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Compare Workbooks and monday CRM 
Featured Products
At a Glance
Market Segments
Small-Business (60.3% of reviews)
Small-Business (79.0% of reviews)
Entry-Level Pricing
Free
$12.00 Per Month
Workbooks
Star Rating
(569)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 plansmonday CRM
Star Rating
(1,094)4.6 out of 5
Market Segments
Small-Business (79.0% of reviews)
Pros & Cons
Entry-Level Pricing
$12.00 Per Month
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that monday CRM excels in user satisfaction, reflected in its higher overall G2 Score of 72.73 compared to Workbooks' score of 47.03. Users appreciate the intuitive interface and the ability to manage campaigns effectively, with one user noting the convenience of having email tools and dashboards all in one place.
- Users say that the implementation process for monday CRM is notably quick and straightforward, allowing teams to get up and running within hours. In contrast, some Workbooks users have mentioned challenges with configuration, which can slow down the onboarding experience.
- Reviewers mention that monday CRM's no-code automation features are a significant advantage, enabling users to create campaign flows independently. This flexibility is contrasted by Workbooks, where users have expressed a desire for more seamless integration with other tools, highlighting a need for improved automation capabilities.
- According to verified reviews, both products perform well in contact and account management, scoring equally. However, monday CRM users have noted that its campaign boards simplify monitoring each stage of a project, making it easier to track progress compared to Workbooks, which some users feel lacks this level of clarity.
- G2 reviewers highlight that Workbooks offers a solid platform for managing customer service and sales in one place, with users appreciating its seamless device integration. However, monday CRM's user-friendly design and robust support features, such as a dedicated customer support portal, often lead to a more satisfying experience overall.
- Users report that while both platforms provide good support, monday CRM's quality of support is consistently praised, with users finding it responsive and helpful. In comparison, Workbooks users have noted that while support is adequate, there is room for improvement in response times and resource availability.
Pricing
Entry-Level Pricing
monday CRM
Basic
$12.00
Per Month
Organize all your team’s leads, contacts, & deals
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards
Free Trial
Workbooks
Free Trial is available
monday CRM
Free Trial is available
Ratings
Meets Requirements
8.4
467
8.6
787
Ease of Use
8.4
471
8.9
831
Ease of Setup
7.9
227
8.5
621
Ease of Admin
8.1
234
8.9
462
Quality of Support
8.6
431
8.5
699
Has the product been a good partner in doing business?
8.7
221
8.9
456
Product Direction (% positive)
8.7
460
9.3
765
Features by Category
Sales Force Automation
8.5
345
|
Verified
8.5
536
8.0
208
7.8
467
8.2
318
|
Verified
8.6
539
8.2
346
|
Verified
8.8
570
7.9
220
|
Verified
7.6
439
8.1
283
|
Verified
8.3
489
7.9
253
|
Verified
7.7
443
8.1
249
|
Verified
7.5
446
8.1
256
|
Verified
7.9
473
Marketing Automation
7.9
269
|
Verified
7.5
458
7.8
290
|
Verified
7.7
454
8.0
310
|
Verified
8.6
527
8.0
216
|
Verified
7.5
430
Customer Support
8.4
277
|
Verified
8.2
468
8.1
246
|
Verified
7.8
406
8.2
266
|
Verified
8.2
431
8.1
202
|
Verified
7.0
390
8.2
208
|
Verified
7.8
444
Reporting & Analytics
8.2
343
|
Verified
8.2
502
8.1
343
|
Verified
8.7
555
8.0
254
|
Verified
8.0
460
Mobile & Social
7.8
169
|
Verified
7.8
377
7.7
165
|
Verified
7.2
341
7.5
208
|
Verified
7.7
467
Platform
8.4
187
|
Verified
8.7
515
8.2
155
|
Verified
8.7
507
8.5
185
|
Verified
8.6
516
8.0
108
|
Verified
8.1
437
8.3
109
|
Verified
7.6
387
7.8
130
|
Verified
8.0
471
8.5
188
|
Verified
8.5
501
8.2
145
|
Verified
7.8
433
Integration
8.3
184
|
Verified
8.2
468
8.2
138
|
Verified
7.9
416
7.7
114
8.0
407
Generative AI
6.9
17
7.1
310
Agentic AI - CRM
Not enough data
7.2
58
Not enough data
7.4
58
Not enough data
7.4
55
Not enough data
7.3
57
Not enough data
7.2
56
Not enough data
7.2
56
Not enough data
7.1
56
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
7.5
12
Not enough data
8.2
13
Not enough data
7.6
11
Not enough data
Discovery
8.1
13
Not enough data
7.4
12
Not enough data
7.5
12
Not enough data
Management
7.9
11
Not enough data
7.1
11
Not enough data
Platform
7.3
14
Not enough data
7.5
14
Not enough data
Agentic AI - Sales Performance Management
Not enough data
7.1
29
Not enough data
7.0
29
Not enough data
6.8
28
Incentives
6.7
9
7.3
215
6.7
8
7.7
231
6.3
9
7.5
209
6.8
11
7.8
221
Personalization
7.3
10
8.2
258
8.6
12
8.2
245
8.3
13
8.9
274
6.9
9
8.6
246
Administrative
8.0
11
8.1
253
7.6
11
8.2
245
7.5
10
7.8
199
Agentic AI - Email Tracking
Not enough data
7.4
24
Not enough data
7.6
24
Not enough data
7.6
24
Not enough data
7.0
24
Not enough data
6.9
24
Not enough data
6.9
24
Not enough data
7.3
24
Analytics
Not enough data
8.1
167
Not enough data
7.9
143
Not enough data
Feature Not Available
Customizations
Not enough data
8.2
186
Not enough data
8.2
94
Not enough data
8.5
190
Not enough data
7.9
88
Not enough data
8.2
185
Generative AI
Not enough data
7.4
132
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
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
Not enough data
Predictive Analytics
8.5
14
Not enough data
8.7
13
Not enough data
7.8
12
Not enough data
8.1
15
Not enough data
Sales Management
8.7
15
Not enough data
7.9
12
Not enough data
8.5
13
Not enough data
8.8
15
Not enough data
Categories
Categories
Shared Categories
Workbooks and monday CRM are categorized as Sales Performance Management and CRM
Reviews
Reviewers' Company Size
Workbooks
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
monday CRM
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
Information Technology and Services
8.2%
Computer Software
7.6%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
4.9%
Other
67.2%
Marketing and Advertising
12.4%
Information Technology and Services
7.8%
Construction
4.7%
Computer Software
4.6%
Real Estate
3.8%
Other
66.7%
Alternatives
Discussions
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
Can I use Monday.com to set-up an online application or a questionnaire for my external clients?
1 Comment
MY
Yes. Easy to do.Read more
What is monday sales CRM used for?
1 Comment
PK
Monday CRM is used for sales, project management, tracking and so much more. Team collaboration and engagement in addition to automation and task management...Read more
monday CRM has no more discussions with answers
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