Compare Gold-Vision and Workbooks 
At a Glance
Market Segments
Small-Business (50.0% of reviews)
Small-Business (60.4% of reviews)
Entry-Level Pricing
$55.00
Free
Gold-Vision
Star Rating
(4)4.0 out of 5
Market Segments
Small-Business (50.0% of reviews)
Entry-Level Pricing
$55.00
Browse all 2 pricing plansWorkbooks
Star Rating
(565)4.2 out of 5
Market Segments
Small-Business (60.4% of reviews)
Entry-Level Pricing
Free
Free Trial is available
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Marketing Automation
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Coefficient
(107)
Marketing Automation
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Attio
(17)
Marketing Automation
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Pricing
Entry-Level Pricing
Gold-Vision
Essentials
$55.00
Included as standard: Office 365/Gmail integration, Standard reporting, Team & object security, Screen design tool, Multi-language and currency support, Data privacy functionality, Standard maintenance & support, Workflow & alerts. API* (*conditions apply)
- Accounts
- Contacts
- Appointments
Free Trial
Gold-Vision
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
Not enough data
8.4
463
Ease of Use
Not enough data
8.4
467
Ease of Setup
Not enough data
7.9
223
Ease of Admin
Not enough data
8.1
234
Quality of Support
Not enough data
8.6
427
Has the product been a good partner in doing business?
Not enough data
8.7
221
Product Direction (% positive)
Not enough data
8.7
456
Features by Category
Sales Force Automation
Not enough data
8.5
341
|
Verified
Not enough data
8.0
204
Not enough data
8.2
314
|
Verified
Not enough data
8.2
342
|
Verified
Not enough data
7.9
216
|
Verified
Not enough data
8.1
279
|
Verified
Not enough data
7.9
249
|
Verified
Not enough data
8.1
245
|
Verified
Not enough data
8.1
252
|
Verified
Marketing Automation
Not enough data
7.8
265
|
Verified
Not enough data
7.8
286
|
Verified
Not enough data
8.0
306
|
Verified
Not enough data
7.9
212
|
Verified
Customer Support
Not enough data
8.4
273
|
Verified
Not enough data
8.1
242
|
Verified
Feature Not Available
8.2
262
|
Verified
Not enough data
8.1
198
|
Verified
Not enough data
8.2
204
|
Verified
Reporting & Analytics
Not enough data
8.2
339
|
Verified
Not enough data
8.0
339
|
Verified
Not enough data
8.0
250
|
Verified
Mobile & Social
Not enough data
7.8
165
|
Verified
Not enough data
7.7
161
|
Verified
Not enough data
7.5
204
|
Verified
Platform
Not enough data
8.4
183
|
Verified
Not enough data
8.2
151
|
Verified
Not enough data
8.5
181
|
Verified
Not enough data
8.0
104
|
Verified
Not enough data
8.2
105
|
Verified
Not enough data
7.8
126
|
Verified
Not enough data
8.5
184
|
Verified
Not enough data
8.2
141
|
Verified
Integration
Not enough data
8.3
180
|
Verified
Not enough data
8.2
134
|
Verified
Not enough data
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
Ticket and Case 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
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Communication Channels
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
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
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
Gold-Vision and Workbooks are categorized as CRM
Unique Categories
Gold-Vision is categorized as Marketing Automation and Help Desk
Workbooks is categorized as Sales Platforms, Sales Analytics, Lead Scoring, Sales Performance Management, Email Marketing, and A/B Testing
Reviews
Reviewers' Company Size
Gold-Vision
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
Wholesale
50.0%
Research
50.0%
‐
‐
‐
Other
0.0%
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
Gold-Vision
Most Helpful Favorable Review
Verified User in Research
Ability to create multiple dashboards, automation is really good but sometimes faulty
Most Helpful Critical Review
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 Research
Ability to create multiple dashboards, automation is really good but sometimes faulty
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,...
Candice O.
Verified User in Staffing and Recruiting
The additional seconds it takes to save. The difficulty of setting up a dashboard.
Alternatives
Discussions
Gold-Vision has no 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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