Home/CRM Software/InstaContact vs Workbooks CRMUpdated on: March 29, 2024

Compare InstaContact vs Workbooks CRM

74% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Workbooks CRM
Workbooks CRM CRM Software (510 Ratings)
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho CRM
Zoho CRM CRM Software (4237 Ratings)
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74% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Workbooks CRM

Workbooks CRM

CRM Software (510 Ratings)
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho CRM

Zoho CRM

CRM Software (4237 Ratings)
Get Free Quote

Get Free Quote

Get Free Quote

Overview

Summary

InstaContact is a customer acquisition solution that allows you to convert visitors to your website into leads, calls, appointments, and meetings. InstaContact’s features include intelligent CTA buttons, as well as call back widgets, and contact form plugins. It also handles calls, emails, and messages meaning that you can immediately connect prospects with the relevant sales person to improve your contact rates, and reduce the time that your sales cycle takes. With the callback request feature, your website visitors can enter a phone number, and pick a time for your salespeople to call you back. You can also manage reminders for these callbacks. With the pop-up forms plugin, you can better engage visitors by reducing bounce and exit intent. InstaContact’s click-to-call button can help improve the conversion on your website, by more quickly connecting prospects with salespeople. InstaContact also allows your customers to schedule appointments with your salespeople even when they aren’t in the office. ..show more

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. The core functionality covers Marketing Automation, Salesforce Automation, Order Management & Invoicing and Customer Services ..show more

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. ..show more

Features

AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services

Customization Helps to customize the system for use in industry-specific use cases

Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Document Management Ability to store and manage various information and documents in electronic format.

IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis

Lead Management A systemized and organized way of managing all your leads and their conversation.

Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.

List Management Enables management of multiple lists and communications with them

Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI

Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity

Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms

Referral Tracking Track and manage your referred customers.

Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Sales Force Automation Streamlined management of the sales cycle from lead to close

Territory Management Helps to assign, manage sales territories and conveniently track their progress

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

(888) 733-1761

Berkshire, England / +44 118-3030-100

Pleasanton, California - 94588 / +1 877-834-4428

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Basic
Free

Free Forever, Easy to Upgrade

Install the Best Free Click To Call Button Plugin

Features

  • 1 User
  • Included Websites : 1
  • Company Profile Page
  • Customer Acquisition Articles and Tips
  • Insta Email Support
  • Floating Buttons
  • Click To Call Button
  • Mobile and Browser Insta Call
  • Inbound Live Call
  • Visual Button Builder
  • Customized Callout Text
  • Click To Call Button with Logo
  • Button Animations
  • Call Routing and Forwarding
  • TCPA Opt In Compliance
  • Visitor Click Tracking
  • Integration with Landing Pages
  • WordPress Plugin

Note : For Custom Services, contact the vendor to get the detailed information

Custom Services

  • Website Design and Development
  • Digital Marketing Agency
  • Strategic Management Advisory
Professional
$49 /Month

Improve Lead Generation With Multi-Channel Conversion

Features

  • Included Users : 2
  • Extra Users : $19 /month
  • Included Websites : 1
  • Includes features of Basic plan, plus
  • User Profile Pages
  • Training and Support Videos
  • Optin Popup Boxes and Exit Intent Popups
  • Inline Embedded Forms and Contact Form Replacement
  • Floating Side Tabs
  • Request and Scheduled Callback
  • Lead Follow Up Automation
  • Free International Calls
  • Included Callbacks : 50 /month
  • Extra Callbacks : $1 /call
  • Business Hours Availability
  • Out of Office and Vacation Modes
  • Web Message to Email, Web Message to SMS Text
  • Visual Popup and Form Builder
  • Custom Call to Action Buttons, Customized Messages
  • Pre-built Design Templates
  • Lead Phone Number Verification, and Email Address Validation
  • Email and SMS Notification Alerts
  • Agent Availability Scheduling
  • Multi-Agent Call Routing
  • Automated Responses
  • Phone Call Tracking, Source Tracking, Visitor Session Tracking, Website Conversion Tracking
  • Integration with Google Analytics, Shopify App, WIX Plugin App
Business
$149 /Month

Accelerate and Integrate Your Customer Sales Funnel

Features

  • Included Users : 3
  • Extra Users : $29 /month
  • Included Websites : 5
  • Extra Websites : $19 /month
  • Includes features of Professional plan, plus
  • Insta Phone Support
  • Website Sticky Bars
  • Webpage Slide In Forms
  • Full Screen Popups
  • Multi-Step Qualification Forms
  • Included Callbacks : 200 /month
  • Extra Callbacks : $0.75 /call
  • Instant Messeger Apps
  • Schedule Meetings and Appointments
  • Multi-Step Lead Form Builder
  • Editable CSS Styling
  • Agent Skills Based Routing
  • Lead Qualification
  • Lead Optin Form Filtering and Fingerprinting
  • A/B Split Testing
  • Live Call Recording
  • Voice to Data Transcription
  • Integrations : Weebly App, InfusionSoft Integration, Integration with CRMs via Zapier
Enterprise
$499 /Month

Get Premium Sales Optimization Solutions

Features

  • Included Users : 5
  • Extra Users : $49 /month
  • Included Websites : 10
  • Extra Websites : $29 /month
  • Includes features of Business plan, plus
  • Dedicated Account Manager
  • Training and Support Sessions
  • Business Process Optimization
  • Custom Sales Technology Solutions
  • Included Callbacks : 700 /month
  • Extra Callbacks : $0.50 /call
  • Customized IVR and Greetings
  • Remove InstaContact Branding
  • Whitelabel Insta Solutions
  • Speech and Voice Analytics
  • Integration with Call Centers, Salesforce Integration, Hubspot Integration,
    Invoca Integration, Marketo Integration
View Price Page
Standard CRM
$39 /User/Month

Features

  • Sales Management
  • Marketing Managment
  • Customer Service Management
  • Platform Capability
    • Account & Contact Management
    • Workflows & Automation
    • Custom Layouts & Data Objects
    • Reports & Dashboards
    • Location Intelligence
    • Mobile
    • Security
    • Audit Trail
    • Sandbox & Testing

Add-Ons

  • Marketing Automation
    • Email Marketing Form - $72 per Month billed Yearly
    • Web Analytics & Intelligence Form - $182 per Month billed Yearly
    • Social Media - $385 per Month billed Yearly
  • Configure Price Quote - $50 Per month billed Yearly
  • Integration With Scribe - $495 Per month billed Yearly
Business CRM
$79 /User/Month

Features

  • Sales Management
  • Marketing Managment
  • Customer Service Management
  • Order Management
  • Platform Capability
    • Account & Contact Management
    • Workflows & Automation
    • Custom Layouts & Data Objects
    • Reports & Dashboards
    • Location Intelligence
    • Mobile
    • Security
    • Audit Trail
    • Sandbox & Testing
  • Includes features of Add-ons
View Price Page
Standard
$20 /User/Month

Automate and optimize your sales cycle

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
  • Automation and Process Management
    • Workflow rules
    • Email notifications
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
Professional
$35 /User/Month

Improve customer acquisition and accelerate growth

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
Enterprise
$50 /User/Month

Manage global CX operations with the complete CRM

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
    • Multiple scoring rules
    • Custom SalesSignals
    • Email parsers
    • Data entry wizards
    • Portals
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
    • Record approval process
    • Data review process
    • Custom functions
    • CommandCenter
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
    • Custom modules
    • Custom buttons
    • Page layouts
    • Translations
    • Developer sandbox
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
    • Advanced dashboard components
    • Anomaly detectors
    • Webform analytics
  • Artifical Intelligence
    • Data enrichment
    • Prediction
    • AI sales forecasting
    • Anomaly detection
    • Recommendation
    • AI analytics
    • Communication
    • Image validation
    • Conversational AI
    • Email intelligence
    • Conversation intelligence
    • Voice of the Customer
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
    • Attribution
    • Segmentation
    • Auto-responders
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
    • Reporting hierarchy
    • Record-level sharing
    • Territory management
    • Data encryption
  • Lite users add-on
    • Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)
Ultimate
$65 /User/Month

