Workbooks vs Nextiva Reviews & Pricing In 2026

Want to know if Workbooks or Nextiva 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 Nextiva Reviews

	Workbooks	Nextiva
Trustpilot Rating	No Rating	4.6
Number of Trustpilot Reviews	No Review	2,941
iPhone App Rating	5	3.8
Number of iPhone App Reviews	3	3,900
Android App Rating	No Rating	4.1
Number of Android App Reviews	No Review	3,040

Sources

Workbooks vs Nextiva Pricing

	Workbooks	Nextiva
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	No
Free Trial Length	30 day	NA
Cheapest Plan Name	Standard	Essential
Cheapest Plan Cost Per Month	Not Listed	$35.95
Mid Priced Plan Name	NA	Professional
Mid Priced Plan Cost Per Month	Not Listed	$35.95
Top Plan Name	Business	Enterprise
Top Plan Cost Per Month	$88	$45.95

Workbooks vs Nextiva Features

Workbooks Standard vs Nextiva Essential

Workbooks Standard	Nextiva Essential
Contact Management Pipeline Management Customer Service Marketing Automation	Unlimited voice & video calling Voicemail Toll-free numbers Outlook/Google Contacts Integrations Unlimited internet fax

Workbooks NA vs Nextiva Professional

Workbooks NA	Nextiva Professional
NA	Unlimited conference calls, 40 participants Unlimited video conferencing Screensharing Auto attendant (multi-level) Mobile and Desktop SMS/MMS Salesforce/HubSpot Integrations Unlimited voice & video calling Voicemail Toll-free numbers Outlook/Google Contacts Integrations Unlimited internet fax

Workbooks Business vs Nextiva Enterprise

Workbooks Business

Nextiva Enterprise

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

Unlimited participants on voice & video conferencing
Call recording
Unlimited video conference recording
Voicemail transcription
Microsoft Teams/ Enterprise Integrations
Single Sign On
Unlimited video conferencing
Screensharing
Auto attendant (multi-level)
Mobile and Desktop SMS/MMS
Salesforce/HubSpot Integrations
Unlimited voice & video calling
Voicemail
Toll-free numbers
Outlook/Google Contacts Integrations
Unlimited internet fax

Workbooks vs Nextiva Integrations

Workbooks	Nextiva
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	Zoho Salesforce Hubspot Zendesk Netsuite Workbooks ServiceNow Bullhorn Microsoft Dynamics SugarCRM

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

Other Included Features

	Workbooks	Nextiva
API	Yes	No
Outlook Integration	Yes	Yes
Gmail Integration	No	Yes
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	Yes
Excel Integration	No	No
Office 365 Integration	No	No
Google Sheets Integration	No	Yes
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	Yes
Project Management	No	No
AI	No	No
Voip & Telephony Integration	No	Yes
Dialer	No	Yes
Contract Management	Yes	No
Inventory Management	No	No
Quoting	Yes	No
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	No
Call Recording	Yes	Yes
Call Tracking	No	Yes
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	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	No
Document Storage	Yes	No
Mapping	Yes	No

Workbooks vs Nextiva Industry Specific CRM Solutions

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

	Workbooks	Nextiva
Accountants & Accounting Firms	Yes	Yes
Architects & Architecture Firms	No	No
Automotive Industry	No	Yes
Banks & Banking	No	No
Call Centers	No	Yes
Car & Auto Dealerships	No	No
Charity & Non-profit	No	Phone but not CRM for nonprofits
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	Yes
Graphic Designers & Creatives	No	No
Gyms	No	No
Healthcare Providers	No	Yes
Hotels & Hospitality	No	No
HVAC	No	No
Insurance Agents	No	Yes
Investment Banking	No	No
Landscapers	No	No
Lawyers & Law Firms	No	Yes
Logistics	Yes	Yes
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	Phone but not CRM for real estate
Recruiting & Recruitment Agencies	No	No
Restaurants	No	Yes
Retail	No	Yes
Roofers & Roofing	No	No
SaaS	No	No
Schools	No	Yes
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	Yes
Web Designers	No	No
Wholesalers & Distributors	No	No

Workbooks vs Nextiva Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	Nextiva Pros Lots of collaboration features Auto-attendant feature Track leads and manage customer relationships
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	Nextiva Cons Lot of bugs in the Nextiva mobile app Few management features Customer support

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