Compare Pipedrive and Workbooks 
At a Glance
Market Segments
Small-Business (72.6% of reviews)
Small-Business (60.4% of reviews)
Entry-Level Pricing
$24.00 1 Seats Per Month
Free
Pipedrive
Star Rating
(2,969)4.3 out of 5
Market Segments
Small-Business (72.6% of reviews)
Pros & Cons
Entry-Level Pricing
$24.00 1 Seats Per Month
Free Trial is available
Browse all 4 pricing plansWorkbooks
Star Rating
(573)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 Pipedrive excels in user experience, with its intuitive interface making it easy to monitor deal progress and set reminders. Users appreciate how it helps them stay organized and collaborate effectively, ensuring that no opportunities slip through the cracks.
- According to verified reviews, Workbooks shines in its ability to consolidate various business functions into one platform. Users highlight the flexibility and structure of the software, allowing them to manage customer information and sales activities efficiently without the hassle of switching between tabs.
- Reviewers mention that Pipedrive's setup process is straightforward, making it easy for new users to get started quickly. This ease of implementation is a significant advantage for teams looking to adopt a CRM without extensive training or onboarding.
- Users say that Workbooks offers valuable keyboard shortcuts that enhance productivity, allowing for fast and simple data entry. This feature is particularly appreciated by those who manage large volumes of information and need to streamline their workflow.
- G2 reviewers highlight that while both products have similar star ratings, Pipedrive's higher G2 Score reflects greater overall satisfaction among users. The volume of recent reviews also indicates a more active user base, suggesting that Pipedrive is consistently meeting the needs of its customers.
- According to recent feedback, Workbooks provides a comprehensive solution for managing business data, which users find beneficial for tracking internal processes. However, some users feel that it may not be as user-friendly as Pipedrive, particularly for those who prioritize a seamless and engaging interface.
Pricing
Entry-Level Pricing
Pipedrive
Lite
$24.00
1 Seats Per Month
per month per user.
14$ / month billed annually
- Organize your sales in one simple, intuitive workspace:
- Lead, calendar and pipeline management
- Sales Assistant and AI-generated reports
Free Trial
Pipedrive
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.5
2,575
8.4
468
Ease of Use
8.8
2,612
8.4
472
Ease of Setup
8.7
1,619
7.9
228
Ease of Admin
8.6
1,019
8.2
235
Quality of Support
8.4
2,202
8.6
432
Has the product been a good partner in doing business?
8.7
987
8.7
222
Product Direction (% positive)
8.8
2,537
8.7
460
Features by Category
Sales Force Automation
8.5
2040
|
Verified
8.5
345
|
Verified
Feature Not Available
8.0
207
8.9
2100
|
Verified
8.2
318
|
Verified
8.6
2094
|
Verified
8.2
346
|
Verified
7.7
1614
|
Verified
7.9
219
|
Verified
8.3
1118
|
Verified
8.1
282
|
Verified
7.7
1615
|
Verified
7.9
252
|
Verified
7.7
1569
8.1
248
|
Verified
7.8
1674
8.1
255
|
Verified
Marketing Automation
7.5
1511
|
Verified
7.9
269
|
Verified
7.5
1492
|
Verified
7.8
290
|
Verified
8.5
1848
|
Verified
8.0
309
|
Verified
7.5
1448
|
Verified
8.0
215
|
Verified
Customer Support
7.9
1008
8.4
277
|
Verified
7.8
988
8.1
245
|
Verified
8.0
1019
8.2
265
|
Verified
7.5
1476
8.1
201
|
Verified
7.7
961
8.2
208
|
Verified
Reporting & Analytics
8.0
1870
|
Verified
8.2
343
|
Verified
8.3
1958
|
Verified
8.1
343
|
Verified
7.9
1720
|
Verified
8.0
253
|
Verified
Mobile & Social
7.6
1424
|
Verified
7.8
168
|
Verified
7.4
1376
|
Verified
7.7
165
|
Verified
7.9
1589
|
Verified
7.5
207
|
Verified
Platform
8.2
1342
|
Verified
8.4
186
|
Verified
8.3
1334
8.2
155
|
Verified
8.4
1358
|
Verified
8.5
184
|
Verified
8.2
1169
|
Verified
8.0
107
