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Workbooks Alternatives & Competitors

(478)4.3 out of 5

Looking for alternatives to Workbooks? Tons of people want CRM Software to help with document & content mgmt., social network integration, and social collaboration features. What's difficult is finding out whether or not the software you choose is right for you. We have compiled a list of CRM Software that reviewers voted best overall compared to Workbooks. Based on reviewer data you can see how Workbooks stacks up to the competition, check reviews from current & previous users, and find the best fit for your business. Salesforce CRM, HubSpot Sales Hub, Zoho CRM, and Dynamics 365 Sales are the most popular alternatives and competitors to Workbooks.

Top Alternatives to Workbooks

  • Salesforce CRM
  • HubSpot Sales Hub
  • Zoho CRM
  • Dynamics 365 Sales
  • Pipedrive

Top 20 Alternatives & Competitors to Workbooks

    #1
    #1
  1. Salesforce CRM

    (10,987)4.2 out of 5
    Optimized for quick response

    Salesforce Sales Cloud CRM helps you close deals faster from anywhere, anytime.

    Categories in common with Workbooks:
  2. Salesforce Sales Cloud CRM helps you close deals faster from anywhere, anytime.

    Categories in common with Workbooks:

    George J.
    GJ
    The platform is built to allow non programmers the ability to customize fields, layouts, create workflows and approvals without touching a single line of code. Anyone that has written business...Read more

    Reviewers say compared to Workbooks, Salesforce CRM is:

    Slower to reach roi
    More expensive
    Better at meeting requirements
    #2
    #2
  3. HubSpot Sales Hub

    (6,624)4.3 out of 5

    HubSpot Sales Hub gives you a full suite of tools to boost your productivity, shorten deal cycles, and make your sales process more human-friendly — without adding to your workload.

    Categories in common with Workbooks:
  4. HubSpot Sales Hub gives you a full suite of tools to boost your productivity, shorten deal cycles, and make your sales process more human-friendly — without adding to your workload.

    Categories in common with Workbooks:

    Craig M.
    CM
    Prior to Hubspot we used a combination of spreadsheets, an email marketing system and shared documents to track customer activity. Data is now organized and reports for our sales meeting are much...Read more

    Reviewers say compared to Workbooks, HubSpot Sales Hub is:

    Slower to reach roi
    Easier to set up
    Easier to admin
    18%   of software applications aren't well liked by teams using them.
    Find out how your team feels about your stack with G2 Pulse Surveys.
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    #3
    #3
  5. Zoho CRM

    (1,822)4.0 out of 5
    Optimized for quick response

    Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.

    Categories in common with Workbooks:
  6. Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.

    Categories in common with Workbooks:

    UL
    Zoho CRM is very easily accessible and user friendly
    #4
    #4
  7. Dynamics 365 Sales

    (1,475)3.7 out of 5

    Microsoft Dynamics 365 Sales automates sales, customer service, and marketing. CRM enables extensive customization. Deploy online or install on premises.

    Categories in common with Workbooks:
  8. Microsoft Dynamics 365 Sales automates sales, customer service, and marketing. CRM enables extensive customization. Deploy online or install on premises.

    Categories in common with Workbooks:

    Steven P. G.
    SG
    Good product to learn about your customer base. Can look across many different workbooks to see how they have interacted with the company over time. One great thing: learn how much your base is...Read more

    Reviewers say compared to Workbooks, Dynamics 365 Sales is:

    Slower to reach roi
    More expensive
    #5
    #5
  9. Pipedrive

    (1,314)4.3 out of 5

    Pipedrive is Web-based Sales CRM & Pipeline Management Software. Pipedrive focuses on making more sales happen with less time needed for admin.

    Categories in common with Workbooks:
  10. Pipedrive is Web-based Sales CRM & Pipeline Management Software. Pipedrive focuses on making more sales happen with less time needed for admin.

    Categories in common with Workbooks:

    SN
    It is easy to use, manage, and has a great user interface. The CRM is the best that I have come across. Am able to easily manage my prospect clients from generating a lead to closing a sale. It...Read more

    Reviewers say compared to Workbooks, Pipedrive is:

    Easier to set up
    More usable
    Easier to admin
    #6
    #6
  11. Nimble

    (941)4.5 out of 5

    With Nimble's social CRM, easily manage all your contacts, communications, activities and sales in one single place.

    Categories in common with Workbooks:
  12. With Nimble's social CRM, easily manage all your contacts, communications, activities and sales in one single place.

    Categories in common with Workbooks:

    UC
    Nimble is based on a browser widget and automated sales force system for mobile devices with this software you can quickly and easily complete the profiles of all your customers, offers an...Read more

    Reviewers say compared to Workbooks, Nimble is:

    Easier to set up
    Easier to admin
    More usable
    #7
    #7
  13. PipelineDeals

    (845)4.3 out of 5
    Optimized for quick response

    PipelineDeals is the first sales productivity platform to combine sales engagement and CRM in one simple app

    Categories in common with Workbooks:
  14. PipelineDeals is the first sales productivity platform to combine sales engagement and CRM in one simple app

    Categories in common with Workbooks:

    LM
    Best software with management tools for business relations, very intuitive gui. If you want to write, plug it into your own programs, which is incredibly powerful API.

