MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Compare Workbooks vs bpm’online CRM

What is better Workbooks or bpm'online CRM? Comparing Workbooks and bpm'online CRM, you can actually see which CRM Software product is the better alternative. This means that your organization can select the most productive and efficient software. You can examine the details, including available tools, costs, plans offered by each vendor, offer conditions, and many more

We also let you evaluate their all round scores to know which one seems to be more beneficial for your firm. Workbooks has 9.0 points for overall quality and N/A% rating for user satisfaction; while bpm'online CRM has 9.3 points for overall quality and 100% for user satisfaction. Likewise, you can also assess which vendor is more reliable by sending an email request to both and find out which one replies faster.

People who are pressed for time or would like to get a CRM Software advice from our experts may want to take a look at these top choices for this year: HubSpot CRM, Freshsales, Salesforce CRM.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE N/A

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Amstore, ClinkClink, Megatech Ltd

Integrations

Workbooks integrates with the following software and applications:

  • Adobe Sign
  • Barbour ABI
  • Basecamp
  • Box.net
  • Campaign Master
  • CCH Software
  • Constant Contact
  • CreditSafe
  • dotMailer
  • Eventbrite
  • EventHQ
  • GoCardless
  • Google Docs
  • GoToMeeting
  • HelloSign
  • Hubspot
  • Import/Export
  • Lead Forensics
  • Loqate
  • MagneticOne Mobile
  • MailChimp
  • Microsoft Azure
  • Microsoft Exchange Server
  • Microsoft Outlook
  • Microsoft SQL Server
  • Mondago
  • MPZMail
  • MySQL
  • PieSync
  • Quickbooks
  • Postcode Anywhere
  • SageLink
  • Wolters Kluwer
  • Xero
  • Zapier
  • Zendesk

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

NOAWARDS
YET

SmartScore™

OUR SCORE 9.3

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Customer Data Management integrated with Twitter, Facebook, and LinkedIn
  • Lead Management with export function (MS Excel, website, other sources)
  • Time Management and Communications that syncs with Google Calendar, MS Outlook and popular schedulers
  • Sales Management for opportunity, quota, pipeline, projections, and forecasts
  • Document Management compatible with MS Word
  • Knowledge Management online library
  • Marketing Management for multi-channel campaigns, audience segmentation, budget planning, track responses, and ROI estimation
  • Analytics with real-time diagrams, customizable reports, and dashboards
  • Administrative Tools with wizards to manage lookups, data fields, and processes without programming
  • bpm’online CRM mobile apps for iOS and Android devices

Pricing Info

Bpm’online offers different pricing packages for sales, marketing, and service. You can also integrate all three modules into a single CRM bundle and get an estimate for it from the vendor. There is also a free trial available. You can easily sign up for bpm’online free trial here.

Pricing for Sales Module

Team Package – $25/user/month (cloud)

  • Ideal for small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management: from lead to contract

Commerce Package – $30/user/month (cloud)

  • Ideal for e-commerce
  • A complete set of tools for short sales cycle and e-commerce

Enterprise Package – $50/user/month (cloud) or $850/user (on-site)

  • Developed for medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
  • Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.

Pricing for Marketing Module

Active Contact Package

  • Cloud – $27 (1000 active contacts/month billed annually)
  • Active contact is a contact included in one or more campaigns within a 12-month period
  • Up to 365 emails per year can be sent to one active contact
  • Custom pricing with the purchase of 50,000+ active contacts

User License

  • Cloud – $50/user/month billed annually
  • On-site – $850 per license/lifetime
  • With the purchase of 1000 active contacts the first license is free

Pricing for Service Module

Customer Center Package

  • Cloud – $35/user/month
  • On-site – $600 per user
  • Ideal for companies looking to automate helpdesk and contact center operations
  • A set of tools to deliver excellent customer service and manage omnichannel communications

Service Enterprise Package

  • Cloud – $50/user/month
  • On-site – $850 per user
  • Ideal for medium and large businesses who want to automate internal and external operations and ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Bayer, PepsiCo, Allianz, Heineken, Telia Sonera, SpecTec, QNAP, ABLV, Starcom MediaVest, Yandex, Pelco, ZyXEL, VimpelCom, Thurava

Integrations

bpm’online CRM offers open API options that allows it to be integrated with virtually any third-party application. Be it phone systems and social listening tools or analytics programs and ERP applications, this can blend seamlessly with your preferred business systems. Among the products you can integrate it with are:

  • Twitter
  • Facebook
  • Google Contacts
  • Google Calendar
  • LDAP
  • IMAP
  • MS Exchange
  • Google Maps
  • OpenStreetMap
  • MailChimp
  • Mandrill
  • MS Outlook
  • MS Word
  • MS Excel
  • SmartCloud Connect

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

Bpm'online is a leading software platform that focuses on business process automation and CRM.

