Top 10 Workbooks Alternatives & Competitors

Top 10 Alternatives to Workbooks Recently Reviewed By G2 Community

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Agentforce Sales (formerly Salesforce Sales Cloud)
By Salesforce
4.4/5
(25,758)
Product Description
Sell faster, smarter, and more efficiently with AI + Data + CRM. Boost productivity and grow in a whole new way with Sales Cloud.
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Reviewers say compared to Workbooks, Agentforce Sales (formerly Salesforce Sales Cloud) is:
Slower to reach roi
More expensive
Better at meeting requirements
Categories in common with Workbooks:
Sales Analytics
Lead Scoring
Sales Performance Management
CRM

Zoho CRM
By Zoho
4.1/5
(2,924)
Product Description
Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.
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Reviewers say compared to Workbooks, Zoho CRM is:
Easier to set up
Better at meeting requirements
Categories in common with Workbooks:
Sales Analytics
Lead Scoring
Sales Performance Management
CRM

HubSpot Sales Hub
By HubSpot
4.4/5
(13,751)
Product Description
Sales Hub is a modern sales software that helps teams build pipeline, accelerate deal velocity, and create stronger customer connections. Powered by HubSpot’s Smart CRM, it combines AI, automation, and insights in one easy-to-use platform, so reps can sell smarter and scale without added complexity.
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Reviewers say compared to Workbooks, HubSpot Sales Hub is:
Easier to set up
Easier to admin
More expensive
Categories in common with Workbooks:
Sales Analytics
Sales Performance Management
CRM

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Nutshell
By Nutshell
4.3/5
(1,423)
Product Description
Nutshell is CRM software that helps small-business sales reps win more deals.
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Reviewers say compared to Workbooks, Nutshell is:
Easier to set up
Easier to admin
More usable
Categories in common with Workbooks:
Sales Analytics
Sales Performance Management
CRM

Pipeline CRM
By Pipeline CRM
4.3/5
(950)
Product Description
Pipeline CRM is the first sales productivity platform to combine sales engagement and CRM in one simple app
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Reviewers say compared to Workbooks, Pipeline CRM is:
Easier to set up
Easier to admin
More usable
Categories in common with Workbooks:
Sales Analytics
Sales Performance Management
CRM

Coevera
By Pipelinersales Inc.
4.6/5
(477)
Product Description
Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by **Voyager AI**, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. **The Collaborator** transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The **Automatizer** workflow engine removes the manual friction that drains seller productivity, while native **Model Context Protocol (MCP)** integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. **Coevera. Sales, evolved.
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Reviewers say compared to Workbooks, Coevera is:
Slower to reach roi
Easier to set up
Easier to admin
Categories in common with Workbooks:
Sales Analytics
Sales Performance Management
CRM

Dynamics 365 Sales
By Microsoft
3.8/5
(1,617)
Product Description
Microsoft Dynamics 365 Sales automates sales, customer service, and marketing. CRM enables extensive customization. Deploy online or install on premises.
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Reviewers say compared to Workbooks, Dynamics 365 Sales is:
Slower to reach roi
More expensive
Categories in common with Workbooks:
Sales Analytics
CRM

Nimble CRM
By Nimble
4.5/5
(1,111)
Product Description
With Nimble's social CRM, easily manage all your contacts, communications, activities and sales in one single place.
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Reviewers say compared to Workbooks, Nimble CRM is:
Easier to set up
Easier to admin
More usable
Categories in common with Workbooks:
Sales Performance Management
CRM

SAP Sales Cloud
By SAP
4.2/5
(992)
Product Description
SAP CRM can help you better engage with your customers in person, online, or via a mobile. Leverage true 360 customer insight – from interaction history to social media sentiments
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Reviewers say compared to Workbooks, SAP Sales Cloud is:
Slower to reach roi
More expensive
Easier to set up
Categories in common with Workbooks:
Sales Analytics
CRM