Workbooks vs Agile CRM Reviews & Pricing In 2025

Want to know if Workbooks or Agile CRM 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 Agile CRM Reviews

	Workbooks	Agile CRM
Trustpilot Rating	No Rating	4.8
Number of Trustpilot Reviews	No Review	1,711
iPhone App Rating	5	1.6
Number of iPhone App Reviews	3	30
Android App Rating	No Rating	1.8
Number of Android App Reviews	No Review	61

Sources

Workbooks vs Agile CRM Pricing

	Workbooks	Agile CRM
Free Plan	No	Yes
Free Plan Limits	NA	Up to 10 users
Free Trial	Yes	No
Free Trial Length	30 day	NA
Cheapest Plan Name	Standard	Starter
Cheapest Plan Cost Per Month	Not Listed	$29.99
Mid Priced Plan Name	NA	Regular
Mid Priced Plan Cost Per Month	Not Listed	$29.99
Top Plan Name	Business	Enterprise
Top Plan Cost Per Month	$88	$47.99

Workbooks vs Agile CRM Features

Workbooks Standard vs Agile CRM Starter

Workbooks Standard

Agile CRM Starter

Contact Management
Pipeline Management
Customer Service
Marketing Automation

Contacts & Companies
Custom Data Fields
Lead Scoring
Unlimited Deals, Tasks & Documents
Appointment Scheduling
Custom Deal Milestones
Email Tracking
2-Way Email Integration
Email Campaigns
Web Engagement
Contact Level Analytics
Form Builder
Email Templates Builder
Landing Page Builder
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Social Monitoring
Campaign Workflows
Nodes Per Campaign
Automation Rules (Triggers)
Helpdesk
Groups
Labels
Canned Responses
Views
Activities
Reports
Knowledge Base
Plugins/Integrations
Email & Phone Support
Google/Shopify/Stripe Sync
Chrome Extension
Basic, Email & Team Reports
Landing Page
API Calls/Day

Workbooks NA vs Agile CRM Regular

Workbooks NA

Agile CRM Regular

Contacts & Companies
Custom Data Fields
Lead Scoring
Unlimited Deals, Tasks & Documents
Appointment Scheduling
Custom Deal Milestones
Email Tracking
2-Way Email Integration
Custom Deal Tracks
2-way Telephony
Email Campaigns
Web Engagement
Contact Level Analytics
Form Builder
Email Templates Builder
Landing Page Builder
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Social Monitoring
Mobile Marketing
Campaign Workflows
Nodes Per Campaign
Automation Rules (Triggers)
Helpdesk
Groups
Labels
Canned Responses
Views
Activities
Reports
Knowledge Base
Plugins/Integrations
Email & Phone Support
Google/Shopify/Stripe Sync
Chrome Extension
Basic, Email & Team Reports
Landing Page
API Calls/Day

Workbooks Business vs Agile CRM Enterprise

Workbooks Business

Agile CRM Enterprise

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

Contacts & Companies
Custom Data Fields
Lead Scoring
Unlimited Deals, Tasks & Documents
Appointment Scheduling
Custom Deal Milestones
Email Tracking
2-Way Email Integration
Custom Deal Tracks
2-way Telephony
Post-call Automation
Call Recording
Automated Voicemails
Email Campaigns
Web Engagement
Contact Level Analytics
Form Builder
Email Templates Builder
Landing Page Builder
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Social Monitoring
Mobile Marketing
SES/Mandrill/Sendgrid Integration
Campaign Workflows
Nodes Per Campaign
Automation Rules (Triggers)
Helpdesk
Groups
Labels
Canned Responses
Views
Activities
Reports
Knowledge Base
Plugins/Integrations
Email & Phone Support
Dedicated Account Rep
Onboarding Coach
Google/Shopify/Stripe Sync
Chrome Extension
Basic, Email & Team Reports
Access Controls (ACLs)
Landing Page
API Calls/Day

Workbooks vs Agile CRM Integrations

Workbooks	Agile CRM
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	Zapier Shopify Magento QuickBooks Stripe Twilio Google Apps Zendesk Facebook Tidio

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

Other Included Features

	Workbooks	Agile CRM
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	No	Yes
QuickBooks Integration	No	Yes
Shopify Integration	No	Yes
WordPress Integration	No	Yes
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	No
Office 365 Integration	No	No
Google Sheets Integration	No	Yes
Xero Integration	No	No
Notion Integration	No	No
Asana Integration	No	No
Trello Integration	No	No
Zapier Integration	Yes	Yes
Invoicing	Yes	Yes
Marketing Automation	Yes	Yes
Email Marketing	No	Yes
SMS & Text Messaging	No	No
Project Management	No	Yes
AI	No	No
Voip & Telephony Integration	No	Yes
Dialer	No	Yes
Contract Management	Yes	Yes
Inventory Management	No	No
Quoting	Yes	Yes
Drip Marketing	No	Yes
Customer Portal	Yes	Yes
Appointment Scheduling	Yes	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	Yes	No
Ticketing System	No	Yes
Call Recording	Yes	Yes
Call Tracking	No	Yes
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	No

Workbooks vs Agile CRM Industry Specific CRM Solutions

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

	Workbooks	Agile CRM
Accountants & Accounting Firms	Yes	No
Architects & Architecture Firms	No	No
Automotive Industry	No	No
Banks & Banking	No	Yes
Call Centers	No	Yes
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	Yes
Dentists	No	No
Doctors	No	No
Ecommerce	No	Yes
Email Marketing	No	Yes
Electricians & Electrical Contractors	No	No
Engineers & Engineering Firms	No	No
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	No
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	Yes
Recruiting & Recruitment Agencies	No	No
Restaurants	No	No
Retail	No	No
Roofers & Roofing	No	No
SaaS	No	Yes
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 Agile CRM Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	Agile CRM Pros Automated sales pipeline system Effective email marketing tools Flexible Customization Options
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	Agile CRM Cons Lack of reporting Steep Learning Curve Integration issues with third parties

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