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- ConnectWise PSA-vs-Workbooks
Compare ConnectWise PSA and Workbooks 
At a Glance
Market Segments
Small-Business (67.5% of reviews)
Small-Business (60.4% of reviews)
Entry-Level Pricing
No pricing available
Free
ConnectWise PSA
Star Rating
(494)3.9 out of 5
Market Segments
Small-Business (67.5% of reviews)
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about ConnectWise PSAWorkbooks
Star Rating
(565)4.2 out of 5
Market Segments
Small-Business (60.4% of reviews)
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that ConnectWise PSA has a lower ease of use rating (7.2) compared to Workbooks (8.4), indicating that Workbooks may be more intuitive for new users. Reviewers mention that the user interface in Workbooks is more streamlined, making navigation easier.
- Reviewers mention that the quality of support for Workbooks (8.6) significantly outperforms ConnectWise PSA (7.3). Users on G2 highlight that Workbooks' support team is more responsive and helpful, particularly in resolving technical issues quickly.
- G2 users report that while both products offer solid contact and account management features (8.5 for both), Workbooks shines in opportunity and pipeline management with a score of 8.2 compared to ConnectWise PSA's 7.9. Users say that Workbooks provides better tools for tracking sales opportunities effectively.
- Users say that the ease of setup is a notable differentiator, with Workbooks scoring 7.9 compared to ConnectWise PSA's 6.1. Reviewers mention that Workbooks offers a more straightforward onboarding process, which is beneficial for small businesses looking to implement the software quickly.
- Reviewers mention that ConnectWise PSA has a lower score in project management features (6.7 for project planning) compared to Workbooks, which offers more robust project tracking capabilities. Users report that Workbooks provides better tools for resource management and project oversight.
- Users on G2 highlight that Workbooks excels in marketing automation features, scoring 7.8 in lead management compared to ConnectWise PSA's 7.5. Reviewers say that Workbooks offers more comprehensive tools for managing marketing campaigns and analyzing ROI, making it a better choice for businesses focused on marketing efforts.
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Pricing
Entry-Level Pricing
ConnectWise PSA
No pricing availableFree Trial
ConnectWise PSA
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.3
414
8.4
463
Ease of Use
7.2
419
8.4
467
Ease of Setup
6.1
205
7.9
223
Ease of Admin
7.1
201
8.1
234
Quality of Support
7.3
387
8.6
427
Has the product been a good partner in doing business?
7.3
201
8.7
221
Product Direction (% positive)
6.9
404
8.7
456
Features by Category
Sales Force Automation
8.5
128
|
Verified
8.5
341
|
Verified
7.9
87
|
Verified
8.0
204
7.9
116
|
Verified
8.2
314
|
Verified
8.3
130
|
Verified
8.2
342
|
Verified
7.6
93
|
Verified
7.9
216
|
Verified
8.3
120
8.1
279
|
Verified
8.0
105
|
Verified
7.9
249
|
Verified
8.1
105
|
Verified
8.1
245
|
Verified
8.3
115
|
Verified
8.1
252
|
Verified
Marketing Automation
7.3
78
|
Verified
7.8
265
|
Verified
7.3
81
|
Verified
7.8
286
|
Verified
7.5
86
|
Verified
8.0
306
|
Verified
7.4
69
|
Verified
7.9
212
|
Verified
Customer Support
8.4
119
8.4
273
|
Verified
7.6
116
|
Verified
8.1
242
|
Verified
7.8
112
8.2
262
|
Verified
7.5
74
8.1
198
|
Verified
8.0
100
8.2
204
|
Verified
Reporting & Analytics
7.5
130
|
Verified
8.2
339
|
Verified
7.3
129
|
Verified
8.0
339
|
Verified
7.4
105
8.0
250
|
Verified
Mobile & Social
Feature Not Available
7.8
165
|
Verified
Feature Not Available
7.7
161
|
Verified
6.7
87
|
Verified
7.5
204
|
Verified
Platform
7.4
70
8.4
183
|
Verified
8.0
75
8.2
151
|
Verified
8.3
76
8.5
181
|
Verified
8.0
44
8.0
104
|
Verified
7.4
46
8.2
105
|
Verified
6.9
65
7.8
126
|
Verified
8.0
74
8.5
184
|
Verified
7.2
68
8.2
141
|
Verified
Integration
7.7
70
8.3
180
|
Verified
7.9
68
8.2
134
|
Verified
8.5
66
7.7
110
Generative AI
Feature Not Available
Feature Not Available
Email Marketing
Not enough data
8.2
10
Not enough data
8.8
12
Not enough data
8.1
12
Not enough data
8.6
12
Not enough data
8.2
12
Not enough data
8.2
12
Not enough data
7.3
10
Not enough data
8.8
8
Not enough data
7.7
8
Reporting & Analytics
Not enough data
7.2
9
Not enough data
9.2
13
Platform
Not enough data
8.6
12
Not enough data
8.3
11
Not enough data
8.5
12
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Integration
Not enough data
8.7
10
Not enough data
9.3
7
Not enough data
7.4
7
Not enough data
8.8
8
Not enough data
7.4
7
Not enough data
6.9
7
Email Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Online Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Campaign Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Social
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting & Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Management
7.5
40
Not enough data
7.0
41
Not enough data
5.9
36
Not enough data
6.7
43
Not enough data
Project Management
6.6
41
Not enough data
6.5
41
Not enough data
6.7
40
Not enough data
7.4
42
Not enough data
Accounting
6.8
40
Not enough data
7.4
40
Not enough data
6.9
39
Not enough data
6.7
37
Not enough data
6.6
