Frappe CRM vs Workbooks

Frappe CRM is an open-source CRM for sales teams managing leads, deals, communications and follow-ups. Teams can capture leads from web forms, incoming email, WhatsApp, Facebook lead ads, manual entry or spreadsheet imports, then move them into deals and track progress through customizable Kanban stages. Visual workflows can send emails, assign sales representatives, change fields or call webhooks. Users can tailor the system with custom fields, statuses and actions. Listed integrations include ERPNext, WhatsApp, Meta, Twilio and Exotel, with APIs available for third-party connections. Plans include unlimited leads, deals, contacts and sales agents without per-user pricing. It runs on the web and can be hosted on Frappe Cloud or installed on a customer's server; mobile use is through a phone browser that can be added to the home screen. Self-hosting is free under the AGPL-3.0 license. Frappe Cloud Sites costs $5 a month for a single site, and Servers costs $60 a month. Product Warranty provides bug-fix support through tickets, not functional support.

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.