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At a Glance
Market Segments
Small-Business (72.3% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
$24.00 1 Seats Per Month
Free
Pipedrive
Star Rating
(2,830)4.3 out of 5
Market Segments
Small-Business (72.3% of reviews)
Pros & Cons
Entry-Level Pricing
$24.00 1 Seats Per Month
Free Trial is available
Browse all 4 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 plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Workbooks excels in email marketing, particularly in managing email lists with a score of 8.8, while Pipedrive's score of 8.0 indicates it may not be as robust in this area. Reviewers mention that Workbooks' ability to build and personalize emails is also superior, scoring 8.6 compared to Pipedrive's 8.1.
- Reviewers mention that Pipedrive shines in opportunity and pipeline management, achieving a score of 8.8, which is higher than Workbooks' score of 8.2. Users on G2 appreciate Pipedrive's intuitive interface for tracking sales opportunities, making it a preferred choice for sales teams.
- Users say that Workbooks offers better customer support, with a case management score of 8.4 compared to Pipedrive's 7.9. Reviewers highlight the effectiveness of Workbooks' support portal and knowledge base, which they find more comprehensive than Pipedrive's offerings.
- G2 users report that Pipedrive has a more user-friendly setup process, scoring 8.7 against Workbooks' 7.9. Reviewers mention that Pipedrive's straightforward onboarding process allows new users to get started quickly without extensive training.
- Users on G2 highlight that Workbooks provides superior data export and sharing tools, scoring 9.1, while Pipedrive's score of 8.0 suggests it may not be as flexible. Reviewers appreciate Workbooks' ability to easily export data for reporting and analysis.
- Reviewers mention that Pipedrive's mobile user support is commendable, with a score of 8.0, compared to Workbooks' 7.5. Users report that Pipedrive's mobile app is more intuitive and easier to navigate, making it a better option for sales professionals on the go.
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
2,488
8.4
467
Ease of Use
8.9
2,524
8.4
471
Ease of Setup
8.7
1,543
7.9
227
Ease of Admin
8.6
997
8.1
234
Quality of Support
8.4
2,128
8.6
431
Has the product been a good partner in doing business?
8.7
965
8.7
221
Product Direction (% positive)
8.8
2,452
8.7
460
Features by Category
Sales Force Automation
8.5
2004
|
Verified
8.5
345
|
Verified
Feature Not Available
8.0
208
8.8
2039
|
Verified
8.2
318
|
Verified
8.6
2050
|
Verified
8.2
346
|
Verified
7.7
1609
|
Verified
7.9
220
|
Verified
8.3
1100
|
Verified
8.1
283
|
Verified
7.7
1610
|
Verified
7.9
253
|
Verified
7.7
1565
8.1
249
|
Verified
7.8
1667
8.1
256
|
Verified
Marketing Automation
7.5
1498
|
Verified
7.9
269
|
Verified
7.5
1483
|
Verified
7.8
290
|
Verified
8.5
1820
|
Verified
8.0
310
|
Verified
7.5
1446
|
Verified
8.0
216
|
Verified
Customer Support
7.9
1005
8.4
277
|
Verified
7.8
986
8.1
246
|
Verified
8.0
1016
8.2
266
|
Verified
7.5
1474
8.1
202
|
Verified
7.7
959
8.2
208
|
Verified
Reporting & Analytics
8.0
1853
|
Verified
8.2
343
|
Verified
8.3
1942
|
Verified
8.1
343
|
Verified
7.9
1716
|
Verified
8.0
254
|
Verified
Mobile & Social
7.6
1422
|
Verified
7.8
169
|
Verified
7.4
1376
|
Verified
7.7
165
|
Verified
7.9
1584
|
Verified
7.5
208
|
Verified
Platform
8.2
1334
|
Verified
8.4
187
|
Verified
8.3
1315
8.2
155
|
Verified
8.4
1352
|
Verified
8.5
185
|
Verified
8.2
1167
|
Verified
8.0
108
|
Verified
7.3
1059
|
Verified
8.3
109
|
Verified
7.8
1168
7.8
130
|
Verified
8.7
1317
|
Verified
8.5
188
|
Verified
7.8
1123
8.2
145
|
Verified
Integration
8.1
1224
|
Verified
8.3
184
|
Verified
8.0
1157
|
Verified
8.2
138
|
Verified
7.9
1090
|
Verified
7.7
114
Generative AI
Feature Not Available
6.9
17
Agentic AI - CRM
7.2
167
Not enough data
7.5
168
Not enough data
7.4
166
Not enough data
7.2
167
Not enough data
7.3
166
Not enough data
7.3
167
Not enough data
7.5
168
Not enough data
Email Marketing
8.2
209
Not enough data
8.2
210
Not enough data
7.8
205
Not enough data
8.2
208
Not enough data
8.3
210
Not enough data
8.1
205
Not enough data
7.9
204
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
204
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Email Marketing
6.9
24
Not enough data
6.7
24
Not enough data
7.2
24
Not enough data
7.5
24
Not enough data
7.4
24
Not enough data
Integration
8.2
225
Not enough data
7.8
222
Not enough data
7.9
219
Not enough data
8.2
219
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
65
Not enough data
7.3
64
Not enough data
7.4
64
Not enough data
Incentives
6.9
391
6.7
9
7.4
399
6.7
8
Feature Not Available
6.3
9
7.1
394
6.8
11
Personalization
7.7
413
7.3
10
7.9
406
8.6
12
8.2
425
8.3
13
8.0
410
6.9
9
Administrative
7.8
406
8.0
11
7.7
399
7.6
11
7.5
386
7.5
10
Agentic AI - Email Tracking
7.7
56
Not enough data
7.7
56
Not enough data
7.6
55
Not enough data
7.5
54
Not enough data
7.6
55
Not enough data
7.8
55
Not enough data
8.1
54
Not enough data
Analytics
8.0
254
Not enough data
8.2
255
Not enough data
8.1
247
Not enough data
Customizations
8.2
265
Not enough data
8.3
254
Not enough data
8.3
266
Not enough data
7.9
255
Not enough data
8.3
256
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - Sales Analytics
7.3
57
Not enough data
7.4
57
Not enough data
7.4
57
Not enough data
7.3
57
Not enough data
7.2
56
Not enough data
Data Sourcing
7.8
424
8.1
12
8.0
428
8.8
14
7.9
425
7.9
12
8.4
432
8.3
15
8.0
418
8.4
16
Predictive Analytics
7.7
420
8.5
14
7.8
422
8.7
13
7.3
405
7.8
12
7.7
413
8.1
15
Sales Management
8.6
438
8.7
15
7.6
410
7.9
12
8.3
419
8.5
13
8.7
437
8.8
15
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
10.8%
Information Technology and Services
10.1%
Marketing and Advertising
10.1%
Financial Services
4.3%
Real Estate
3.3%
Other
61.4%
Information Technology and Services
8.2%
Computer Software
7.6%
Marketing and Advertising
6.1%
Accounting
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
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
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
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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