Workbooks vs Zoho CRM

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.

Zoho CRM gives sales teams tools to manage leads, track contacts, automate follow-ups, and measure sales performance. It includes a visual sales pipeline, email sync, lead scoring, forecasting, marketing automation, and workflow tools. Its AI features can recommend actions, flag anomalies, predict outcomes, automate follow-ups, and help interpret emails. Teams can customize layouts and portals, and connect more than 1,100 applications, including Slack, Teams, Google Drive, Dropbox, Mailchimp, and Zendesk. The free edition supports up to three users and includes leads, documents, and mobile apps. Starter is $14 a month per user with annual billing; Starter Monthly is $20 a month per user. Local taxes are additional, and a 15-day trial is listed. The mobile app can work offline and synchronize later. Developer access includes REST, Bulk, Notification, and Query APIs. Security controls include audit logs, IP restrictions, multi-factor authentication, and encryption; data encryption at rest is available in Enterprise and Ultimate editions.