Workbooks vs Orgzit Reviews & Pricing In 2025

Want to know if Workbooks or Orgzit 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 Orgzit Reviews

	Workbooks	Orgzit
Trustpilot Rating	No Rating	3.7
Number of Trustpilot Reviews	No Review	1
iPhone App Rating	5	No Rating
Number of iPhone App Reviews	3	No Review
Android App Rating	No Rating	4.2
Number of Android App Reviews	No Review	5

Sources

Workbooks vs Orgzit Pricing

	Workbooks	Orgzit
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	30 day
Cheapest Plan Name	Standard	Starter
Cheapest Plan Cost Per Month	Not Listed	$49
Mid Priced Plan Name	NA	Super Teams
Mid Priced Plan Cost Per Month	Not Listed	$49
Top Plan Name	Business	Premium
Top Plan Cost Per Month	$88	$69

Workbooks vs Orgzit Features

Workbooks Standard vs Orgzit Starter

Workbooks Standard	Orgzit Starter
Contact Management Pipeline Management Customer Service Marketing Automation	1 Application 50,000 Records 400 Fields Custom Fields Field Conditions Workflow Automations Team Collaboration (Comments, Reminders & Files) Smart Filters Data Import & Export Change History Global Search Reports & Dashboard PDF Document Generation Zapier Integration Mobile App Email Support No-code consultation and development (Limited)

Workbooks NA vs Orgzit Super Teams

Workbooks NA

Orgzit Super Teams

3 Applications
200,000 Records
800 Fields
Role based permissions [5 roles]
Role based dashboards
Filter Subscriptions
Relationship value fields
Conditional Forms
Advanced workflow automations
API Access ADD ON
Email + WhatsApp Support
Custom Fields
Field Conditions
Workflow Automations
Team Collaboration (Comments, Reminders & Files)
Smart Filters
Data Import & Export
Change History
Global Search
Reports & Dashboard
PDF Document Generation
Zapier Integration
Mobile App
No-code consultation and development (Limited)

Workbooks Business vs Orgzit Premium

Workbooks Business

Orgzit Premium

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

10 Applications
500,000 Records
1500 Fields
Role based permissions [15 roles]
User and Zone Restricted Access
Scheduled Automations
Multiple Dashboards
BI Integration (PowerBI, Tableau, etc)
Webhook Integration
Custom code development ADD ON
Dedicated Server ADD ON
Role based dashboards
Filter Subscriptions
Relationship value fields
Conditional Forms
Advanced workflow automations
API Access ADD ON
Email + WhatsApp Support + Dedicated CSM
Custom Fields
Field Conditions
Workflow Automations
Team Collaboration (Comments, Reminders & Files)
Smart Filters
Data Import & Export
Change History
Global Search
Reports & Dashboard
PDF Document Generation
Zapier Integration
Mobile App
No-code consultation and development (Ongoing)

Workbooks vs Orgzit Integrations

Workbooks	Orgzit
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	G Suite Office 365 MailChimp 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	Orgzit
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	No	Yes
QuickBooks Integration	No	No
Shopify Integration	No	No
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	Yes
Office 365 Integration	No	Yes
Google Sheets Integration	No	Yes
Xero Integration	No	No
Notion Integration	No	No
Asana Integration	No	No
Trello Integration	No	No
Zapier Integration	Yes	Yes
Invoicing	Yes	Yes
Marketing Automation	Yes	No
Email Marketing	No	No
SMS & Text Messaging	No	Yes
Project Management	No	Yes
AI	No	No
Voip & Telephony Integration	No	Yes
Dialer	No	Yes
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	Yes
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	No
Document Storage	Yes	No
Mapping	Yes	No

Workbooks vs Orgzit Industry Specific CRM Solutions

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

	Workbooks	Orgzit
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	Yes
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	Yes
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	Yes
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 Orgzit Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	Orgzit Pros Dashboard and flexibility Segregation of information by topics Management and access according to limit and chain of command
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	Orgzit Cons Clunky user interface Lack of customization options No Free Plan

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