Agile CRM vs Workbooks

Agile CRM combines sales enablement, marketing automation, and customer service in one CRM platform. Sales tools cover contact and deal management, lead scoring, appointment scheduling, telephony, and sales reporting. Marketing features include campaign automation, email campaigns and tracking, landing pages, web engagement, and mobile marketing. Service tools include helpdesk ticketing, groups, labels, canned responses, views, activities, and reports. Android and iOS apps support managing contacts, sending campaigns, and making calls. Listed integrations include Twitter, Facebook, LinkedIn, Zendesk, HelpScout, and LiveHelpNow; developer resources include REST and language APIs, webhooks, and single sign-on integration. The Free plan costs nothing and allows up to 10 users and 1,000 contacts and companies. Starter costs $8.99 a month and includes 5,000 API calls per day. Higher plans add features such as two-way telephony and call recording. The pricing FAQ states a 99.5% uptime guarantee on paid plans. Agile CRM describes its offering as a sales and marketing solution for small and medium-sized businesses.

Workbooks is a CRM and business management platform that runs on the web, iOS, and Android. Its CRM tools include account and contact management, opportunity and pipeline management, quotations, and ticketing and case management; the CRM plan also includes Office 365 integration. The product lists email synchronization, marketing automation, AI features, and a mobile app. Higher plans add orders and finance, invoices and credit notes, and accounting and ERP integrations. Workbooks offers a 30-day free trial but no free plan. CRM costs $47 a month, billed annually under a one-, two-, or three-year subscription. CRM Pro is $66 a month, Business is $97 a month, and Business Pro is $116 a month, also billed annually under those subscription terms. Workbooks was founded in 2009 and is headquartered in Reading, United Kingdom.