# Salesloft vs Workbooks Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Workbooks excels as a comprehensive all-in-one CRM and business platform, integrating various functions like sales automation, marketing tracking, and customer support into a single system. Users appreciate the seamless experience, noting that it reduces the need to switch between multiple tabs, which enhances productivity.
- **Users say** that Salesloft stands out for its **ease of use** and ability to streamline administrative tasks. Reviewers highlight features like calendar integration, which allows clients to book appointments directly, making scheduling more efficient and less time-consuming.
- **According to verified reviews** , Salesloft has a stronger market presence and user satisfaction, reflected in its higher G2 Score. Users frequently mention its intuitive interface, which makes it easier to manage notes and stay organized compared to other platforms like Salesforce.
- **Reviewers mention** that while Workbooks offers a solid feature set, some users find it challenging to configure for specific workflows. This can lead to a steeper learning curve for new users, despite its overall functionality being praised.
- **G2 reviewers highlight** that Salesloft's collaborative features allow users to engage with multiple customers simultaneously while maintaining a personalized touch. This capability is particularly beneficial for sales teams looking to enhance their outreach efforts.
- **Users report** that both platforms provide quality support, but Workbooks has received slightly higher ratings in this area. Reviewers appreciate the responsive assistance, which helps them navigate the platform effectively, although Salesloft's support is also noted as reliable.



| | Salesloft | Workbooks | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 4,287 | 573 | 
| **Largest Market Segment** | Mid-Market (56.4% of reviews) | Small-Business (60.5% of reviews) | 
| **Entry Level Price** | Contact Us | Free | 

---
## Top Pros & Cons

### Salesloft

Pros:
- Ease of Use (569 reviews)
- Features (342 reviews)

Cons:
- Missing Features (239 reviews)
- Call Issues (164 reviews)

### Workbooks

Pros:
- Ease of Use (16 reviews)
- Reporting (8 reviews)

Cons:
- Learning Curve (8 reviews)
- Limitations (6 reviews)

---
## Ratings Comparison
| Rating | Salesloft | Workbooks | 
|---|---|---|
  | **Meets Requirements** | 8.9 (3404 reviews) | 8.4 (468 reviews) | 
  | **Ease of Use** | 8.8 (3449 reviews) | 8.4 (472 reviews) | 
  | **Ease of Setup** | 8.6 (1040 reviews) | 7.9 (228 reviews) | 
  | **Ease of Admin** | 8.5 (785 reviews) | 8.2 (235 reviews) | 
  | **Quality of Support** | 8.6 (3080 reviews) | 8.6 (432 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.9 (775 reviews) | 8.7 (222 reviews) | 
  | **Product Direction (% positive)** | 8.8 (3298 reviews) | 8.7 (460 reviews) | 

---
## Pricing

### Salesloft

#### Entry-Level Pricing

Plan: Advanced

Price: Contact Us

Description: For revenue teams that need to build pipeline, increase revenue, convert deals, and win customers.

Key Features:
- Pipeline Generation
- Rep Coaching
- Full Customer Lifecycle Workflows

[Browse all 2 editions](https://www.g2.com/products/salesloft/pricing)

#### Free Trial

No

### Workbooks

#### Entry-Level Pricing

Plan: Free

Price: Free

Description: Free forever

Key Features:
- 2 users
- 1 database
- 1GB free storage

[Browse all 4 editions](https://www.g2.com/products/workbooks/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | N/A | N/A |
| **Workbooks** | 8.1/10 | 428 |

#### Sales Force Automation

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Contact & Account Management** | Not enough data | 8.5 (345 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | 8.0 (207 reviews) | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | 8.2 (318 reviews) ✓ Verified | 
| **Task / Activity Management** | Not enough data | 8.2 (346 reviews) ✓ Verified | 
| **Territory & Quota Management** | Not enough data | 7.9 (219 reviews) ✓ Verified | 
| **Desktop Integration** | Not enough data | 8.1 (282 reviews) ✓ Verified | 
| **Product & Price List Management** | Not enough data | 7.9 (252 reviews) ✓ Verified | 
| **Quote & Order Management** | Not enough data | 8.1 (248 reviews) ✓ Verified | 
| **Customer Contract Management** | Not enough data | 8.1 (255 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Email Marketing** | Not enough data | 7.9 (269 reviews) ✓ Verified | 
| **Campaign Management** | Not enough data | 7.8 (290 reviews) ✓ Verified | 
| **Lead Management** | Not enough data | 8.0 (309 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | Not enough data | 8.0 (215 reviews) ✓ Verified | 

