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Workbooks vs Gold-Vision CRM Comparison (2026)
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Salesforce Sales Cloud
4.4
HubSpot CRM
4.5
Zoho CRM
4.3
Good recommendations?
Workbooks
5
57
4
44
3
9
2
1
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Gold-Vision CRM
5
88
4
37
3
6
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
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.
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.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.3
112
5
4
3
2
1
57
44
9
1
1
- Value for money
- Ease of use
- Features
- Customer support
4.6
131
5
4
3
2
1
88
37
6
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Nick F.
National Head Of Franchise Operations
Emily P.
Marketing Manager
Shani J.
Director of Service Delivery and Development
Pros
Tolu A.
Partnership Executive
Laura A.
Marketing and Operations Manager
Buket K.
Software Developer
Cons
Shani J.
Director of Service Delivery and Development
Dan H.
IT Manager
Esme D.
Floor manager
Cons
Tolu A.
Partnership Executive
Laura A.
Marketing and Operations Manager
Kyle J.
Commercial Adminstrator
- Vendor responds to reviews
- Last reviewa year ago
- Vendor responds to reviews
- Last review10 months ago
Key features
- Total features113
- A/B Testing
- AI Copilot
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Automated Routing
- Batch Processing
- Bid Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Campaign Analytics
- Campaign Management
- Campaign Segmentation
- Catalog Management
- Channel Management
- Chat/Messaging
- Client Management
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Segmentation
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Enrichment
- Data Import/Export
- Data Security
- Deal Management
- Demographic/Firmographic Data
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Signature
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Estimating
- Event Triggered Actions
- Field Sales Management
- For AEC Industry
- For Insurance Industry
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Generative AI
- Goal Setting/Tracking
- Interaction Tracking
- Internal Chat Integration
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- List Management
- Live Chat
- Marketing Automation
- Marketing Calendar
- Mobile Access
- Mobile App
- Mobile Interface
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Language
- Multivariate Testing
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Product Catalog
- Project Management
- Project Time Tracking
- Project Tracking
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- ROI Tracking
- 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 Analytics
- Sales Approval
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Social Media Integration
- Source Tracking
- Support Ticket Management
- Support Ticket Tracking
- Tagging
- Task Management
- Template Management
- Templates
- Territory Management
- Text Editing
- Third-Party Integrations
- User Management
- Visual Analytics
- Web Forms
- Web-based Deployment
- Website Visitor Tracking
- Workflow Automation
- Workflow Management
- Total features119
- A/B Testing
- AI Copilot
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Automated Routing
- Batch Processing
- Bid Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Campaign Analytics
- Campaign Management
- Campaign Segmentation
- Catalog Management
- Channel Management
- Chat/Messaging
- Client Management
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Segmentation
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Enrichment
- Data Import/Export
- Data Security
- Deal Management
- Demographic/Firmographic Data
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Signature
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Estimating
- Event Triggered Actions
- Field Sales Management
- For AEC Industry
- For Insurance Industry
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Generative AI
- Goal Setting/Tracking
- Interaction Tracking
- Internal Chat Integration
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- List Management
- Live Chat
- Marketing Automation
- Marketing Calendar
- Mobile Access
- Mobile App
- Mobile Interface
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Language
- Multivariate Testing
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Product Catalog
- Project Management
- Project Time Tracking
- Project Tracking
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- ROI Tracking
- 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 Analytics
- Sales Approval
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Social Media Integration
- Source Tracking
- Support Ticket Management
- Support Ticket Tracking
- Tagging
- Task Management
- Template Management
- Templates
- Territory Management
- Text Editing
- Third-Party Integrations
- User Management
- Visual Analytics
- Web Forms
- Web-based Deployment
- Website Visitor Tracking
- Workflow Automation
- Workflow Management
Integrations
- Total integrations8
- Box
- Docusign
- Dotdigital
- Eventbrite
- Gmail
- GoCardless
- Google Analytics 360
- Google Docs
- Google Maps
- HubSpot Agent Hub
- Lead Forensics
- LiveChat
- Loqate
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- QuickBooks Online
- Sage 50 Accounting
- Twitter/X
- Xero
- Zapier
- Total integrations16
- Box
- Docusign
- Dotdigital
- Eventbrite
- Gmail
- GoCardless
- Google Analytics 360
- Google Docs
- Google Maps
- HubSpot Agent Hub
- Lead Forensics
- LiveChat
- Loqate
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- QuickBooks Online
- Sage 50 Accounting
- Twitter/X
- Xero
- Zapier
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