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Compare Flow Software and Workbooks 
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At a Glance
Market Segments
Small-Business (64.2% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
$6 per user, per month
Free
Flow
Star Rating
(54)4.3 out of 5
Market Segments
Small-Business (64.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$6 per user, per month
Browse all 3 pricing plansWorkbooks
Star Rating
(570)4.2 out of 5
Market Segments
Small-Business (60.3% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansFlow vs Workbooks
When assessing the two solutions, reviewers found Flow easier to use, set up, and administer. However, reviewers preferred doing business with Workbooks overall.
- Reviewers felt that Flow meets the needs of their business better than Workbooks.
- When comparing quality of ongoing product support, reviewers felt that Flow is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Workbooks over Flow.
Pricing
Entry-Level Pricing
Flow
Flow Basic
$6
per user, per month
All the essentials to get your team up and running.
- Unlimited tasks, projects, chats and searches
- Up to 25 users per plan
- Board and list project views
Free Trial
Flow
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.8
50
8.4
467
Ease of Use
8.6
50
8.4
471
Ease of Setup
8.5
16
7.9
227
Ease of Admin
8.2
14
8.1
234
Quality of Support
8.8
38
8.6
431
Has the product been a good partner in doing business?
8.6
11
8.7
221
Product Direction (% positive)
8.1
50
8.7
460
Features by Category
Sales Force Automation
Not enough data
8.5
345
|
Verified
Not enough data
8.0
208
Not enough data
8.2
318
|
Verified
Not enough data
8.2
346
|
Verified
Not enough data
7.9
220
|
Verified
Not enough data
8.1
283
|
Verified
Not enough data
7.9
253
|
Verified
Not enough data
8.1
249
|
Verified
Not enough data
8.1
256
|
Verified
Marketing Automation
Not enough data
7.9
269
|
Verified
Not enough data
7.8
290
|
Verified
Not enough data
8.0
310
|
Verified
Not enough data
8.0
216
|
Verified
Customer Support
Not enough data
8.4
277
|
Verified
Not enough data
8.1
246
|
Verified
Not enough data
8.2
266
|
Verified
Not enough data
8.1
202
|
Verified
Not enough data
8.2
208
|
Verified
Reporting & Analytics
Not enough data
8.2
343
|
Verified
Not enough data
8.1
343
|
Verified
Not enough data
8.0
254
|
Verified
Mobile & Social
Not enough data
7.8
169
|
Verified
Not enough data
7.7
165
|
Verified
Not enough data
7.5
208
|
Verified
Platform
Not enough data
8.4
187
|
Verified
Not enough data
8.2
155
|
Verified
Not enough data
8.5
185
|
Verified
Not enough data
8.0
108
|
Verified
Not enough data
8.3
109
|
Verified
Not enough data
7.8
130
|
Verified
Not enough data
8.5
188
|
Verified
Not enough data
8.2
145
|
Verified
Integration
Not enough data
8.3
184
|
Verified
Not enough data
8.2
138
|
Verified
Not enough data
7.7
114
Generative AI
Not enough data
6.9
17
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
Tasks
9.0
10
|
Verified
Not enough data
7.8
10
|
Verified
Not enough data
9.6
9
|
Verified
Not enough data
8.5
9
|
Verified
Not enough data
9.0
7
|
Verified
Not enough data
7.2
9
|
Verified
Not enough data
8.7
9
|
Verified
Not enough data
9.0
8
|
Verified
Not enough data
Projects
8.3
9
|
Verified
Not enough data
9.0
10
|
Verified
Not enough data
7.7
8
|
Verified
Not enough data
8.1
9
|
Verified
Not enough data
8.5
9
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
7
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.1
8
|
Verified
Not enough data
Resource Management
8.3
7
|
Verified
Not enough data
7.9
7
|
Verified
Not enough data
9.3
10
|
Verified
Not enough data
Project Monitoring
7.9
7
|
Verified
Not enough data
9.4
8
|
Verified
Not enough data
8.2
10
|
Verified
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
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
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
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
8.1
12
Not enough data
8.8
14
Not enough data
7.9
12
Not enough data
8.3
15
Not enough data
8.4
16
Predictive Analytics
Not enough data
8.5
14
Not enough data
8.7
13
Not enough data
7.8
12
Not enough data
8.1
15
Sales Management
Not enough data
8.7
15
Not enough data
7.9
12
Not enough data
8.5
13
Not enough data
8.8
15
Categories
Categories
Shared Categories
Flow and Workbooks share no categories
Unique Categories
Flow is categorized as Project Management
Workbooks is categorized as Sales Analytics, Lead Scoring, Sales Performance Management, CRM, and A/B Testing
Reviews
Reviewers' Company Size
Flow
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
11.3%
Design
7.5%
Telecommunications
5.7%
Information Technology and Services
5.7%
Other
54.7%
Information Technology and Services
8.2%
Computer Software
7.6%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
4.9%
Other
67.2%
Alternatives
Discussions
What is Flow project management?
2 Comments
DA
Explains to me how to manage resources with reports and timesheets in JiraRead more
Flow has no more discussions with answers
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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