#### Customer Support

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Case Management** | Not enough data | 8.4 (277 reviews) ✓ Verified | 
| **Customer Support Portal** | Not enough data | 8.1 (245 reviews) ✓ Verified | 
| **Knowledge Base** | Not enough data | 8.2 (265 reviews) ✓ Verified | 
| **Call Center Features** | Not enough data | 8.1 (201 reviews) ✓ Verified | 
| **Support Analytics** | Not enough data | 8.2 (208 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Reporting** | Not enough data | 8.2 (343 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.1 (343 reviews) ✓ Verified | 
| **Forecasting** | Not enough data | 8.0 (253 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Social Collaboration Features** | Not enough data | 7.8 (168 reviews) ✓ Verified | 
| **Social Network Integration** | Not enough data | 7.7 (165 reviews) ✓ Verified | 
| **Mobile User Support** | Not enough data | 7.5 (207 reviews) ✓ Verified | 

#### Platform

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Customization** | Not enough data | 8.4 (186 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.2 (155 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.5 (184 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | 8.0 (107 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | Not enough data | 8.3 (108 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | Not enough data | 7.8 (129 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 8.5 (187 reviews) ✓ Verified | 
| **Output Document Generation** | Not enough data | 8.2 (144 reviews) ✓ Verified | 

#### Integration

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 8.3 (183 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | 8.2 (137 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | Not enough data | 7.7 (113 reviews) | 

#### Generative AI

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.7 (16 reviews) | 

#### Agentic AI - CRM

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Lead Generation

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | N/A | N/A |
| **Workbooks** | N/A | N/A |

#### Lead Generation

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Lead Builder** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Data Import & Export Tools** | Not enough data | Not enough data | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | N/A | N/A |
| **Workbooks** | N/A | N/A |

#### Lead Facilitation

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Customer-facing Chatbot** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Lead Follow-up** | Not enough data | Not enough data | 
| **Meeting Scheduling ** | Not enough data | Not enough data | 

#### Organization

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Opportunity and Pipeline Management ** | Not enough data | Not enough data | 
| **Data Entry** | 10.0 (6 reviews) | Not enough data | 
| **Integrations / APIs** | 10.0 (5 reviews) | Not enough data | 

#### Performance Analysis

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Coaching ** | Not enough data | Not enough data | 
| **Peformance Tracking** | 10.0 (6 reviews) | Not enough data | 

#### Sales Analysis

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **ROI Forecasting ** | Not enough data | Not enough data | 
| **Sales Forecasting ** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Agentic AI - AI Sales Assistant

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | 8.1/10 | 1819 |
| **Workbooks** | N/A | N/A |

#### Integrated Workflows

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Task Management** | 8.7 (1525 reviews) ✓ Verified | Not enough data | 
| **Email Tracking/Automation** | 9.2 (1659 reviews) ✓ Verified | Not enough data | 
| **Calls and Voice** | 8.6 (1488 reviews) ✓ Verified | Not enough data | 
| **Other Outreach Options ** | 8.3 (1330 reviews) ✓ Verified | Not enough data | 
| **CRM Integration** | 8.8 (1601 reviews) ✓ Verified | Not enough data | 
| **Calendar** | 8.7 (751 reviews) | Not enough data | 
| **Shared Records** | 8.4 (670 reviews) | Not enough data | 

#### Repeatability and Reportability

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Content Management** | 8.7 (1421 reviews) ✓ Verified | Not enough data | 
| **Workflow Management** | 8.8 (1561 reviews) ✓ Verified | Not enough data | 
| **Workflow Performance** | 8.8 (1519 reviews) ✓ Verified | Not enough data | 
| **Sales Coaching and Insights** | 8.3 (1275 reviews) ✓ Verified | Not enough data | 
| **Gamification** | 7.8 (600 reviews) | Not enough data | 

#### AI and Automation

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Lead Prioritization** | 8.2 (685 reviews) | Not enough data | 
| **Lead Scoring** | 8.0 (636 reviews) | Not enough data | 
| **Best Time of Day Scheduling** | 8.3 (663 reviews) | Not enough data | 
| **Buyer Intelligence** | 7.9 (589 reviews) | Not enough data | 
| **Machine Learning** | 7.7 (561 reviews) | Not enough data | 

