In our comparison of PipelineDeals CRM vs. Workbooks, PipelineDeals CRM is the best option with a higher overall Wheelhouse Score. Wheelhouse Score uses a combination of feature and pricing comparison data, average user ratings, and editorial reviews to score software vendors on a scale of 1-10.
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The product has helped me stay on top of my potential clients in an effective way, allowing me to establish myself as the best in my business. It has provided me with the necessary tools to better manage my sales pipeline and optimize my sales process."
I appreciate how easy it is to use and how it helps me stay organized by centralizing all my communications in one place, allowing me to better manage my day-to-day activities.
However, I have some reservations about recent changes made to the system.
The system is highly customizable to cater to the specific needs of each company. It seamlessly integrates with our marketing platform, Spotler, providing significant advantages.
It seamlessly integrates with our marketing platform, Spotler, which proves to be incredibly advantageous for our operations.
The user interface's look and feel could benefit from an update.
Highly recommend as a CRM for managing leads to closed sales.
User-friendly interface and smooth lead and deal management.
The connection with MS Outlook is unreliable, which is frustrating when juggling multiple calendars and tasks.
Workbooks offers a user-friendly interface that is not only easy to navigate but also highly configurable to suit our needs.
Workbooks has allowed us to track our sales pipeline, generate crucial reports, and consolidate important business data into a single, centralized platform.
The integration with Mailchimp leaves room for improvement and isn't as seamless as desired.
The product has helped me stay on top of my potential clients in an effective way, allowing me to establish myself as the best in my business. It has provided me with the necessary tools to better manage my sales pipeline and optimize my sales process."
I appreciate how easy it is to use and how it helps me stay organized by centralizing all my communications in one place, allowing me to better manage my day-to-day activities.
However, I have some reservations about recent changes made to the system.
Highly recommend as a CRM for managing leads to closed sales.
User-friendly interface and smooth lead and deal management.
The connection with MS Outlook is unreliable, which is frustrating when juggling multiple calendars and tasks.
The system is highly customizable to cater to the specific needs of each company. It seamlessly integrates with our marketing platform, Spotler, providing significant advantages.
It seamlessly integrates with our marketing platform, Spotler, which proves to be incredibly advantageous for our operations.
The user interface's look and feel could benefit from an update.
Workbooks offers a user-friendly interface that is not only easy to navigate but also highly configurable to suit our needs.
Workbooks has allowed us to track our sales pipeline, generate crucial reports, and consolidate important business data into a single, centralized platform.
The integration with Mailchimp leaves room for improvement and isn't as seamless as desired.
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In our rating and review comparison of PipelineDeals CRM vs. Workbooks, PipelineDeals CRM has 45 user reviews and Workbooks has 19. The average star rating for PipelineDeals CRM is 4.42 while Workbooks has an average rating of 4.31. PipelineDeals CRM has more positive reviews than Workbooks. Comparing PipelineDeals CRM vs. Workbooks reviews, PipelineDeals CRM has stronger overall reviews.
PipelineDeals CRM vs. Workbooks both offer a strong set of features and functionality including Customer Management, Campaign Types, Reporting & Analytics, Customizable Items, File Management, Workflow Automation, Systems/Administrative, Data Migration, Identity and Access Management (IAM), Supported Technologies. In our feature comparison of PipelineDeals CRM vs. Workbooks, PipelineDeals CRM offers more of the most popular features and tools than Workbooks.
In our pricing comparison of PipelineDeals CRM vs. Workbooks, Workbooks's pricing starts at 0/month and is more affordable compared to Workbooks's starting cost of 0/month.
Our comparison of PipelineDeals CRM vs. Workbooks shows that PipelineDeals CRM scores higher in usability for learning curve, setup & support, quality of support. Workbooks scores higher in ease of use, meets requirements, ease of admin, but PipelineDeals CRM has the best scores overall for system usability.
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