37
Not enough data
Portfolio Management
6.2
37
Not enough data
6.1
36
Not enough data
6.2
36
Not enough data
6.3
35
Not enough data
Analytics
6.0
37
Not enough data
6.7
42
Not enough data
6.3
40
Not enough data
Administration
7.3
41
Not enough data
7.6
43
Not enough data
7.5
40
Not enough data
Platform
7.1
38
Not enough data
6.3
35
Not enough data
7.0
41
Not enough data
5.7
39
Not enough data
5.0
36
Not enough data
Generative AI
4.2
21
Not enough data
4.3
21
Not enough data
Computing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Experimental Design
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
7.8
9
Not enough data
9.1
11
Not enough data
7.8
9
Not enough data
8.2
12
Not enough data
8.2
13
Predictive Analytics
Not enough data
8.2
11
Not enough data
8.5
10
Not enough data
7.4
9
Not enough data
7.8
12
Sales Management
Not enough data
8.5
12
Not enough data
7.4
9
Not enough data
8.2
10
Not enough data
8.8
12
Attribution
Not enough data
7.4
11
Not enough data
8.2
12
Not enough data
7.5
10
Discovery
Not enough data
8.1
12
Not enough data
7.3
11
Not enough data
7.4
11
Management
Not enough data
7.8
10
Not enough data
7.0
10
Platform
Not enough data
7.2
13
Not enough data
7.4
13
Incentives
Not enough data
6.7
8
Not enough data
6.7
7
Not enough data
6.3
8
Not enough data
6.7
10
Personalization
Not enough data
7.2
9
Not enough data
8.6
11
Not enough data
8.3
12
Not enough data
6.7
8
Administrative
Not enough data
8.0
10
Not enough data
7.5
10
Not enough data
7.4
9
Categories
Categories
Shared Categories
ConnectWise PSA and Workbooks are categorized as CRM
Unique Categories
ConnectWise PSA is categorized as Professional Services Automation and Marketing Automation
Workbooks is categorized as Sales Platforms, Sales Analytics, Lead Scoring, Sales Performance Management, Email Marketing, and A/B Testing
Reviews
Reviewers' Company Size
ConnectWise PSA
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Workbooks
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Information Technology and Services
59.8%
Computer & Network Security
8.1%
Computer Networking
5.5%
Computer Software
4.0%
Telecommunications
3.2%
Other
19.4%
Information Technology and Services
8.0%
Computer Software
7.5%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
5.0%
Other
67.3%
Most Helpful Reviews
ConnectWise PSA
Most Helpful Favorable Review
Verified User in Information Technology and Services
I use it mostly for time entry and billing but I love that we have it integrated with outlook so that activities on my dashboard show up as events on my calendar
Most Helpful Critical Review
Verified User in Computer Software
Implementation was horrendous and took 10X the effort expected, which was really a burden for a smaller company that is light on administrative staff. As other reviewers have commented, Sales promised the moon but the actual system does not do what we were...
Workbooks
Most Helpful Favorable Review
Diane F.
Verified User in Professional Training & Coaching
We found Workbooks easy to customise and hence build and implement a system that really is of use for all our staff. People ask me 'can it do....' and the answer is always 'yes', if there isn't the functionality there then it is easy to add new fields,...
Most Helpful Critical Review
Candice O.
Verified User in Staffing and Recruiting
The additional seconds it takes to save. The difficulty of setting up a dashboard.
Verified User in Information Technology and Services
I use it mostly for time entry and billing but I love that we have it integrated with outlook so that activities on my dashboard show up as events on my calendar
Diane F.
Verified User in Professional Training & Coaching
We found Workbooks easy to customise and hence build and implement a system that really is of use for all our staff. People ask me 'can it do....' and the answer is always 'yes', if there isn't the functionality there then it is easy to add new fields,...
Verified User in Computer Software
Implementation was horrendous and took 10X the effort expected, which was really a burden for a smaller company that is light on administrative staff. As other reviewers have commented, Sales promised the moon but the actual system does not do what we were...
Candice O.
Verified User in Staffing and Recruiting
The additional seconds it takes to save. The difficulty of setting up a dashboard.
Alternatives
Discussions
What applications does this tie to in order to maximimize use of other programs?
1 comment
GG
I am not familiar with the programs you mention, but we somehow integrated with Hubspot for our sales and marketing teams. I was not part of the integration...Read more
ConnectWise PSA has no more discussions with answers
Which Email marketing products is Workbooks integrated with ?
2 comments
IM
Workbooks has out of the box free included integration with Mailchimp. Dotmailer and Constant Contact (MPZmail integration will also be available from them...Read more
What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform?
1 comment
IM
Workbooks often provides all (and more) that a customer had or wanted from Salesforce with an easier to use interface and at 50-70% cheaper licensing. We...Read more
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