Workbooks vs Maximizer Reviews & Pricing In 2025

Want to know if Workbooks or Maximizer 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 Maximizer Reviews

	Workbooks	Maximizer
Trustpilot Rating	No Rating	3.7
Number of Trustpilot Reviews	No Review	1
iPhone App Rating	5	4.3
Number of iPhone App Reviews	3	87
Android App Rating	No Rating	2.2
Number of Android App Reviews	No Review	59

Sources

Workbooks vs Maximizer Pricing

	Workbooks	Maximizer
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	NA
Cheapest Plan Name	Standard	Base Edition
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	Sales Leader Edition
Top Plan Cost Per Month	$88	$79

Workbooks vs Maximizer Features

Workbooks Standard vs Maximizer Base Edition

Workbooks Standard

Maximizer Base Edition

Contact Management
Pipeline Management
Customer Service
Marketing Automation

Increase prospect engagement with an advanced contact management system
Standardize the sales process with powerful lead & opportunity management tools
Improve deal velocity by owning the sales pipeline to close the deals that matter
Minimum of 3 users
Up to 100,000 contacts; expand your network with additional contact packs
Up to 100Gb Database size; scale your system with additional database packs
Build and deliver enhanced reports and dashboards with our optional custom data visualization builder

Workbooks NA vs Maximizer NA

Workbooks NA	Maximizer NA
NA	NA

Workbooks Business vs Maximizer Sales Leader Edition

Workbooks Business

Maximizer Sales Leader Edition

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

Track & monitor sales teams in a Kanban Board to easily see all deals in the pipeline
Deliver enhanced insight into productivity and revenue with new out-of-the-box data visualizations
Forecast with confidence and set realistic quotas with sales teams
Minimum of 5 users
Up to 100,000 contacts; expand your network with additional contact packs
Up to 100Gb Database size; scale your system with additional database packs

Workbooks vs Maximizer Integrations

Workbooks	Maximizer
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	Marketo OpenAI Zendesk PandaDoc DocuSign Twilio Zapier Nextiva Mailchimp Shopify

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

Other Included Features

	Workbooks	Maximizer
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	No	Yes
QuickBooks Integration	No	Yes
Shopify Integration	No	Yes
WordPress Integration	No	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	No	No
Facebook Integration	No	Yes
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	No
Marketing Automation	Yes	No
Email Marketing	No	Yes
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	Yes
Drip Marketing	No	No
Customer Portal	Yes	Yes
Appointment Scheduling	Yes	No
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	Yes
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	No

Workbooks vs Maximizer Industry Specific CRM Solutions

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

	Workbooks	Maximizer
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	Yes
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	Yes
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	Yes
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	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 Maximizer Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	Maximizer Pros Easy to operate Ability to create custom fields and establish reports Could be cloud or on-premise
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	Maximizer Cons Mobile versions need improvement Inability to do multiple search functions Refused a refund

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