Workbooks vs CrmOne Reviews & Pricing In 2025

Want to know if Workbooks or CrmOne 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 CrmOne Reviews

	Workbooks	CrmOne
Trustpilot Rating	No Rating	No Rating
Number of Trustpilot Reviews	No Review	No Review
iPhone App Rating	5	5
Number of iPhone App Reviews	3	1
Android App Rating	No Rating	4.8
Number of Android App Reviews	No Review	156

Sources

Workbooks vs CrmOne Pricing

	Workbooks	CrmOne
Free Plan	No	Yes
Free Plan Limits	NA	Up to 3 users
Free Trial	Yes	Yes
Free Trial Length	30 day	15 day
Cheapest Plan Name	Standard	Startup
Cheapest Plan Cost Per Month	Not Listed	$18.99
Mid Priced Plan Name	NA	Professional
Mid Priced Plan Cost Per Month	Not Listed	$18.99
Top Plan Name	Business	Enterprise
Top Plan Cost Per Month	$88	$24.99

Workbooks vs CrmOne Features

Workbooks Standard vs CrmOne Startup

Workbooks Standard

CrmOne Startup

Contact Management
Pipeline Management
Customer Service
Marketing Automation

Email
SMS
Whatsapp
Call
Facebook Message
Instagram Message
Google My Business Message
Contact
Account
Lead Board
Bulk Actions
Appointment
Documents
Funnel
Website
Social Media Planner
Form Builder
Survey Builder
Email Template
SMS Template
Link Tracking
Reputation
Deal/Opportunity
Task Management
Recurring Task
Followup
Product Management
Quotes Management
Calender
Contact Automation
Account Automation
Deal Automation
Dashboard
Sales Analytics
Agent Reporting
Call Reporting
Appointment Reporting
Crm Reporting
Email
Live Chat

Workbooks NA vs CrmOne Professional

Workbooks NA

CrmOne Professional

Email
SMS
Whatsapp
Call
Facebook Message
Instagram Message
Google My Business Message
Contact
Account
Lead Board
Bulk Actions
Appointment
Documents
Funnel
Website
Social Media Planner
Campaign
Form Builder
Survey Builder
Email Template
SMS Template
Link Tracking
Reputation
Deal/Opportunity
Task Management
Recurring Task
Followup
Product Management
Quotes Management
Calender
Contact Automation
Account Automation
Deal Automation
Dashboard
Sales Analytics
Agent Reporting
Call Reporting
Appointment Reporting
Crm Reporting
Team
Lead Scoring
Lead Routing
Territory Management
API Intergration
Agent Internal Chating
CrmoneWork Drive
Email
Live Chat
Phone Call

Workbooks Business vs CrmOne Enterprise

Workbooks Business

CrmOne Enterprise

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

Email
SMS
Whatsapp
Call
Facebook Message
Instagram Message
Google My Business Message
Contact
Account
Lead Board
Bulk Actions
Appointment
Documents
Funnel
Website
Social Media Planner
Campaign
Form Builder
Survey Builder
Email Template
SMS Template
Link Tracking
Reputation
Deal/Opportunity
Task Management
Recurring Task
Followup
Product Management
Quotes Management
Calender
Contact Automation
Account Automation
Deal Automation
Ticket Automation
Dashboard
Sales Analytics
Agent Reporting
Call Reporting
Appointment Reporting
Crm Reporting
Team
Lead Scoring
Lead Routing
Territory Management
API Intergration
Agent Internal Chating
CrmoneWork Drive
Ticket Management
Knowledge Base
Customer Portal
Custom Object
ForeCasting
Custom Reports
Single Sign On Login
Sandbox
Email
Live Chat
Phone Call
Dedicated Manager

Workbooks vs CrmOne Integrations

Workbooks	CrmOne
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	WhatsApp Mailchimp Instagram Shopify Stripe Twilio Mailgun Exotel

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

Other Included Features

	Workbooks	CrmOne
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	No	Yes
QuickBooks Integration	No	No
Shopify Integration	No	Yes
WordPress Integration	No	Yes
Mailchimp Integration	Yes	Yes
WhatsApp integration	No	Yes
Facebook Integration	No	No
LinkedIn Integration	No	No
Twitter/X Integration	No	No
Google Calendar Integration	No	No
Excel Integration	No	No
Office 365 Integration	No	No
Google Sheets Integration	No	No
Xero Integration	No	No
Notion Integration	No	No
Asana Integration	No	No
Trello Integration	No	No
Zapier Integration	Yes	No
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	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	Yes
Task Management	Yes	Yes
Paypal & Payment Processing	No	Yes
Document Management	Yes	Yes
Shared Inbox	No	No
Create Landing Pages	No	No
Chat Function	Yes	Yes
Website Builder	No	Yes
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 CrmOne Industry Specific CRM Solutions

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

	Workbooks	CrmOne
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	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	Yes
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	Yes
Wholesalers & Distributors	No	No

Workbooks vs CrmOne Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	CrmOne Pros Helps manage deals, conversations, and forecasting Mobile app Ability to customize features to fit business goals
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	CrmOne Cons Data duplication issues Subscription model limitation Cross-selling and Upselling Opportunities

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