Data Import & Export Tools** | Not enough data | Not enough data | | **Integration APIs** | Not enough data | Not enough data | | **Breadth of Partner Applications** | Not enough data | Not enough data | ### Lead Generation | Product | Score | Reviews | |---|---|---| | **Commence CRM** | N/A | N/A | | **Workbooks** | N/A | N/A | #### Lead Generation | Feature | Commence CRM | 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 | |---|---|---| | **Commence CRM** | N/A | N/A | | **Workbooks** | N/A | N/A | #### Customization | Feature | Commence CRM | 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 | Commence CRM | Workbooks | |---|---|---| | **Embedded Forms** | Not enough data | Not enough data | | **Offline Capability** | Not enough data | 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 | |---|---|---| | **Commence CRM** | N/A | N/A | | **Workbooks** | N/A | N/A | #### Computing | Feature | Commence CRM | 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 | Commence CRM | 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 | Commence CRM | Workbooks | |---|---|---| | **Reporting and Analytics** | Not enough data | Not enough data | | **Heatmaps** | Not enough data | Not enough data | #### Agentic AI - A/B Testing | Feature | Commence CRM | 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 | |---|---|---| | **Commence CRM** | N/A | N/A | | **Workbooks** | 7.6/10 | 15 | #### Agentic AI - Lead Scoring | Feature | Commence CRM | 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 | Commence CRM | 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 | Commence CRM | 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 | Commence CRM | Workbooks | |---|---|---| | **Conversion Viability** | Not enough data | 7.9 (11 reviews) | | **Workflow** | Not enough data | 7.1 (11 reviews) | #### Platform | Feature | Commence CRM | Workbooks | |---|---|---| | **Data Synchronization** | Not enough data | 7.3 (14 reviews) | | **Analysis** | Not enough data | 7.5 (14 reviews) | ### Sales Performance Management | Product | Score | Reviews | |---|---|---| | **Commence CRM** | N/A | N/A | | **Workbooks** | 7.4/10 | 15 | #### Agentic AI - Sales Performance Management | Feature | Commence CRM | 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 | Commence CRM | 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 | Commence CRM | 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 | Commence CRM | 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 | |---|---|---| | **Commence CRM** | N/A | N/A | | **Workbooks** | 8.2/10 | 19 | #### Agentic AI - Sales Analytics | Feature | Commence CRM | 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 | Commence CRM | 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 | Commence CRM | 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 | Commence CRM | 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 Commence CRM (2):** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation), [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 | Commence CRM | Workbooks | |---|---|---| | **Small-Business** | 66.7% | 60.5% | | **Mid-Market** | 25.0% | 34.3% | | **Enterprise** | 8.3% | 5.2% | ### By Industry #### Commence CRM - **Investment Management:** 13.3% - **Construction:** 13.3% - **Computer Software:** 13.3% - **Wholesale:** 6.7% - **Retail:** 6.7% - **Mining & Metals:** 6.7% - **Machinery:** 6.7% - **Insurance:** 6.7% - **Information Technology and Services:** 6.7% - **Food Production:** 6.7% - **Other:** 13.3% #### 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 Commence CRM - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25793 reviews) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (942 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews) - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) — 3.9/5 stars (525 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13806 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1427 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3045 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1114 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 (25793 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13806 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3045 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1427 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 (477 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 (1114 reviews) - [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (998 reviews) --- ## Top Discussions ### Commence CRM - Title: [Who are Commence Corporation’s major competitors?](https://www.g2.com/discussions/competitors) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Commence CRM offers a comprehensive set of business applications that rival enterprise level products costing much more. Competitors include Salesforce.com,..." - Title: [What level of support services does Commence provide?](https://www.g2.com/discussions/support-606adefe-48a8-4dea-8dc0-c8165233dc11) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Commence offers two levels of customer support. Basic Support, which offers customers free email and free training videos and Premium Support, for those..." - Title: [How often are new versions released?](https://www.g2.com/discussions/new-versions) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Product updates and enhancements are typically released twice a year. " - Title: [Editions/Applications](https://www.g2.com/discussions/editions-applications) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Commence CRM is modular in design which means you can select one of the editions or just the applications you need of your business today. " - Title: [What differentiates your solution from all the others?](https://www.g2.com/discussions/how-is-commence-crm-different) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Commence CRM has a deeper set of application features that are traditionally only available in higher level more expensive solutions. These include..." ### 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/commence-crm-vs-workbooks)