Workbooks vs Dynamics 365

Salesforce Sales Cloud

Zoho CRM

NetSuite

SAP S/4HANA Cloud

Gold-Vision CRM

charles

Compare Workbooks and Dynamics 365 based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Gold-Vision is a full suite of highly configurable CRM tools for sales & marketing automation, project management, customer support, events management, integrations and more.

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

Workbooks is the provider of <strong>CRM apps</strong> designed for small and mid-size organizations. Our suite of software enables clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the customer support they deliver.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

AI Copilot

Alerts/Notifications

Appointment Scheduling

Assignment Management

Batch Processing

Calendar Management

Calendar Sync

Calendar/Reminder System

Call Logging

Campaign Management

Catalog Management

Channel Management

Collaboration Tools

Commenting/Notes

Commission Management

Communication Management

Configurable Workflow

Contact Database

Contact Management

Contract/License Management

Customer Database

Customer Segmentation

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Data Enrichment

Data Import/Export

Data Security

Deal Management

Demographic/Firmographic Data

Document Management

Document Storage

Electronic Signature

Email Management

Email Marketing

Email Sequences

Email Templates

Email Tracking

Event Triggered Actions

Field Sales Management

For Sales Teams/Organizations

Forecasting

Generative AI

Goal Setting/Tracking

Interaction Tracking

Internal Chat Integration

Knowledge Management

Lead Assignment

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Segmentation

Leaderboards

List Management

Marketing Automation

Mobile Access

Mobile App

Mobile Interface

Monitoring

Multi-Channel Communication

Multi-Language

Opportunity Management

Performance Management

Performance Metrics

Pipeline Management

Pipeline Reports

Process/Workflow Automation

Product Catalog

Proposal Generation

Prospecting Tools

Quotes/Estimates

Real-Time Data

Real-Time Reporting

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Revenue Management

Rich Text Editor

Role-Based Permissions

Sales Activity Management

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search/Filter

Segmentation

Self Service Portal

Shared Contacts

Single Sign On

Workbooks

Android

Web-based

Windows

iPad

iPhone

IT Manager

Good product, with good people behind it. The acquisition and deployment process was comprehensive and gave us confidence in the product.

student

The service was great and the staff was knowledgeable and friendly. Would definitely recommend it.

Account Manager

Easy to use and very efficient- Until a year ago was not used to using a system like this at all but was very easy to learn and it is a fantastic tool for the job I do.

Analista

There are a big numbers of features that can help your organization or company to do the best work.

Key Account Manager

Great user interface, easy to use, flexible and comprehensive. Meets pretty much all the needs of my customer requirements out of the box.

General Manager

The integration with email is excellent and even if you do not use or opt to use the outlook connector, the Email Dropbox is a great way to get emails in to the CRM from other applications.

Service Desk, Change and Contract Manager

Overall it's very good, support is excellent and the team are very helpful.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

Freelance Graphic Designer

The ease of use and setup. The CRM is extremely easy to use but its made even easier by the fantastic technicians that helped us along every set of the way from purchase to going live.

Lead Generation Manager

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Support Consultant

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

The sales and support teams at Workbooks were very helpful and responsive.

And if you have spent the time implementing, embedding these in your business process and training your staff, you will have a huge disruption to your business if they disappear.

Executive Director of Technology

Overall user experience is great, very cost effective for us - small business.

Sales Manager

I dislike the fact that some fields are locked.

Brand Services Manager

Integration with other tools works well, and great to be able to add in things such as lead forensics into the lead generation application.

Runs very slowly at times, this makes for frustration on a busy support desk.

Planificador Territorial II

It was difficult for me to understand the interface at first.

Workbooks screenshot: Sales Management Dashboard

Workbooks screenshot: Opportunity Record

Workbooks screenshot: Organisation Record

Workbooks screenshot: Person Record

Workbooks screenshot: Location Intelligence

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

SAP S/4HANA Cloud is a cloud-based intelligent ERP system specifically developed for companies in all industries offering them a broad and flexible functionality.

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Workbooks vs Dynamics 365 Comparison (2026)

Workbooks

Dynamics 365

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives