Workbooks vs Simply crm Reviews & Pricing In 2025

Want to know if Workbooks or Simply 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 Simply crm Reviews

	Workbooks	Simply crm
Trustpilot Rating	No Rating	4.1
Number of Trustpilot Reviews	No Review	82
iPhone App Rating	5	2.1
Number of iPhone App Reviews	3	7
Android App Rating	No Rating	No Rating
Number of Android App Reviews	No Review	No Review

Sources

Workbooks vs Simply crm Pricing

	Workbooks	Simply crm
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	14 day
Cheapest Plan Name	Standard	Starter
Cheapest Plan Cost Per Month	Not Listed	$28
Mid Priced Plan Name	NA	ProfessionalMOST
Mid Priced Plan Cost Per Month	Not Listed	$28
Top Plan Name	Business	Enterprise
Top Plan Cost Per Month	$88	$47

Workbooks vs Simply crm Features

Workbooks Standard vs Simply crm Starter

Workbooks Standard	Simply crm Starter
Contact Management Pipeline Management Customer Service Marketing Automation	Dashboards Lead management Contact management Organisation management Opportunities & deals Visual pipeline Mobile app 24/7 support

Workbooks NA vs Simply crm ProfessionalMOST

Workbooks NA

Simply crm ProfessionalMOST

Invoices & quotes
Sales orders
Products & services
Price books
Service contracts
Purchase orders
Vendor management
Campaigns
Projects
Webforms
Helpdesk & support tickets
FAQ’s
Full reporting
Advanced permissions & user profiles
Email integration
Automation
Workflows
Basic integrations
Dashboards
Lead management
Contact management
Organisation management
Opportunities & deals
Visual pipeline
Mobile app
24/7 support

Workbooks Business vs Simply crm Enterprise

Workbooks Business

Simply crm Enterprise

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

Behavior prediction (AI)
Custom buttons & layouts
ERP integrations
VOIP telephony
API integrations
Invoices & quotes
Sales orders
Products & services
Price books
Service contracts
Purchase orders
Vendor management
Campaigns
Projects
Webforms
Helpdesk & support tickets
FAQ’s
Full reporting
Advanced permissions & user profiles
Email integration
Automation
Workflows
Basic integrations
Dashboards
Lead management
Contact management
Organisation management
Opportunities & deals
Visual pipeline
Mobile app
24/7 support

Workbooks vs Simply crm Integrations

Workbooks	Simply crm
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	Mailchimp Xero Twilio Magento Google Apps Shopify Lasso Facebook Quickbooks Signaturit

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

Other Included Features

	Workbooks	Simply crm
API	Yes	No
Outlook Integration	Yes	Yes
Gmail Integration	No	Yes
QuickBooks Integration	No	Yes
Shopify Integration	No	Yes
WordPress Integration	No	Yes
Mailchimp Integration	Yes	Yes
WhatsApp integration	No	Yes
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	Yes
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	Yes
AI	No	No
Voip & Telephony Integration	No	Yes
Dialer	No	No
Contract Management	Yes	No
Inventory Management	No	No
Quoting	Yes	Yes
Drip Marketing	No	Yes
Customer Portal	Yes	No
Appointment Scheduling	Yes	No
Workflow Automation & Management	Yes	Yes
ERP	No	Yes
Order Management	Yes	Yes
Ticketing System	No	Yes
Call Recording	Yes	No
Call Tracking	No	Yes
Task Management	Yes	Yes
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	Yes
Document Storage	Yes	Yes
Mapping	Yes	No

Workbooks vs Simply crm Industry Specific CRM Solutions

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

	Workbooks	Simply crm
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	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	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	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 Simply crm Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	Simply crm Pros Intuitive and User-Friendly Interface Manage business resources optimally and timely Centralized Data Storage
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	Simply crm Cons Complex Integration Process Limited Features and Automation Difficult to get real time notification about the client activities

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