HubSpot CRM vs Workbooks

HubSpot CRM brings customer data and reporting together, with tools for managing sales activity and team conversations. Users can visualize a sales cycle, assign tasks, and predict future revenue. The CRM includes email sync, marketing and workflow automation, lead scoring, sales forecasting, AI features, and payment links. Teams can connect messaging tools in a shared inbox and manage permissions for records, content, and tools. It runs in Chrome, Firefox, Safari, and Edge, with mobile apps for Android and iOS. The HubSpot Marketplace lists more than 2,000 apps, and data can sync automatically in both directions with third-party apps. The free plan costs nothing, requires no credit card, and has no expiration date; it allows 2 users. Starter costs $15 a month per seat, Professional $50 a month per seat, and Enterprise $75 a month per seat. Professional and Enterprise also list one-time onboarding costs.

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.