Workbooks vs EngageBay Reviews & Pricing In 2025

Want to know if Workbooks or EngageBay 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 EngageBay Reviews

	Workbooks	EngageBay
Trustpilot Rating	No Rating	4.8
Number of Trustpilot Reviews	No Review	356
iPhone App Rating	5	2
Number of iPhone App Reviews	3	4
Android App Rating	No Rating	No Rating
Number of Android App Reviews	No Review	No Review

Sources

Workbooks vs EngageBay Pricing

	Workbooks	EngageBay
Free Plan	No	Yes
Free Plan Limits	NA	250 contacts/15 users
Free Trial	Yes	No
Free Trial Length	30 day	NA
Cheapest Plan Name	Standard	Basic
Cheapest Plan Cost Per Month	Not Listed	$64.99
Mid Priced Plan Name	NA	Growth
Mid Priced Plan Cost Per Month	Not Listed	$64.99
Top Plan Name	Business	Pro
Top Plan Cost Per Month	$88	$119.99

Workbooks vs EngageBay Features

Workbooks Standard vs EngageBay Basic

Workbooks Standard	EngageBay Basic
Contact Management Pipeline Management Customer Service Marketing Automation	500 Contacts Email Templates Web Pop-ups Landing Page Builder Lead Scoring SMS Marketing 3rd Party Integrations Social Suite Tag Manager

Workbooks NA vs EngageBay Growth

Workbooks NA	EngageBay Growth
NA	5000 Contacts Marketing Automation Push Notifications Site Messages Broadcast A/B Testing Landing Page A/B Testing Custom Domain Call Records Service Automation Products Proposals

Workbooks Business vs EngageBay Pro

Workbooks Business	EngageBay Pro
Contact Management Pipeline Management Customer Service Marketing Automation Order Processing Invoicing Credit Notes Supplier Purchase Orders	Unlimited Contacts Marketing Automation Web Analytics Proposal Analytics SSO Role Management Goals Custom Reporting Dedicated Account Manager Uptime SLA Phone Support

Workbooks vs EngageBay Integrations

Workbooks	EngageBay
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	Zapier Shopify SendGrid Mailgun Xero Stripe Amazon Twilio DocuSign Asana

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

Other Included Features

	Workbooks	EngageBay
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	No	No
QuickBooks Integration	No	Yes
Shopify Integration	No	Yes
WordPress Integration	No	No
Mailchimp Integration	Yes	No
WhatsApp integration	No	Yes
Facebook Integration	No	No
LinkedIn Integration	No	Yes
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	Yes
Notion Integration	No	No
Asana Integration	No	Yes
Trello Integration	No	Yes
Zapier Integration	Yes	Yes
Invoicing	Yes	No
Marketing Automation	Yes	Yes
Email Marketing	No	Yes
SMS & Text Messaging	No	Yes
Project Management	No	Yes
AI	No	No
Voip & Telephony Integration	No	Yes
Dialer	No	Yes
Contract Management	Yes	No
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	Yes
Call Recording	Yes	Yes
Call Tracking	No	Yes
Task Management	Yes	Yes
Paypal & Payment Processing	No	Yes
Document Management	Yes	No
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 EngageBay Industry Specific CRM Solutions

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

	Workbooks	EngageBay
Accountants & Accounting Firms	Yes	No
Architects & Architecture Firms	No	Yes
Automotive Industry	No	No
Banks & Banking	No	Yes
Call Centers	No	Yes
Car & Auto Dealerships	No	No
Charity & Non-profit	No	Yes
Churches	No	No
Cleaners & Cleaning Businesses	No	No
Coaches	No	Yes
Consultants & Consulting Firms	No	No
Construction	No	Yes
Contractors	No	No
Co-working	No	No
Credit Unions	No	No
Customer Service	No	Yes
Dentists	No	No
Doctors	No	Yes
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	Yes
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	Yes
Marketing	No	Yes
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	Yes
Retail	No	Yes
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	Yes
Therapists	No	No
Tour Operators	No	No
Travel Agents	No	Yes
Universities, College & Higher Education	No	No
Web Designers	No	Yes
Wholesalers & Distributors	No	No

Workbooks vs EngageBay Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	EngageBay Pros Free plan Marketing and sales products in unison Developer-friendly
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	EngageBay Cons Email templates look outdated Limited reporting capabilities High cost for usage

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