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Compare PipelineDeals vs Workbooks

What is better PipelineDeals or Workbooks? When you compare PipelineDeals and Workbooks, you can actually see which CRM Software product is the better alternative. This ensures that your business can select the most productive and efficient software. You can check the specifics, such as available tools, prices, plans offered by each vendor, offer stipulations, etc.

We also let you check their total scores to know which one seems to be more suitable. PipelineDeals has 8.9 points for overall quality and 100% rating for user satisfaction; while Workbooks has 9.0 points for overall quality and 91% for user satisfaction. Similarly, you can also assess which software business is more reliable by sending an email inquiry to both vendors and find out which vendor replies sooner.

As of now, the top services in our CRM Software category are: HubSpot CRM, Salesforce CRM, Freshsales.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 97%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Sales pipeline visibility
  • Sales acceleration
  • Deal management
  • Contact & lead management
  • Activity tracking
  • Mobile access
  • Data importing
  • Custom list views
  • Custom deals
  • Priority and starred lists
  • Lead sources
  • Sales team coordination
  • Sales goals
  • Account customization
  • Integrations
  • Real-time notifications
  • Real-time status updates
  • Team collaboration
  • Account permissions
  • Detailed sales reports
  • Centralized document storage
  • Robust deal profile pages

Pricing Info

Pipeline Deals offers 3 pricing packages and a 30-day, 100% money-back guarantee:

Start Plan – $25/mo/user (billed annually) or $29/mo/user (billed monthly)

  • 25 custom fields for contacts, deals, and companies
  • All customer data is protected, SOC 2 certified.
  • Assign and route hot leads
  • Control access to data by sales team and territory with user roles.
  • Create 100% custom sales funnel
  • Create, save, and share custom views of reports
  • iPhone and Android app
  • Log emails sent from CRM in customer activity history automatically and log emails sent from Gmail or Outlook with a single click.
  • Open API
  • Track 6 types of sales KPI goals
  • Unlimited leads, contacts, deals, and companies
  • Unlimited reporting and custom visual dashboard capabilities
  • Unlimited storage for files and attachments
  • Unlimited technical support via phone, email, and online chat

Develop Plan – $33/mo/user (billed annually) or $39/mo/user (billed monthly)

Includes all features of the Start plan, plus:

  • Convert prospects into customers for seamless handoff and knowledge transfer to account management team.
  • Customize and track revenue types like new, cross-sell, upsell, and more
  • Manage key deliverables using milestones with deadlines, assign collaborators, and track status.
  • Track account health to know if customers are happy, renewing, and purchasing more.
  • Unlimited custom fields for contacts, deals, and companies.

Grow Plan – $49/mo/user (billed annually) or $59/mo/user (billed monthly)

Includes all features of the Develop plan, plus:

  • Automatically log all emails sent and received from CRM, Gmail or Outlook in customer activity history, including email attachments.
  • Eliminate productivity killers and save time with custom workflow automation to add tasks, notify users, and automate repetitive workflows.
  • Get email notification when a customer reads your email, downloads attachment or clicks on a link, without them knowing.
  • Get intelligence on how quickly sales reps follow up on leads and where deals get stuck to improve sales performance.
  • Improve email performance with instant email reports and save the best-performing emails as templates.
  • Personalize and send mass emails with any information in the CRM using mail merge.
  • Track deals in multiple currencies and instantly convert your sales pipeline to one currency for reports.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Garvin, Viva, MoPro, Summit Services

Integrations

PipelineDeals supports integrations with the following business systems and applications:

  • QuickBooks
  • 123FormBuilder
  • Dedupely
  • Backupify
  • Paycove
  • BedrockData
  • Bitium
  • Geckoboard
  • ActiveDEMAND
  • Webmerge
  • Google Apps
  • Google Docs
  • Google Drive
  • Help Scout – Help Desk
  • Import2
  • INinbox
  • CallRail
  • itDuzzit
  • Kixie
  • LinkedIn
  • MailChimp
  • Meldium
  • Microsoft Excel
  • Microsoft Outlook
  • Revert.io – Cloud Backup
  • RightSignature
  • Userlike Live Chat
  • Yesware
  • Piesync
  • Zapier
  • Google for Work
  • Google Sheets

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

A simple sales CRM software built for sales teams in small and medium businesses across a wide range of industries.

Company Email

customercare@pipelinedeals.com

Contact No.

Company's Address

1932 1st Ave, Suite 814
Seattle, WA 98101
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE 91%

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

Pricing Info

Free Plan:

  • 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: $70/user/month

  • All features from previous packages
  • Unlimited users
  • Unlimited platform and support options

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Amstore, ClinkClink, Megatech Ltd

Integrations

  • Barbour ABI
  • Box.net
  • CCH Software
  • Constant Contact
  • Creditsafe
  • dotMailer
  • EventHQ
  • Google Docs
  • HelloSign
  • Hubspot
  • Lead Forensics
  • MailChimp
  • MPZMail
  • Workbooks Outlook Connector
  • PieSync
  • Postcode Anywhere
  • SageLink

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 Email

info@workbooks.com

Contact No.

Company's Address

Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading, Berkshire RG6 1AZ,
United Kingdom

It may not always be enough to simply compare PipelineDeals and Workbooks against each other. While useful tools, pricing and customer reviews are all important and should be included when making a final choice, you should also pay attention to the recognition and awards claimed by each service. In many cases a less dominant service may turn out to be a great choice that was a winner of many SaaS awards such as our Great User Experience Award which shows that despite smaller market popularity it’s a worthy rival to the software that rule the market.

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