What is better Workbooks or Capsule CRM? When choosing the appropriate CRM Software for your business our recommendation is that you evaluate the characteristics, rates, along with other essential data about the product and vendor. Here, you can examine the parallels and differences between Workbooks (overall score at 9.0 and user satisfaction at N/A%) and Capsule CRM (overall score at 8.0 and user satisfaction at N/A%).
It's also possible to look at their specific modules, such as services, plans, rates, terms and conditions, etc. Similarly, analyze the terms thoroughly for information on hidden costs, such as, setup cost, independent customer service, upgrade fees, cloud storage fees, and others.
Right now, the top products in our category are: .
Pricing: Starting from
$30
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Pricing: Starting from
$18
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
Complete and easy contact management
Efficient sales management
Track bids, deals, proposals and other opportunities
Dashboard opportunities overview
Adding milestones
Linking milestones with a success factor
Includes a standard set of milestones
Easy to-do list and calendar management
Easy customization of information categories to fit your business
Secure access of your account from anywhere
Easy sharing of contacts with co-workers to assure the entire team has a single up-to-date view of the contact
Tracking of all email communications into Capsule
Quick document management, making it easy to attach documents and other files
Integration of contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file
Easy creation and analysis of reports
Customization of the sales milestones and process
Management groups of contacts with lists using tags
Easy addition of notes and other information about the contact
Serious data security
Controlled access
Multiple backup
One master copy of your data on secure servers
Automatic upgrades
Compatible with Windows, Mac, or Linux
Brand your Capsule account using your colors and logo
Pricing Info
Capsule offers a flexible, pay-as-you go service. There are four paid plans offered and a free version. All paid plans offer a free 14-day trial:
Free
Up to 2 users
10MB storage
250 contacts
Starter –
$18 per user/month
14-day free trial
10GB storage per user
30,000 contacts
1 Sales Pipeline
1 Project Board
50 Custom Fields
5 Email Templates
1 Shared Mailbox
10 AI Content Assists
Unlimited Sales Opportunities, Projects & Tracks
Activity reporting
Key integrations including Microsoft 365, Google, Xero, QuickBooks, Mailchimp, Zapier & many more
Growth
–
$36 per user/month
Everything in Starter, plus:
14-day free trial
20GB storage per user
60,000 contacts
5 Sales Pipelines
Workflow Automation
5 Project Boards
50 Email Templates
150 Custom Fields
3 Shared Mailboxes
1000 AI Content Assists
Important Fields
User Roles & Permissions
Activity reporting & custom activity types
Advanced Sales Reporting
Reporting by team
Sales forecasting
Custom reports with Google Looker Studio
Advanced
– $54 per user/month
Everything in Growth, plus:
120,000 Contacts
30GB Storage per User
500 Email Templates
50 Sales Pipelines
50 Project Boards
300 Custom Fields
5 Shared Mailboxes
Ultimate
– $72 per user/month
240,000 Contacts
50GB Storage per User
100 Sales Pipelines
100 Project Boards
Unlimited Custom Fields
1000 Email Templates
10 Shared Mailboxes
Implementation Support
Import Assistance
Custom Training
Dedicated Account Manager
Ongoing Priority Support
Integrations
Official Mobile App
Contacts
Contracts & proposals
FormStack
NiftyQuoter
Quotient
Tidy Build
Better Proposals
Customer Success
Marketing & Email Marketing
Transpond
MailChimp
Leadinfo
Google integrations
Gmail
Google Calendar
Google Contacts
Google Data Studio Connector
Google Workspace SSO
Help desk
Zendesk
Help Scout
Enchant
Integration platforms
Zapier
Flow XO
Cyclr
LeadsBridge
ZapUp
Make
Zoho Flow
Integrately
Inventory management
Invoicing & Accounting
QuickBooks Online
Xero
KashFlow
FreeAgent
FreshBooks
Sage Business Cloud Accounting (UK)
Paycove
Job & time tracking
Migration services
Office Management
Project Management
Telephone & VoIP
Kixie
Invoco
CircleLoop
Yay
SwitchboardFree
Website chat
Website forms
Wufoo Forms
Ninjaforms
Gravity Forms
Want to develop your own integration?
Capsule’s RESTful API can be used by developers to create clever add-ons or to integrate Capsule with other applications.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
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
An easy web-based CRM to help small businesses manage their business relationships with clients, vendors leads and other contacts.
Popular Capsule CRM Alternatives
If you continue having doubts about which app will work best in your case it may be a sensible idea to examine each service’s social metrics. Such metrics are quite often a way to see how popular every product is and how extensive is its online presence. For instance Workbooks Twitter account has currently 2788 followers. At the same time Capsule CRM Twitter is followed by 4047 people.
Page last modified
2026-03-02
