---
title: Workbie Reviews
meta_title: 'Workbie Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Workbie works for a business like yours.
date_modified: '2026-06-04'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Workbie Reviews
**Vendor:** Workbie  
**Category:** [CRM Software](https://www.g2.com/categories/crm)
## About Workbie
Software Advance delivers the advanced business management platform Workbie, a modular, fully customisable CRM and Business Management Suite. Designed to adapt to any industry—whether gyms, bars, property management, manufacturing, nurseries or beyond—Workbie integrates core functions such as sales, purchasing, accounting, HR and workflow automation. With built-in integrations to Xero and SumUp, plus a powerful no-code form builder for developing custom workflows rapidly, Workbie enables businesses to streamline operations, reduce manual work and gain unified insights—all within a platform tailored to their unique processes.






- [View Workbie pricing details and edition comparison](https://www.g2.com/products/workbie/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-15+14%3A22%3A44+-0500&secure%5Bsession_id%5D=c847bd50-2235-40e3-b667-d1e8b31fe2b7&secure%5Btoken%5D=dc86c2400432053685239cd83f6909460e88765baff30f643cc21ac310710be2&format=llm_user)

## Workbie Features
**Sales Force Automation**
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Contract/License Management

**Marketing Automation**
- Lead Management
- Email Management
- File Management
- Deal Management

**Customer Support**
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards

**Mobile & Social**
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- User, Role, and Access Management
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Workbie Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,691 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,304 reviews)