Pipedrive vs Workbooks

Pipedrive is paid sales software centered on a visual pipeline for managing leads and sales activity. It runs on the web and has iOS and Android apps, with email sync, marketing automation, AI features and a mobile app listed. Lite combines lead, calendar and pipeline management with AI-powered report creation, meeting intelligence and more than 500 integrations. Growth adds full email sync with tracking, automations and nurturing sequences, subscription and forecast reports, a meeting scheduler and a contacts timeline. Premium adds lead generation and routing, custom scoring, company data enrichment, AI-powered multi-email tools, contracts and e-signatures. Ultimate includes account security rules and alerts, phone and email data enrichment, a sandbox testing account and extended phone support. Pipedrive has no free plan but offers a 14-day trial. The maker was founded in 2010 and is headquartered in New York, United States.

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.