Compare Workbooks and Zoho CRM 
At a Glance
Market Segments
Small-Business (60.5% of reviews)
Small-Business (61.6% of reviews)
Entry-Level Pricing
Free
Free
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 plansZoho CRM
Star Rating
(2,894)4.1 out of 5
Market Segments
Small-Business (61.6% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Zoho CRM excels in providing a comprehensive suite of features at a competitive price, making it a popular choice for small businesses. Users appreciate its ability to integrate sales automation, analytics, and multichannel engagement, which helps streamline operations and drive growth.
- Users say that Workbooks offers a well-structured platform that effectively organizes business data in one place. Many find its flexibility and ease of use beneficial, particularly highlighting the value of keyboard shortcuts for quick data entry, which enhances their overall productivity.
- Reviewers mention that Zoho CRM's intuitive navigation and seamless integration with other software significantly improve user experience. This ease of use is often cited as a key factor in helping teams manage customer data and sales processes more efficiently.
- According to verified reviews, Workbooks shines in its ability to keep all necessary tools within a single interface, reducing the need to switch between tabs. This feature is particularly appreciated by users who have previously struggled with disjointed systems, allowing for a more cohesive workflow.
- G2 reviewers highlight that while Zoho CRM has a higher overall satisfaction score, Workbooks boasts a slightly better rating for quality of support. Users commend Workbooks for its responsive customer service, which can be crucial for businesses needing timely assistance.
- Users report that Zoho CRM's implementation process is generally quick and straightforward, with many praising the intuitive onboarding wizard that helps new users get up to speed rapidly. In contrast, some Workbooks users have expressed a desire for more streamlined setup processes to enhance their initial experience.
Pricing
Entry-Level Pricing
Zoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
Workbooks
Free Trial is available
Zoho CRM
Free Trial is available
Ratings
Meets Requirements
8.4
468
8.4
2,460
Ease of Use
8.4
472
8.3
2,479
Ease of Setup
7.9
228
8.0
1,250
Ease of Admin
8.2
235
8.0
1,019
Quality of Support
8.6
432
7.6
2,253
Has the product been a good partner in doing business?
8.7
222
8.0
995
Product Direction (% positive)
8.7
460
8.0
2,395
Features by Category
Sales Force Automation
8.5
345
|
Verified
8.5
1647
|
Verified
8.0
207
8.3
876
|
Verified
8.2
318
|
Verified
8.2
1566
|
Verified
8.2
346
|
Verified
8.2
1632
|
Verified
7.9
219
|
Verified
7.8
1186
|
Verified
8.1
282
|
Verified
8.4
671
|
Verified
7.9
252
|
Verified
7.9
1217
|
Verified
8.1
248
|
Verified
8.0
1209
|
Verified
8.1
255
|
Verified
8.2
1323
|
Verified
Marketing Automation
7.9
269
|
Verified
8.0
1343
|
Verified
7.8
290
|
Verified
7.9
1304
|
Verified
8.0
309
|
Verified
8.4
1538
|
Verified
8.0
215
|
Verified
7.9
1126
|
Verified
Customer Support
8.4
277
|
Verified
8.0
1201
|
Verified
8.1
245
|
Verified
7.9
1204
|
Verified
8.2
265
|
Verified
7.9
1236
|
Verified
8.1
201
|
Verified
7.8
1068
|
Verified
8.2
208
|
Verified
8.0
1113
|
Verified
Reporting & Analytics
8.2
343
|
Verified
8.2
1510
|
Verified
8.1
343
|
Verified
8.2
1559
|
Verified
8.0
253
|
Verified
8.1
1055
|
Verified
Mobile & Social
7.8
168
|
Verified
8.1
1082
|
Verified
7.7
165
|
Verified
8.0
1091
|
Verified
7.5
207
|
Verified
8.0
1201
|
Verified
Platform
8.4
186
|
Verified
8.1
865
|
Verified
8.2
155
|
Verified
8.1
838
|
Verified
8.5
184
|
Verified
8.4
857
|
Verified
8.0
107
|
Verified
8.1
647
|
Verified
8.3
108
|
Verified
7.8
547
|
Verified
7.8
129
|
Verified
8.1
718
|
Verified
8.5
187
|
Verified
8.4
845
|
Verified
8.2
144
|
Verified
8.1
661
|
Verified
Integration
8.3
183
|
Verified
8.3
651
|
Verified
8.2
137
|
Verified
8.1
640
|
Verified
7.7
113
8.0
600
|
Verified
Generative AI
6.7
16
8.2
180
Agentic AI - CRM
Not enough data
8.0
65
Not enough data
8.3
63
Not enough data
8.1
66
Not enough data
8.0
65
Not enough data
8.3
64
Not enough data
8.3
64
Not enough data
8.3
64
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
60
Not enough data
8.3
56
Not enough data
8.4
61
Pricing
Not enough data
8.1
63
Not enough data
7.5
58
Not enough data
8.1
57
Not enough data
8.4
59
Not enough data
8.6
59
Not enough data
8.5
57
Quoting
Not enough data
8.4
59
Not enough data
8.3
53
Not enough data
8.4
54
Not enough data
8.4
56
Not enough data
8.6
53
Admin
Not enough data
8.2
90
Not enough data
7.7
84
Not enough data
8.3
87
Not enough data
8.3
84
Channels
Not enough data
8.1
58
Not enough data
7.7
53
Not enough data
8.0
50
Platform
Not enough data
8.4
90
Not enough data
