Zoho CRM vs Workbooks Reviews & Pricing In 2025

Want to know if Zoho CRM or Workbooks is the better or cheaper CRM software?

We compare them below on over 150 different metrics to help you make the right decision.

Zoho CRM vs Workbooks Reviews

	Zoho CRM	Workbooks
Trustpilot Rating	4.3	No Rating
Number of Trustpilot Reviews	4,674	No Review
iPhone App Rating	4.4	5
Number of iPhone App Reviews	2,300	3
Android App Rating	3.5	No Rating
Number of Android App Reviews	5,080	No Review

Sources

• https://www.trustpilot.com/review/www.zoho.com
• https://www.trustpilot.com/review/workbooks.com
• https://apps.apple.com/us/app/zoho-crm-sales-marketing/id444908810
• https://apps.apple.com/us/app/workbooks-crm-mobile/id990628677
• https://play.google.com/store/apps/details?id=com.zoho.crm&hl=en_US&gl=US
• https://play.google.com/store/apps/details?id=com.Workbooks.WBMobileApp&hl=en_US&gl=US

Zoho CRM vs Workbooks Pricing

	Zoho CRM	Workbooks
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	15 day	30 day
Cheapest Plan Name	Standard	Standard
Cheapest Plan Cost Per Month	$50	Not Listed
Mid Priced Plan Name	Enterprise	NA
Mid Priced Plan Cost Per Month	$50	Not Listed
Top Plan Name	Ultimate	Business
Top Plan Cost Per Month	$65	$88

Zoho CRM vs Workbooks Features

Zoho CRM Standard vs Workbooks Standard

Zoho CRM Standard

Workbooks Standard

Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Workflow rules Email notifications Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Email templates Email authentication Mass email Social profile integration Functions Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction

Contact Management Pipeline Management Customer Service Marketing Automation

Zoho CRM Enterprise vs Workbooks NA

Zoho CRM Enterprise

Workbooks NA

Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Functions Client Script Widgets Circuits Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption

NA

Zoho CRM Ultimate vs Workbooks Business

Zoho CRM Ultimate

Workbooks Business

Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Zoho Analytics Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Functions Client Script Widgets Circuits Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption

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

Zoho CRM vs Workbooks Integrations

Zoho CRM	Workbooks
Google Workspace Microsoft 365 Twilio Klenty Xero Slack Zapier PandaDoc Dropbox ActiveCampaign	Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva

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

Other Included Features

	Zoho CRM	Workbooks
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	Yes	No
QuickBooks Integration	Yes	No
Shopify Integration	Yes	No
WordPress Integration	Yes	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	Yes	No
Facebook Integration	Yes	No
LinkedIn Integration	Yes	No
Twitter/X Integration	Yes	No
Google Calendar Integration	Yes	No
Excel Integration	Yes	No
Office 365 Integration	Yes	No
Google Sheets Integration	Yes	No
Xero Integration	Yes	No
Notion Integration	Yes	No
Asana Integration	Yes	No
Trello Integration	Yes	No
Zapier Integration	Yes	Yes
Invoicing	Yes	Yes
Marketing Automation	Yes	Yes
Email Marketing	Yes	No
SMS & Text Messaging	No	No
Project Management	Yes	No
AI	Yes	No
Voip & Telephony Integration	Yes	No
Dialer	No	No
Contract Management	Yes	Yes
Inventory Management	Yes	No
Quoting	Yes	Yes
Drip Marketing	Yes	No
Customer Portal	Yes	Yes
Appointment Scheduling	Yes	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	No	Yes
Ticketing System	No	No
Call Recording	No	Yes
Call Tracking	No	No
Task Management	Yes	Yes
Paypal & Payment Processing	Yes	No
Document Management	Yes	Yes
Shared Inbox	No	No
Create Landing Pages	Yes	No
Chat Function	Yes	Yes
Website Builder	Yes	No
Help Desk	Yes	Yes
GPS Tracking	No	No
Loyalty Program	Yes	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	Yes	Yes

Zoho CRM vs Workbooks Industry Specific CRM Solutions

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

	Zoho CRM	Workbooks
Accountants & Accounting Firms	Yes	Yes
Architects & Architecture Firms	No	No
Automotive Industry	Yes	No
Banks & Banking	Yes	No
Call Centers	No	No
Car & Auto Dealerships	Yes	No
Charity & Non-profit	Yes	No
Churches	No	No
Cleaners & Cleaning Businesses	No	No
Coaches	Yes	No
Consultants & Consulting Firms	Yes	No
Construction	No	No
Contractors	No	No
Co-working	No	No
Credit Unions	Yes	No
Customer Service	Yes	No
Dentists	Yes	No
Doctors	Yes	No
Ecommerce	Yes	No
Email Marketing	Yes	No
Electricians & Electrical Contractors	No	No
Engineers & Engineering Firms	No	No
Event Management	Yes	Yes
Field Service	Yes	No
Financial Advisors & Services	Yes	No
Freight Brokers & Forwarders	No	No
Government & Public Sector	No	No
Graphic Designers & Creatives	Yes	No
Gyms	Yes	No
Healthcare Providers	Yes	No
Hotels & Hospitality	Yes	No
HVAC	No	No
Insurance Agents	Yes	No
Investment Banking	Yes	No
Landscapers	No	No
Lawyers & Law Firms	Yes	No
Logistics	Yes	Yes
Manufacturing	No	Yes
Marketing	Yes	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	Yes	No
Professional Services	Yes	Yes
Property Management	Yes	No
Real Estate	Yes	No
Recruiting & Recruitment Agencies	Yes	No
Restaurants	No	No
Retail	Yes	No
Roofers & Roofing	Yes	No
SaaS	Yes	No
Schools	Yes	No
Senior Living	No	No
Solar Businesses	No	No
Sports Teams	No	No
Staffing Agencies	Yes	No
Telemarketing	No	No
Therapists	No	No
Tour Operators	Yes	No
Travel Agents	Yes	No
Universities, College & Higher Education	Yes	No
Web Designers	Yes	No
Wholesalers & Distributors	No	No

Zoho CRM vs Workbooks Pros & Cons

Zoho CRM Pros Friendly UI and UX 30- to 45-day money-back guarantee Flexible setup for customization	Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards
Zoho CRM Cons AI features only on top tiers Not good for Agile management No-Code Integrations	Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports

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