Workbooks vs Apptivo Reviews & Pricing In 2026

Want to know if Workbooks or Apptivo 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 Apptivo Reviews

	Workbooks	Apptivo
Trustpilot Rating	No Rating	2.6
Number of Trustpilot Reviews	No Review	6
iPhone App Rating	5	3.2
Number of iPhone App Reviews	3	47
Android App Rating	No Rating	3.8
Number of Android App Reviews	No Review	163

Sources

Workbooks vs Apptivo Pricing

	Workbooks	Apptivo
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	30 day
Cheapest Plan Name	Standard	Lite
Cheapest Plan Cost Per Month	Not Listed	$30
Mid Priced Plan Name	NA	Premium
Mid Priced Plan Cost Per Month	Not Listed	$30
Top Plan Name	Business	Ultimate
Top Plan Cost Per Month	$88	$50

Workbooks vs Apptivo Features

Workbooks Standard vs Apptivo Lite

Workbooks Standard	Apptivo Lite
Contact Management Pipeline Management Customer Service Marketing Automation	18 Apps 100 Custom Fields Per App 25 Workflows 8 Custom Dashboards 3rd Party Service Integration 24×7 Support

Workbooks NA vs Apptivo Premium

Workbooks NA	Apptivo Premium
NA	46 Apps 250 Custom Fields Per App 75 Workflows 25 Custom Dashboards 3rd Party Service Integration 24×7 Support

Workbooks Business vs Apptivo Ultimate

Workbooks Business	Apptivo Ultimate
Contact Management Pipeline Management Customer Service Marketing Automation Order Processing Invoicing Credit Notes Supplier Purchase Orders	57 Apps 350 Custom Fields Per App 150 Workflows 50 Custom Dashboards 3rd Party Service Integration 24×7 Support

Workbooks vs Apptivo Integrations

Workbooks	Apptivo
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	Google Workspace PayPal Slack Dropbox Microsoft 365 WordPress OneDrive Stripe Xero QuickBooks

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

Other Included Features

	Workbooks	Apptivo
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	No	Yes
QuickBooks Integration	No	Yes
Shopify Integration	No	No
WordPress Integration	No	Yes
Mailchimp Integration	Yes	No
WhatsApp integration	No	No
Facebook Integration	No	No
LinkedIn Integration	No	No
Twitter/X Integration	No	No
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	Yes
Marketing Automation	Yes	Yes
Email Marketing	No	No
SMS & Text Messaging	No	Yes
Project Management	No	No
AI	No	No
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	Yes	No
Inventory Management	No	No
Quoting	Yes	Yes
Drip Marketing	No	No
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	No
Call Tracking	No	No
Task Management	Yes	Yes
Paypal & Payment Processing	No	Yes
Document Management	Yes	No
Shared Inbox	No	No
Create Landing Pages	No	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

Workbooks vs Apptivo Industry Specific CRM Solutions

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

	Workbooks	Apptivo
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	No
Electricians & Electrical Contractors	No	No
Engineers & Engineering Firms	No	No
Event Management	Yes	No
Field Service	No	Yes
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	Yes
HVAC	No	No
Insurance Agents	No	No
Investment Banking	No	No
Landscapers	No	No
Lawyers & Law Firms	No	No
Logistics	Yes	No
Manufacturing	Yes	Yes
Marketing	No	No
Mortgage Brokers & Loan Offices	No	Yes
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	Yes
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	Yes
Universities, College & Higher Education	No	No
Web Designers	No	No
Wholesalers & Distributors	No	Yes

Workbooks vs Apptivo Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	Apptivo Pros Wide range of functionalities Customization Options Professional Implementation Service
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	Apptivo Cons Poor user interface No refunds Several bugs and a slow platform

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