Compare Workbooks and monday CRM 
At a Glance
Market Segments
Small-Business (60.5% of reviews)
Small-Business (79.2% of reviews)
Entry-Level Pricing
Free
$12.00 Per Month
Workbooks
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 plansmonday CRM
Star Rating
(1,130)4.6 out of 5
Market Segments
Small-Business (79.2% of reviews)
Pros & Cons
Entry-Level Pricing
$12.00 Per Month
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that monday CRM excels in scalability, allowing teams to grow without disruption. Users appreciate how it smoothly accommodates additional users and pipelines, which is crucial for expanding businesses.
- Users say that Workbooks provides a comprehensive solution by integrating various functions like customer service, marketing, and sales into one platform. This all-in-one approach is particularly beneficial for small businesses looking to streamline operations.
- Reviewers mention that monday CRM's automation features significantly enhance productivity. Users find it helpful for creating tasks and reminders automatically, which reduces the need for manual check-ins and keeps workflows efficient.
- According to verified reviews, Workbooks is praised for its user-friendly interface, with many users highlighting the value of keyboard shortcuts that make data entry quick and easy. This simplicity is a strong point for those who prioritize ease of use.
- G2 reviewers indicate that while Workbooks has a solid support system, monday CRM's support is slightly more favorable, with users noting its effectiveness in resolving issues and providing assistance when needed.
- Users report that monday CRM offers better insights into campaign performance, helping teams understand which marketing efforts drive results. This feature is particularly valuable for businesses focused on optimizing their lead generation strategies.
Pricing
Entry-Level Pricing
monday CRM
Basic
$12.00
Per Month
Organize all your team’s leads, contacts, & deals
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards
Free Trial
Workbooks
Free Trial is available
monday CRM
Free Trial is available
Ratings
Meets Requirements
8.4
468
8.6
803
Ease of Use
8.4
472
8.9
865
Ease of Setup
7.9
228
8.5
654
Ease of Admin
8.2
235
8.9
465
Quality of Support
8.6
432
8.5
714
Has the product been a good partner in doing business?
8.7
222
8.9
459
Product Direction (% positive)
8.7
460
9.3
780
Features by Category
Sales Force Automation
8.5
345
|
Verified
8.5
549
8.0
207
7.8
472
8.2
318
|
Verified
8.6
558
8.2
346
|
Verified
8.8
581
7.9
219
|
Verified
7.6
444
8.1
282
|
Verified
8.3
495
7.9
252
|
Verified
7.7
448
8.1
248
|
Verified
7.5
450
8.1
255
|
Verified
7.9
477
Marketing Automation
7.9
269
|
Verified
7.5
463
7.8
290
|
Verified
7.7
463
8.0
309
|
Verified
8.6
539
8.0
215
|
Verified
7.5
438
Customer Support
8.4
277
|
Verified
8.2
473
8.1
245
|
Verified
7.8
411
8.2
265
|
Verified
8.2
435
8.1
201
|
Verified
7.0
394
8.2
208
|
Verified
7.8
448
Reporting & Analytics
8.2
343
|
Verified
8.2
516
8.1
343
|
Verified
8.7
566
8.0
253
|
Verified
8.0
466
Mobile & Social
7.8
168
|
Verified
7.8
384
7.7
165
|
Verified
7.3
345
7.5
207
|
Verified
7.7
472
Platform
8.4
186
|
Verified
8.7
524
8.2
155
|
Verified
8.7
515
8.5
184
|
Verified
8.6
516
8.0
107
|
Verified
8.1
437
8.3
108
|
Verified
7.6
387
7.8
129
|
Verified
8.0
471
8.5
187
|
Verified
8.5
504
8.2
144
|
Verified
7.8
434
Integration
8.3
183
|
Verified
8.2
468
8.2
137
|
Verified
7.9
417
7.7
113
8.0
408
Generative AI
6.7
16
7.1
314
Agentic AI - CRM
Not enough data
7.3
62
Not enough data
7.5
62
Not enough data
7.5
59
Not enough data
7.3
61
Not enough data
7.2
61
Not enough data
7.3
61
Not enough data
7.1
61
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
7.5
12
Not enough data
8.2
13
Not enough data
7.6
11
Not enough data
Discovery
8.1
13
Not enough data
7.4
12
Not enough data
7.5
12
Not enough data
Management
7.9
11
Not enough data
7.1
11
Not enough data
Platform
7.3
14
Not enough data
7.5
14
Not enough data
Agentic AI - Sales Performance Management
Not enough data
7.1
29
Not enough data
7.0
29
Not enough data
6.8
28
Incentives
6.7
9
7.3
215
6.7
8
7.7
231
6.3
9
7.5
209
7.1
12
7.8
221
Personalization
7.3
10
8.2
258
8.6
12
8.2
245
8.5
14
8.9
274
6.9
9
8.6
246
Administrative
8.0
11
8.1
253
7.6
11
8.2
246
7.5
10
7.8
199
Agentic AI - Email Tracking
Not enough data
7.4
24
Not enough data
7.6
24
Not enough data
7.6
24
Not enough data
7.0
24
Not enough data
6.9
24
Not enough data
6.9
24
Not enough data
7.3
24
Analytics
Not enough data
8.1
167
Not enough data
7.9
143
Not enough data
Feature Not Available
Customizations
Not enough data
8.1
187
Not enough data
8.2
94
Not enough data
8.5
191
Not enough data
7.9
88
Not enough data
8.2
185
Generative AI
Not enough data
7.4
132
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
8.1
12
Not enough data
8.7
13
Not enough data
7.7
11
Not enough data
8.2
14
Not enough data
8.3
15
Not enough data
Predictive Analytics
8.3
13
Not enough data
8.6
12
Not enough data
7.6
11
Not enough data
8.0
14
Not enough data
Sales Management
8.6
14
Not enough data
7.7
11
Not enough data
8.3
12
Not enough data
8.7
14
Not enough data
Categories
Categories
Shared Categories
Workbooks and monday CRM are categorized as Sales Performance Management and CRM
Reviews
Reviewers' Company Size
Workbooks
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
monday CRM
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
8.3%
Computer Software
7.4%
Accounting
6.1%
Marketing and Advertising
6.1%
Retail
4.9%
Other
67.2%
Marketing and Advertising
12.5%
Information Technology and Services
7.8%
Construction
4.6%
Computer Software
4.5%
Real Estate
3.7%
Other
66.8%
Alternatives
Discussions
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
Can I use Monday.com to set-up an online application or a questionnaire for my external clients?
2 Comments
MY
Yes. Easy to do.Read more
What is monday sales CRM used for?
1 Comment
PK
Monday CRM is used for sales, project management, tracking and so much more. Team collaboration and engagement in addition to automation and task management...Read more
monday CRM has no more discussions with answers
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