Odoo CRM vs Workbooks

Odoo CRM helps teams track sales opportunities, plan follow-ups and forecast sales through a Kanban pipeline. Leads can come from email, VoIP calls, social reactions, website visitors, event attendees and support tickets; predictive criteria including past performance estimate their likelihood of success. Users can automate lead creation, team assignment and scheduled activities. Communication channels include email, live chat, SMS and VoIP. CRM reporting includes lead and opportunity analysis, cohort analysis, dashboards and sales KPIs. Odoo Calendar can sync with Google Calendar and Outlook, and opportunity records can be used to create meetings. The Outlook plugin can create opportunities from an email panel in desktop or web Outlook. One App Free costs nothing for one app with unlimited users. Standard costs $24.90 a month billed yearly and the page also shows US$ 31.10 per user per month. Custom costs $49 a month billed yearly and also shows US$ 61.00 per user per month; Odoo.sh hosting costs extra. Odoo is open source, and its Custom plan includes external API access.

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.