#### Generative AI

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **AI Text Generation** | 7.4 (207 reviews) | Not enough data | 

#### Agentic AI - Sales Engagement

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 7.2 (49 reviews) | Not enough data | 
| **Multi-step Planning** | 7.3 (49 reviews) | Not enough data | 
| **Cross-system Integration** | 7.6 (48 reviews) | Not enough data | 
| **Adaptive Learning** | 7.6 (49 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.4 (49 reviews) | Not enough data | 
| **Proactive Assistance** | 7.3 (49 reviews) | Not enough data | 
| **Decision Making** | 7.4 (48 reviews) | Not enough data | 

### Conversation Intelligence

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | 7.8/10 | 970 |
| **Workbooks** | N/A | N/A |

#### Call Analytics

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Call Recording** | 9.0 (740 reviews) ✓ Verified | Not enough data | 
| **Machine Learning** | 8.3 (594 reviews) ✓ Verified | Not enough data | 
| **Call Analysis** | 8.5 (666 reviews) ✓ Verified | Not enough data | 
| **Lead Qualification** | 8.3 (632 reviews) | Not enough data | 

#### Artificial Intelligence - Conversation Intelligence

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Customer Scoring** | 8.2 (590 reviews) ✓ Verified | Not enough data | 
| **Speech-to-Text** | 8.0 (484 reviews) ✓ Verified | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **AI Text Summarization** | 7.7 (123 reviews) | Not enough data | 

#### Agentic AI - Conversation Intelligence

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 6.7 (13 reviews) | Not enough data | 
| **Multi-step Planning** | 7.5 (12 reviews) | Not enough data | 
| **Cross-system Integration** | 7.8 (12 reviews) | Not enough data | 
| **Adaptive Learning** | 7.6 (12 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.4 (12 reviews) | Not enough data | 
| **Proactive Assistance** | 7.1 (12 reviews) | Not enough data | 
| **Decision Making** | 7.9 (12 reviews) | Not enough data | 

### Revenue Operations & Intelligence (RO&I)

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | 7.9/10 | 66 |
| **Workbooks** | N/A | N/A |

#### Revenue Sourcing and Forecasting

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Revenue History** | 7.6 (56 reviews) | Not enough data | 
| **Pipeline Management** | 8.1 (59 reviews) | Not enough data | 
| **Dashboard Analytics** | 8.2 (59 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 7.8 (54 reviews) | Not enough data | 
| **Data Segmentation** | 8.0 (57 reviews) | Not enough data | 
| **Predictive Forecasting** | 7.5 (52 reviews) | Not enough data | 
| **Revenue Operations Cadence** | 7.5 (53 reviews) | Not enough data | 

#### CRM Data Enrichment

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Calendar Sync** | 8.5 (55 reviews) | Not enough data | 
| **Email Activity Capture** | 8.5 (56 reviews) | Not enough data | 
| **Conversation Intelligence** | 8.2 (49 reviews) | Not enough data | 
| **Marketing Leads** | 7.8 (48 reviews) | Not enough data | 
| **Contact Capture** | 7.6 (48 reviews) | Not enough data | 

#### Account Management

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Nonengaged Accounts** | 7.9 (49 reviews) | Not enough data | 
| **Account optimization** | 7.8 (49 reviews) | Not enough data | 
| **Historical Patterns** | 8.0 (47 reviews) | Not enough data | 
| **Rep Performance** | 8.1 (47 reviews) | Not enough data | 
| **Account Engagement** | 8.3 (50 reviews) | Not enough data | 
| **Historical Win/Loss Patterns** | 7.7 (46 reviews) | Not enough data | 

#### Agentic AI - Revenue Operations & Intelligence (RO&I)

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Lead Scoring

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | N/A | N/A |
| **Workbooks** | 7.6/10 | 15 |

#### Agentic AI - Lead Scoring

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Attribution

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Lead Opportunity** | Not enough data | 7.5 (12 reviews) | 
| **Lead Assignment** | Not enough data | 8.2 (13 reviews) | 
| **Pipeline Acceleration** | Not enough data | 7.6 (11 reviews) | 

