Workbooks vs Goals.com Reviews & Pricing In 2025

Want to know if Workbooks or Goals.com 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 Goals.com Reviews

	Workbooks	Goals.com
Trustpilot Rating	No Rating	No Rating
Number of Trustpilot Reviews	No Review	No Review
iPhone App Rating	5	4.7
Number of iPhone App Reviews	3	16
Android App Rating	No Rating	No Rating
Number of Android App Reviews	No Review	No Review

Sources

Workbooks vs Goals.com Pricing

	Workbooks	Goals.com
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	14 day
Cheapest Plan Name	Standard	Standard
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	NA
Top Plan Cost Per Month	$88	Not Listed

Workbooks vs Goals.com Features

Workbooks Standard vs Goals.com Standard

Workbooks Standard

Goals.com Standard

Contact Management
Pipeline Management
Customer Service
Marketing Automation

Revenue Mapping
Monitor Team Performance
Instant Progress
Individual Accountability
Dashboard
Individual Performance
Performance Management
Flexible Adjustments
Total Sales
Monthly Sales
Team ROI
Pipeline KPI Summary
Leaderboard
Pipeline Performance
Lead Status
CRM Specifics
Efficient Stage Access
Integrated Commissions
Streamlined Calculations
Flexible Structures
Transparent Details
Realtime Tracking
Commission Forecast
Team Snapshot
Individual ROI
Rep Specific Dashboard
Morning Brief Email
Manage Chats
Team Collaboration
File sharing
Chat notifications
Monitoring Alerts
Celebrate Special Events
Drive Morale
Simple Callouts
Real-time Notifications
Positive Work Space
Sales Contests
Healthy Competition
Bonuses

Workbooks NA vs Goals.com NA

Workbooks NA	Goals.com NA
NA	NA

Workbooks Business vs Goals.com NA

Workbooks Business	Goals.com NA
Contact Management Pipeline Management Customer Service Marketing Automation Order Processing Invoicing Credit Notes Supplier Purchase Orders	NA

Workbooks vs Goals.com Integrations

Workbooks	Goals.com
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	None Listed

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

Other Included Features

	Workbooks	Goals.com
API	Yes	No
Outlook Integration	Yes	No
Gmail Integration	No	No
QuickBooks Integration	No	No
Shopify Integration	No	No
WordPress Integration	No	No
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	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	No
Email Marketing	No	No
SMS & Text Messaging	No	No
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	No
Drip Marketing	No	No
Customer Portal	Yes	No
Appointment Scheduling	Yes	No
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	No
Paypal & Payment Processing	No	No
Document Management	Yes	No
Shared Inbox	No	No
Create Landing Pages	No	No
Chat Function	Yes	Yes
Website Builder	No	No
Help Desk	Yes	No
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	No
Document Storage	Yes	No
Mapping	Yes	Yes

Workbooks vs Goals.com Industry Specific CRM Solutions

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

	Workbooks	Goals.com
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	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	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 Goals.com Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	Goals.com Pros No credit card required during free trial Access every feature with no limitations Complimentary setup
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	Goals.com Cons Limited plan options Limited integration Free trial only for 14 days

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