Workbooks vs SuiteDash Reviews & Pricing In 2025

Want to know if Workbooks or SuiteDash 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 SuiteDash Reviews

	Workbooks	SuiteDash
Trustpilot Rating	No Rating	3.2
Number of Trustpilot Reviews	No Review	3
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 SuiteDash Pricing

	Workbooks	SuiteDash
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	30 day	14 day
Cheapest Plan Name	Standard	Start
Cheapest Plan Cost Per Month	Not Listed	$49
Mid Priced Plan Name	NA	Thrive
Mid Priced Plan Cost Per Month	Not Listed	$49
Top Plan Name	Business	Pinnacle
Top Plan Cost Per Month	$88	$99

Workbooks vs SuiteDash Features

Workbooks Standard vs SuiteDash Start

Workbooks Standard	SuiteDash Start
Contact Management Pipeline Management Customer Service Marketing Automation	UNLIMITED CRM Contacts UNLIMITED Staff/Team UNLIMITED Portals Extreme White Labeling Custom Branded Mobile App Email Marketing Campaigns 100GB File Storage Docs / Academy / Community

Workbooks NA vs SuiteDash Thrive

Workbooks NA	SuiteDash Thrive
NA	Autoresponder Drip Marketing Dynamic Proposals Toolkit Custom Folder Generators Advanced Custom Menus Deal Stage Pipelines Client-Side Live Chat Total of 500GB File Storage 1 FREE Wizarding Session UNLIMITED CRM Contacts UNLIMITED Staff/Team UNLIMITED Portals Extreme White Labeling Custom Branded Mobile App Email Marketing Campaigns Docs / Academy / Community

Workbooks Business vs SuiteDash Pinnacle

Workbooks Business

SuiteDash Pinnacle

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

Task Dependency Logic
FLOWs Automation Toolkit
Trigger/Action Automations
LMS Learning Management
Support Tickets Toolkit
Client/Customer Journeys**
Total of 2TB File Storage
1 BONUS Wizarding Session
Autoresponder Drip Marketing
Dynamic Proposals Toolkit
Custom Folder Generators
Advanced Custom Menus
Deal Stage Pipelines
Client-Side Live Chat
UNLIMITED CRM Contacts
UNLIMITED Staff/Team
UNLIMITED Portals
Extreme White Labeling
Custom Branded Mobile App
Email Marketing Campaigns
Docs / Academy / Community

Workbooks vs SuiteDash Integrations

Workbooks	SuiteDash
Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva	Zoom Zapier WordPress Twilio Stripe SendGrid Quickbooks PayPal Google Calendar Braintree

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

Other Included Features

	Workbooks	SuiteDash
API	Yes	No
Outlook Integration	Yes	No
Gmail Integration	No	No
QuickBooks Integration	No	Yes
Shopify Integration	No	No
WordPress Integration	No	Yes
Mailchimp Integration	Yes	No
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	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	Yes
Invoicing	Yes	Yes
Marketing Automation	Yes	Yes
Email Marketing	No	No
SMS & Text Messaging	No	No
Project Management	No	Yes
AI	No	No
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	Yes	No
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	No
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	Yes
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 SuiteDash Industry Specific CRM Solutions

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

	Workbooks	SuiteDash
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 SuiteDash Pros & Cons

Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards	SuiteDash Pros Client communications and collaboration Automation of business processes Comprehensive and feature-rich
Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports	SuiteDash Cons Slow load times Unattractive and confusing interface Steep learning curve

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