Compare Pipeline CRM and Workbooks 
At a Glance
Market Segments
Small-Business (66.7% of reviews)
Small-Business (60.5% of reviews)
Entry-Level Pricing
Starting at $25.00
Free
Pipeline CRM
Star Rating
(949)4.4 out of 5
Market Segments
Small-Business (66.7% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $25.00
Free Trial is available
Browse all 3 pricing plansWorkbooks
Star Rating
(573)4.2 out of 5
Market Segments
Small-Business (60.5% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansPipeline CRM vs Workbooks
When assessing the two solutions, reviewers found Pipeline CRM easier to use, set up, and administer. Reviewers also preferred doing business with Pipeline CRM overall.
- Reviewers felt that Pipeline CRM meets the needs of their business better than Workbooks.
- When comparing quality of ongoing product support, reviewers felt that Pipeline CRM is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Workbooks over Pipeline CRM.
Pricing
Entry-Level Pricing
Pipeline CRM
Start
Starting at $25.00
Pre-sales pipeline management
- Unlimited file storage
- Deal and Activity Reporting
- Free CRM switching tool
Free Trial
Pipeline CRM
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.6
830
8.4
468
Ease of Use
8.9
833
8.4
472
Ease of Setup
8.8
385
7.9
228
Ease of Admin
8.9
376
8.2
235
Quality of Support
8.9
764
8.6
432
Has the product been a good partner in doing business?
9.1
368
8.7
222
Product Direction (% positive)
8.6
826
8.7
460
Features by Category
Sales Force Automation
8.7
644
|
Verified
8.5
345
|
Verified
Feature Not Available
8.0
207
8.7
634
|
Verified
8.2
318
|
Verified
8.4
649
|
Verified
8.2
346
|
Verified
7.8
393
|
Verified
7.9
219
|
Verified
8.1
457
|
Verified
8.1
282
|
Verified
7.6
313
|
Verified
7.9
252
|
Verified
7.8
347
|
Verified
8.1
248
|
Verified
8.2
424
|
Verified
8.1
255
|
Verified
Marketing Automation
7.5
368
|
Verified
7.9
269
|
Verified
7.6
362
|
Verified
7.8
290
|
Verified
8.6
495
|
Verified
8.0
309
|
Verified
7.5
321
|
Verified
8.0
215
|
Verified
Customer Support
8.4
377
|
Verified
8.4
277
|
Verified
8.5
398
8.1
245
|
Verified
8.4
419
8.2
265
|
Verified
8.3
329
|
Verified
8.1
201
|
Verified
8.3
329
|
Verified
8.2
208
|
Verified
Reporting & Analytics
8.1
597
|
Verified
8.2
343
|
Verified
8.3
635
|
Verified
8.1
343
|
Verified
7.8
474
|
Verified
8.0
253
|
Verified
Mobile & Social
7.6
276
|
Verified
7.8
168
|
Verified
7.5
264
|
Verified
7.7
165
|
Verified
7.6
416
|
Verified
7.5
207
|
Verified
Platform
8.2
293
|
Verified
8.4
186
|
Verified
8.1
276
|
Verified
8.2
155
|
Verified
8.4
303
|
Verified
8.5
184
|
Verified
8.3
79
8.0
107
|
Verified
7.7
61
8.3
108
|
Verified
7.9
246
|
Verified
7.8
129
|
Verified
8.9
304
|
Verified
8.5
187
|
Verified
8.1
133
|
Verified
8.2
144
|
Verified
Integration
8.4
277
|
Verified
8.3
183
|
Verified
7.9
188
|
Verified
8.2
137
|
Verified
7.3
167
|
Verified
7.7
113
Generative AI
8.2
17
6.7
16
Agentic AI - CRM
8.1
6
Not enough data
8.6
6
Not enough data
8.9
6
Not enough data
9.2
6
Not enough data
10.0
5
Not enough data
9.7
5
Not enough data
9.3
5
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 - Google Workspace for Sales
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
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
8.6
7
6.7
9
9.5
7
6.7
8
9.3
7
6.3
9
9.5
7
7.1
12
Personalization
9.3
7
7.3
10
9.3
7
8.6
12
9.5
7
8.5
14
9.5
7
6.9
9
Administrative
9.5
7
8.0
11
9.5
7
7.6
11
9.8
7
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
8.7
13
9.0
5
7.7
11
Not enough data
8.2
14
Not enough data
8.3
15
Predictive Analytics
9.3
5
8.3
13
Not enough data
8.6
12
Not enough data
7.6
11
Not enough data
8.0
14
Sales Management
9.3
5
8.6
14
Not enough data
7.7
11
Not enough data
8.3
12
Not enough data
8.7
14
Categories
Categories
Shared Categories
Pipeline CRM and Workbooks are categorized as CRM, Sales Performance Management, and Sales Analytics
Unique Categories
Pipeline CRM is categorized as Google Workspace for Sales
Workbooks is categorized as Lead Scoring and A/B Testing
Reviews
Reviewers' Company Size
Pipeline CRM
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
Construction
9.6%
Marketing and Advertising
8.3%
Information Technology and Services
7.5%
Computer Software
4.6%
Internet
3.7%
Other
66.4%
Information Technology and Services
8.3%
Computer Software
7.4%
Accounting
6.1%
Marketing and Advertising
6.1%
Retail
4.9%
Other
67.2%
Alternatives
Discussions
How do I get a buy-in from my sales team to move from spreadsheets or another CRM to PipelineDeals?
5 Comments
Official Response from Pipeline CRM
PipelineDeals picks up where Excel leaves off. It’s familiar to Excel but more powerful and the learning curve is low. Our training helps salespeople get...Read more
How long does it take to implement a new CRM?
4 Comments
Official Response from Pipeline CRM
Because our CRM is so easy to use, 95% of customers often go live within a day or maximum within two weeks — not three or four months like with other CRMs....Read more
What’s the cost like?
3 Comments
Official Response from Pipeline CRM
Our customer see ROI three times faster than with some other CRM providers (validated by G2 Crowd) because it’s only $1.10 per sales person per day. Some of...Read more
Workbooks deleted item recovery
2 Comments
IM
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...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 is Workbooks used for?
1 Comment
HS
Workbooks is a comprehensive software solution designed to streamline various aspects of business operations, primarily focusing on customer relationship...Read more
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