Workbooks vs Sage CRM Reviews & Pricing In 2025

Want to know if Workbooks or Sage 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 Sage CRM Reviews

	Workbooks	Sage CRM
Trustpilot Rating	No Rating	4.3
Number of Trustpilot Reviews	No Review	17,400
iPhone App Rating	5	No Rating
Number of iPhone App Reviews	3	No Review
Android App Rating	No Rating	No Rating
Number of Android App Reviews	No Review	No Review

Sources

Workbooks vs Sage CRM Pricing

	Workbooks	Sage CRM
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	No
Free Trial Length	30 day	NA
Cheapest Plan Name	Standard	Standard
Cheapest Plan Cost Per Month	Not Listed	Not Listed
Mid Priced Plan Name	NA	NA
Mid Priced Plan Cost Per Month	Not Listed	Not Listed
Top Plan Name	Business	NA
Top Plan Cost Per Month	$88	Not Listed

Workbooks vs Sage CRM Features

Workbooks Standard vs Sage CRM Standard

Workbooks Standard	Sage CRM Standard
Contact Management Pipeline Management Customer Service Marketing Automation	Reporting Quotes and orders Forecasting MailChimp support Collaboration Automated campaigns Actionable reports Survey customers

Workbooks NA vs Sage CRM NA

Workbooks NA	Sage CRM NA
NA	NA

Workbooks Business vs Sage CRM NA

Workbooks Business	Sage CRM NA
Contact Management Pipeline Management Customer Service Marketing Automation Order Processing Invoicing Credit Notes Supplier Purchase Orders	NA

Workbooks vs Sage CRM Integrations

Workbooks	Sage CRM
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	Mailchimp Procore Microsoft Outlook Infraspeak WorkPal Praxedo Esker Leadoo GoCardless Zigaflow

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

Other Included Features

	Workbooks	Sage CRM
API	Yes	No
Outlook Integration	Yes	Yes
Gmail Integration	No	No
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	No
Excel Integration	No	No
Office 365 Integration	No	No
Google Sheets Integration	No	No
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	No
Project Management	No	No
AI	No	Yes
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	No
Appointment Scheduling	Yes	No
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	No
Paypal & Payment Processing	No	Yes
Document Management	Yes	No
Shared Inbox	No	No
Create Landing Pages	No	No
Chat Function	Yes	No
Website Builder	No	No
Help Desk	Yes	No
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	No
Document Storage	Yes	No
Mapping	Yes	No

Workbooks vs Sage CRM Industry Specific CRM Solutions

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

	Workbooks	Sage CRM
Accountants & Accounting Firms	Yes	Yes
Architects & Architecture Firms	No	No
Automotive Industry	No	Yes
Banks & Banking	No	No
Call Centers	No	No
Car & Auto Dealerships	No	No
Charity & Non-profit	No	Yes
Churches	No	No
Cleaners & Cleaning Businesses	No	No
Coaches	No	No
Consultants & Consulting Firms	No	No
Construction	No	Yes
Contractors	No	Yes
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	Yes
Freight Brokers & Forwarders	No	No
Government & Public Sector	No	No
Graphic Designers & Creatives	No	No
Gyms	No	No
Healthcare Providers	No	Doesn’t mention CRM for healthcare
Hotels & Hospitality	No	Yes
HVAC	No	No
Insurance Agents	No	No
Investment Banking	No	No
Landscapers	No	No
Lawyers & Law Firms	No	No
Logistics	Yes	No
Manufacturing	Yes	CRM not specifically for this sector
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	Doesn’t offer CRM, just ERP & finance
Property Management	No	No
Real Estate	No	No
Recruiting & Recruitment Agencies	No	No
Restaurants	No	No
Retail	No	Yes
Roofers & Roofing	No	No
SaaS	No	CRM integration only
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	ERP & Accounting on industry page

Workbooks vs Sage CRM Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	Sage CRM Pros Easy to track logs and reports Ingested and processed customer data in real time Good for pipeline management
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	Sage CRM Cons Slow customer support System occasionally freeze up and need to be restarted Not an out-of-the-box solution

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