Compare Spotler CRM and Workbooks 
At a Glance
Market Segments
Small-Business (89.1% of reviews)
Small-Business (60.5% of reviews)
Entry-Level Pricing
$0 per month
Free
Spotler CRM
Star Rating
(146)4.4 out of 5
Market Segments
Small-Business (89.1% of reviews)
Pros & Cons
Entry-Level Pricing
$0 per month
Browse all 4 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 plansSpotler CRM vs Workbooks
When assessing the two solutions, reviewers found Spotler CRM easier to use, set up, and administer. Reviewers also preferred doing business with Spotler CRM overall.
- Spotler CRM and Workbooks both meet the requirements of our reviewers at a comparable rate.
- When comparing quality of ongoing product support, reviewers felt that Spotler CRM is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Workbooks over Spotler CRM.
Pricing
Entry-Level Pricing
Spotler CRM
Free
$0
per month
Free forever!
- Two Users
- 100 Company Records
- Unlimited Contacts
Free Trial
Spotler CRM
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.4
124
8.4
468
Ease of Use
8.9
126
8.4
472
Ease of Setup
9.0
64
7.9
228
Ease of Admin
9.0
65
8.2
235
Quality of Support
9.0
118
8.6
432
Has the product been a good partner in doing business?
9.1
62
8.7
222
Product Direction (% positive)
8.5
127
8.7
460
Features by Category
Sales Force Automation
8.8
95
|
Verified
8.5
345
|
Verified
9.0
8
8.0
207
8.4
78
|
Verified
8.2
318
|
Verified
8.5
95
|
Verified
8.2
346
|
Verified
8.0
34
|
Verified
7.9
219
|
Verified
7.6
52
|
Verified
8.1
282
|
Verified
8.1
36
|
Verified
7.9
252
|
Verified
8.1
31
|
Verified
8.1
248
|
Verified
8.6
51
8.1
255
|
Verified
Marketing Automation
7.7
41
|
Verified
7.9
269
|
Verified
7.7
37
|
Verified
7.8
290
|
Verified
8.5
51
|
Verified
8.0
309
|
Verified
7.6
29
|
Verified
8.0
215
|
Verified
Customer Support
8.7
44
|
Verified
8.4
277
|
Verified
8.7
45
|
Verified
8.1
245
|
Verified
8.7
36
|
Verified
8.2
265
|
Verified
8.4
32
|
Verified
8.1
201
|
Verified
8.5
37
|
Verified
8.2
208
|
Verified
Reporting & Analytics
8.2
77
|
Verified
8.2
343
|
Verified
8.7
85
|
Verified
8.1
343
|
Verified
8.4
50
|
Verified
8.0
253
|
Verified
Mobile & Social
7.6
7
7.8
168
|
Verified
7.6
7
7.7
165
|
Verified
8.0
41
|
Verified
7.5
207
|
Verified
Platform
8.5
40
|
Verified
8.4
186
|
Verified
8.8
7
8.2
155
|
Verified
8.7
40
|
Verified
8.5
184
|
Verified
7.9
18
|
Verified
8.0
107
|
Verified
8.2
13
|
Verified
8.3
108
|
Verified
8.5
23
|
Verified
7.8
129
|
Verified
9.2
42
|
Verified
8.5
187
|
Verified
8.3
25
8.2
144
|
Verified
Integration
8.2
35
|
Verified
8.3
183
|
Verified
7.8
17
|
Verified
8.2
137
|
Verified
7.4
15
|
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
Ticket and Case Management
Feature Not Available
Not enough data
Feature Not Available
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
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Help Desk
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication Channels
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Feature Not Available
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
Templates
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Edit
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Logistics
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
Agentic AI - Email Template Builder
Not enough data
Not enough data
Not enough data
Not enough data
Lead Monitoring
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Agentic AI - Lead Capture
Not enough data
Not enough data
Not enough data
Not enough data
Data Capture
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Customization
Not enough data
Not enough data
Feature Not Available
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
7.1
12
Personalization
Not enough data
7.3
10
Not enough data
8.6
12
Not enough data
8.5
14
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
Feature Not Available
8.1
12
Feature Not Available
8.7
13
Feature Not Available
7.7
11
Not enough data
8.2
14
Not enough data
8.3
15
Predictive Analytics
Feature Not Available
8.3
13
Feature Not Available
8.6
12
Feature Not Available
7.6
11
Not enough data
8.0
14
Sales Management
Not enough data
8.6
14
Feature Not Available
7.7
11
Not enough data
8.3
12
Not enough data
8.7
14
Categories
Categories
Shared Categories
Spotler CRM and Workbooks are categorized as CRM and Sales Analytics
Unique Categories
Reviews
Reviewers' Company Size
Spotler 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
13.5%
Financial Services
5.7%
Health, Wellness and Fitness
5.7%
Insurance
4.3%
Computer Software
3.5%
Other
67.4%
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 you input branch locations of a company. You can't enter the same account name twice.
1 Comment
MJ
Hi David! You have a couple of options depending on how you interact with the different branches of a company.
One option is to name an account by...Read more
Can I access the system on my smartphone?
1 Comment
Official Response from Spotler CRM
Really Simple Systems CRM run on all desktops and laptops as well as any smartphone devices or tablet, functioning as a mobile CRM that will adapt to the...Read more
How safe is my data?
1 Comment
Official Response from Spotler CRM
It is very safe. We host 1,000’s of people’s data including lawyers and government agencies and we take data security very seriously.
The data is legally...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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