#### Discovery

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Lead Management** | Not enough data | 8.1 (13 reviews) | 
| **Scoring/Ranking** | Not enough data | 7.4 (12 reviews) | 
| **Lead Context** | Not enough data | 7.5 (12 reviews) | 

#### Management

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Conversion Viability** | Not enough data | 7.9 (11 reviews) | 
| **Workflow** | Not enough data | 7.1 (11 reviews) | 

#### Platform

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Data Synchronization** | Not enough data | 7.3 (14 reviews) | 
| **Analysis** | Not enough data | 7.5 (14 reviews) | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | 8.0/10 | 795 |
| **Workbooks** | 7.4/10 | 15 |

#### Agentic AI - Sales Performance Management

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 6.7 (16 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.7 (16 reviews) | Not enough data | 
| **Proactive Assistance** | 7.0 (16 reviews) | Not enough data | 

#### Incentives

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Badges** | 8.1 (348 reviews) | 6.7 (9 reviews) | 
| **Triggers** | 8.2 (513 reviews) | 6.7 (8 reviews) | 
| **Commission Calculator** | 7.3 (294 reviews) | 6.3 (9 reviews) | 
| **Leaderboards** | 8.5 (549 reviews) ✓ Verified | 7.1 (12 reviews) | 

#### Personalization

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Profiles** | 8.4 (410 reviews) | 7.3 (10 reviews) | 
| **Custom Reports** | 8.4 (565 reviews) ✓ Verified | 8.6 (12 reviews) | 
| **Dashboards** | 8.8 (691 reviews) ✓ Verified | 8.5 (14 reviews) | 
| **Goal Setting** | 8.5 (410 reviews) ✓ Verified | 6.9 (9 reviews) | 

#### Administrative

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Integration** | 8.8 (661 reviews) ✓ Verified | 8.0 (11 reviews) | 
| **Employee Structure** | 8.4 (566 reviews) ✓ Verified | 7.6 (11 reviews) | 
| **Behavior Monitoring** | 8.6 (559 reviews) | 7.5 (10 reviews) | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | 7.9/10 | 2271 |
| **Workbooks** | N/A | N/A |

#### Agentic AI - Email Tracking

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 7.0 (38 reviews) | Not enough data | 
| **Multi-step Planning** | 7.5 (38 reviews) | Not enough data | 
| **Cross-system Integration** | 7.4 (38 reviews) | Not enough data | 
| **Adaptive Learning** | 7.1 (38 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.7 (37 reviews) | Not enough data | 
| **Proactive Assistance** | 6.7 (38 reviews) | Not enough data | 
| **Decision Making** | 6.7 (38 reviews) | Not enough data | 

#### Analytics

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Open Rates** | 8.7 (2101 reviews) | Not enough data | 
| **Link Activity** | 8.6 (2046 reviews) | Not enough data | 
| **Attachment Activity** | 8.4 (1831 reviews) | Not enough data | 

#### Customizations

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Email Platform Integration** | 8.9 (2050 reviews) | Not enough data | 
| **Email Scheduling** | 9.1 (2034 reviews) | Not enough data | 
| **Notifications** | 8.8 (2044 reviews) | Not enough data | 
| **Email Categorization** | 8.6 (1766 reviews) | Not enough data | 
| **Templates** | 9.0 (2056 reviews) | Not enough data | 

#### Generative AI

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **AI Text Generation** | 7.4 (252 reviews) | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | 7.7/10 | 362 |
| **Workbooks** | 8.2/10 | 19 |

#### Agentic AI - Sales Analytics

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 6.8 (24 reviews) | Not enough data | 
| **Cross-system Integration** | 7.5 (24 reviews) | Not enough data | 
| **Adaptive Learning** | 7.1 (24 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.9 (24 reviews) | Not enough data | 
| **Proactive Assistance** | 6.8 (24 reviews) | Not enough data | 

#### Data Sourcing

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Data Sourcing** | 7.9 (294 reviews) | 8.1 (12 reviews) | 
| **Exporting & Sharing Data** | 8.1 (301 reviews) | 8.7 (13 reviews) | 
| **Multi-Device Data Visualization** | 7.8 (284 reviews) | 7.7 (11 reviews) | 
| **Interactive Dashboards** | 8.5 (315 reviews) | 8.2 (14 reviews) | 
| **Data Segmentation** | 8.0 (289 reviews) | 8.3 (15 reviews) | 

