Salesmate vs Workbooks Reviews & Pricing In 2025

Want to know if Salesmate 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.

Salesmate vs Workbooks Reviews

	Salesmate	Workbooks
Trustpilot Rating	3.8	No Rating
Number of Trustpilot Reviews	8	No Review
iPhone App Rating	4.7	5
Number of iPhone App Reviews	473	3
Android App Rating	4.5	No Rating
Number of Android App Reviews	314	No Review

Sources

Salesmate vs Workbooks Pricing

	Salesmate	Workbooks
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	15 day	30 day
Cheapest Plan Name	Basic	Standard
Cheapest Plan Cost Per Month	$49	Not Listed
Mid Priced Plan Name	Pro	NA
Mid Priced Plan Cost Per Month	$49	Not Listed
Top Plan Name	Business	Business
Top Plan Cost Per Month	$79	$88

Salesmate vs Workbooks Features

Salesmate Basic vs Workbooks Standard

Salesmate Basic	Workbooks Standard
Contacts, Companies, Deals Email Sync, Tracking & Templates Multiple Pipeline Management Standard Dashboard & Reports Workflow Automation Built-in Calling & Text Web forms Layout Builder	Contact Management Pipeline Management Customer Service Marketing Automation

Salesmate Pro vs Workbooks NA

Salesmate Pro	Workbooks NA
Contacts, Companies, Deals Email Sync, Tracking & Templates Multiple Pipeline Management Standard Dashboard & Reports Workflow Automation Built-in Calling & Text Web forms Layout Builder Product Management Goal Management Team Inbox Workflow Automation Layout Builder Custom Roles Field Based Permissions Custom Dashboard & Reports	NA

Salesmate Business vs Workbooks Business

Salesmate Business

Workbooks Business

Contacts, Companies, Deals
Email Sync, Tracking & Templates
Multiple Pipeline Management
Standard Dashboard & Reports
Workflow Automation
Built-in Calling & Text
Web forms
Layout Builder
Product Management
Goal Management
Team Inbox
Workflow Automation
Layout Builder
Custom Roles
Field Based Permissions
Custom Dashboard & Reports
Team Management
Custom Module
Power Dialer
More Layouts
Formula Fields
IP Restriction
Increased Workflow & Sequence Limits

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

Salesmate vs Workbooks Integrations

Salesmate	Workbooks
Brevo DocuSign HubSpot Harvest MailChimp Slack Zapier Xero Microsoft Teams G Suite	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

	Salesmate	Workbooks
API	Yes	Yes
Outlook Integration	No	Yes
Gmail Integration	Yes	No
QuickBooks Integration	Yes	No
Shopify Integration	Yes	No
WordPress Integration	Yes	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	No	No
Facebook Integration	No	No
LinkedIn Integration	No	No
Twitter/X Integration	No	No
Google Calendar Integration	Yes	No
Excel Integration	No	No
Office 365 Integration	No	No
Google Sheets Integration	No	No
Xero Integration	Yes	No
Notion Integration	No	No
Asana Integration	No	No
Trello Integration	No	No
Zapier Integration	Yes	Yes
Invoicing	No	Yes
Marketing Automation	Yes	Yes
Email Marketing	Yes	No
SMS & Text Messaging	Yes	No
Project Management	No	No
AI	Yes	No
Voip & Telephony Integration	No	No
Dialer	Yes	No
Contract Management	No	Yes
Inventory Management	No	No
Quoting	No	Yes
Drip Marketing	Yes	No
Customer Portal	No	Yes
Appointment Scheduling	Yes	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	No	Yes
Ticketing System	No	No
Call Recording	Yes	Yes
Call Tracking	Yes	No
Task Management	Yes	Yes
Paypal & Payment Processing	No	No
Document Management	Yes	Yes
Shared Inbox	Yes	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	Yes	Yes

Salesmate vs Workbooks Industry Specific CRM Solutions

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

	Salesmate	Workbooks
Accountants & Accounting Firms	No	Yes
Architects & Architecture Firms	No	No
Automotive Industry	No	No
Banks & Banking	No	No
Call Centers	Yes	No
Car & Auto Dealerships	No	No
Charity & Non-profit	No	No
Churches	No	No
Cleaners & Cleaning Businesses	No	No
Coaches	No	No
Consultants & Consulting Firms	Yes	No
Construction	Yes	No
Contractors	No	No
Co-working	No	No
Credit Unions	No	No
Customer Service	No	No
Dentists	No	No
Doctors	No	No
Ecommerce	No	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	No	No
Healthcare Providers	No	No
Hotels & Hospitality	No	No
HVAC	No	No
Insurance Agents	Yes	No
Investment Banking	No	No
Landscapers	No	No
Lawyers & Law Firms	Yes	No
Logistics	No	Yes
Manufacturing	No	Yes
Marketing	Yes	No
Mortgage Brokers & Loan Offices	No	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	No	Yes
Property Management	No	No
Real Estate	Yes	No
Recruiting & Recruitment Agencies	No	No
Restaurants	No	No
Retail	No	No
Roofers & Roofing	No	No
SaaS	Yes	No
Schools	No	No
Senior Living	No	No
Solar Businesses	No	No
Sports Teams	No	No
Staffing Agencies	No	No
Telemarketing	No	No
Therapists	No	No
Tour Operators	Yes	No
Travel Agents	Yes	No
Universities, College & Higher Education	Yes	No
Web Designers	No	No
Wholesalers & Distributors	No	No

Salesmate vs Workbooks Pros & Cons

Salesmate Pros Comprehensive features Customizable Pipelines Email campaign tracking mechanism	Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards
Salesmate Cons Challenges migrating data from other systems Lacks robust marketing automation Inconsistent functionality across devices	Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports

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