Workbooks vs Gold-Vision CRM

Salesforce Sales Cloud

Zoho CRM

Dynamics 365

HubSpot CRM

Sage CRM

charles

Compare Workbooks and Gold-Vision CRM 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.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

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.

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/Reminder System

Calendar Sync

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

Forecasting

For Sales Teams/Organizations

Generative AI

Goal Setting/Tracking

Interaction Tracking

Internal Chat Integration

Knowledge Management

Lead Assignment

Lead Capture

Lead Distribution

Leaderboards

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Scoring

Lead Segmentation

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/Analytics

Reporting & Statistics

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

Workbooks

Web-based

iPhone

Android

iPad

Windows

Business

National Head Of Franchise Operations

Very little - perhaps the export function to allow accessing long lists of customers and their contact details could be a little easier to use.

Marketing Manager

We like how every record links, making it easy to find customer data in only a few clicks.

Director of Service Delivery and Development

It has been an enabler for our business to manage our data better.  

They take time to educate you on the system, so that you can be self sufficient.

Head of Membership

It is so very easy to use, and has a flexibility to allow insight and analysis on almost any metric.

Head if Process Improvement

We have made significant changes over the last year that have really helped to drive commercial visibility

The implementation has been more labour intensive than we expected, and we didn't properly plan for this.

Workbooks is a logical system, rich in functionality.

The Workbooks implementation team and support teams have been great.

User friendly, with great back office support - I could not recommend the platform more strongly.  

Digital Marketing Manager

Sending emails from within the CRM was possible although setting up templates had to be done on an email by email basis and had to be either text or full html.  

Member of Technical Staff 3

Sales forecast and the reporting are the two feature that really helped me on a daily basis with this software.

Having used a number of CRM systems in the past, both off the shelf and bespoke, I inherited this one on starting a new role.   As the administrator for the system I had full control on how the system was used.

Floor manager

It’s great for a small company, because it’s free for 2 users. And it is efficient because you can keep it all in one database.

At the time of first engagement, the system had been in place for 2 years but non of the functionality had been integrated.

Sometimes the loading screen can load slowly.  

this racked up costs on development that should have been done by the administrator.

For this, you needed to purchase the add on of Gatormail.  

IT Manager

Brand Services Manager

I did find that the integrations with things such as Outlook broke regularly which was slightly frustrating

Executive Director of Technology

Support contact is slow for us to work with integrations, no API/web services to work with so it is not as smooth as we would like it to be.

Customer Support

Data Management

Training and Learning Curve

Flexibility

Integrations

Pricing

Business Growth

Task Management

Small Business

Mid-size Business

Large Enterprises

Gold-Vision CRM is an affordable, integrated, fully-customisable Sales & Marketing Automation platform for mid-market businesses. You can simply manage your team and processes wherever you are and on any device.

A/B Testing

Alerts/Escalation

Automated Routing

Bid Management

Campaign Analytics

Campaign Segmentation

Chat/Messaging

Client Management

Client Tracking

Conversion Tracking

Customizable CTAs

Drag & Drop

Drip Campaigns

Dynamic Content

Estimating

For AEC Industry

For Insurance Industry

For iPad Devices

For Small Businesses

For Startups

Landing Pages/Web Forms

Lead Verification/Validation

Live Chat

Marketing Calendar

Multi-Channel Marketing

Multivariate Testing

Predictive Analytics

Project Management

Project Time Tracking

Project Tracking

ROI Tracking

Sales Analytics

Sales Approval

Gold-Vision CRM

Linux

Core

Professional

Ultimate 

Enterprise 

Partnership Executive

The actual platform itself could do with a sprucing up to make it more visually appealing, when looking at the likes of Monday, Salesforce etc.