Home/CRM Software/Workbooks CRM vs AddressTwoUpdated on: March 28, 2024

Compare Workbooks CRM vs AddressTwo

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)
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
AddressTwo
AddressTwo CRM Software (95 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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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)
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
AddressTwo

AddressTwo

CRM Software (95 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

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

AddressTwo is an online CRM software used to manage business. The software offers a built-in web forms used to collect data with instant alerts and create powerful autoresponder drips for better customer experience. It supports Mobile Android and iOS. Small companies make use of the software. ..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

Berkshire, England / +44 118-3030-100

Indianapolis, Indiana / +1 317-594-9550

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

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
Teams & Small Business
$14.95 /Month
  • 1 User & 250 Marketing Emails : $14.95 per Month
  • 2 Users & 500 Marketing Emails : $34.95 per Month
  • 3 Users & 1,000 Marketing Emails : $49.95 per Month
  • 5 Users & 5,000 Marketing Emails : $59.95 per Month
  • 10 Users & 10,000 Marketing Emails : $94.95 per Month

Manage relationships, automate email follow-up, and grow your sales.

Features

  • Up to 10 Users
  • Unlimited Contact Storage
  • Basic Email Marketing

Growing Enterprise
$149.95 /Month
  • Unlimited Users & 20,000 Marketing Emails : $149.95 per Month
  • Unlimited Users & 30,000 Marketing Emails : $179.95 per Month
  • Unlimited Users & 40,000 Marketing Emails : $219.95 per Month
  • Unlimited Users & 50,000 Marketing Emails : $249.95 per Month
  • Unlimited Users & 60,000 Marketing Emails : $279.95 per Month
  • Unlimited Users & 70,000 Marketing Emails : $304.95 per Month
  • Ulimited Users & 80,000 Marketing Emails : $339.95 per Month
  • Unlimited Users & 90,000 Marketing Emails : $364.95 per Month
  • Unlimited Users & 100,000 Marketing Emails : $394.95 per Month

Collaborate as a large team and braodcast your email messages with ease.

Features

  • Unlimited Users
  • Unlimited Contact Storage
  • High-Volume Email Marketing
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

Workbooks CRM Screenshots
View 4 screenshot(s)
AddressTwo Screenshots
Zoho CRM Screenshots
View 13 screenshot(s)

INTEGRATIONS

  • 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
    NA
  • 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 Workbooks CRM

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

Top alternatives to AddressTwo

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