Workbooks vs Act! Reviews & Pricing In 2025

Want to know if Workbooks or Act! is the better or cheaper CRM software?

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

Workbooks vs Act! Reviews

	Workbooks	Act!
Trustpilot Rating	No Rating	4.2
Number of Trustpilot Reviews	No Review	10
iPhone App Rating	5	2.3
Number of iPhone App Reviews	3	37
Android App Rating	No Rating	2.4
Number of Android App Reviews	No Review	72

Sources

Workbooks vs Act! Pricing

	Workbooks	Act!
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	14 day
Cheapest Plan Name	Standard	Act! Premium Cloud
Cheapest Plan Cost Per Month	Not Listed	Not Listed
Mid Priced Plan Name	NA	NA
Mid Priced Plan Cost Per Month	Not Listed	Not Listed
Top Plan Name	Business	Act! Premium Desktop
Top Plan Cost Per Month	$88	$37.50

Workbooks vs Act! Features

Workbooks Standard vs Act! Act! Premium Cloud

Workbooks Standard	Act! Act! Premium Cloud
Contact Management Pipeline Management Customer Service Marketing Automation	Immediate, browser-based access World-class, secure hosting Automatic updates and backups Optional desktop sync Expert technical support

Workbooks NA vs Act! NA

Workbooks NA	Act! NA
NA	NA

Workbooks Business vs Act! Act! Premium Desktop

Workbooks Business	Act! Act! Premium Desktop
Contact Management Pipeline Management Customer Service Marketing Automation Order Processing Invoicing Credit Notes Supplier Purchase Orders	Networked and offline access Self-managed security Complete control of updates Compatibility w/desktop add-ons Expert technical support

Workbooks vs Act! Integrations

Workbooks	Act!
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	Slack Eventbrite SurveyMonkey Shopify BigCommerce Facebook Freshdesk Zendesk QuickBooks Xero

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

Other Included Features

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

Workbooks vs Act! Industry Specific CRM Solutions

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

	Workbooks	Act!
Accountants & Accounting Firms	Yes	No
Architects & Architecture Firms	No	No
Automotive Industry	No	No
Banks & Banking	No	No
Call Centers	No	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	No	No
Construction	No	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	No	Yes
Electricians & Electrical Contractors	No	No
Engineers & Engineering Firms	No	Yes
Event Management	Yes	No
Field Service	No	No
Financial Advisors & Services	No	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	No	No
Investment Banking	No	Yes
Landscapers	No	No
Lawyers & Law Firms	No	No
Logistics	Yes	No
Manufacturing	Yes	No
Marketing	No	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	Yes	No
Property Management	No	No
Real Estate	No	No
Recruiting & Recruitment Agencies	No	No
Restaurants	No	No
Retail	No	No
Roofers & Roofing	No	No
SaaS	No	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	No	No
Travel Agents	No	No
Universities, College & Higher Education	No	No
Web Designers	No	No
Wholesalers & Distributors	No	No

Workbooks vs Act! Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	Act! Pros Good marketing automation workflow builder Excellent Sales Pipeline Tracking Robust contact management
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	Act! Cons Dated user interface Email integration requires an external email client Limited access to analytics

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