    Reviewers say compared to Workbooks, PipelineDeals is:

    Easier to set up
    Easier to admin
    Easier to do business with
    #8
    #8
  15. Sugar Sell (formerly SugarCRM)

    (580)3.7 out of 5
    Optimized for quick response

    Create extraordinary customer relationships with the world’s most intuitive and collaborative CRM — a four-time winner in the prestigious PCMag Readers’ Choice awards. Track and monitor activities, map each customer’s journey and automate as many workflows as you need to. Sugar Sell is lean, fast and integrates with anything.

    Categories in common with Workbooks:
  16. Create extraordinary customer relationships with the world’s most intuitive and collaborative CRM — a four-time winner in the prestigious PCMag Readers’ Choice awards. Track and monitor activities, map each customer’s journey and automate as many workflows as you need to. Sugar Sell is lean, fast and integrates with anything.

    Categories in common with Workbooks:

    AF
    It is a platform that offers customizable features that addapt perfectly to any business line.

    Reviewers say compared to Workbooks, Sugar Sell (formerly SugarCRM) is:

    Slower to reach roi
    More expensive
    #9
    #9
  17. Insightly CRM

    (563)4.1 out of 5
    Optimized for quick response

    Insightly CRM is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.

    Categories in common with Workbooks:
  18. Insightly CRM is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.

    Categories in common with Workbooks:

    UE
    Insightly CRM is a software designed to manage relationships with your customers, has a visually appealing and functionally intuitive platform, hosts a wealth of features with integrated project...Read more

    Reviewers say compared to Workbooks, Insightly CRM is:

    Easier to set up
    Easier to admin
    #10
    #10
  19. Nutshell

    (454)4.2 out of 5

    Nutshell is CRM software that helps small-business sales reps win more deals.

    Categories in common with Workbooks:
  20. Nutshell is CRM software that helps small-business sales reps win more deals.

    Categories in common with Workbooks:

    UC
    The solution is organized in a simple and logical way. And when I need Help the online tools and customer support are AMAZING!

    Reviewers say compared to Workbooks, Nutshell is:

    Easier to set up
    Easier to admin
    More usable
    #11
    #11
  21. Maximizer CRM

    (425)3.9 out of 5

    Maximizer offers a simple, accessible customer relationship management (CRM software) solutions for small and medium-sized businesses

    Categories in common with Workbooks:
  22. Maximizer offers a simple, accessible customer relationship management (CRM software) solutions for small and medium-sized businesses

    Categories in common with Workbooks:

    Reviewers say compared to Workbooks, Maximizer CRM is:

    Slower to reach roi
    More expensive
    #12
    #12
  23. Zendesk Sell

    (400)4.3 out of 5

    Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams

    Categories in common with Workbooks:
  24. Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams

    Categories in common with Workbooks:

    RB
    It has a nice user interface, calling built right into the browser, logs calls are logged quite easily. It also can track multiple "Contacts" at the same company. (Note on that below) Deals are...Read more

    Reviewers say compared to Workbooks, Zendesk Sell is:

    Easier to set up
    Easier to admin
    Easier to do business with
    #13
    #13
  25. Pipeliner CRM

    (378)4.7 out of 5
    Optimized for quick response

    Pipeliner is a sales CRM Software for Windows & Mac. Manage your sales pipeline online or offline, from virtually any device.

    Categories in common with Workbooks:
  26. Pipeliner is a sales CRM Software for Windows & Mac. Manage your sales pipeline online or offline, from virtually any device.

    Categories in common with Workbooks:

    Mbili M.
    MM
    It is easy to use. How visual it is and the Ease of navigation. It achieves all objectives that our company needed to achieve.

    Reviewers say compared to Workbooks, Pipeliner CRM is:

    Slower to reach roi
    Easier to set up
    Easier to admin
    #14
    #14
  27. Oracle Siebel

    (373)3.4 out of 5

    Take advantage of significant cost savings and operational improvements when you run Siebel in the Oracle Cloud. Oracle offers the only no-compromise enterprise cloud platform for moving Siebel, its associated database systems, and ecosystem of apps to the cloud. Deploying Siebel on the Oracle Cloud comes with access to high-performance compute, Oracle RAC, and Exadata, ensuring the highest levels of performance and greatest availability for CRM applications.

    Categories in common with Workbooks:
  28. Take advantage of significant cost savings and operational improvements when you run Siebel in the Oracle Cloud. Oracle offers the only no-compromise enterprise cloud platform for moving Siebel, its associated database systems, and ecosystem of apps to the cloud. Deploying Siebel on the Oracle Cloud comes with access to high-performance compute, Oracle RAC, and Exadata, ensuring the highest levels of performance and greatest availability for CRM applications.

