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? As of now, the leading services in our CRM Software category are: Freshdesk, Freshsales, HubSpot CRM.



Salesforce CRM


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 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
The Landmark at One Market, Suite 300,
San Francisco, CA, 94105
Popular Clients

Popular Clients

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

Devices Supported

Windows Mobile
Available Languages

Available Languages

English English
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 CRM: $30/user/month

  • Most free package features
  • Unlimited users
  • Optional Add-ons 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 per user/month

  • Account & Contact Management
  • Opportunity Management
  • Customizable sales process
  • Task Management, Activity feed
  • Calendar all
  • Sell from anywhere on any device
  • Case Auto-Assignment
  • Web and Email Case Capture
  • Case Email Auto-Response
  • Case Escalation Rules and Queues
  • Omni-Channel Routing (Basic)
  • Omni-Channel Supervisor
  • Knowledge (Read-Only)
  • Knowledge (Read-Write)
  • Lead-Contact Account Management

Lightning Professional – $75 per user/month

  • Lightning Essentials, plus…
  • Configure, price, quote & bill
  • Collaborate across your company
  • Cross-sell and upsell
  • Connect sales info to any app
  • Get the most out of Salesforce

Lightning Enterprise – $150 per user/month

  • Lightning Professional, plus…
  • Sales Teams
  • Sales Console App
  • Person Accounts
  • Einstein Automated Contacts
  • Forecast sales more accurately
  • Get real-time sales insights
  • Extend Salesforce to your partners
  • Customize and automate processes

Lightning Unlimited – $300 per user/month

  • All features and capabilities
Phone Number

Phone Number

44 (0)118 303 0100 +1-844-348-1305
Available Integrations

Available Integrations

  • Barbour ABI
  • 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:

  • Heroku
  • ExactTarget Fuel
  • Third-party apps at Salesforce AppExchange
  • Service Cloud
  • Marketing Cloud
  • Pardot,
  • 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


  • Communities for sales
  • Marketing and sales leads
  • Email integration
  • Opportunities and quotes
  • Build and run innovative apps
  • Forecasting
  • Engage customers everywhere
  • Approvals and workflow
  • Social accounts and contacts
  • Chatter
  • Analytics
  • Mobile to stay connected
  • Contact Manager
  • Real Time Visibility
  • Dashboards
  • Workflow
Client Types

Client Types

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

Vendor Email
Types of Support

Types of Support

Phone Live Support
Ticket Training
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Popular Alternatives

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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.