# Gold-Vision vs Workbooks Comparison | | Gold-Vision | Workbooks | |---|---|---| | **Star Rating** | 3.3 out of 5 | 4.2 out of 5 | | **Total Reviews** | 6 | 573 | | **Largest Market Segment** | Mid-Market (75.0% of reviews) | Small-Business (60.5% of reviews) | | **Entry Level Price** | £35.00 | Free | --- ## Top Pros & Cons ### Gold-Vision Pros: - Customer Support (1 reviews) - Customizability (1 reviews) ### Workbooks Pros: - Ease of Use (16 reviews) - Reporting (8 reviews) Cons: - Learning Curve (8 reviews) - Limitations (6 reviews) --- ## Ratings Comparison | Rating | Gold-Vision | Workbooks | |---|---|---| | **Meets Requirements** | Not enough data | 8.4 (468 reviews) | | **Ease of Use** | Not enough data | 8.4 (472 reviews) | | **Ease of Setup** | Not enough data | 7.9 (228 reviews) | | **Ease of Admin** | Not enough data | 8.2 (235 reviews) | | **Quality of Support** | Not enough data | 8.6 (432 reviews) | | **Has the product been a good partner in doing business?** | Not enough data | 8.7 (222 reviews) | | **Product Direction (% positive)** | Not enough data | 8.7 (460 reviews) | --- ## Pricing ### Gold-Vision #### Entry-Level Pricing Plan: Core Price: £35.00 Description: The Core plan is ideal for businesses that need foundational CRM capabilities without complex automation. It’s great for teams focused on managing contacts, tracking sales, and running simple marketing campaigns. Key Features: - per user per month, billed annually - Sales pipeline management - Marketing made simple [Browse all 3 editions](https://www.g2.com/products/gold-vision/pricing) #### Free Trial No ### 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 | |---|---|---| | **Gold-Vision** | N/A | N/A | | **Workbooks** | 8.1/10 | 428 | #### Sales Force Automation | Feature | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | Workbooks | |---|---|---| | **Case Management** | Not enough data | 8.4 (277 reviews) ✓ Verified | | **Customer Support Portal** | Not enough data | 8.1 (245 reviews) ✓ Verified | | **Knowledge Base** | Feature Not Available | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | Workbooks | |---|---|---| | **AI Text Generation** | Not enough data | 6.7 (16 reviews) | #### Agentic AI - CRM | Feature | Gold-Vision | 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 | |---|---|---| | **Gold-Vision** | N/A | N/A | | **Workbooks** | N/A | N/A | #### Email Marketing | Feature | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | ### Help Desk | Product | Score | Reviews | |---|---|---| | **Gold-Vision** | N/A | N/A | | **Workbooks** | N/A | N/A | #### Ticket and Case Management | Feature | Gold-Vision | Workbooks | |---|---|---| | **Ticket creation user experience** | Not enough data | Not enough data | | **Ticket response user experience** | Not enough data | Not enough data | | **Workflow** | Not enough data | Not enough data | | **Response Automation** | Not enough data | Not enough data | | **SLA Management** | Not enough data | Not enough data | | **Attachments/Screencasts** | Not enough data | Not enough data | | **Ticket Collaboration** | Not enough data | Not enough data | | **Customer and Contacts Database** | Not enough data | Not enough data | #### Generative AI | Feature | Gold-Vision | Workbooks | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | #### Agentic AI - Help Desk | Feature | Gold-Vision | 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 | Gold-Vision | Workbooks | |---|---|---| | **Customer Portal** | Not enough data | Not enough data | | **Email to Case** | Not enough data | Not enough data | | **Chat/Live Support** | Not enough data | Not enough data | | **Social Integration** | Not enough data | Not enough data | | **Voice** | Not enough data | Not enough data | #### Platform | Feature | Gold-Vision | 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 | |---|---|---| | **Gold-Vision** | N/A | N/A | | **Workbooks** | N/A | N/A | #### Lead Generation | Feature | Gold-Vision | 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 | ### Lead Scoring | Product | Score | Reviews | |---|---|---| | **Gold-Vision** | N/A | N/A | | **Workbooks** | 7.6/10 | 15 | #### Agentic AI - Lead Scoring | Feature | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | Workbooks | |---|---|---| | **Conversion Viability** | Not enough data | 7.9 (11 reviews) | | **Workflow** | Not enough data | 7.1 (11 reviews) | #### Platform | Feature | Gold-Vision | Workbooks | |---|---|---| | **Data Synchronization** | Not enough data | 7.3 (14 reviews) | | **Analysis** | Not enough data | 7.5 (14 reviews) | ### Sales Performance Management | Product | Score | Reviews | |---|---|---| | **Gold-Vision** | N/A | N/A | | **Workbooks** | 7.4/10 | 15 | #### Agentic AI - Sales Performance Management | Feature | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | |---|---|---| | **Gold-Vision** | N/A | N/A | | **Workbooks** | 8.2/10 | 19 | #### Agentic AI - Sales Analytics | Feature | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 | Gold-Vision | 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 Gold-Vision (2):** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation), [Help Desk Software](https://www.g2.com/categories/help-desk) **Unique to Workbooks (3):** [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) --- ## Reviewer Demographics ### By Company Size | Segment | Gold-Vision | Workbooks | |---|---|---| | **Small-Business** | 25.0% | 60.5% | | **Mid-Market** | 75.0% | 34.3% | | **Enterprise** | 0% | 5.2% | ### By Industry #### Gold-Vision - **Manufacturing:** 25.0% - **Wholesale:** 25.0% - **Research:** 25.0% - **Oil & Energy:** 25.0% #### 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 Gold-Vision - [Act!](https://www.g2.com/products/act/reviews) — 3.9/5 stars (513 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13840 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1620 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25824 reviews) - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (663 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (944 reviews) - [EngageBay](https://www.g2.com/products/engagebay/reviews) — 4.6/5 stars (674 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 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 (25824 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13840 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3064 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 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 (479 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1620 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 ### Gold-Vision No discussions available for this product. ### 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/gold-vision-vs-workbooks)