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Monday.com vs Workbooks Reviews & Pricing In 2025


Disclosure: We may earn commissions if you shop through the links below.

Last Updated: May 22, 2025

Want to know if Monday.com or Workbooks is the better or cheaper CRM software?

We compare them below on over 150 different metrics to help you make the right decision.

 

Monday.com vs Workbooks Reviews

Monday.comWorkbooks
Trustpilot Rating3.2No Rating
Number of Trustpilot Reviews3,083No Review
iPhone App Rating4.85
Number of iPhone App Reviews28,3003
Android App Rating4.8No Rating
Number of Android App Reviews33,300No Review

Sources

  • https://www.trustpilot.com/review/www.monday.com
  • https://www.trustpilot.com/review/workbooks.com
  • https://apps.apple.com/us/app/monday-com-work-management/id1290128888
  • https://apps.apple.com/us/app/workbooks-crm-mobile/id990628677
  • https://play.google.com/store/apps/details?id=com.monday.monday&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.Workbooks.WBMobileApp&hl=en_US&gl=US

Monday.com vs Workbooks Pricing

Monday.comWorkbooks
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesYes
Free Trial Length14 day30 day
Cheapest Plan NameBasicStandard
Cheapest Plan Cost Per Month$20Not Listed
Mid Priced Plan NameStandardNA
Mid Priced Plan Cost Per Month$20Not Listed
Top Plan NameProBusiness
Top Plan Cost Per Month$33$88

Monday.com vs Workbooks Features

Monday.com Basic vs Workbooks Standard

Monday.com BasicWorkbooks Standard
  • Unlimited customizable pipelines
  • Unlimited contacts
  • Unlimited boards
  • Templates for lead, contact & deal management
  • iOS & Android apps
  • Unlimited free viewers
  • Create a dashboard based on 1 board
  • Contact Management
  • Pipeline Management
  • Customer Service
  • Marketing Automation

Monday.com Standard vs Workbooks NA

Monday.com StandardWorkbooks NA
  • Advanced account, contact, & deal management
  • 2-way email integration with Gmail and Outlook
  • AI email generator
  • Activity management
  • Quotes & invoices
  • Merge duplicate data
  • Custom CRM automations (250 actions per month)
  • Custom CRM integrations (250 actions per month)
  • Create a dashboard that combines 5 boards
NA

Monday.com Pro vs Workbooks Business

Monday.com ProWorkbooks Business
  • Sales forecasting
  • Email templates with custom parameters
  • Email tracking & automations
  • Mass emails
  • HTML editor for mass email
  • Mass email tracking
  • Google Calendar sync
  • Sales analytics
  • Customizable email signatures
  • Custom CRM automations (25,000 actions per month)
  • Custom CRM integrations (25,000 actions per month)
  • Create a dashboard that combines 10 boards
  • Contact Management
  • Pipeline Management
  • Customer Service
  • Marketing Automation
  • Order Processing
  • Invoicing
  • Credit Notes
  • Supplier Purchase Orders

Monday.com vs Workbooks Integrations

Monday.comWorkbooks
  • MailChimp
  • DocuSign
  • Zendesk
  • Salesforce
  • Dropbox
  • Slack
  • GitLab
  • Gmail
  • Microsoft Teams
  • Twilio
  • Mailchimp
  • Basecamp
  • HubSpot
  • FreshBooks
  • Zapier
  • Box
  • Dropbox Sign
  • Constant Contact
  • Adobe Acrobat Sign
  • Nextiva

* Please note that the list above may not be complete please check each company’s website for a complete list.

