Compare Prophet CRM and Workbooks 
At a Glance
Market Segments
Small-Business (66.3% of reviews)
Small-Business (60.4% of reviews)
Entry-Level Pricing
$20.00 1 Per User/Month Billed Annually Per Year
Free
Prophet CRM
Star Rating
(195)4.1 out of 5
Market Segments
Small-Business (66.3% of reviews)
Entry-Level Pricing
$20.00 1 Per User/Month Billed Annually Per Year
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
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Workbooks excels in Ease of Use with a score of 8.4, while Prophet CRM trails slightly behind at 8.0. Reviewers mention that the intuitive interface of Workbooks makes it easier for new users to navigate and utilize the software effectively.
- Reviewers mention that Workbooks offers superior Quality of Support with a score of 8.6 compared to Prophet CRM's 8.8. Users on G2 appreciate the responsiveness and helpfulness of Workbooks' support team, although some users of Prophet CRM highlight its slightly more comprehensive support resources.
- G2 users note that Workbooks shines in Sales Force Automation features, particularly in Opportunity & Pipeline Management with a score of 8.2, while Prophet CRM scores higher at 8.5. Users report that Prophet CRM's pipeline visualization tools are particularly effective for tracking sales progress.
- Users say that Workbooks has a more robust Email Marketing feature set, especially in Manage Email Lists with a score of 8.8, compared to Prophet CRM's 8.2. Reviewers mention that the list management capabilities in Workbooks allow for better segmentation and targeting of campaigns.
- Reviewers mention that Prophet CRM outperforms Workbooks in Lead Management with a score of 8.4 versus Workbooks' 8.0. Users report that Prophet CRM's lead scoring and assignment features are particularly effective in prioritizing sales efforts.
- Users on G2 highlight that Workbooks offers better Customization options with a score of 8.4, while Prophet CRM scores 8.1. Reviewers say that the ability to create custom reports and dashboards in Workbooks allows for more tailored insights into business performance.
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Pricing
Entry-Level Pricing
Prophet CRM
Prophet Standard
$20.00
1 Per User/Month Billed Annually Per Year
Centralized Contact and Company Management
- • MS 365 Outlook Desktop Integrated
- • Signature Parsing (First Name, Last Name, Email)
- • Export views and lists into Excel
Free Trial
Prophet CRM
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.2
180
8.4
463
Ease of Use
8.0
179
8.4
467
Ease of Setup
7.3
84
7.9
223
Ease of Admin
8.1
84
8.1
234
Quality of Support
8.8
173
8.6
427
Has the product been a good partner in doing business?
8.7
84
8.7
221
Product Direction (% positive)
7.8
177
8.7
456
Features by Category
Sales Force Automation
8.6
146
|
Verified
8.5
341
|
Verified
Feature Not Available
8.0
204
8.5
131
|
Verified
8.2
314
|
Verified
8.3
132
|
Verified
8.2
342
|
Verified
8.0
75
|
Verified
7.9
216
|
Verified
8.4
130
|
Verified
8.1
279
|
Verified
7.7
62
|
Verified
7.9
249
|
Verified
8.2
68
|
Verified
8.1
245
|
Verified
8.4
97
|
Verified
8.1
252
|
Verified
Marketing Automation
8.2
85
|
Verified
7.8
265
|
Verified
8.3
63
|
Verified
7.8
286
|
Verified
8.4
101
|
Verified
8.0
306
|
Verified
8.1
55
|
Verified
7.9
212
|
Verified
Customer Support
8.4
92
|
Verified
8.4
273
|
Verified
8.3
90
8.1
242
|
Verified
8.4
94
8.2
262
|
Verified
8.2
78
|
Verified
8.1
198
|
Verified
8.4
72
|
Verified
8.2
204
|
Verified
Reporting & Analytics
8.2
119
|
Verified
8.2
339
|
Verified
8.2
112
|
Verified
8.0
339
|
Verified
8.5
79
|
Verified
8.0
250
|
Verified
Mobile & Social
Feature Not Available
7.8
165
|
Verified
Feature Not Available
7.7
161
|
Verified
6.7
64
|
Verified
7.5
204
|
Verified
Platform
8.1
65
|
Verified
8.4
183
|
Verified
8.0
61
|
Verified
8.2
151
|
Verified
8.5
70
|
Verified
8.5
181
|
Verified
8.3
9
8.0
104
|
Verified
8.3
32
|
Verified
8.2
105
|
Verified
8.1
53
7.8
126
|
Verified
8.1
71
|
Verified
8.5
184
|
Verified
8.3
51
|
Verified
8.2
141
|
Verified
Integration
8.1
65
|
Verified
8.3
180
|
Verified
8.6
30
8.2
134
|
Verified
8.0
28
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
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
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
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
Incentives
Feature Not Available
6.7
8
8.1
6
6.7
7
Feature Not Available
6.3
8
Feature Not Available
6.7
10
Personalization
Feature Not Available
7.2
9
Feature Not Available
8.6
11
7.7
13
8.3
12
6.9
9
6.7
8
Administrative
8.8
8
8.0
10
Feature Not Available
7.5
10
7.7
5
7.4
9
Categories
Categories
Shared Categories
Prophet CRM and Workbooks are categorized as CRM and Sales Performance Management
Unique Categories
Prophet CRM is categorized as Email Tracking
Workbooks is categorized as Sales Platforms, Sales Analytics, Lead Scoring, Email Marketing, and A/B Testing
Reviews
Reviewers' Company Size
Prophet CRM
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
Financial Services
6.7%
Construction
5.7%
Electrical/Electronic Manufacturing
4.1%
Real Estate
3.6%
Machinery
3.6%
Other
76.3%
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
Prophet CRM
Most Helpful Favorable Review
Susan S.
Verified User in Higher Education
Using Prophet helps our team communicate with each other on the status of employers looking to hire our graduates. The software is intuitive to users so there is very little training required with new users. Search capability is easy and quick and can be...
Most Helpful Critical Review
Verified User in Veterinary
It is slow, it is cumbersome and and it is not an intuitive program at all. There is limited space available in certain lines of data. Searching for data is difficult and again, not intuitive.
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.
Susan S.
Verified User in Higher Education
Using Prophet helps our team communicate with each other on the status of employers looking to hire our graduates. The software is intuitive to users so there is very little training required with new users. Search capability is easy and quick and can be...
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 Veterinary
It is slow, it is cumbersome and and it is not an intuitive program at all. There is limited space available in certain lines of data. Searching for data is difficult and again, not intuitive.
Candice O.
Verified User in Staffing and Recruiting
The additional seconds it takes to save. The difficulty of setting up a dashboard.
Alternatives
Discussions
Prophet CRM 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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