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Workbooks vs Zoho CRM Comparison (2026)
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Salesforce Sales Cloud
4.4
HubSpot CRM
4.5
Good recommendations?
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.
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
- 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 app4.3
7K
5
4
3
2
1
3.5K
2.3K
781
172
84
- Value for money
- Ease of use
- Features
- Customer support
68%
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
“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM
Sherry M.
Executive Manager
“I especially valued its high level of customization and seamless integration with other Zoho applications, which made it possible to tailor the system to specific business needs.”
RS
Radha S.
Legal Assistant
“It allowed me to tailor workflows, fields, and modules to match specific business processes rather than forcing us to adapt to the software.”
RS
Radha S.
Legal Assistant
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
“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc
suba c.
Customer Success Executive
“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD
Alexandre D.
Secretary General
“Heavy customization or integration with other Zoho/third party applications can be difficult and time consuming to implement , making complex workflows difficult to recreate for initial config.”
Ben W.
Project Analyst
- Vendor responds to reviews
- Last reviewa year ago
- Vendor responds to reviews
- Last review4 days ago
Key features
- Total features113
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Assignment Management
- Automated Routing
- Batch Processing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Catalog Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Enrichment
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Demographic/Firmographic Data
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- 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
- Leaderboards
- List Management
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Mobile Interface
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Rewards Management
- Rich Text Editor
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- 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
- eCommerce Management
- Total features180
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Assignment Management
- Automated Routing
- Batch Processing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Catalog Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Enrichment
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Demographic/Firmographic Data
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- 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
- Leaderboards
- List Management
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Mobile Interface
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Rewards Management
- Rich Text Editor
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- 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
- eCommerce Management
Integrations
- Total integrations8
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Docusign
- Dotdigital
- Dropbox
- Eventbrite
- GetResponse
- Gmail
- GoCardless
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Docs
- Google Drive
- Google Workspace
- HubSpot CRM
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Sage 50 Accounting
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
- Total integrations67
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Docusign
- Dotdigital
- Dropbox
- Eventbrite
- GetResponse
- Gmail
- GoCardless
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Docs
- Google Drive
- Google Workspace
- HubSpot CRM
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Sage 50 Accounting
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
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