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At a Glance
Market Segments
Small-Business (66.7% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
Starting at $25.00
Free
Pipeline CRM
Star Rating
(946)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
(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 Customer Support, with a score of 8.6, where reviewers mention the quality of support as a strong point, particularly highlighting the Case Management feature.
- Reviewers mention that Pipeline CRM shines in Ease of Use, scoring 8.8, with users on G2 appreciating its intuitive interface and streamlined Task / Activity Management capabilities.
- G2 users report that Workbooks has a robust Sales Force Automation feature set, particularly in Contact & Account Management, where it scored 8.5, but users note that Pipeline CRM slightly outperforms it with a score of 8.7.
- Users say that Pipeline CRM offers superior Lead Management tools, scoring 8.6 compared to Workbooks' 8.0, with reviewers mentioning the effectiveness of its Lead Generation features.
- Reviewers mention that Workbooks provides better Reporting & Analytics capabilities, particularly in Basic Reporting, where it scored an impressive 9.2, while Pipeline CRM scored 8.1, indicating a notable difference in user satisfaction.
- Users on G2 report that Pipeline CRM has a more flexible Integration system, scoring 9.3 for Integration APIs, which reviewers highlight as a key advantage for businesses needing to connect with various applications.
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
467
Ease of Use
8.9
833
8.4
471
Ease of Setup
8.8
385
7.9
227
Ease of Admin
8.9
376
8.1
234
Quality of Support
8.9
764
8.6
431
Has the product been a good partner in doing business?
9.1
368
8.7
221
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
208
8.7
634
|
Verified
8.2
318
|
Verified
8.4
649
|
Verified
8.2
346
|
Verified
7.8
393
|
Verified
7.9
220
|
Verified
8.1
457
|
Verified
8.1
283
|
Verified
7.6
313
|
Verified
7.9
253
|
Verified
7.8
347
|
Verified
8.1
249
|
Verified
8.2
424
|
Verified
8.1
256
|
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
310
|
Verified
7.5
321
|
Verified
8.0
216
|
Verified
Customer Support
8.4
377
|
Verified
8.4
277
|
Verified
8.5
398
8.1
246
|
Verified
8.4
419
8.2
266
|
Verified
8.3
329
|
Verified
8.1
202
|
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
254
|
Verified
Mobile & Social
7.6
276
|
Verified
7.8
169
|
Verified
7.5
264
|
Verified
7.7
165
|
Verified
7.6
416
|
Verified
7.5
208
|
Verified
Platform
8.2
293
|
Verified
8.4
187
|
Verified
8.1
276
|
Verified
8.2
155
|
Verified
8.4
303
|
Verified
8.5
185
|
Verified
8.3
79
8.0
108
|
Verified
7.7
61
8.3
109
|
Verified
7.9
246
|
Verified
7.8
130
|
Verified
8.9
304
|
Verified
8.5
188
|
Verified
8.1
133
|
Verified
8.2
145
|
Verified
Integration
8.4
277
|
Verified
8.3
184
|
Verified
7.9
188
|
Verified
8.2
138
|
Verified
7.3
167
|
Verified
7.7
114
Generative AI
8.2
17
6.9
17
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
6.8
11
Personalization
9.3
7
7.3
10
9.3
7
8.6
12
9.5
7
8.3
13
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
8.8
14
9.0
5
7.9
12
Not enough data
8.3
15
Not enough data
8.4
16
Predictive Analytics
9.3
5
8.5
14
Not enough data
8.7
13
Not enough data
7.8
12
Not enough data
8.1
15
Sales Management
9.3
5
8.7
15
Not enough data
7.9
12
Not enough data
8.5
13
Not enough data
8.8
15
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
8.2%
Computer Software
7.6%
Marketing and Advertising
6.1%
Accounting
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
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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