|
Verified
7.3
1059
|
Verified
8.3
108
|
Verified
7.8
1171
7.8
129
|
Verified
8.7
1324
|
Verified
8.5
187
|
Verified
7.8
1125
8.2
144
|
Verified
Integration
8.1
1228
|
Verified
8.3
183
|
Verified
8.0
1163
|
Verified
8.2
137
|
Verified
7.8
1091
|
Verified
7.7
113
Generative AI
Feature Not Available
6.7
16
Agentic AI - CRM
7.3
169
Not enough data
7.6
172
Not enough data
7.5
170
Not enough data
7.3
169
Not enough data
7.3
168
Not enough data
7.3
169
Not enough data
7.6
172
Not enough data
Email Marketing
8.2
210
Not enough data
8.2
211
Not enough data
7.8
205
Not enough data
8.2
209
Not enough data
8.3
211
Not enough data
8.2
206
Not enough data
7.9
205
Not enough data
8.2
203
Not enough data
7.5
197
Not enough data
Reporting & Analytics
7.5
192
Not enough data
8.2
205
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Email Marketing
7.0
25
Not enough data
6.9
25
Not enough data
7.3
25
Not enough data
7.5
24
Not enough data
7.5
25
Not enough data
Integration
8.2
226
Not enough data
7.8
223
Not enough data
7.9
220
Not enough data
8.2
220
Not enough data
7.2
213
Not enough data
7.3
210
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
Customization
8.3
76
Not enough data
7.8
72
Not enough data
7.3
71
Not enough data
7.7
76
Not enough data
Additional Functionality
8.2
74
Not enough data
6.7
70
Not enough data
7.8
78
Not enough data
6.9
71
Not enough data
7.5
73
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
7.2
66
Not enough data
7.3
65
Not enough data
7.4
64
Not enough data
Incentives
6.9
391
6.7
9
7.4
400
6.7
8
Feature Not Available
6.3
9
7.1
395
7.1
12
Personalization
7.7
414
7.3
10
7.9
408
8.6
12
8.3
428
8.5
14
8.0
411
6.9
9
Administrative
7.8
408
8.0
11
7.7
401
7.6
11
7.5
387
7.5
10
Agentic AI - Email Tracking
7.7
56
Not enough data
7.8
57
Not enough data
7.7
57
Not enough data
7.5
55
Not enough data
7.6
56
Not enough data
7.8
56
Not enough data
8.1
55
Not enough data
Analytics
8.0
255
Not enough data
8.2
256
Not enough data
8.1
249
Not enough data
Customizations
8.2
267
Not enough data
8.3
256
Not enough data
8.3
269
Not enough data
7.9
257
Not enough data
8.3
258
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - Sales Analytics
7.3
57
Not enough data
7.4
58
Not enough data
7.4
58
Not enough data
7.3
58
Not enough data
7.3
57
Not enough data
Data Sourcing
7.8
425
8.1
12
8.0
431
8.7
13
7.9
426
7.7
11
8.4
435
8.2
14
8.0
420
8.3
15
Predictive Analytics
7.7
422
8.3
13
7.8
424
8.6
12
7.4
407
7.6
11
7.7
416
8.0
14
Sales Management
8.7
441
8.6
14
7.6
410
7.7
11
8.3
419
8.3
12
8.7
441
8.7
14
Categories
Categories
Shared Categories
Pipedrive and Workbooks are categorized as CRM, Sales Analytics, and Sales Performance Management
Reviews
Reviewers' Company Size
Pipedrive
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
Computer Software
10.9%
Information Technology and Services
10.1%
Marketing and Advertising
10.1%
Financial Services
4.2%
Real Estate
3.2%
Other
61.5%
Information Technology and Services
8.3%
Computer Software
7.4%
Accounting
6.1%
Marketing and Advertising
6.1%
Retail
4.9%
Other
67.2%
Discussions
What is the best way to use email marketing with Pipedrive?
3 Comments
JB
We use the Pipedrive CAMPAIGNS feature inside of Pipedrive to send out mass / bulk emails that are personalized with 'merge' fields. The interface & builder...Read more
How do I move deals between stages with any email marketers?
2 Comments
RL
If you are asking about integration between PD and an email marketing platform (like MailChimp), the easiest way is through Zapier.Read more
Does anyone integrate Pipedrive with Infusionsoft?
2 Comments
PR
This can be done if we write an API that would work seamlessly. There should be no problem. You cAn contact us if you would like some help. Priyanka@navsoft.inRead 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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