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At a Glance
Market Segments
Small-Business (70.0% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
$65.00 1 User
Free
Pipeliner CRM
Star Rating
(473)4.6 out of 5
Market Segments
Small-Business (70.0% of reviews)
Pros & Cons
Entry-Level Pricing
$65.00 1 User
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 its Customer Support, with a score of 8.6, while Pipeliner CRM shines in Ease of Use with a score of 9.3. Reviewers mention that Pipeliner's intuitive interface makes it easier for new users to adapt quickly.
- Reviewers mention that Pipeliner CRM's Lead Management features are particularly robust, scoring 9.3, compared to Workbooks' score of 8.0. Users say that Pipeliner's lead tracking and scoring capabilities are more advanced, allowing for better prioritization of sales efforts.
- G2 users highlight that Workbooks offers a Free Entry Level Price, making it accessible for small businesses, while Pipeliner CRM starts at $65.00. Users report that this pricing difference can be a deciding factor for startups and small teams.
- Users on G2 mention that Pipeliner CRM's Sales Gamification features, scoring 9.4, significantly enhance team motivation and performance tracking, whereas Workbooks lacks similar gamification elements, scoring only 7.4 in this area.
- Reviewers say that Pipeliner CRM's Reporting and Analytics capabilities are superior, with a score of 9.1, compared to Workbooks' score of 8.2. Users report that Pipeliner's interactive dashboards and predictive analytics provide deeper insights into sales performance.
- Users report that Workbooks has a strong Data Import & Export Tools feature, scoring 8.3, but Pipeliner CRM outperforms with a score of 9.2. Reviewers mention that Pipeliner's integration capabilities with other platforms are more seamless, enhancing overall workflow efficiency.
Pricing
Entry-Level Pricing
Pipeliner CRM
Starter
$65.00
1 User
Basic sales management, tracking and collaboration.
- Contact Management
Free Trial
Pipeliner CRM
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
9.1
374
8.4
467
Ease of Use
9.3
374
8.4
471
Ease of Setup
9.1
137
7.9
227
Ease of Admin
9.2
136
8.1
234
Quality of Support
9.1
364
8.6
431
Has the product been a good partner in doing business?
9.3
133
8.7
221
Product Direction (% positive)
9.2
367
8.7
460
Features by Category
Sales Force Automation
9.0
300
|
Verified
8.5
345
|
Verified
9.0
212
|
Verified
8.0
208
9.2
299
|
Verified
8.2
318
|
Verified
9.0
291
|
Verified
8.2
346
|
Verified
8.9
236
|
Verified
7.9
220
|
Verified
9.1
275
|
Verified
8.1
283
|
Verified
8.9
235
|
Verified
7.9
253
|
Verified
8.8
231
|
Verified
8.1
249
|
Verified
8.9
233
8.1
256
|
Verified
Marketing Automation
8.8
224
|
Verified
7.9
269
|
Verified
8.8
207
|
Verified
7.8
290
|
Verified
9.3
272
|
Verified
8.0
310
|
Verified
Feature Not Available
8.0
216
|
Verified
Customer Support
8.9
237
8.4
277
|
Verified
9.1
234
|
Verified
8.1
246
|
Verified
9.1
249
|
Verified
8.2
266
|
Verified
8.9
204
8.1
202
|
Verified
9.1
219
8.2
208
|
Verified
Reporting & Analytics
9.1
286
|
Verified
8.2
343
|
Verified
9.2
276
|
Verified
8.1
343
|
Verified
9.2
252
|
Verified
8.0
254
|
Verified
Mobile & Social
9.0
222
|
Verified
7.8
169
|
Verified
9.1
231
|
Verified
7.7
165
|
Verified
9.0
257
|
Verified
7.5
208
|
Verified
Platform
9.0
102
|
Verified
8.4
187
|
Verified
9.2
97
|
Verified
8.2
155
|
Verified
9.2
103
|
Verified
8.5
185
|
Verified
9.1
80
|
Verified
8.0
108
|
Verified
9.0
74
|
Verified
8.3
109
|
Verified
8.8
90
|
Verified
7.8
130
|
Verified
9.2
100
|
Verified
8.5
188
|
Verified
9.0
83
|
Verified
8.2
145
|
Verified
Integration
9.1
101
|
Verified
8.3
184
|
Verified
8.9
89
|
Verified
8.2
138
|
Verified
9.2
75
|
Verified
7.7
114
Generative AI
8.3
6
6.9
17
Agentic AI - CRM
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
Not enough data
Not enough data
Not enough data
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
Lead Facilitation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Organization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Performance Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Sales Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - AI Sales Assistant
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
Not enough data
Not enough data
Not enough data
Not enough data
Sales Team
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Mapping
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Customer Revenue Optimization
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
Not enough data
Not enough data
Notifications
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Settings
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Personalization
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
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
Generative AI
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 - Online Appointment Scheduling
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 - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
Feature Not Available
6.7
9
8.8
32
|
Verified
6.7
8
9.0
27
|
Verified
6.3
9
8.5
32
6.8
11
Personalization
8.8
39
7.3
10
9.0
46
|
Verified
8.6
12
8.9
38
|
Verified
8.3
13
9.3
34
|
Verified
6.9
9
Administrative
9.0
38
|
Verified
8.0
11
8.9
43
|
Verified
7.6
11
9.0
13
7.5
10
Agentic AI - Email Tracking
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
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
Not enough data
Not enough data
Customizations
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
Generative AI
Not enough data
Not enough data
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
9.1
9
8.1
12
9.1
9
8.8
14
9.0
8
7.9
12
8.9
9
8.3
15
9.0
8
8.4
16
Predictive Analytics
9.3
9
8.5
14
9.6
8
8.7
13
9.4
8
7.8
12
9.4
8
8.1
15
Sales Management
9.3
9
8.7
15
9.3
9
7.9
12
9.6
8
8.5
13
9.4
9
8.8
15
Categories
Categories
Shared Categories
Pipeliner CRM and Workbooks are categorized as Sales Analytics, Sales Performance Management, and CRM
Unique Categories
Pipeliner CRM is categorized as Customer Revenue Optimization, AI Sales Assistant, Email Tracking, and Online Appointment Scheduling
Workbooks is categorized as Lead Scoring and A/B Testing
Reviews
Reviewers' Company Size
Pipeliner 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
Information Technology and Services
8.9%
Marketing and Advertising
7.1%
Computer Software
5.9%
Construction
4.3%
Telecommunications
3.9%
Other
69.9%
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 can Pipeliner fit into lottery businesses in Nigeria?
5 Comments
AU
The Pipeliner CRM can be fit into any business as far as sales management is concerned. It
provide solution for current challenges in the business...Read more
Can Pipeliner CRM work on mobile phone
5 Comments
NU
Thank you Sunny Ukandu for your interest in Pipeliner CRM software. Pipeliner CRM works perfectly with the mobile device. You can download it from your apple...Read more
How do i learn its usage quickly
4 Comments
SA
It’s very simple sir. Simply sign up and you can get access to trail versionRead 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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