#### Predictive Analytics

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Lead Scoring** | 8.1 (308 reviews) | 8.3 (13 reviews) | 
| **Opportunity Scoring** | 8.1 (310 reviews) | 8.6 (12 reviews) | 
| **Risk Analysis** | 7.3 (288 reviews) | 7.6 (11 reviews) | 
| **Live Forecasting** | 7.7 (292 reviews) | 8.0 (14 reviews) | 

#### Sales Management

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Live Pipeline Management** | 8.2 (303 reviews) | 8.6 (14 reviews) | 
| **Sales Gamification** | 7.6 (281 reviews) | 7.7 (11 reviews) | 
| **Account-Based Analytics** | 8.1 (317 reviews) | 8.3 (12 reviews) | 
| **Activity Tracking** | 9.2 (331 reviews) | 8.7 (14 reviews) | 

### Outbound Call Tracking

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | 8.3/10 | 1951 |
| **Workbooks** | N/A | N/A |

#### Agentic AI - Outbound Call Tracking

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | 6.4 (33 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.8 (32 reviews) | Not enough data | 

#### Calling

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Record Calls** | 9.0 (1592 reviews) ✓ Verified | Not enough data | 
| **Generate Location** | 8.3 (1410 reviews) | Not enough data | 
| **Call Types** | 8.7 (1523 reviews) | Not enough data | 
| **Click-to-Call** | 9.0 (1668 reviews) ✓ Verified | Not enough data | 
| **Auto Dialer** | 7.7 (37 reviews) | Not enough data | 

#### Contacts

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Personalization** | 8.8 (1682 reviews) ✓ Verified | Not enough data | 
| **Information Locater** | 8.4 (1498 reviews) ✓ Verified | Not enough data | 
| **Record Prospect Data** | 8.7 (1567 reviews) ✓ Verified | Not enough data | 

#### Insights

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Notes** | 8.8 (1678 reviews) | Not enough data | 
| **Daily Summary** | 8.7 (1545 reviews) | Not enough data | 
| **Automated Voicemails** | 8.5 (1274 reviews) | Not enough data | 
| **Automated Emails** | 9.1 (1646 reviews) ✓ Verified | Not enough data | 
| **Sorts Prospects** | 8.4 (1418 reviews) ✓ Verified | Not enough data | 
| **Automated Note Taking** | 7.3 (36 reviews) | Not enough data | 

### Sales Coaching

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | 8.4/10 | 774 |
| **Workbooks** | N/A | N/A |

#### Agentic AI - Sales Coaching

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Multi-step Planning** | 8.1 (7 reviews) | Not enough data | 
| **Cross-system Integration** | 8.1 (7 reviews) | Not enough data | 
| **Adaptive Learning** | 8.3 (7 reviews) | Not enough data | 
| **Decision Making** | 8.1 (7 reviews) | Not enough data | 

#### Training

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Knowledge Base** | 8.6 (589 reviews) ✓ Verified | Not enough data | 
| **Coaching Materials** | 8.5 (584 reviews) ✓ Verified | Not enough data | 
| **Playbook Creation** | 8.2 (491 reviews) ✓ Verified | Not enough data | 
| **Video Record** | 8.3 (493 reviews) ✓ Verified | Not enough data | 

#### Feedback

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Review** | 8.8 (529 reviews) ✓ Verified | Not enough data | 
| **Scorecard** | 8.6 (461 reviews) ✓ Verified | Not enough data | 
| **Coaching Card** | 8.5 (428 reviews) ✓ Verified | Not enough data | 
| **Leaderboard** | 8.7 (528 reviews) ✓ Verified | Not enough data | 
| **Real-Time Updates** | 8.8 (575 reviews) ✓ Verified | Not enough data | 
| **Notifications** | 8.8 (572 reviews) ✓ Verified | Not enough data | 
| **Competition** | 8.5 (480 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **AI Text Summarization** | 8.1 (54 reviews) | Not enough data | 

### Sales Enablement

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | 8.6/10 | 33 |
| **Workbooks** | N/A | N/A |

