Top 10 Workbooks Alternatives & Competitors

Top 10 Alternatives to Workbooks Recently Reviewed By G2 Community

#1

Salesforce Sales Cloud
By Salesforce
(23,222)4.4 out of 5
Optimized for quick response
Sell faster, smarter, and more efficiently with AI + Data + CRM. Boost productivity and grow in a whole new way with Sales Cloud.
Categories in common with Workbooks:
• Sales Platforms
• Sales Analytics
• Lead Scoring
• Sales Performance Management
• CRM
Try for free
Reviewers say compared to Workbooks, Salesforce Sales Cloud is:
Slower to reach roi
More expensive
Better at meeting requirements
See all Salesforce Sales Cloud reviews
#2

Pipedrive
By Pipedrive
(2,303)4.3 out of 5
Pipedrive is a web-based sales CRM software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process so they can focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite their sales tasks in one workspace. And with AI-powered features that offer personalized tips, winning and renewing deals has never been easier.
Categories in common with Workbooks:
• Sales Platforms
• Sales Analytics
• Sales Performance Management
• CRM
• Email Marketing
Try for free
Reviewers say compared to Workbooks, Pipedrive is:
Easier to set up
More usable
Easier to admin
See all Pipedrive reviews

Sponsored
Onpipeline
(4)4.3 out of 5
Onpipeline is a cloud-based Customer Relationship Management (CRM) platform designed to streamline sales processes and enhance customer relationship management for businesses, particularly small to midsize enterprises. This solution provides an intuitive interface that empowers sales teams to efficiently manage contacts, track deals, and automate various tasks, ultimately improving productivity and customer engagement. The platform is tailored for small to midsize businesses that require a robust yet user-friendly CRM system to manage their sales operations. Onpipeline is particularly beneficial for sales teams looking to enhance their workflow, as it offers a range of features that cater to diverse sales processes. Users can customize their sales pipelines to reflect their unique business needs, allowing for a more personalized approach to deal management. Additionally, the platform supports seamless integration with other business tools through APIs, ensuring that users can connect their existing systems with ease. Key features of Onpipeline include customizable sales pipelines that allow users to track and manage deals as they progress through various stages. The platform also offers automation capabilities, which help reduce manual tasks and free up time for sales teams to focus on high-priority activities. Centralized communication tools facilitate collaboration among team members, while activity scheduling features enable users to manage their time effectively. The inclusion of robust reporting and analytics tools allows users to monitor performance, assess team productivity, and generate valuable sales forecasts. Onpipeline's functionality extends to lead management, enabling users to capture and manage leads from multiple sources through web forms and web services. The platform also includes features for appointment scheduling, allowing customers to book meetings and calls directly, which can save time and streamline the sales process. Furthermore, users can create and manage quotes with ease, incorporating elements such as manager approval, stock control, client e-signatures, and customizable templates to enhance the sales experience. Overall, Onpipeline stands out in the CRM category by providing a comprehensive suite of tools that cater to the specific needs of small to midsize businesses. Its focus on automation, customization, and collaboration ensures that sales teams can work more efficiently and effectively, ultimately leading to improved customer relationships and increased sales performance.
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#3

Nutshell
By Nutshell
(1,201)4.3 out of 5
Optimized for quick response
Nutshell is CRM software that helps small-business sales reps win more deals.
Categories in common with Workbooks:
• Sales Platforms
• Sales Analytics
• Sales Performance Management
• CRM
• Email Marketing
Try for free
Reviewers say compared to Workbooks, Nutshell is:
Easier to set up
Easier to admin
More usable
See all Nutshell reviews
#4

HubSpot Sales Hub
By HubSpot
(12,209)4.4 out of 5
Optimized for quick response
Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for growing teams.
Categories in common with Workbooks:
• Sales Platforms
• Sales Analytics
• Sales Performance Management
• CRM
Try for free
Reviewers say compared to Workbooks, HubSpot Sales Hub is:
Easier to set up
Easier to admin
More usable
See all HubSpot Sales Hub reviews
#5

Zoho CRM
By Zoho
(2,735)4.1 out of 5
Optimized for quick response
Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.
Categories in common with Workbooks:
• Sales Platforms
• Sales Analytics
• Sales Performance Management
• CRM
Try for free
Reviewers say compared to Workbooks, Zoho CRM is:
Better at meeting requirements
See all Zoho CRM reviews
#6

