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Workbooks vs Podio Reviews & Pricing In 2025


Disclosure: We may earn commissions if you shop through the links below.

Last Updated: May 22, 2025

Want to know if Workbooks or Podio 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 Podio Reviews

WorkbooksPodio
Trustpilot RatingNo Rating2.1
Number of Trustpilot ReviewsNo Review20
iPhone App Rating54.6
Number of iPhone App Reviews33,300
Android App RatingNo Rating3.7
Number of Android App ReviewsNo Review3,410

Sources

  • https://www.trustpilot.com/review/workbooks.com
  • https://www.trustpilot.com/review/podio.com
  • https://apps.apple.com/us/app/workbooks-crm-mobile/id990628677
  • https://apps.apple.com/us/app/podio/id404183617
  • https://play.google.com/store/apps/details?id=com.Workbooks.WBMobileApp&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.podio&hl=en_US&gl=US

Workbooks vs Podio Pricing

WorkbooksPodio
Free PlanNoYes
Free Plan LimitsNAUp to 5 users
Free TrialYesNo
Free Trial Length30 dayNA
Cheapest Plan NameStandardFree
Cheapest Plan Cost Per MonthNot Listed$14
Mid Priced Plan NameNAPlus
Mid Priced Plan Cost Per MonthNot Listed$14
Top Plan NameBusinessPremium
Top Plan Cost Per Month$88$24

Workbooks vs Podio Features

Workbooks Standard vs Podio Free

Workbooks StandardPodio Free
  • Contact Management
  • Pipeline Management
  • Customer Service
  • Marketing Automation
  • Task management
  • Apps and workspaces

Workbooks NA vs Podio Plus

Workbooks NAPodio Plus
NA
  • Task management
  • Apps and workspaces
  • Unlimited items
  • User management
  • Unlimited client users
  • Light user role
  • Automated Workflows
  • Read-only access

Workbooks Business vs Podio Premium

Workbooks BusinessPodio Premium
  • Contact Management
  • Pipeline Management
  • Customer Service
  • Marketing Automation
  • Order Processing
  • Invoicing
  • Credit Notes
  • Supplier Purchase Orders
  • Task management
  • Apps and workspaces
  • Unlimited items
  • User management
  • Unlimited client users
  • Light user role
  • Automated Workflows
  • Read-only access
  • Visual reports
  • Interactive sales dashboards
  • Cloud phone system and power dialer
  • Advanced Workflow Automation

Workbooks vs Podio Integrations

WorkbooksPodio
  • Mailchimp
  • Basecamp
  • HubSpot
  • FreshBooks
  • Zapier
  • Box
  • Dropbox Sign
  • Constant Contact
  • Adobe Acrobat Sign
  • Nextiva
  • ShareFile
  • Dropbox
  • GoToMeeting
  • Zendesk
  • Onedrive
  • Zapier
  • Hightail
  • SugarSync
  • Evernote
  • Microsoft Exchange

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

Other Included Features

WorkbooksPodio
APIYesYes
Outlook IntegrationYesYes
Gmail IntegrationNoNo
QuickBooks IntegrationNoNo
Shopify IntegrationNoNo
WordPress IntegrationNoNo
Mailchimp IntegrationYesYes
WhatsApp integrationNoNo
Facebook IntegrationNoNo
LinkedIn IntegrationNoNo
Twitter/X IntegrationNoNo
Google Calendar IntegrationNoYes
Excel IntegrationNoYes
Office 365 IntegrationNoNo
Google Sheets IntegrationNoNo
Xero IntegrationNoYes
Notion IntegrationNoNo
Asana IntegrationNoNo
Trello IntegrationNoNo
Zapier IntegrationYesYes
InvoicingYesNo
Marketing AutomationYesNo
Email MarketingNoNo
SMS & Text MessagingNoNo
Project ManagementNoYes
AINoNo
Voip & Telephony IntegrationNoNo
DialerNoYes
Contract ManagementYesNo
Inventory ManagementNoNo
QuotingYesNo
Drip MarketingNoNo
Customer PortalYesYes
Appointment SchedulingYesNo
Workflow Automation & ManagementYesYes
ERPNoNo
Order ManagementYesNo
Ticketing SystemNoNo
Call RecordingYesNo
Call TrackingNoNo
Task ManagementYesYes
Paypal & Payment ProcessingNoYes
Document ManagementYesYes
Shared InboxNoNo
Create Landing PagesNoNo
Chat FunctionYesYes
Website BuilderNoNo
Help DeskYesYes
GPS TrackingNoNo
Loyalty ProgramNoNo
Cloud StorageYesYes
Document StorageYesYes
MappingYesNo

Workbooks vs Podio Industry Specific CRM Solutions

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

WorkbooksPodio
Accountants & Accounting FirmsYesYes
Architects & Architecture FirmsNoNo
Automotive IndustryNoNo
Banks & BankingNoNo
Call CentersNoNo
Car & Auto DealershipsNoNo
Charity & Non-profitNoNo
ChurchesNoNo
Cleaners & Cleaning BusinessesNoNo
CoachesNoNo
Consultants & Consulting FirmsNoYes
ConstructionNoYes
ContractorsNoNo
Co-workingNoNo
Credit UnionsNoNo
Customer ServiceNoNo
DentistsNoNo
DoctorsNoNo
EcommerceNoNo
Email MarketingNoNo
Electricians & Electrical ContractorsNoNo
Engineers & Engineering FirmsNoNo
Event ManagementYesNo
Field ServiceNoNo
Financial Advisors & ServicesNoNo
Freight Brokers & ForwardersNoNo
Government & Public SectorNoNo
Graphic Designers & CreativesNoNo
GymsNoNo
Healthcare ProvidersNoYes
Hotels & HospitalityNoNo
HVACNoNo
Insurance AgentsNoNo
Investment BankingNoNo
LandscapersNoNo
Lawyers & Law FirmsNoYes
LogisticsYesNo
ManufacturingYesNo
MarketingNoYes
Mortgage Brokers & Loan OfficesNoNo
Movers & Moving CompaniesNoNo
MuseumsNoNo
Personal TrainersNoNo
PhotographersNoNo
PlumbersNoNo
Political CampaignsNoNo
Private EquityNoNo
Professional ServicesYesNo
Property ManagementNoNo
Real EstateNoYes
Recruiting & Recruitment AgenciesNoNo
RestaurantsNoNo
RetailNoNo
Roofers & RoofingNoNo
SaaSNoNo
SchoolsNoYes
Senior LivingNoNo
Solar BusinessesNoNo
Sports TeamsNoNo
Staffing AgenciesNoNo
TelemarketingNoNo
TherapistsNoNo
Tour OperatorsNoNo
Travel AgentsNoNo
Universities, College & Higher EducationNoYes
Web DesignersNoNo
Wholesalers & DistributorsNoNo

Workbooks vs Podio Pros & Cons

Workbooks Pros

  • Easy to use and very efficient
  • Automation capabilities
  • In-depth reporting and dashboards
Podio Pros

  • Provides granular admin capabilities
  • Extremely flexible and customizable
  • Centralizes many aspects of a business in one place
Workbooks Cons

  • Occasional Slowness and Downtime
  • Some fields are locked
  • Unintuitive and confusing process of building reports
Podio Cons

  • Not as feature-rich as other solutions
  • Occasional downtime
  • Very limited support

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