Workbooks vs Ontraport Reviews & Pricing In 2025

Want to know if Workbooks or Ontraport 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 Ontraport Reviews

	Workbooks	Ontraport
Trustpilot Rating	No Rating	4.5
Number of Trustpilot Reviews	No Review	347
iPhone App Rating	5	3.9
Number of iPhone App Reviews	3	20
Android App Rating	No Rating	No Rating
Number of Android App Reviews	No Review	No Review

Sources

Workbooks vs Ontraport Pricing

	Workbooks	Ontraport
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	14 day
Cheapest Plan Name	Standard	Basic
Cheapest Plan Cost Per Month	Not Listed	$149
Mid Priced Plan Name	NA	Pro
Mid Priced Plan Cost Per Month	Not Listed	$149
Top Plan Name	Business	Enterprise
Top Plan Cost Per Month	$88	$299

Workbooks vs Ontraport Features

Workbooks Standard vs Ontraport Basic

Workbooks Standard	Ontraport Basic
Contact Management Pipeline Management Customer Service Marketing Automation	Unlimited email sending Drag-and-drop marketing automation 2-way SMS marketing Custom mailserver domain File hosting/download links Customizable CRM Mobile app Web forms Web page builder Detailed visitor tracking Unlimited subdomains Up to 3 users at $9/month Customizable online database Unified contact history Automation logs Chat and email support

Workbooks NA vs Ontraport Pro

Workbooks NA

Ontraport Pro

Unlimited email sending
Drag-and-drop marketing automation
Video hosting
Split automations
2-way SMS marketing
Automation webhooks
Facebook Custom Audience integration
Custom mailserver domain
Tracked trigger links
Deep funnel conversion tracking
File hosting/download links
Fulfillment lists
Transactional email
Remove Ontraport branding
1-on-1 email deliverability consulting
Customizable CRM
Mobile app
Advanced CRM with Deals and Companies
Custom roles and permissions
Card view for pipeline tracking
Lead scoring
Task automation
Affiliate partner programs
Lead routing
Lead source and conversion reporting
Calendar and Google calendar sync
Default roles and permissions
Self-scheduling
Web forms
Web page builder
Membership sites
Automatic UTM capture
Detailed visitor tracking
Web page personalization
Google ID tracking
Unlimited subdomains
Custom HTML on pages
Facebook ID tracking
Conditional page content
Split test pages
Accept payments online
Online order forms
Coupon codes
Manage subscriptions and payment plans
Order bumps
Offer free or paid trials
Customizable online database
Unlimited users at $49/month
Unified contact history
API access
Custom user roles and permissions
Automation logs
Video hosting
Increased video hosting
Chat and email support
Default user roles and permissions
Launch support available

Workbooks Business vs Ontraport Enterprise

Workbooks Business

Ontraport Enterprise

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

Unlimited email sending
Drag-and-drop marketing automation
Video hosting
Split automations
Custom contact and email limits
2-way SMS marketing
Automation webhooks
Facebook Custom Audience integration
Private IPs available
Custom mailserver domain
Tracked trigger links
Deep funnel conversion tracking
Private infrastructure available
File hosting/download links
Fulfillment lists
Transactional email
Remove Ontraport branding
1-on-1 email deliverability consulting
Customizable CRM
Mobile app
Advanced CRM with Deals and Companies
Custom roles and permissions
Field-level permissions
Card view for pipeline tracking
Lead scoring
Customize navigation by role
Task automation
Affiliate partner programs
Unlimited custom fields available
Lead routing
Lead source and conversion reporting
Calendar and Google calendar sync
Default roles and permissions
Self-scheduling
Web forms
Web page builder
Membership sites
Automatic UTM capture
Detailed visitor tracking
Web page personalization
Google ID tracking
Unlimited subdomains
Custom HTML on pages
Facebook ID tracking
Conditional page content
Split test pages
Accept payments online
Online order forms
Coupon codes
Manage subscriptions and payment plans
Order bumps
Offer free or paid trials
Customizable online database
Unlimited users at $69/month
Unified contact history
API access
Custom user roles and permissions
HIPAA available (coming soon)
Automation logs
Video hosting
Increased video hosting
Enterprise-grade security and scalability
Chat and email support
Default user roles and permissions
Launch support available
Field-level permissions
Customize navigation by role
Increased API limits available
Quarterly account reviews
Uptime SLA

Workbooks vs Ontraport Integrations

Workbooks	Ontraport
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	PayPal Zoom WordPress Google Forms DocuSign Acuity Scheduling Shopify Calendly QuickBooks Zapier

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

Other Included Features

	Workbooks	Ontraport
API	Yes	Yes
Outlook Integration	Yes	No
Gmail Integration	No	No
QuickBooks Integration	No	Yes
Shopify Integration	No	Yes
WordPress Integration	No	Yes
Mailchimp Integration	Yes	No
WhatsApp integration	No	No
Facebook Integration	No	Yes
LinkedIn Integration	No	No
Twitter/X Integration	No	Yes
Google Calendar Integration	No	Yes
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	No
Trello Integration	No	No
Zapier Integration	Yes	Yes
Invoicing	Yes	Yes
Marketing Automation	Yes	Yes
Email Marketing	No	No
SMS & Text Messaging	No	Yes
Project Management	No	No
AI	No	Yes
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	Yes	Yes
Inventory Management	No	No
Quoting	Yes	Yes
Drip Marketing	No	Yes
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	Yes
Chat Function	Yes	Yes
Website Builder	No	Yes
Help Desk	Yes	No
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	Yes	Yes

Workbooks vs Ontraport Industry Specific CRM Solutions

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

	Workbooks	Ontraport
Accountants & Accounting Firms	Yes	No
Architects & Architecture Firms	No	Yes
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	Yes
Coaches	No	Yes
Consultants & Consulting Firms	No	Yes
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	Yes
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	Yes
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	Yes
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	Yes
Schools	No	No
Senior Living	No	No
Solar Businesses	No	Yes
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 Ontraport Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	Ontraport Pros Tons of marketing, sales, and workflow automation Multi-Channel Communication Campaign Management
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	Ontraport Cons Not Budget-Friendly Limited reporting capabilities Difficulties with tag management

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