    Categories in common with Workbooks:

    Muhammad S.
    MS
    Oracle Siebel is very easy to use without any special training, it has almost all functions that you can expect for your business, such as customer database including all of information, name,...Read more

    Reviewers say compared to Workbooks, Oracle Siebel is:

    Slower to reach roi
    More expensive
    #15
    #15
  29. Act!

    (358)3.9 out of 5
    Optimized for quick response

    Act! makes it easy for businesses to grow, delivering proven CRM and powerful Marketing Automation—the ultimate toolset. The Act! portfolio also includes Act! 365, purpose-built for Microsoft® Office 365 users looking for simple CRM with integrated email marketing. For over 30 years, Act! has been a pioneer in the small & midsized business software market and today offers the rich functionality, unparalleled flexibility, and exceptional value that enables a perfect fit for every customer.

    Categories in common with Workbooks:
  30. Act! makes it easy for businesses to grow, delivering proven CRM and powerful Marketing Automation—the ultimate toolset. The Act! portfolio also includes Act! 365, purpose-built for Microsoft® Office 365 users looking for simple CRM with integrated email marketing. For over 30 years, Act! has been a pioneer in the small & midsized business software market and today offers the rich functionality, unparalleled flexibility, and exceptional value that enables a perfect fit for every customer.

    Categories in common with Workbooks:

    AM
    The idea of what ACT! can do. In principle the idea is great, when actually implementing the software it fails to deliver at every step.

    Reviewers say compared to Workbooks, Act! is:

    Slower to reach roi
    More expensive
    #16
    #16
  31. Vtiger All-In-One CRM

    (344)4.3 out of 5

    Vtiger All-In-One CRM truly delivers tons of features at low cost. Vtiger manages everything from marketing campaigns, to sales force automation, to customer support.

    Categories in common with Workbooks:
  32. Vtiger All-In-One CRM truly delivers tons of features at low cost. Vtiger manages everything from marketing campaigns, to sales force automation, to customer support.

    Categories in common with Workbooks:

    UR
    When I think of Vtiger the first thing that comes to my mind is a very productive software with extremely high capabilities that provides the opportunity to build strong and lasting relationships...Read more

    Reviewers say compared to Workbooks, Vtiger All-In-One CRM is:

    Better at meeting requirements
    Easier to admin
    Better at support
    #17
    #17
  33. SAP CRM

    (283)3.7 out of 5

    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

    Categories in common with Workbooks:
  34. 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

    Categories in common with Workbooks:

    Somyali G.
    SG
    Helps in boosting customer satisfaction with better experience.

    Reviewers say compared to Workbooks, SAP CRM is:

    Slower to reach roi
    More expensive
    #18
    #18
  35. NetSuite CRM

    (277)3.4 out of 5
    Optimized for quick response

    NetSuite CRM delivers powerful CRM capabilities, including Sales Force Automation (SFA), marketing automation and customer support and service, all in a single cloud solution. And unlike typical CRM solutions, NetSuite CRM includes sales performance management, order management and partner management.

    Categories in common with Workbooks:
  36. NetSuite CRM delivers powerful CRM capabilities, including Sales Force Automation (SFA), marketing automation and customer support and service, all in a single cloud solution. And unlike typical CRM solutions, NetSuite CRM includes sales performance management, order management and partner management.

    Categories in common with Workbooks:

    UM
    It is a significant upgrade from our previous CRM.

    Reviewers say compared to Workbooks, NetSuite CRM is:

    Slower to reach roi
    More expensive
    #19
    #19
  37. GoldMine

    (172)3.6 out of 5

    GoldMine is a CRM solution that is easy to use, GoldMine allows you to focus on building long-lasting customer relationships.

    Categories in common with Workbooks:
  38. GoldMine is a CRM solution that is easy to use, GoldMine allows you to focus on building long-lasting customer relationships.

    Categories in common with Workbooks:

    SB
    It can be used by unlimited users and helps to collect all e-mails, notes, documents etc. in one program so that no e-mail conversation is gone just by an employee leaving the company or similar.

    Reviewers say compared to Workbooks, GoldMine is:

    Slower to reach roi
    More expensive
    #20
    #20
  39. Prophet CRM

    (146)4.1 out of 5
    Optimized for quick response

    Prophet CRM expands and transforms Microsoft Outlook into a powerful CRM solution. Prophet’s unique integration with Outlook leverages the work you and your team are already doing in Outlook and automatically associates that activity with the appropriate customer opportunity. The timeliness and depth of customer-based activity data you get from Prophet will improve both the efficiency of your sales team and your sales results.

    Categories in common with Workbooks:
  40. Prophet CRM expands and transforms Microsoft Outlook into a powerful CRM solution. Prophet’s unique integration with Outlook leverages the work you and your team are already doing in Outlook and automatically associates that activity with the appropriate customer opportunity. The timeliness and depth of customer-based activity data you get from Prophet will improve both the efficiency of your sales team and your sales results.

    Categories in common with Workbooks:

    KE
    It interfaces with Outlook. This makes it easy to use as I spend almost all of my time in Outlook.

    Reviewers say compared to Workbooks, Prophet CRM is:

    Slower to reach roi
    More expensive
    Better at support