Company Email

info@bpmonline.com

Contact No.

Company's Address

280 Summer St., 6th Floor,
Boston, MA 02210

Salesforce CRM

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.7

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Account and Contact Management
  • Opportunity Management and Score
  • Lead Management
  • Sales Data
  • File Sync
  • File Sharing
  • Sales Forecasting
  • Salesforce Mobile App
  • Contact Manager
  • Real-Time Visibility
  • Drag-and-Drop Interface
  • Dashboards
  • Visual Workflow
  • Multi-Currency Support
  • In-Line Editing
  • Lead Assignment and Routing
  • Rules-Based Lead Scoring
  • Einstein Lead Scoring
  • Web-to-Lead Capture
  • Campaign Management
  • Duplicate Blocking
  • Mass Email
  • Salesforce Engage
  • Email Templates
  • Campaign Influence
  • Einstein Activity Capture
  • Calendar
  • Sales Console App
  • Enterprise Territory Management
  • Opportunity Splits
  • Salesforce CPQ and Billing
  • Contracts, Orders, Quotes, Products, and Price Books
  • Chatter, Files, Topics, and Recommendations
  • Case Management
  • Lightning Bolt Solutions
  • Partner Communities
  • Lead Registration
  • Roles and Permissions
  • Process Builder
  • Lightning Platform
  • Web Services API
  • Google Apps Integration
  • File Storage Per User
  • Sandbox

Pricing Info

Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.

Lightning Essentials – $25/user/month

  • Account & Contact Management
  • Opportunity Management
  • Lead Management
  • Web-to-Lead Capture
  • Email Templates
  • Task Management
  • Activity Feed
  • Salesforce Mobile App (with Offline Functionality)
  • Chatter
  • Files
  • Configurable Reports and Dashboards
  • Case Auto-Assignment
  • Case Management
  • AppExchange
  • Lightning App Builder
  • Einstein Activity Capture
  • Data and File Storage per User
  • Inbox Mobile and Desktop Apps
  • Unlimited Online Training
  • Online Case Submission
  • Standard Success Plan

Lightning Professional – $75/user/month

  • All Features of Lightning Essentials, plus…
  • Lightning for Gmail/Outlook
  • Topics and Recommendations
  • Developer Sandbox
  • Lead Assignment and Routing
  • Mass Email
  • 2 Roles and Permission, Profiles and Page Layouts
  • 1 Sales Console App
  • 3 Record Types per Object
  • 5 Process Builder per Org
  • Rules-Based Lead Scoring
  • Person Accounts
  • Order
  • Lightning Sync
  • Products and Price Books
  • Quotes
  • Contracts
  • Google Apps Integration
  • Duplicate Blocking
  • Campaign Management
  • Forecasting Mobile App
  • Lead Registration
  • 3 Campaign Influence
  • Collaborative Forecasting
  • Knowledge (read-only)

Lightning Enterprise – $150/user/month

  • All Features of Lightning Professional, plus…
  • 5 Campaign Influence
  • Sales Teams
  • Calendar
  • Opportunity Score
  • Forecasting: Custom Opportunity Fields
  • Opportunity Splits
  • Enterprise Territory Management
  • Advanced Reporting Features
  • Lightning Platform
  • Unlimited Process Builder per Org
  • Workflow and Approval Automation
  • Unlimited Roles and Permissions, Record Types per Object, Configurable Profiles and Page Layouts
  • 1 Partial Sandbox
  • Web Services API

Lightning Unlimited – $300/user/month

  • All Salesforce CRM Features and Capabilities

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo

Integrations

Salesforce CRM integrates with the following business systems and applications:

  • Force.com
  • Heroku
  • ExactTarget Fuel
  • Third-party apps at Salesforce AppExchange
  • Service Cloud
  • Marketing Cloud
  • Pardot,
  • Desk.com
  • Analytics Cloud
  • Data Cloud
  • JIRA
  • Freshdesk
  • FinancialForce
  • LeadExec
  • Samanage
  • Zuora
  • Zendesk

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

Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads.

Company Email

info@salesforce.com

Contact No.

Company's Address

Salesforce.com, Inc.
The Landmark at One Market
Suite 300
San Francisco, CA 94105
USA

When you choose a product that you are sure will be an actual asset for your team you shouldn’t just pay attention to what reviewers have to say about it. Very often individual experience with the product may be different, depending on your own goals and requirements. That’s why in our reviews we also offer our User Satisfaction Rating for each product to give you a reliable impression of how real users of Workbooks and bpm'online CRM rate their contact with the solution. Our system is based on advanced analysis of product mentions on other websites, social networks as well as blogs, so you will receive a full and credible picture of what other clients think about each product. In this example Workbooks has a total satisfaction rating at N/A% while for bpm'online CRM 100% of people claim they had a positive experience with it.

Page last modified