Compare WORKetc and Workbooks 
At a Glance
Market Segments
Small-Business (87.0% of reviews)
Small-Business (60.4% of reviews)
Entry-Level Pricing
$78.00 2 Users Per Month
Free
WORKetc
Star Rating
(53)4.6 out of 5
Market Segments
Small-Business (87.0% of reviews)
Entry-Level Pricing
$78.00 2 Users Per Month
Browse all 3 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 Quality of Support with a score of 8.6, while WORKetc significantly outperforms with a score of 9.5, indicating that reviewers find WORKetc's support to be more responsive and helpful.
- Reviewers mention that Lead Management is a strong suit for WORKetc, scoring 9.1, compared to Workbooks' score of 8.0, highlighting that users appreciate the more robust features and capabilities in managing leads with WORKetc.
- G2 users indicate that Customization is better in WORKetc with a score of 8.8, while Workbooks scores 8.4, suggesting that users find it easier to tailor the software to their specific needs with WORKetc.
- Users on G2 report that Ease of Admin is slightly better in WORKetc (8.6) compared to Workbooks (8.1), which reviewers say makes it easier to manage user roles and permissions in WORKetc.
- Reviewers mention that Performance and Reliability is a standout feature for WORKetc, scoring 9.1, while Workbooks scores 8.5, indicating that users experience fewer issues and better uptime with WORKetc.
- Users say that Sales Force Automation features like Opportunity & Pipeline Management are rated higher in WORKetc (8.5) compared to Workbooks (8.2), suggesting that users find the tools for tracking sales opportunities more effective in WORKetc.
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Pricing
Entry-Level Pricing
WORKetc
Starter
$78.00
2 Users Per Month
Use the software you'll need tomorrow without blowing the budget today (2 user max)
- Unlimited Projects & Templates
- Customized Workflows
- Complete Customer History
Free Trial
WORKetc
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.9
45
8.4
463
Ease of Use
8.3
45
8.4
467
Ease of Setup
7.8
29
7.9
223
Ease of Admin
8.6
30
8.1
234
Quality of Support
9.5
45
8.6
427
Has the product been a good partner in doing business?
9.3
28
8.7
221
Product Direction (% positive)
9.7
45
8.7
456
Features by Category
Sales Force Automation
9.2
24
|
Verified
8.5
341
|
Verified
Feature Not Available
8.0
204
8.5
22
|
Verified
8.2
314
|
Verified
8.7
25
|
Verified
8.2
342
|
Verified
8.1
14
|
Verified
7.9
216
|
Verified
8.0
21
|
Verified
8.1
279
|
Verified
8.3
21
|
Verified
7.9
249
|
Verified
8.3
20
|
Verified
8.1
245
|
Verified
8.5
18
|
Verified
8.1
252
|
Verified
Marketing Automation
8.0
18
|
Verified
7.8
265
|
Verified
8.0
19
|
Verified
7.8
286
|
Verified
9.1
19
|
Verified
8.0
306
|
Verified
8.1
13
|
Verified
7.9
212
|
Verified
Customer Support
9.0
26
|
Verified
8.4
273
|
Verified
8.7
24
|
Verified
8.1
242
|
Verified
8.3
26
|
Verified
8.2
262
|
Verified
8.8
12
|
Verified
8.1
198
|
Verified
8.9
16
|
Verified
8.2
204
|
Verified
Reporting & Analytics
8.8
26
|
Verified
8.2
339
|
Verified
8.5
27
|
Verified
8.0
339
|
Verified
8.5
19
|
Verified
8.0
250
|
Verified
Mobile & Social
7.2
15
|
Verified
7.8
165
|
Verified
7.0
16
|
Verified
7.7
161
|
Verified
7.0
23
|
Verified
7.5
204
|
Verified
Platform
8.8
19
|
Verified
8.4
183
|
Verified
8.9
19
|
Verified
8.2
151
|
Verified
9.2
19
|
Verified
8.5
181
|
Verified
8.2
12
|
Verified
8.0
104
|
Verified
6.7
7
|
Verified
8.2
105
|
Verified
Feature Not Available
7.8
126
|
Verified
9.1
19
|
Verified
8.5
184
|
Verified
8.2
13
|
Verified
8.2
141
|
Verified
Integration
8.3
16
|
Verified
8.3
180
|
Verified
8.0
14
|
Verified
8.2
134
|
Verified
6.8
14
|
Verified
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
Feature Not Available
Feature Not Available
Feature Not Available
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
Invoice Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Processing
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
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
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project 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
Workload
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication & Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Cost Management
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
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Bill Generation
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Bill Processing
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
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
WORKetc and Workbooks are categorized as CRM and Email Marketing
Unique Categories
Workbooks is categorized as Sales Platforms, Sales Analytics, Lead Scoring, Sales Performance Management, and A/B Testing
Reviews
Reviewers' Company Size
WORKetc
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
16.0%
Hospital & Health Care
10.0%
Computer Software
10.0%
Marketing and Advertising
8.0%
Management Consulting
6.0%
Other
50.0%
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
WORKetc
Most Helpful Favorable Review
Kathryn G.
Verified User in Management Consulting
The support staff. I have tried a number of business management systems in the past and those that seemed to work well, just didn't have the support to back them up. In the case of WORKetc, I've got a powerful and highly-customizable system at my...
Most Helpful Critical Review
Verified User in Hospital & Health Care
Oh man, it is not an intuitive product at all.
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.
Kathryn G.
Verified User in Management Consulting
The support staff. I have tried a number of business management systems in the past and those that seemed to work well, just didn't have the support to back them up. In the case of WORKetc, I've got a powerful and highly-customizable system at my...
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 Hospital & Health Care
Oh man, it is not an intuitive product at all.
Candice O.
Verified User in Staffing and Recruiting
The additional seconds it takes to save. The difficulty of setting up a dashboard.
Alternatives
Discussions
WORKetc 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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