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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Workbooks CRM logo
CRM Software

4.5 510 user ratings

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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Zendesk Sunshine logo
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Sponsored

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Freshsales logo

Freshsales

CRM Software

4.7 1,621 user ratings

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Sponsored

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipedrive CRM logo

Pipedrive CRM

CRM Software

4.5 6,249 user ratings

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Overview

Description 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 Read more Zendesk Sunshine is an innovative and flexible CRM platform that is natively integrated with AWS, designed to empower businesses to create modern customer applications tailored to their specific needs. This open, standards-based platform offers unparalleled freedom, allowing to utilize the referred tools and coding languages for complete control. With Sunshine, can develop custom applications that consolidate essential information for the agents within Zendesk Support, enhancing efficiency and customer service. Additionally, Sunshine enables seamless integration of its data with external data sources, facilitating the creation of powerful applications that extend beyond traditional customer support and benefit of entire organization. Read more Freshsales, also known as Freshworks CRM, is a cloud-based customer relationship management (CRM) tool that can help businesses grow their revenue through context-driven sales. This highly-rated CRM can help businesses close deals faster, improve seller effectiveness, reduce IT complexity, streamline the sales process, generate new opportunities, and much more. Some of the top features of Freshsales include sales lead tracking, sales management, event tracking, one-click phone, personalized bulk emails, email prioritization, AI-powered chatbots, customizable web forms, page visit tracking, visitor intent tracking, activity timeline, predictive contact scoring, deal insights, third-party integrations, dynamic forecasting, 360° customer view, automated sales campaigns, etc. Read more Pipedrive revolutionizes the sales process by providing a comprehensive platform that lets to track the sales pipeline, manage leads, and automate tasks all in one place. This high-powered tool ensures that never miss a follow-up and that focus is always on the right leads with its automated sales conversation capabilities. Real-time sales reports deliver insights directly to the fingertips, offering full transparency into the nuanced dynamics of the sales funnel. With Pipedrive, equipped with superior forecasting, explicit goal-setting, team monitoring, and advanced sales metrics tools that empower to make data-driven decisions swiftly and with confidence. The kanban-style dashboard is not just visually intuitive but also matches each step of the buyer's journey, allowing to seamlessly adjust the pipelines in alignment with deal progression, while timely notifications keep on top of follow-ups. Integration with essential apps streamlines the workflow, while importing data from spreadsheets or other software is a breeze, ensuring a smooth transition. With Pipedrive, not just managing a pipeline; are overseeing a seamlessly integrated sales ecosystem, where linking products or services to deals is simple, giving the leverage to navigate negotiations effectively and paint the bigger picture of the business achievements. Read more
Pricing Options
  • Free Trial Available
  • Starts at $39.0.
  • Free Trial Available
  • Zendesk Sunshine Offers Custom plan.
  • Free Trial Available
  • Freshsales Offers Free-forever plan.
  • Free Trial Available
  • Starts at $14.0.
SW Score & Breakdown

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    75%
  • Momentum
    63%
  • Popularity
    79%

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    86%
  • Reviews
    69%
  • Momentum
    62%
  • Popularity
    65%

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    92%
  • Momentum
    61%
  • Popularity
    75%

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    95%
  • Momentum
    65%
  • Popularity
    88%
SaaSworthy Awards # 20 Most Popular
Not Available
# 3 Highly Rated # 3 Highly Rated # 3 Most Worthy # 2 Highly Rated

Technical Details

Organization Types Supported
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
Modes of Support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • Available
  • Available
  • Available
  • Available

Reviews & Ratings

User Rating
4.5/5 510 user ratings
4.3/5 59 user ratings
4.7/5 1,621 user ratings
4.5/5 6,249 user ratings
Rating Distribution
  • Excellent

