Freshsales vs Workbooks

Freshsales is customer relationship management software for sales teams, combining lead management, customer communications, and deal tracking. Teams can capture, qualify, route, and track leads, review contact histories, customize pipeline stages, and forecast revenue. Built-in chat, email, and phone tools bring customer interactions together, while integrations extend channels to Facebook Messenger and WhatsApp Business. Kanban views use drag-and-drop cards. Freddy AI can highlight leads and deals, provide insights, recommend closing actions, and write emails. Automation options include task management, assignment rules, sales sequences, workflows, and internal notifications. Freshsales offers Android and iOS apps with offline mode, voice notes, check-in, Google Maps synchronization, and Gmail and Outlook add-ons. The free plan supports up to 3 users. Growth starts at $9 per user per month, billed annually; Pro is $39 per month and Enterprise is $59 per month, both billed annually. A 21-day trial provides access to the fully loaded CRM, after which accounts are suspended if users do not continue.

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.