What is better Corefactors or Workbooks? The perfect CRM Software is a product that can address your company’s unique requirements. It is possible to find which option is best suited for your industry if you compare numerous products before you decide which one is the best.
For instance, Corefactors and Workbooks are scored at 8.0 and 9.0, respectively, for general quality and performance. Likewise, Corefactors and Workbooks have a user satisfaction rating of 97% and N/A%, respectively, which shows the general satisfaction they get from customers. Even better, talk to a current client of the software and ask for their comments about the solution in question.
Right now, the leading products in our CRM Software category are: HubSpot Smart CRM, Salesforce CRM, Freshsales .
Pricing: Starting from
$37
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
Lead Management and Sales Automation
Automatic lead capture from multiple sources using APIs
Inbuilt cloud telephony with call recording and call tracking
Inbuilt communication channels like call, SMS, Email, WhatsApp for engagements
AI-based predictive lead scoring and pipeline analysis
Lead journey engagement automation across sales cycle
Automatic alerts, triggers and notifications
Data Imports and exports
Follow-ups reminders and notifications for calls, meetings, etc.
Mobile CRM (for sales)
Real time access to customer data
Create, update tasks, schedule follow ups and meetings on the go
Geo tagging to track field executives’ real time
Marketing Automation
Nurture leads via contextual and personalized automated communications
Use Content Manager to create personalized templates for SMS, Email and WhatsApp
Inbuilt landing Page editor
Campaign scheduling over SMS and Email
Drip campaigns
Bulk SMS and Emails
Ticketing system/Helpdesk
Multiple ticket SLAs
Ticket Auto Reply/ Notifications
SLA breach notifications
API ticket creation with auto assignment
Custom stages
Ticket dashboard
Customer Success Management
Payment gateway integration using API
Transaction fields customization and tags creation
Renewal Automation
Dashboard to track past purchase, recurring payments, dues, etc.
Dashboards and analytics
Sales dashboard to track revenue – by source, location, teams, lead owner, etc.
Performance and productivity report for sales, customer support and success teams
Marketing campaigns report to measure engagements
360° view of customer journey
Pricing Info
Pricing Info
Corefactors offers different enterprise pricing plans suited for different scales of businesses. A 7-day free trial with 1,000 credits is available.
Seed – $37 per month
Up to 3 Users
Marketing Box
Lead Box
50,000 Data Management Entries
25 Content Management Templates
SMS/Email Campaign
3 Direct Integrations
Standard Field Customization
Custom Lead Stages
Standard Lead Dashboard
Inbuilt Comms (SMS/Email)
Manual Ticket Creation
One Time Free 100 SMS/Emails per Account
Sapling – $57 per month
All Features in Seed +
Success Box
Reports
100,000 Data Management Entries
50 Content Management Templates
Landing Page Editor
Marketing Automation
5 Direct Integration
5 API Webhook Integration
Leads Automation
Custom Field Customization
Automated Lead Stages
Custom Lead Dashboard
Auto Reply / Call Connect
One Virtual No. (Landline) Inbuilt Cloud Telephony
Sales Automation
Lead Journey
3 Levels Hierarchy
Automated Ticket Creation
Landing Page & API Ticket Creation
Standard Group Configuration
Auto Reply / Notifications
Ticket Notifications
One-Time Free 500 SMS/Emails/Calls per Account
Tree – $112 per month
All Features in Sapling +
200,000 Data Management Entries
100 Content Management Templates
10 Direct Integration
10 API Webhook Integration
Advanced Field Customization
AI-Enabled Lead Stages
Advanced Lead Dashboard
Automated Inbuilt Cloud Telephony
Up to 10 Lead Journey
Third-party API
Two-Factor Authentication
Advanced Multi-Level Hierarchy Implementation
RevOps Enabled Ticket Creation
Advanced Group Configuration
RevOps Sales & Finance Team
One-Time Free 1,000 SMS/Emails/Calls per Account
Enterprise – By quote
Unlimited Calling Plans
Integrations
Integrations
Corefactors integrates with different types of third-party apps such as:
Wix
Facebook
Gmail
Exotel
99acres
Zapier
Zoho
Shopify
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Ketto, First Advantage, Impact Guru
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
Corefactors is an AI CRM that integrates advanced functions like sales, marketing, and customer success management into one platform.
Company's Address
Corefactors
Popular Corefactors Alternatives
Pricing: Starting from
$30
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
Campaign Membership
Campaign Management
Lead and Opportunity Management
Quotas, and Forecast
Case or ticket assignment
Automatic ticket numbers
Fully Featured Reporting Functionality
Foreign Currency & Exchange Rates
Manage Products and Pricing Schemes
Sales Order Processing
Unlimited Customizable Dashboards
Notes, Activities and Notifications
Capacity to send Outbound Emails
Account & Contact Management
Sales Management & Automation
Marketing Management
Customer Service Management
Order Processing
Invoicing & Credit Notes
Automation Engine & Workflows
Customizable Layouts
Security
Data Management
Reporting & Dashboards
Mobile
Sandbox & Testing
Events Management
Pricing Info
Workbooks offers the following enterprise pricing plans, choose what’s best for your business:
Free Plan – $0
2 users completely free
Free online support
Contact management
Sales force automation
Marketing automation
Customer support
Order management
Invoicing & credit notes
Reporting & views
Workbooks.com CRM – $30/user/month
Most free package features
Unlimited users
Optional Add-ons
Workbooks.com Business – $65/user/month
All features from previous packages
Unlimited users
Unlimited platform and support options
Integrations
Workbooks integrates with the following software and applications:
Adobe Sign
Barbour ABI
Basecamp
Box
Campaign Master
Constant Contact
Creditsafe
dotdigital
Eventbrite
EventHQ
GoCardless
GoogleDocs
GoToMeeting
Hellosign
Hubspot
Import/Export
Lead Forensics
Loqate
MagneticOne Mobile
MailChimp
Microsoft Azure
Microsoft Exchange Server
Microsoft Outlook
Microsoft SQL Server
Mondago
MPZ Mail
MySQL
Piesync
Quickbooks
Sage
Wolters Kluwer
Xero
Zapier
Zendesk
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Amstore, ClinkClink, Megatech Ltd
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
Workbooks helps sales leaders, sales people, and marketers with the necessary tools to create leads, handle the sales pipeline and close more deals.
Company's Address
Unit 9 Suttons Business Park,
Popular Workbooks Alternatives
Please pay attention to the fact that even though both Corefactors and Workbooks may provide an excellent set of features every software may be aimed at a different company size. If you are comparing features you should pay attention to a business type they are catering to. Specific elements might scale up with no problem for huge enterprises but if you have a small or medium company it’s frequently better to stay away from paying for complex features that you might never actually use.
Page last modified
2025-08-12