Scale exponentially with dedicated BI capabilities

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
    • Multiple scoring rules
    • Custom SalesSignals
    • Email parsers
    • Data entry wizards
    • Portals
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
    • Record approval process
    • Data review process
    • Custom functions
    • CommandCenter
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
    • Custom modules
    • Custom buttons
    • Page layouts
    • Translations
    • Developer sandbox
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
    • Advanced dashboard components
    • Anomaly detectors
    • Webform analytics
    • Zoho Analytics
  • Artifical Intelligence
    • Data enrichment
    • Prediction
    • AI sales forecasting
    • Anomaly detection
    • Recommendation
    • AI analytics
    • Communication
    • Image validation
    • Conversational AI
    • Email intelligence
    • Conversation intelligence
    • Voice of the Customer
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
    • Attribution
    • Segmentation
    • Auto-responders
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
    • Reporting hierarchy
    • Record-level sharing
    • Territory management
    • Data encryption
  • Lite users add-on
    • Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)
CRM Plus
$69 /User/Month

Unify sales, service, and marketing on one platform

Features

  • Eight apps, all features included
  • Users have access to all apps
  • Fully integrated
CRM Flex
$14 /User/Month

billed Yearly

Build a custom sales, service, and marketing bundle

Features

  • Select the apps you need
  • Select editions and users for each app
  • Fully integrated
View Price Page

SCREENSHOTS

InstaContact Screenshots
View 1 screenshot(s)
Workbooks CRM Screenshots
View 4 screenshot(s)
Zoho CRM Screenshots
View 13 screenshot(s)

INTEGRATIONS

    NA
  • Microsoft OneNote
  • Hubspot Marketing Hub
  • Salesforce Marketing Cloud Account Engagement (formerly Pardot)
  • Slack
  • Jotform
  • Box
  • Lead Forensics
  • Microsoft OneDrive for Business
  • Epicor ERP
  • ClickFunnels
  • Basecamp
  • GitHub
  • Trello
  • Wufoo
  • Docupilot
  • Wrike
  • Pipefy
  • Zapier
  • PieSync
  • Zoho Projects
  • Reckon One
  • Google Calendar
  • GoCardless
  • Formstack
  • Campaign Monitor
  • MailChimp
  • Adobe Sign
  • SendGrid
  • Todoist
  • Microsoft SQL Server
  • Jira
  • RepairShopr
  • Google Docs
  • Gmail
  • CallFire
  • monday.com
  • Leadinfo
  • Dropbox Business
  • Tookan
  • HelloSign
  • GoCanvas
  • dotdigital
  • AWeber
  • SurveyMonkey
  • SharpSpring
  • Delighted
  • Google Forms
  • Microsoft SharePoint
  • Microsoft Azure
  • Deputy
  • Quickbooks
  • Zendesk Support
  • PandaDoc
  • Freshbooks
  • Eventbrite
  • Xero
  • Intercom
  • MySQL
  • ActiveCampaign
  • Cognito Forms
  • GoToWebinar
  • Quotient
  • Acuity Scheduling
  • Totango
  • Evenium Net
  • Knack
  • Google Drive
  • Better Proposals
  • ON24
  • Airtable
  • Sage 200cloud
  • Leadfeeder
  • Slack
  • Box
  • Zoho Creator
  • Zoho SalesIQ
  • Google Sheets
  • Zoho Desk
  • Saasu
  • Zapier
  • ClickDesk
  • Zoho Sign
  • Zoho Projects
  • PieSync
  • Knowlarity
  • GotoMeeting
  • MailChimp
  • Adobe Sign
  • Zoho Expense
  • DocuSign
  • Constant Contact
  • Zoho Campaigns
  • GetResponse
  • Front
  • Dropbox Business
  • SurveyMonkey
  • Zoho Survey
  • QuoteWerks
  • Quickbooks
  • PandaDoc
  • Zoho Books
  • Zoom
  • Eventbrite
  • Xero
  • Zoho Forms
  • iQuoteXpress
  • Zoho Cliq
  • ActiveCampaign
  • RingCentral Office
  • Twilio Flex
  • Zoho Meeting
  • Zoho Billing
  • Unbounce
  • GoToWebinar
  • Google Drive
  • Proposify
  • Shopify
  • Zoho Social

ALTERNATIVES

Top alternatives to InstaContact

Zoho CRM
Zoho CRM
Salesforce
Salesforce
Pipedrive CRM
Pipedrive CRM
SugarCRM
SugarCRM
Keap
Keap

Top alternatives to Workbooks CRM

Zoho CRM
Zoho CRM
Salesforce
Salesforce
Pipedrive CRM
Pipedrive CRM
SugarCRM
SugarCRM
Keap
Keap