#### Agentic AI - Sales Enablement

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Content Management

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Content Import** | 8.5 (14 reviews) | Not enough data | 
| **Content Creation** | 8.9 (22 reviews) | Not enough data | 
| **Templates** | 9.1 (30 reviews) | Not enough data | 
| **Advanced Search** | 8.2 (17 reviews) | Not enough data | 
| **Content Storage** | 8.8 (13 reviews) | Not enough data | 

#### Analytics

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Reporting** | 9.0 (26 reviews) | Not enough data | 
| **Alerts** | 9.1 (13 reviews) | Not enough data | 
| **Account-Based Engagement** | 8.5 (12 reviews) | Not enough data | 
| **Content Utilization** | 9.3 (18 reviews) | Not enough data | 

#### Learning Management - Sales Enablement

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Sales Training ** | Not enough data | Not enough data | 
| **Sales Coaching** | Not enough data | Not enough data | 
| **Sales Onboarding** | Not enough data | Not enough data | 

#### Revenue Enablement - Sales Enablement

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Cross-Functional Alignment** | Not enough data | Not enough data | 
| **AI and Automation** | Not enough data | Not enough data | 
| **End-to-End Customer Journey Insights** | Not enough data | Not enough data | 

### Revenue AI Platforms

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | N/A | N/A |
| **Workbooks** | N/A | N/A |

#### Agentic AI - Revenue AI Platforms

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 

#### Platform - Revenue AI Platforms

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Conversation Intelligence** | Not enough data | Not enough data | 
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **CRM Data Enrichment** | Not enough data | Not enough data | 
| **Actionable Insights** | Not enough data | Not enough data | 
| **Risk Flagging** | Not enough data | Not enough data | 
| **Workflow Orchestration** | Not enough data | Not enough data | 
| **Sales Coaching** | Not enough data | Not enough data | 
| **Pipeline & Deal Management** | Not enough data | Not enough data | 
| **Customer Data Capture** | Not enough data | Not enough data | 

### Predictive Analytics

| Product | Score | Reviews |
|---|---|---|
| **Salesloft** | N/A | N/A |
| **Workbooks** | N/A | N/A |

#### Statistical Tool

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Scripting** | Not enough data | Not enough data | 
| **Data Mining** | Not enough data | Not enough data | 
| **Algorithms** | Not enough data | Not enough data | 

#### Data Analysis

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Analysis** | Not enough data | Not enough data | 
| **Data Interaction** | Not enough data | Not enough data | 

#### Decision Making

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **Modeling** | Not enough data | Not enough data | 
| **Data Visualizations** | Not enough data | Not enough data | 
| **Report Generation** | Not enough data | Not enough data | 
| **Data Unification** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Salesloft | Workbooks | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (2):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)

**Unique to Salesloft (10):** [Revenue AI Platforms](https://www.g2.com/categories/revenue-ai-platforms), [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i), [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence), [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [Sales Coaching Software](https://www.g2.com/categories/sales-coaching), [Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Predictive Analytics Software](https://www.g2.com/categories/predictive-analytics), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Sales Enablement Software](https://www.g2.com/categories/sales-enablement)

**Unique to Workbooks (2):** [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [CRM Software](https://www.g2.com/categories/crm)


---
## Reviewer Demographics

### By Company Size

| Segment | Salesloft | Workbooks | 
|---|---|---|
| **Small-Business** | 22.9% | 60.5% | 
| **Mid-Market** | 56.4% | 34.3% | 
| **Enterprise** | 20.7% | 5.2% | 

### By Industry

#### Salesloft

- **Computer Software:** 33.2%
- **Information Technology and Services:** 18.0%
- **Marketing and Advertising:** 5.9%
- **Internet:** 4.1%
- **Financial Services:** 3.9%
- **Telecommunications:** 2.1%
- **Computer & Network Security:** 2.1%
- **Human Resources:** 1.9%
- **Hospital & Health Care:** 1.4%
- **E-Learning:** 1.3%
- **Other:** 26.3%

#### Workbooks

- **Information Technology and Services:** 8.3%
- **Computer Software:** 7.4%
- **Accounting:** 6.1%
- **Marketing and Advertising:** 6.1%
- **Retail:** 4.9%
- **Education Management:** 3.2%
- **Construction:** 3.2%
- **Financial Services:** 3.0%
- **Market Research:** 2.5%
- **Non-Profit Organization Management:** 2.3%
- **Other:** 53.0%

