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At a Glance
Market Segments
Small-Business (87.0% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
$78.00 2 Users Per Month
Free
WORKetc
Star Rating
(53)4.6 out of 5
Market Segments
Small-Business (87.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$78.00 2 Users Per Month
Browse all 3 pricing plansWorkbooks
Star Rating
(570)4.2 out of 5
Market Segments
Small-Business (60.3% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Workbooks excels in Quality of Support with a score of 8.6, while WORKetc shines even brighter with a score of 9.5, indicating that reviewers find WORKetc's support team to be more responsive and helpful.
- Reviewers mention that Lead Management is a strong suit for WORKetc, scoring 9.1, compared to Workbooks' score of 8.0. Users appreciate the advanced features in WORKetc that streamline lead tracking and nurturing.
- G2 users highlight that Customization is a key area where WORKetc outperforms Workbooks, with a score of 8.8 versus 8.4. Reviewers appreciate the flexibility in tailoring the platform to their specific business needs.
- Users on G2 note that Ease of Admin is better in WORKetc (8.6) compared to Workbooks (8.1), suggesting that managing user roles and permissions is more intuitive in WORKetc.
- Reviewers say that Performance and Reliability is a standout feature for WORKetc, scoring 9.1, while Workbooks scores 8.5. Users report fewer downtime issues and faster load times with WORKetc.
- Users report that Email Marketing capabilities are more robust in Workbooks, particularly in Manage Email Lists (8.8) compared to WORKetc, which lacks some advanced features in this area, scoring lower overall.
Pricing
Entry-Level Pricing
WORKetc
Starter
$78.00
2 Users Per Month
Use the software you'll need tomorrow without blowing the budget today (2 user max)
- Unlimited Projects & Templates
- Customized Workflows
- Complete Customer History
Free Trial
WORKetc
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.9
45
8.4
467
Ease of Use
8.3
45
8.4
471
Ease of Setup
7.8
29
7.9
227
Ease of Admin
8.6
30
8.1
234
Quality of Support
9.5
45
8.6
431
Has the product been a good partner in doing business?
9.3
28
8.7
221
Product Direction (% positive)
9.7
45
8.7
460
Features by Category
Sales Force Automation
9.2
24
|
Verified
8.5
345
|
Verified
Feature Not Available
8.0
208
8.5
22
|
Verified
8.2
318
|
Verified
8.7
25
|
Verified
8.2
346
|
Verified
8.1
14
|
Verified
7.9
220
|
Verified
8.0
21
|
Verified
8.1
283
|
Verified
8.3
21
|
Verified
7.9
253
|
Verified
8.3
20
|
Verified
8.1
249
|
Verified
8.5
18
|
Verified
8.1
256
|
Verified
Marketing Automation
8.0
18
|
Verified
7.9
269
|
Verified
8.0
19
|
Verified
7.8
290
|
Verified
9.1
19
|
Verified
8.0
310
|
Verified
8.1
13
|
Verified
8.0
216
|
Verified
Customer Support
9.0
26
|
Verified
8.4
277
|
Verified
8.7
24
|
Verified
8.1
246
|
Verified
8.3
26
|
Verified
8.2
266
|
Verified
8.8
12
|
Verified
8.1
202
|
Verified
8.9
16
|
Verified
8.2
208
|
Verified
Reporting & Analytics
8.8
26
|
Verified
8.2
343
|
Verified
8.5
27
|
Verified
8.1
343
|
Verified
8.5
19
|
Verified
8.0
254
|
Verified
Mobile & Social
7.2
15
|
Verified
7.8
169
|
Verified
7.0
16
|
Verified
7.7
165
|
Verified
7.0
23
|
Verified
7.5
208
|
Verified
Platform
8.8
19
|
Verified
8.4
187
|
Verified
8.9
19
|
Verified
8.2
155
|
Verified
9.2
19
|
Verified
8.5
185
|
Verified
8.2
12
|
Verified
8.0
108
|
Verified
6.7
7
|
Verified
8.3
109
|
Verified
Feature Not Available
7.8
130
|
Verified
9.1
19
|
Verified
8.5
188
|
Verified
8.2
13
|
Verified
8.2
145
|
Verified
Integration
8.3
16
|
Verified
8.3
184
|
Verified
8.0
14
|
Verified
8.2
138
|
Verified
6.8
14
|
Verified
7.7
114
Generative AI
Not enough data
6.9
17
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
Invoice Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Processing
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
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
Integration
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 - Invoice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project management
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
Workload
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication & Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Cost Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
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 - Work Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Bill Generation
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Bill Processing
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Agentic AI - Billing
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
8.1
12
Not enough data
8.8
14
Not enough data
7.9
12
Not enough data
8.3
15
Not enough data
8.4
16
Predictive Analytics
Not enough data
8.5
14
Not enough data
8.7
13
Not enough data
7.8
12
Not enough data
8.1
15
Sales Management
Not enough data
8.7
15
Not enough data
7.9
12
Not enough data
8.5
13
Not enough data
8.8
15
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
WORKetc and Workbooks are categorized as CRM
Unique Categories
Workbooks is categorized as Sales Analytics, Lead Scoring, Sales Performance Management, and A/B Testing
Reviews
Reviewers' Company Size
WORKetc
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
16.0%
Hospital & Health Care
10.0%
Computer Software
10.0%
Marketing and Advertising
8.0%
Management Consulting
6.0%
Other
50.0%
Information Technology and Services
8.2%
Computer Software
7.6%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
4.9%
Other
67.2%
Alternatives
Discussions
WORKetc 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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