Other Included Features

Monday.comWorkbooks
APIYesYes
Outlook IntegrationYesYes
Gmail IntegrationYesNo
QuickBooks IntegrationYesNo
Shopify IntegrationYesNo
WordPress IntegrationNoNo
Mailchimp IntegrationYesYes
WhatsApp integrationYesNo
Facebook IntegrationYesNo
LinkedIn IntegrationYesNo
Twitter/X IntegrationNoNo
Google Calendar IntegrationYesNo
Excel IntegrationYesNo
Office 365 IntegrationYesNo
Google Sheets IntegrationYesNo
Xero IntegrationNoNo
Notion IntegrationNoNo
Asana IntegrationYesNo
Trello IntegrationYesNo
Zapier IntegrationNoYes
InvoicingYesYes
Marketing AutomationYesYes
Email MarketingYesNo
SMS & Text MessagingNoNo
Project ManagementYesNo
AIYesNo
Voip & Telephony IntegrationNoNo
DialerNoNo
Contract ManagementYesYes
Inventory ManagementYesNo
QuotingYesYes
Drip MarketingNoNo
Customer PortalYesYes
Appointment SchedulingNoYes
Workflow Automation & ManagementYesYes
ERPNoNo
Order ManagementYesYes
Ticketing SystemYesNo
Call RecordingNoYes
Call TrackingYesNo
Task ManagementYesYes
Paypal & Payment ProcessingYesNo
Document ManagementYesYes
Shared InboxNoNo
Create Landing PagesYesNo
Chat FunctionYesYes
Website BuilderYesNo
Help DeskYesYes
GPS TrackingNoNo
Loyalty ProgramNoNo
Cloud StorageYesYes
Document StorageYesYes
MappingNoYes

Monday.com vs Workbooks Industry Specific CRM Solutions

The following comparison looks at whether or not Monday.com or Workbooks have dedicated landing pages explaining how their CRM software could be used for each industry.

Monday.comWorkbooks
Accountants & Accounting FirmsNoYes
Architects & Architecture FirmsNoNo
Automotive IndustryYesNo
Banks & BankingYesNo
Call CentersNoNo
Car & Auto DealershipsNoNo
Charity & Non-profitNoNo
ChurchesYesNo
Cleaners & Cleaning BusinessesNoNo
CoachesNoNo
Consultants & Consulting FirmsYesNo
ConstructionYesNo
ContractorsYesNo
Co-workingNoNo
Credit UnionsNoNo
Customer ServiceNoNo
DentistsNoNo
DoctorsYesNo
EcommerceYesNo
Email MarketingYesNo
Electricians & Electrical ContractorsNoNo
Engineers & Engineering FirmsNoNo
Event ManagementYesYes
Field ServiceNoNo
Financial Advisors & ServicesYesNo
Freight Brokers & ForwardersNoNo
Government & Public SectorNoNo
Graphic Designers & CreativesNoNo
GymsYesNo
Healthcare ProvidersYesNo
Hotels & HospitalityYesNo
HVACNoNo
Insurance AgentsYesNo
Investment BankingYesNo
LandscapersNoNo
Lawyers & Law FirmsYesNo
LogisticsYesYes
ManufacturingYesYes
MarketingYesNo
Mortgage Brokers & Loan OfficesYesNo
Movers & Moving CompaniesNoNo
MuseumsNoNo
Personal TrainersNoNo
PhotographersYesNo
PlumbersYesNo
Political CampaignsNoNo
Private EquityNoNo
Professional ServicesYesYes
Property ManagementYesNo
Real EstateYesNo
Recruiting & Recruitment AgenciesNoNo
RestaurantsYesNo
RetailYesNo
Roofers & RoofingNoNo
SaaSYesNo
SchoolsYesNo
Senior LivingNoNo
Solar BusinessesNoNo
Sports TeamsYesNo
Staffing AgenciesNoNo
TelemarketingNoNo
TherapistsNoNo
Tour OperatorsNoNo
Travel AgentsYesNo
Universities, College & Higher EducationYesNo
Web DesignersNoNo
Wholesalers & DistributorsNoNo

Monday.com vs Workbooks Pros & Cons

Monday.com Pros

  • Simple to use CRM templates
  • iOS & Android apps
  • Custom CRM automations
Workbooks Pros

  • Easy to use and very efficient
  • Automation capabilities
  • In-depth reporting and dashboards
Monday.com Cons

  • Free trial is only 14 days
  • Per-user pricing limits
  • Requires enhancement in sales forecasting
Workbooks Cons

  • Occasional Slowness and Downtime
  • Some fields are locked
  • Unintuitive and confusing process of building reports

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