---
## Alternatives

### Alternatives to Salesloft

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25816 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3570 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13827 reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — 4.7/5 stars (9661 reviews)
- [Gong](https://www.g2.com/products/gong/reviews) — 4.7/5 stars (6658 reviews)
- [Revenue.io](https://www.g2.com/products/revenue-io/reviews) — 4.7/5 stars (575 reviews)
- [InsideSales](https://www.g2.com/products/insidesales/reviews) — 4.5/5 stars (618 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Bigtincan Engagement](https://www.g2.com/products/bigtincan-engagement/reviews) — 4.1/5 stars (592 reviews)
- [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) — 4.5/5 stars (9099 reviews)

### Alternatives to Workbooks

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25816 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2930 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13827 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3055 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1430 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (478 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1619 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (999 reviews)

---
## Top Discussions

### Salesloft

- Title: [can I compare metrics of team members month on month? for example reply rate for individuals and teams over the last 3 months in a graph?](https://www.g2.com/discussions/31434-can-i-compare-metrics-of-team-members-month-on-month-for-example-reply-rate-for-individuals-and-teams-over-the-last-3-months-in-a-graph) — 7 comments, 2 upvotes
  > **Top comment:** "Hi Kat!

There are a couple different ways of getting to this information in SalesLoft. The first place I'd check out is the "Email Leaderboard" panel on..."
- Title: [Is SalesLoft a CRM?](https://www.g2.com/discussions/is-salesloft-a-crm) — 6 comments, 1 upvote
  > **Top comment:** "Yes"
- Title: [What is SalesLoft used for?](https://www.g2.com/discussions/what-is-salesloft-used-for) — 4 comments
  > **Top comment:** "Developing outreach cadences, organizing outreach, and putting email templates together for outreach purposes"
- Title: [Can salesloft be used as CRM as well? If yes I would like to have more informations? If no, do you have plan to start with CRM option as well? I would like to know more about how do you use AI? How do you integrate with which sales platform salesloft can be integrated?](https://www.g2.com/discussions/33162-can-salesloft-be-used-as-crm-as-well-if-yes-i-would-like-to-have-more-informations-if-no-do-you-have-plan-to-start-with-crm-option-as-well-i-would-like-to-know-more-about-how-do-you-use-ai-how-do-you-integrate-with-which-sales-platform-salesloft-can) — 2 comments
  > **Top comment:** "Hi Rastko, thanks for your question! SalesLoft is able to integrate with CRMs and we do have some customers that use SalesLoft without using any CRM. 

We..."
- Title: [What is the best way to not have to start sending cadences out of SL but through email or SF?](https://www.g2.com/discussions/what-is-the-best-way-to-not-have-to-start-sending-cadences-out-of-sl-but-through-email-or-sf) — 2 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Hello!

Yes, you are able to execute cadences directly from the Salesforce interface via SalesLoft..."

### Workbooks

- Title: [Workbooks deleted item recovery](https://www.g2.com/discussions/workbooks-deleted-item-recovery) — 2 comments, 1 upvote
  > **Top comment:** "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..."
- Title: [Which Email marketing products is Workbooks integrated with ?](https://www.g2.com/discussions/which-email-marketing-products-is-workbooks-integrated-with) — 2 comments, 1 upvote
  > **Top comment:** "Workbooks has out of the box free included integration with Mailchimp. Dotmailer and Constant Contact (MPZmail integration will also be available from them..."
- Title: [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) — 1 comment
  > **Top comment:** "Workbooks is a comprehensive software solution designed to streamline various aspects of business operations, primarily focusing on customer relationship..."
- Title: [We want to make better use of using Mailchimp for our marketing and sending out newsletters.  What's the best way to go about this?](https://www.g2.com/discussions/we-want-to-make-better-use-of-using-mailchimp-for-our-marketing-and-sending-out-newsletters-what-s-the-best-way-to-go-about-this) — 1 comment, 1 upvote
  > **Top comment:** "Hi Yvonne. I apologise that your query hasn't been responded to.  Something seems to have happened to our notifications of new comments and questions on..."
- Title: [what are the different parts in excell? furthermore, what is their capacity?](https://www.g2.com/discussions/46534-what-are-the-different-parts-in-excell-furthermore-what-is-their-capacity) — 1 comment, 1 upvote
  > **Top comment:** "👍👍👍👍👍👍👍👍👍"

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/salesloft-vs-workbooks)