8.2
86
Not enough data
8.0
78
Not enough data
8.5
89
Not enough data
8.4
91
Not enough data
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
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
8.4
72
Not enough data
8.8
73
Not enough data
8.8
73
Not enough data
8.8
73
Organization
Not enough data
8.6
74
Not enough data
8.4
73
Not enough data
8.6
73
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
75
Sales Analysis
Not enough data
8.4
69
Not enough data
8.4
73
Generative AI
Not enough data
8.3
27
Not enough data
8.1
27
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
Integrated Workflows
Not enough data
8.7
161
Not enough data
8.8
157
Not enough data
8.3
146
Not enough data
8.2
142
Not enough data
8.9
155
Not enough data
8.8
153
Not enough data
8.5
148
Repeatability and Reportability
Not enough data
8.4
145
Not enough data
8.6
150
Not enough data
8.6
143
Not enough data
8.2
139
Not enough data
7.9
121
AI and Automation
Not enough data
8.3
147
Not enough data
8.5
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.5
69
Agentic AI - Sales Engagement
Not enough data
7.9
28
Not enough data
7.8
26
Not enough data
8.0
27
Not enough data
7.9
26
Not enough data
7.7
27
Not enough data
8.0
27
Not enough data
8.1
26
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
53
Not enough data
8.5
51
Not enough data
8.4
48
Platform Basics
Not enough data
8.4
98
Not enough data
8.6
93
Not enough data
8.6
97
Not enough data
8.4
89
Not enough data
8.9
57
Agentic AI - Customer Journey Mapping
Not enough data
7.1
12
Content
Not enough data
8.9
79
Not enough data
8.6
76
Not enough data
8.5
76
Not enough data
8.7
77
Not enough data
8.6
74
Collaboration
Not enough data
8.8
76
Not enough data
8.5
78
Not enough data
9.0
80
Not enough data
9.0
83
Not enough data
8.7
78
Not enough data
8.7
75
Lead Monitoring
Not enough data
9.0
42
Not enough data
8.9
42
Not enough data
8.7
42
Agentic AI - Lead Capture
Not enough data
7.2
27
Not enough data
7.2
27
Data Capture
Not enough data
8.3
42
Not enough data
8.5
42
Not enough data
8.1
42
Not enough data
8.3
42
Analytics
Not enough data
9.1
42
Not enough data
8.8
42
Customization
Not enough data
8.7
41
Not enough data
8.6
41
Not enough data
8.7
42
Not enough data
8.7
42
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
6.4
12
Not enough data
6.7
13
Not enough data
6.7
12
Not enough data
6.8
12
Attribution
7.5
12
8.5
21
8.2
13
8.6
22
7.6
11
8.0
21
Discovery
8.1
13
8.6
22
7.4
12
8.3
21
7.5
12
8.3
22
Management
7.9
11
8.4
22
7.1
11
8.4
22
Platform
7.3
14
8.4
22
7.5
14
8.3
21
Agentic AI - Sales Performance Management
Not enough data
7.9
21
Not enough data
8.1
20
Not enough data
7.9
21
Incentives
6.7
9
8.2
154
|
Verified
6.7
8
8.4
161
|
Verified
6.3
9
8.0
153
|
Verified
7.1
12
8.4
162
|
Verified
Personalization
7.3
10
8.5
178
|
Verified
8.6
12
8.6
179
|
Verified
8.5
14
8.6
185
|
Verified
6.9
9
8.4
172
|
Verified
Administrative
8.0
11
8.5
170
|
Verified
7.6
11
8.5
174
|
Verified
7.5
10
8.4
162
Agentic AI - Email Tracking
Not enough data
7.7
30
Not enough data
7.5
29
Not enough data
7.6
30
Not enough data
7.0
29
Not enough data
7.0
30
Not enough data
7.4
30
Not enough data
7.6
29
Analytics
Not enough data
8.3
139
Not enough data
8.3
144
Not enough data
8.4
145
Customizations
Not enough data
8.7
149
Not enough data
8.8
146
Not enough data
8.8
147
Not enough data
8.7
143
Not enough data
8.6
148
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.5
29
Not enough data
7.5
29
Not enough data
7.1
29
Not enough data
7.4
29
Not enough data
7.5
29
Data Sourcing
8.1
12
8.3
145
8.7
13
8.4
149
7.7
11
8.3
142
8.2
14
8.6
156
8.3
15
8.5
147
Predictive Analytics
8.3
13
8.5
147
8.6
12
8.3
139
7.6
11
8.0
124
8.0
14
8.2
130
Sales Management
8.6
14
8.5
154
7.7
11
8.3
131
8.3
12
8.5
145
8.7
14
8.8
152
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management - Insurance 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
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Workbooks and Zoho CRM are categorized as Sales Analytics, Lead Scoring, Sales Performance Management, and CRM
Unique Categories
Workbooks is categorized as A/B Testing
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Email Tracking, Sales Gamification, CPQ, Lead Capture, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
Workbooks
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho 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%
Information Technology and Services
16.0%
Computer Software
9.9%
Marketing and Advertising
8.8%
Financial Services
3.6%
Real Estate
3.5%
Other
58.2%
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
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
Is Zoho CRM really free?
4 Comments
AP
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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