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Workbooks vs HubSpot CRM Comparison (2026)
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Salesforce Sales Cloud
4.4

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

HubSpot CRM
5
2.7K
4
1.3K
3
241
2
50
1
37
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.
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.
- 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
4.5
4.4K
5
4
3
2
1
2.7K
1.3K
241
50
37
- 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

Krystal M.
People Operations
Christian G.
Marketing Operations Manager

Andrea L.
Innovation Manager
Cons
Shani J.
Director of Service Delivery and Development
Dan H.
IT Manager
Esme D.
Floor manager
Cons

Krystal M.
People Operations
Martina S.
VP
Ina L.
Insurance Advisor
- Vendor responds to reviews
- Last reviewa year ago
- Vendor responds to reviews
- Last review16 days ago
Key features
- Total features113
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Audience Targeting
- Autonomous Task Execution
- Batch Processing
- Brand Tracking
- Breadth of Partner Applications
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Call Logging
- Campaign Management
- Case Management
- Catalog Management
- Channel Management
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Enrichment
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Demographic/Firmographic Data
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Field Sales Management
- File Management
- For Mac Devices
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Goal Setting/Tracking
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Knowledge Base
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- List Management
- Live Chat
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile Interface
- Mobile User Support
- Monitoring
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-Language
- Multi-step Planning
- Natural Language Interaction
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Partner Relationship Mgmt. (PRM)
- Performance Management
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Product Catalog
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reminders
- Reporting
- 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
- Sandbox / Test Environments
- Search/Filter
- Segmentation
- Self Service Portal
- Sentiment Analysis
- Shared Contacts
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Source Tracking
- Support Analytics
- Tagging
- Task Management
- Template Management
- Templates
- Territory Management
- Text Editing
- Third-Party Integration
- Third-Party Integrations
- User Management
- User, Role, and Access Management
- Web Forms
- Web-based Deployment
- Workflow Automation
- Workflow Capability
- Workflow Management
- Total features137
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Audience Targeting
- Autonomous Task Execution
- Batch Processing
- Brand Tracking
- Breadth of Partner Applications
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Call Logging
- Campaign Management
- Case Management
- Catalog Management
- Channel Management
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Enrichment
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Demographic/Firmographic Data
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Field Sales Management
- File Management
- For Mac Devices
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Goal Setting/Tracking
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Knowledge Base
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- List Management
- Live Chat
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile Interface
- Mobile User Support
- Monitoring
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-Language
- Multi-step Planning
- Natural Language Interaction
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Partner Relationship Mgmt. (PRM)
- Performance Management
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Product Catalog
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reminders
- Reporting
- 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
- Sandbox / Test Environments
- Search/Filter
- Segmentation
- Self Service Portal
- Sentiment Analysis
- Shared Contacts
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Source Tracking
- Support Analytics
- Tagging
- Task Management
- Template Management
- Templates
- Territory Management
- Text Editing
- Third-Party Integration
- Third-Party Integrations
- User Management
- User, Role, and Access Management
- Web Forms
- Web-based Deployment
- Workflow Automation
- Workflow Capability
- Workflow Management
Integrations
- Total integrations8
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Box
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drift
- Drip
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GetResponse
- Getsitecontrol
- Gmail
- GoCardless
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Docs
- Google Forms
- Google Sheets
- Google Workspace
- Gravity Forms
- Groove
- Grow
- Help Scout
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- Sage 50 Accounting
- SalesSeek
- Salesflare
- Salesforce Marketing Cloud Account Engagement
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- ZoomInfo Sales
- Zoomph
- dotloop
- noCRM
- weclapp
- Total integrations194
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Box
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drift
- Drip
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GetResponse
- Getsitecontrol
- Gmail
- GoCardless
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Docs
- Google Forms
- Google Sheets
- Google Workspace
- Gravity Forms
- Groove
- Grow
- Help Scout
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- Sage 50 Accounting
- SalesSeek
- Salesflare
- Salesforce Marketing Cloud Account Engagement
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- ZoomInfo Sales
- Zoomph
- dotloop
- noCRM
- weclapp
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