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Compare Workbooks vs. Salesforce CRM

A great way to find the correct CRM Software product for your business is to evaluate the solutions against each other. Here you can compare Workbooks and Salesforce CRM and see their functions compared in detail to help you choose which one is the better product. Also, you can examine their overall ratings, for instance: overall score (Workbooks: 9.0 vs. Salesforce CRM: 9.5) and user satisfaction (Workbooks: 91% vs. Salesforce CRM: 99%). Browse through their differences and similarities and find out which one outperforms the other. Likewise, imagine how your business will look like in the future; will your business outgrow the app in the next 3-5 years? We are aware that not all businesses have the time to test a wide range of various solutions, so we created a list of recommendations that you may find useful. Our top choices for the CRM Software category are: HubSpot CRM, Salesforce CRM, Freshdesk.
Compare

Workbooks

VS

Salesforce CRM

VS

Workbooks screenshot Salesforce CRM screenshot
Pricing Page

Our Score

Our Score

9.0 ?

Our Score

9.7 ?

Client Experience

Client Experience

Client Experience

91% ?

Client Experience

99% ?

Pricing

Pricing

$30

$25

Pricing Type

Pricing Type

Monthly payment Monthly payment | Annual Subscription
Detailed Review

Detailed Review

General Info

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

Contact Address

Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading, Berkshire RG6 1AZ,
United Kingdom
Salesforce.com, Inc.
The Landmark at One Market
Suite 300
San Francisco, CA 94105
USA
Popular Clients

Popular Clients

Amstore, ClinkClink, Megatech Ltd Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo
Devices Supported

Devices Supported

Windows
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Available Languages

Available Languages

English English, Spanish, French, Italian, Dutch, Portugese, Swedish
Cost Details

Cost Details

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

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
Phone Number

Phone Number

44 (0)118 303 0100 1-800-667-6389
Available Integrations

Available 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

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
Pricing Page

Pricing Page

Learn more about Workbooks pricing Learn more about Salesforce CRM pricing
List of Features

List of Features

Workbooks 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

Salesforce CRM 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
Client Types

Client Types

Small Business | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers
Vendor Email

Vendor Email

info@workbooks.com info@salesforce.com
Types of Support

Types of Support

Phone Live Support
Ticket Training
Phone
Ticket Training
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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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You should pay attention to the fact that while both Workbooks and Salesforce CRM may provide a top quality range of features every software may be designed for a different company size. If you are comparing features you should focus on a company size they are meant for. Some functionalities might scale up with no problem for big enterprises but if you have a small or medium business it’s usually better to avoid paying for customized features that you may never actually use.