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Compare Pivotal CRM and Workbooks 
Featured Products
At a Glance
Market Segments
Mid-Market (47.1% of reviews)
Small-Business (60.4% of reviews)
Entry-Level Pricing
No pricing available
Free
Pivotal CRM
Star Rating
(58)3.4 out of 5
Market Segments
Mid-Market (47.1% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Pivotal CRMWorkbooks
Star Rating
(569)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 plansPivotal CRM vs Workbooks
When assessing the two solutions, reviewers found Workbooks easier to use, and do business with overall. However, reviewers preferred the ease of administration with Pivotal CRM. Reviewers felt that the products are equally easy to set up.
- Reviewers felt that Workbooks meets the needs of their business better than Pivotal CRM.
- When comparing quality of ongoing product support, reviewers felt that Workbooks is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Workbooks over Pivotal CRM.
Pricing
Entry-Level Pricing
Pivotal CRM
No pricing availableFree Trial
Pivotal CRM
No trial information availableWorkbooks
Free Trial is available
Ratings
Meets Requirements
7.9
42
8.4
466
Ease of Use
7.3
42
8.4
470
Ease of Setup
7.9
14
7.9
226
Ease of Admin
8.2
13
8.1
234
Quality of Support
7.8
36
8.6
430
Has the product been a good partner in doing business?
8.6
12
8.7
221
Product Direction (% positive)
6.0
41
8.7
459
Features by Category
Sales Force Automation
8.2
28
|
Verified
8.5
344
|
Verified
Feature Not Available
8.0
207
7.5
25
|
Verified
8.2
317
|
Verified
8.0
31
|
Verified
8.2
345
|
Verified
8.4
18
|
Verified
7.9
219
|
Verified
7.9
27
|
Verified
8.1
282
|
Verified
8.2
18
|
Verified
7.9
252
|
Verified
8.2
17
|
Verified
8.1
248
|
Verified
8.3
22
|
Verified
8.1
255
|
Verified
Marketing Automation
8.3
20
|
Verified
7.8
268
|
Verified
Feature Not Available
7.8
289
|
Verified
8.3
21
|
Verified
8.0
309
|
Verified
Feature Not Available
8.0
215
|
Verified
Customer Support
7.5
18
|
Verified
8.4
276
|
Verified
7.7
17
|
Verified
8.1
245
|
Verified
8.4
19
|
Verified
8.2
265
|
Verified
8.1
18
|
Verified
8.1
201
|
Verified
8.8
17
|
Verified
8.2
207
|
Verified
Reporting & Analytics
7.9
26
|
Verified
8.2
342
|
Verified
8.3
25
|
Verified
8.0
342
|
Verified
8.0
19
|
Verified
8.0
253
|
Verified
Mobile & Social
Feature Not Available
7.8
168
|
Verified
Feature Not Available
7.7
164
|
Verified
7.2
15
|
Verified
7.5
207
|
Verified
Platform
9.2
8
|
Verified
8.4
186
|
Verified
8.3
7
|
Verified
8.2
154
|
Verified
8.7
9
|
Verified
8.5
184
|
Verified
8.6
6
|
Verified
8.0
107
|
Verified
9.3
7
|
Verified
8.3
108
|
Verified
8.8
7
|
Verified
7.8
129
|
Verified
8.7
9
|
Verified
8.5
187
|
Verified
8.6
7
|
Verified
8.2
144
|
Verified
Integration
9.3
9
|
Verified
8.3
183
|
Verified
9.3
7
|
Verified
8.2
137
|
Verified
8.6
6
|
Verified
7.7
113
Generative AI
Not enough data
6.7
16
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
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
Not enough data
6.7
9
Not enough data
6.7
8
Not enough data
6.3
9
Not enough data
6.8
11
Personalization
Not enough data
7.3
10
Not enough data
8.6
12
Not enough data
8.3
13
Not enough data
6.9
9
Administrative
Not enough data
8.0
11
Not enough data
7.6
11
Not enough data
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
7.9
11
Not enough data
8.7
13
Not enough data
7.7
11
Not enough data
8.2
14
Not enough data
8.3
15
Predictive Analytics
Not enough data
8.3
13
Not enough data
8.6
12
Not enough data
7.6
11
Not enough data
8.0
14
Sales Management
Not enough data
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
Pivotal CRM and Workbooks are categorized as CRM
Unique Categories
Pivotal CRM has no unique categories
Workbooks is categorized as Sales Analytics, Lead Scoring, Sales Performance Management, and A/B Testing
Reviews
Reviewers' Company Size
Pivotal 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
Computer Software
11.5%
Real Estate
7.7%
Financial Services
7.7%
Consumer Services
5.8%
Medical Devices
3.8%
Other
63.5%
Information Technology and Services
8.2%
Computer Software
7.4%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
4.9%
Other
67.3%
Alternatives
Discussions
Pivotal CRM has no discussions with answers
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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