    55.3%
  • Very Good

    36.5%
  • Average

    7.5%
  • Poor

    0.2%
  • Terrible

    0.6%
  • Excellent

    47.5%
  • Very Good

    33.9%
  • Average

    16.9%
  • Poor

    0%
  • Terrible

    1.7%
  • Excellent

    77.7%
  • Very Good

    17.9%
  • Average

    2.2%
  • Poor

    0.8%
  • Terrible

    1.5%
  • Excellent

    63.5%
  • Very Good

    27.9%
  • Average

    5%
  • Poor

    1.4%
  • Terrible

    2.1%
User Sentiments

    Flexible Customization, Excellent Reporting, Ease of Use, Great Customer Support

    Limited Mobile App Functionality, Lack of Specific Integrations, Occasional Slow Performance, Steep Learning Curve

    Not Available

    User-Friendly Interface, Comprehensive CRM Features, Excellent Customer Support, Effective Sales & Marketing Automation

    Limited Third-Party Integrations, Occasional Software Bugs & Glitches, Mobile App Functionality, Confusing Pricing Structure

    Ease of Use, Intuitive Interface, Extensive Integrations, Customizable Pipelines

    Unreliable Email Syncing, Inadequate Mobile App, Limited Reporting Capabilities, Under-Qualified Support Staff

Review Summary

Overall, users find Workbooks easy to use and appreciate its customizable features. Many reviewers mention the excellent customer support as a major advantage. However, some users express concerns about its pricing and the occasional glitches in the system. Additionally, a few reviewers mention that the software can be complex and overwhelming for beginners.

Not Available

Users appreciate Freshsales' ease of use, customizable features, and comprehensive functionality. It streamlines sales processes, improves team collaboration, and boosts productivity. Users also praise its intuitive interface, user-friendly design, and excellent customer support. However, some users have reported occasional glitches and limited reporting capabilities. Additionally, pricing concerns have been raised, particularly for larger teams or those requiring advanced features. Freshsales is generally well-received for its user-friendliness, customization options, and positive impact on sales performance.

Pipedrive is generally well-received by users, with reviewers praising its ease of use, intuitive interface, and robust sales pipeline management capabilities. It is also lauded for its customization options, reporting features, and mobile app. However, some users have expressed concerns regarding its limited integrations, occasional bugs, and lack of advanced features found in more comprehensive CRM systems. Overall, Pipedrive is a solid choice for small businesses and startups seeking a user-friendly and effective sales CRM solution.

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AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Starts at $39.0.
  • Free Trial Available
  • Zendesk Sunshine Offers Custom plan.
  • Free Trial Available
  • Freshsales Offers Free-forever plan.
  • Free Trial Available
  • Starts at $14.0.
Pricing Plans
Monthly Plans Annual Plans

Standard CRM $39.00 $39.00 per user / month

Business CRM $79.00 $79.00 per user / month

Zendesk Sunshine Custom

Free Free

Growth Others

Pro Others

Enterprise Others

Essential $14.00 $24.00 per user / month

Advanced $29.00 $39.00 per user / month

Professional $49.00 $64.00 per user / month

Power $64.00 $79.00 per user / month

Enterprise $99.00 $129.00 per user / month

 
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Screenshots & Videos

Screenshots Finance Screen
+ 3 More
Custom Objects
+ 1 More
Email Metrics screenshot
+ 39 More
Deals
+ 5 More
Videos Video Thumbnail
+ 2 More
Video Thumbnail
+ 2 More
Video Thumbnail
+ 2 More
Video Thumbnail
+ 2 More

Vendor information

Company Details Located in: Berkshire, England Founded in: 2009 Located in: San Francisco, California Located in: San Mateo, California Located in: New York, NY Founded in: 2010
Contact Details

+44 118-3030-100

https://www.workbooks.com/

+1 888-670-4887

https://www.zendesk.com/platform/

+1 650-513-0514

https://www.freshworks.com/crm/sales/

Not available

https://www.pipedrive.com

Social Media Handles

Not available

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