Salesforce vs Workbooks Reviews & Pricing In 2025

Want to know if Salesforce 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.

Salesforce vs Workbooks Reviews

	Salesforce	Workbooks
Trustpilot Rating	4.3	No Rating
Number of Trustpilot Reviews	412	No Review
iPhone App Rating	4.7	5
Number of iPhone App Reviews	298,700	3
Android App Rating	3.8	No Rating
Number of Android App Reviews	47,300	No Review

Sources

Salesforce vs Workbooks Pricing

	Salesforce	Workbooks
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	30 day
Cheapest Plan Name	Starter Suite	Standard
Cheapest Plan Cost Per Month	$165	Not Listed
Mid Priced Plan Name	Enterprise	NA
Mid Priced Plan Cost Per Month	$165	Not Listed
Top Plan Name	Einstein 1 Sales	Business
Top Plan Cost Per Month	$500	$88

Salesforce vs Workbooks Features

Salesforce Starter Suite vs Workbooks Standard

Salesforce Starter Suite	Workbooks Standard
Simplified Setup & Onboarding Lead, Account, Contact & Opportunity Management Email Integration & Automated Activity Capture Account, Contact, Lead, and Opportunity Management	Contact Management Pipeline Management Customer Service Marketing Automation

Salesforce Enterprise vs Workbooks NA

Salesforce Enterprise	Workbooks NA
Everything in Professional plus Advanced Pipeline Management & Deal Insights Territory Management & Planning Workflow & Approvals Automation Account, Contact, Lead, and Opportunity Management Advanced Forecast & Pipeline Management	NA

Salesforce Einstein 1 Sales vs Workbooks Business

Salesforce Einstein 1 Sales

Workbooks Business

Everything in Unlimited plus Einstein Copilot powered by Generative AI
Performance Management, Sales Programs, and Team Collaboration with Slack
Connect and unify all data with Data Cloud and Revenue Intelligence
Account, Contact, Lead, and Opportunity Management
Advanced Forecast & Pipeline Management
Sales Engagement & Conversation Intelligence
Premier Success Plan
Generative AI
Unified Data
Sales Planning, Programs & Collaboration

Contact Management
Pipeline Management
Customer Service
Marketing Automation
Order Processing
Invoicing
Credit Notes
Supplier Purchase Orders

Salesforce vs Workbooks Integrations

Salesforce	Workbooks
G Suite Slack Quickbooks MailChimp LinkedIn Docusign JIRA HelloSign CodeScience ActiveCampaign	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

	Salesforce	Workbooks
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	Yes	No
QuickBooks Integration	Yes	No
Shopify Integration	No	No
WordPress Integration	Yes	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	Yes	No
Facebook Integration	No	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	Yes	No
Notion Integration	No	No
Asana Integration	Yes	No
Trello Integration	Yes	No
Zapier Integration	Yes	Yes
Invoicing	No	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	Yes	No
Contract Management	Yes	Yes
Inventory Management	No	No
Quoting	Yes	Yes
Drip Marketing	No	No
Customer Portal	No	Yes
Appointment Scheduling	Yes	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	Yes	Yes
Ticketing System	No	No
Call Recording	Yes	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	No	No
Help Desk	Yes	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	No	Yes

Salesforce vs Workbooks Industry Specific CRM Solutions

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

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

Salesforce vs Workbooks Pros & Cons

Salesforce Pros Free 30-day trial Lead management Best customer relationship management tool	Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards
Salesforce Cons No free plan The two factor authentication can be complicated Very difficult to set up and customize	Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports

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