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Workbooks vs Salesforce Sales Cloud Comparison (2026)
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4.5
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Good recommendations?
Workbooks
4.3
(112)5
57
4
44
3
9
2
1
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Salesforce Sales Cloud
4.4
(18.8K)5
10.3K
4
6.4K
3
1.5K
2
264
1
166
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.
Salesforce Sales Cloud gives you a 360° view of your contacts, pulling in social activity, campaign and communication history, key contacts & deals, and more.
- 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
75%
would recommend this app4.4
18.8K
5
4
3
2
1
10.3K
6.4K
1.5K
264
166
- Value for money
- Ease of use
- Features
- Customer support
71%
would recommend this appPros
“Very little - perhaps the export function to allow accessing long lists of customers and their contact details could be a little easier to use.”
NF
Nick F.
National Head Of Franchise Operations
“We like how every record links, making it easy to find customer data in only a few clicks.”
EP
Emily P.
Marketing Manager
“It has been an enabler for our business to manage our data better. ”
SJ
Shani J.
Director of Service Delivery and Development
Pros
“It is a powerful CRM that helps organize sales processes, improve visibility, and keep customer information structured. Once users understand the system and the workflows are configured properly, it becomes a strong tool for managing customer relationships, tracking opportunities, and improving collaboration across teams.”
Basel E.
IT
“With salesforce cloud , i can see complete view of the customer in seconds like there their billing history , previous conversation , outstanding bill , even the payment link and also its lot easier to update payment methods.”
AD
Arnold D.
Collection lead Iqor
“Salesforce Sales Cloud is a robust and enterprise-grade CRM solution that significantly improves sales process visibility and management. While it requires time to learn and properly configure, it becomes a highly effective tool for tracking pipelines, automating workflows, and generating insights once fully implemented.”
SS
Swaminathan S.
ERC Sr. Associate
Cons
“The implementation has been more labour intensive than we expected, and we didn't properly plan for this.”
SJ
Shani J.
Director of Service Delivery and Development
“It is fairly expensive for a CRM system.”
DH
Dan H.
IT Manager
“Sometimes the loading screen can load slowly. ”
ED
Esme D.
Floor manager
Cons
“The main drawbacks are the high total cost of ownership and the steep learning curve, as essential features often require expensive add-ons and a dedicated administrator to manage the complex setup. Despite the modern UI, the platform can still feel cluttered and unintuitive, requiring significant training for new users to navigate daily tasks efficiently.”
RAUL M.
Software support
“Salesforce is a sort of everything for everyone CRM which means it does not have a solid interface, but one that is customizable, but at the same time very disorganized”
Toni M.
Director of Market Research
“One minor complaint I have is that the reporting features can be a bit clunky at times, and it took a bit to figure out how to get the data we needed.”
IW
Isla W.
Sales Operations Manager
- Vendor responds to reviews
- Last reviewa year ago
- Vendor responds to reviews
- Last review10 days ago
Key features
- Total features113
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- Change Order Management
- Channel Management
- Chat/Messaging
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Competitive Analysis
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Portal
- Customer Profiles
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Enrichment
- Data Entry
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Demographic/Firmographic Data
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Sequences
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Field Sales Management
- Financial Management
- For AEC Industry
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- 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
- Listing Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Mobile Interface
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multiple Projects
- Onboarding
- Opportunity Management
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Rich Text Editor
- Role-Based Permissions
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Social Media Integration
- Source Tracking
- Tagging
- Task Management
- Templates
- Territory Management
- Text Editing
- Third-Party Integrations
- User Management
- Web Forms
- Web-based Deployment
- Workflow Automation
- Workflow Management
- Total features180
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- Change Order Management
- Channel Management
- Chat/Messaging
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Competitive Analysis
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Portal
- Customer Profiles
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Enrichment
- Data Entry
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Demographic/Firmographic Data
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Sequences
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Field Sales Management
- Financial Management
- For AEC Industry
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- 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
- Listing Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Mobile Interface
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multiple Projects
- Onboarding
- Opportunity Management
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Rich Text Editor
- Role-Based Permissions
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Social Media Integration
- Source Tracking
- Tagging
- Task Management
- Templates
- Territory Management
- Text Editing
- Third-Party Integrations
- User Management
- Web Forms
- Web-based Deployment
- Workflow Automation
- Workflow Management
Integrations
- Total integrations8
- Birdeye
- Box
- ClearSlide
- Conga Composer
- Crowdstack Pro
- Docusign
- Dotdigital
- Dropbox
- Eventbrite
- Evernote Teams
- Expensify
- Five9
- GetFeedback
- Gmail
- GoCardless
- GoTo Meeting
- Gong
- Google Docs
- Google Drive
- Google Workspace
- HubSpot Marketing Hub
- Litmos
- Microsoft Outlook
- Outreach
- Professional Services Cloud
- QuickBooks Online
- Sage 50 Accounting
- Salesforce Marketing Cloud
- Salesforce Marketing Cloud Account Engagement
- Salesloft
- Slack
- Smartsheet
- SurveyMonkey
- Tableau
- Veeva CRM
- Webinato
- WordPress
- Xero
- Yesware
- Zapier
- ZoomInfo Sales
- Total integrations36
- Birdeye
- Box
- ClearSlide
- Conga Composer
- Crowdstack Pro
- Docusign
- Dotdigital
- Dropbox
- Eventbrite
- Evernote Teams
- Expensify
- Five9
- GetFeedback
- Gmail
- GoCardless
- GoTo Meeting
- Gong
- Google Docs
- Google Drive
- Google Workspace
- HubSpot Marketing Hub
- Litmos
- Microsoft Outlook
- Outreach
- Professional Services Cloud
- QuickBooks Online
- Sage 50 Accounting
- Salesforce Marketing Cloud
- Salesforce Marketing Cloud Account Engagement
- Salesloft
- Slack
- Smartsheet
- SurveyMonkey
- Tableau
- Veeva CRM
- Webinato
- WordPress
- Xero
- Yesware
- Zapier
- ZoomInfo Sales
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