Workbooks vs Method CRM Reviews & Pricing In 2025

Want to know if Workbooks or Method CRM 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 Method CRM Reviews

	Workbooks	Method CRM
Trustpilot Rating	No Rating	No Rating
Number of Trustpilot Reviews	No Review	No Review
iPhone App Rating	5	2.2
Number of iPhone App Reviews	3	17
Android App Rating	No Rating	3.8
Number of Android App Reviews	No Review	74

Sources

Workbooks vs Method CRM Pricing

	Workbooks	Method CRM
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	14 day
Cheapest Plan Name	Standard	Contact Management
Cheapest Plan Cost Per Month	Not Listed	$44
Mid Priced Plan Name	NA	CRM Pro
Mid Priced Plan Cost Per Month	Not Listed	$44
Top Plan Name	Business	CRM Enterprise
Top Plan Cost Per Month	$88	$74

Workbooks vs Method CRM Features

Workbooks Standard vs Method CRM Contact Management

Workbooks Standard

Method CRM Contact Management

Contact Management
Pipeline Management
Customer Service
Marketing Automation

Email Sidebar management
Activity reminders
Calendar view
Contact management
Customer management
Vendor management
Unlimited contact records
Unlimited custom fields
Communication history
Add tags
Custom list views
Online portals
Self-serve contact portals
Communication & productivity
Send emails
Email templates
Activity management
Calendar
Workflow automation
Reports
Custom reports
Dashboards
Customization
DIY customization
Free hour with customization expert
Integrations
Zapier integration
Gmail add-on
Outlook add-on
Mailchimp integration
Google Calendar integration
API access
Support
Email support
Live chat support
Phone support
Personalized demo
Customer success manager
Self-service help center
Administration & extras
Restrict user permissions
Single sign-on with Google
Single sign-on with Intuit
Mobile app for iOS and Android
Data import and export

Workbooks NA vs Method CRM CRM Pro

Workbooks NA

Method CRM CRM Pro

Email Sidebar management
Activity reminders
Calendar view
Financial management
View and create estimates
View and create sales orders
View and create invoices
View and create sales receipts
View, create, and process payments
Contact management
Customer management
Vendor management
Unlimited contact records
Unlimited custom fields
Communication history
Add tags
Custom list views
Sales pipeline
Web to lead form
Sales opportunities
Custom opportunity stages
Pipeline reports
Online portals
Self-serve contact portals
Accept payments through contact portals
Communication & productivity
Send emails
Email templates
Activity management
Calendar
Workflow automation
Reports
Custom reports
Dashboards
Customization
DIY customization
Free hour with customization expert
Integrations
Zapier integration
Gmail add-on
Outlook add-on
Mailchimp integration
Google Calendar integration
API access
Support
Email support
Live chat support
Phone support
Personalized demo
Customer success manager
Self-service help center
Administration & extras
Restrict user permissions
Single sign-on with Google
Single sign-on with Intuit
Mobile app for iOS and Android
Data import and export

Workbooks Business vs Method CRM CRM Enterprise

Workbooks Business

Method CRM CRM Enterprise

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

Email Sidebar management
Activity reminders
Calendar view
Financial management
View and create estimates
View and create sales orders
View and create invoices
View and create sales receipts
View, create, and process payments
View and create purchase orders
View and create bills
Contact management
Customer management
Vendor management
Unlimited contact records
Unlimited custom fields
Communication history
Add tags
Custom list views
Manage customer support cases
Let customers submit support cases through portals
Sales pipeline
Web to lead form
Sales opportunities
Custom opportunity stages
Pipeline reports
Online portals
Self-serve contact portals
Accept payments through contact portals
Communication & productivity
Send emails
Email templates
Activity management
Calendar
Workflow automation
Email campaigns
Reports
Custom reports
Dashboards
Customization
DIY customization
Free hour with customization expert
Integrations
Zapier integration
Gmail add-on
Outlook add-on
Mailchimp integration
Google Calendar integration
API access
Support
Email support
Live chat support
Phone support
Personalized demo
Customer success manager
Self-service help center
Administration & extras
Restrict user permissions
Single sign-on with Google
Single sign-on with Intuit
Mobile app for iOS and Android
Data import and export

Workbooks vs Method CRM Integrations

Workbooks	Method CRM
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	PayPal Google Workspace QuickBooks Mailchimp Zapier Xero Stripe Outlook Magento 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	Method CRM
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	No
LinkedIn Integration	No	No
Twitter/X Integration	No	No
Google Calendar Integration	No	Yes
Excel Integration	No	No
Office 365 Integration	No	No
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	Yes
SMS & Text Messaging	No	No
Project Management	No	Yes
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	Yes
Ticketing System	No	No
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	No

Workbooks vs Method CRM Industry Specific CRM Solutions

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

	Workbooks	Method CRM
Accountants & Accounting Firms	Yes	Yes
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	Yes
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	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	Yes

Workbooks vs Method CRM Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	Method CRM Pros Sales forecasting and pipeline visualization tools Create and send invoices and purchase orders from the CRM system Allow customers to pay invoices anytime
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	Method CRM Cons No free plan available Limited functionality for attaching files Some difficulties integrating with third-party

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