VS
It’s a well-known CRM brand, but is Pipedrive the best option for midsize businesses? Workbooks offers an alternative CRM packed with more out-of-the box features, without expensive add-ons.
With us, there’s no overly complex pricing, no unreliable support, and no hidden extra costs.
Comparing CRM costs shouldn’t be difficult. We’ve made it easy with our simple pricing calculator.
Unlike other providers, we offer a co-funded Shared Success workshop to map out your needs and how a CRM
would work for you, before you sign a contract.
Our customizable software can be tailored to fit your needs as you grow – that's why customers stay with
us for over 10 years on average.
Ditch long wait times and third-party support. Our support teams are based in the UK and US and are
on-hand to help when you need them.
Check out some of the key Workbooks and Pipedrive advantages and disadvantages.
|
|
|
|---|---|---|
| TechRadar rankings | Rated #2 CRM and best for midsized businesses. | Rated #7 CRM. |
| Support | Offers quick, human support over the phone, email and through our portal to all customers. | No phone support, unless you’re on more expensive packages. You need to wait for chat bot or email responses to queries. |
| General features | More features including invoicing, marketing automation, supplier management, event management. | Less extensive range of features. Focuses on sales, marketing and customer service. |
| Lead scoring | Allocate the right amount of time to your most promising leads with lead scoring functionality. | No lead scoring functionality. |
| Campaign management | Campaign management that’s easy to use. Delete and archive emails as needed. | Harder to manage campaigns clearly. No way to delete or archive campaign emails. |
| Customization | Offers more extensive customization options with custom fields and advanced security. | Offers basic customization but limited – can't personalize records with custom fields for example. |
| License costs | Mix and match licenses so you only pay for what you need. | All users must have the same license = you pay for the most expensive edition for every user. |
| Training | In-person or online training so your team can get the best from your CRM. | No options for in-person training. |
One size doesn’t fit all when it comes to marketing automation. Tell us how many user licenses, sends and contacts you’ll need, and we’ll create a quote for you.
A lot of CRM solutions offer similar experiences – they’re designed to help you manage all interactions with customers and prospects. But when it comes to prices, customization, implementation, support, and ultimately getting a solution that helps you secure results – there’s a lot of variation.
The best way to decide which CRM is right for you is to compare providers on the following:
Price: Do I have to pay for everyone to be on the same license? Are the long-term costs going to skyrocket after a big initial discount? Will I be paying for functionality I don’t need?
Support: Do you want support based in the same location as you to ensure faster response times? Is phone support available for when you have immediate requests? Have you checked out reviews of CRM providers’ support?
Complexity: How quickly does it take teams to get started? Will we need to learn how to use additional software as well as our new CRM?
Implementation: Would you prefer to work with a CRM provider that understands your business and then implements your software themselves with one point of contact? Or would you prefer to work with a provider that passes this onto a third-party with extra costs?
Customization: How will you get the functionality you need from your CRM provider? Do they provide workshops to help you map out what’s needed? Have you compared the costs of these workshops?
Owain Williams, Editor, TechRadar, recently rated Workbooks #1 CRM for midsize businesses for these reasons:
Ease of use:
“As someone who has used a variety of CRM platforms over the years, I found that Workbooks offers one of the smoothest user experiences in the market. The layout is clean and uncluttered. It’s gentle enough for new users to get up and running quickly, while still providing robust features for power users and administrators. I was able to start using basic functions with minimal training.”
Implementation
“It is clear that Workbooks is one of the best CRM platforms on the market. This is a fully-integrated CRM solution, not just a collection of modules. It provides tools for sales, marketing, support, order management, and more in a unified interface.
What really sets Workbooks apart is their hands-on approach to implementation and support. They work closely with each customer to tailor the system to their unique needs and provide ongoing consulting to ensure they get the most out of the platform.”
Support:
“Workbooks offers a comprehensive range of support channels to ensure that users can get help whenever and however they need it. customers feel that Workbooks go above and beyond when it comes to supporting them in getting the most from their CRM.”
Many CRM providers deliberately make pricing complicated to drive prospects into meetings because there’s a much higher chance of them making commitments face-to-face. If it’s hard to understand, it’s also easier to add additional costs on later in the process once you’ve signed the contract.
At Workbooks, we want to help you. That means there are no tactics like this. And if we don’t think Workbooks is the best fit for your business, we’ll tell you.
30-day FREE trial. No credit card or download required.
Sign up today to explore how our platform can streamline your sales, marketing, and customer service processes. Once activated, you'll have access to all core functionalities, including:
Get free tips, guides and advice on CRM, sales and marketing.
HubSpot – it’s one of the big CRM names out there but does it live up to the hype? We’ve delved into the differences...
Read more
It’s frustrating to see how easily people can overpay when working with enterprise CRM vendors. If you’ve already heard of...
Read more
You may not know it, but you might have bullsh*t CRM. Whether you’re looking for a new one or already working with one,...
Read moreWant to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.