Pipeline CRM
By Pipeline CRM
(936)4.4 out of 5
Optimized for quick response
Pipeline CRM is the first sales productivity platform to combine sales engagement and CRM in one simple app
Categories in common with Workbooks:
• Sales Platforms
• Sales Analytics
• Sales Performance Management
• CRM
Try for free
Reviewers say compared to Workbooks, Pipeline CRM is:
Easier to set up
Easier to admin
More usable
See all Pipeline CRM reviews
#7

Zendesk Sell
By Zendesk
(488)4.2 out of 5
Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams
Categories in common with Workbooks:
• Sales Platforms
• Sales Analytics
• Sales Performance Management
• CRM
Reviewers say compared to Workbooks, Zendesk Sell is:
Easier to set up
Easier to admin
More usable
See all Zendesk Sell reviews
#8

Pipeliner CRM
By Pipelinersales Inc.
(464)4.6 out of 5
Optimized for quick response
Pipeliner is a sales CRM Software for Windows & Mac. Manage your sales pipeline online or offline, from virtually any device.
Categories in common with Workbooks:
• Sales Platforms
• Sales Analytics
• Sales Performance Management
• CRM
Try for free
Reviewers say compared to Workbooks, Pipeliner CRM is:
Slower to reach roi
Easier to set up
Easier to admin
See all Pipeliner CRM reviews
#9

Dynamics 365 Sales
By Microsoft
(1,599)3.8 out of 5
Microsoft Dynamics 365 Sales automates sales, customer service, and marketing. CRM enables extensive customization. Deploy online or install on premises.
Categories in common with Workbooks:
• Sales Platforms
• Sales Analytics
• CRM
Reviewers say compared to Workbooks, Dynamics 365 Sales is:
Slower to reach roi
More expensive
See all Dynamics 365 Sales reviews
#10

Insightly CRM
By Insightly
(915)4.2 out of 5
Optimized for quick response
Insightly CRM is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.
Categories in common with Workbooks:
• Sales Platforms
• Sales Analytics
• CRM
Try for free
Reviewers say compared to Workbooks, Insightly CRM is:
Easier to set up
Easier to admin
See all Insightly CRM reviews

Sponsored
Onpipeline
(4)4.3 out of 5
Onpipeline is a cloud-based Customer Relationship Management (CRM) platform designed to streamline sales processes and enhance customer relationship management for businesses, particularly small to midsize enterprises. This solution provides an intuitive interface that empowers sales teams to efficiently manage contacts, track deals, and automate various tasks, ultimately improving productivity and customer engagement. The platform is tailored for small to midsize businesses that require a robust yet user-friendly CRM system to manage their sales operations. Onpipeline is particularly beneficial for sales teams looking to enhance their workflow, as it offers a range of features that cater to diverse sales processes. Users can customize their sales pipelines to reflect their unique business needs, allowing for a more personalized approach to deal management. Additionally, the platform supports seamless integration with other business tools through APIs, ensuring that users can connect their existing systems with ease. Key features of Onpipeline include customizable sales pipelines that allow users to track and manage deals as they progress through various stages. The platform also offers automation capabilities, which help reduce manual tasks and free up time for sales teams to focus on high-priority activities. Centralized communication tools facilitate collaboration among team members, while activity scheduling features enable users to manage their time effectively. The inclusion of robust reporting and analytics tools allows users to monitor performance, assess team productivity, and generate valuable sales forecasts. Onpipeline's functionality extends to lead management, enabling users to capture and manage leads from multiple sources through web forms and web services. The platform also includes features for appointment scheduling, allowing customers to book meetings and calls directly, which can save time and streamline the sales process. Furthermore, users can create and manage quotes with ease, incorporating elements such as manager approval, stock control, client e-signatures, and customizable templates to enhance the sales experience. Overall, Onpipeline stands out in the CRM category by providing a comprehensive suite of tools that cater to the specific needs of small to midsize businesses. Its focus on automation, customization, and collaboration ensures that sales teams can work more efficiently and effectively, ultimately leading to improved customer relationships and increased sales performance.
Visit Website
Visit Website