Monday.com vs Workbooks Reviews & Pricing In 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.com	Workbooks
Trustpilot Rating	3.2	No Rating
Number of Trustpilot Reviews	3,083	No Review
iPhone App Rating	4.8	5
Number of iPhone App Reviews	28,300	3
Android App Rating	4.8	No Rating
Number of Android App Reviews	33,300	No 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.com	Workbooks
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	14 day	30 day
Cheapest Plan Name	Basic	Standard
Cheapest Plan Cost Per Month	$20	Not Listed
Mid Priced Plan Name	Standard	NA
Mid Priced Plan Cost Per Month	$20	Not Listed
Top Plan Name	Pro	Business
Top Plan Cost Per Month	$33	$88

Monday.com vs Workbooks Features

Monday.com Basic vs Workbooks Standard

Monday.com Basic	Workbooks 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 Standard	Workbooks 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 Pro	Workbooks 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.com	Workbooks
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.com	Workbooks
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	Yes	No
QuickBooks Integration	Yes	No
Shopify Integration	Yes	No
WordPress Integration	No	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	Yes	No
Facebook Integration	Yes	No
LinkedIn Integration	Yes	No
Twitter/X Integration	No	No
Google Calendar Integration	Yes	No
Excel Integration	Yes	No
Office 365 Integration	Yes	No
Google Sheets Integration	Yes	No
Xero Integration	No	No
Notion Integration	No	No
Asana Integration	Yes	No
Trello Integration	Yes	No
Zapier Integration	No	Yes
Invoicing	Yes	Yes
Marketing Automation	Yes	Yes
Email Marketing	Yes	No
SMS & Text Messaging	No	No
Project Management	Yes	No
AI	Yes	No
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	Yes	Yes
Inventory Management	Yes	No
Quoting	Yes	Yes
Drip Marketing	No	No
Customer Portal	Yes	Yes
Appointment Scheduling	No	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	Yes	Yes
Ticketing System	Yes	No
Call Recording	No	Yes
Call Tracking	Yes	No
Task Management	Yes	Yes
Paypal & Payment Processing	Yes	No
Document Management	Yes	Yes
Shared Inbox	No	No
Create Landing Pages	Yes	No
Chat Function	Yes	Yes
Website Builder	Yes	No
Help Desk	Yes	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	No	Yes

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.com	Workbooks
Accountants & Accounting Firms	No	Yes
Architects & Architecture Firms	No	No
Automotive Industry	Yes	No
Banks & Banking	Yes	No
Call Centers	No	No
Car & Auto Dealerships	No	No
Charity & Non-profit	No	No
Churches	Yes	No
Cleaners & Cleaning Businesses	No	No
Coaches	No	No
Consultants & Consulting Firms	Yes	No
Construction	Yes	No
Contractors	Yes	No
Co-working	No	No
Credit Unions	No	No
Customer Service	No	No
Dentists	No	No
Doctors	Yes	No
Ecommerce	Yes	No
Email Marketing	Yes	No
Electricians & Electrical Contractors	No	No
Engineers & Engineering Firms	No	No
Event Management	Yes	Yes
Field Service	No	No
Financial Advisors & Services	Yes	No
Freight Brokers & Forwarders	No	No
Government & Public Sector	No	No
Graphic Designers & Creatives	No	No
Gyms	Yes	No
Healthcare Providers	Yes	No
Hotels & Hospitality	Yes	No
HVAC	No	No
Insurance Agents	Yes	No
Investment Banking	Yes	No
Landscapers	No	No
Lawyers & Law Firms	Yes	No
Logistics	Yes	Yes
Manufacturing	Yes	Yes
Marketing	Yes	No
Mortgage Brokers & Loan Offices	Yes	No
Movers & Moving Companies	No	No
Museums	No	No
Personal Trainers	No	No
Photographers	Yes	No
Plumbers	Yes	No
Political Campaigns	No	No
Private Equity	No	No
Professional Services	Yes	Yes
Property Management	Yes	No
Real Estate	Yes	No
Recruiting & Recruitment Agencies	No	No
Restaurants	Yes	No
Retail	Yes	No
Roofers & Roofing	No	No
SaaS	Yes	No
Schools	Yes	No
Senior Living	No	No
Solar Businesses	No	No
Sports Teams	Yes	No
Staffing Agencies	No	No
Telemarketing	No	No
Therapists	No	No
Tour Operators	No	No
Travel Agents	Yes	No
Universities, College & Higher Education	Yes	No
Web Designers	No	No
Wholesalers & Distributors	No	No

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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