What users are saying about
37 Ratings
28 Ratings
37 Ratings
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Score 7.6 out of 100
28 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

1CRM

It is well suited for a small enterprise which is looking at budget as its main constraint, as this is literally the best priced model at $12 a month. Then again it provides much more than the basic CRM functionality, this also is good for any medium enterprises looking to work on its productivity in all the intertwined departments of sales, marketing, order management, project management, and finance.
Prashant Choudhary | TrustRadius Reviewer

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

1CRM
9.0
Workbooks
7.7
Customer data management / contact management
1CRM
9.0
Workbooks
8.5
Workflow management
1CRM
9.0
Workbooks
8.2
Territory management
1CRM
9.0
Workbooks
7.7
Opportunity management
1CRM
10.0
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
1CRM
9.0
Workbooks
6.4
Contract management
1CRM
7.0
Workbooks
7.2
Quote & order management
1CRM
10.0
Workbooks
7.6
Interaction tracking
1CRM
9.0
Workbooks
6.4
Channel / partner relationship management
1CRM
9.0
Workbooks
8.4

Customer Service & Support

1CRM
9.3
Workbooks
6.3
Case management
1CRM
10.0
Workbooks
6.2
Call center management
1CRM
9.0
Workbooks
6.8
Help desk management
1CRM
9.0
Workbooks
5.8

Marketing Automation

1CRM
10.0
Workbooks
7.3
Lead management
1CRM
10.0
Workbooks
8.0
Email marketing
1CRM
10.0
Workbooks
6.6

CRM Project Management

1CRM
9.7
Workbooks
7.5
Task management
1CRM
9.0
Workbooks
7.7
Billing and invoicing management
1CRM
10.0
Workbooks
6.8
Reporting
1CRM
10.0
Workbooks
7.8

CRM Reporting & Analytics

1CRM
9.0
Workbooks
8.6
Forecasting
1CRM
8.0
Workbooks
8.2
Pipeline visualization
1CRM
9.0
Workbooks
8.8
Customizable reports
1CRM
10.0
Workbooks
8.8

Customization

1CRM
8.5
Workbooks
7.7
Custom fields
1CRM
8.0
Workbooks
8.4
Custom objects
1CRM
8.0
Workbooks
7.6
Scripting environment
1CRM
9.0
Workbooks
7.5
API for custom integration
1CRM
9.0
Workbooks
7.5

Security

1CRM
8.5
Workbooks
7.5
Single sign-on capability
1CRM
8.0
Workbooks
7.0
Role-based user permissions
1CRM
9.0
Workbooks
8.0

Social CRM

1CRM
7.5
Workbooks
6.6
Social data
1CRM
7.0
Workbooks
6.0
Social engagement
1CRM
8.0
Workbooks
7.3

Integrations with 3rd-party Software

1CRM
9.5
Workbooks
6.9
Marketing automation
1CRM
9.0
Workbooks
6.7
Compensation management
1CRM
10.0
Workbooks
7.0

Platform

1CRM
9.0
Workbooks
4.2
Mobile access
1CRM
9.0
Workbooks
4.2

Pros

1CRM

  • Sales management.
  • Marketing management.
Prashant Choudhary | TrustRadius Reviewer

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | TrustRadius Reviewer

Cons

1CRM

  • Some random logouts but way less compared to others.
  • Becomes a little cluttered as it has all products, services and order management.
Prashant Choudhary | TrustRadius Reviewer

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

1CRM

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

Reliability and Availability

1CRM

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Online Training

1CRM

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Alternatives Considered

1CRM

1CRM has the lowest price and is not just a CRM but a bundle of efficient tools in one package that improves the motion of the entire framework in an organization in a fluid and synchronized way. It provides a platform to improve the productivity on each and every step and the power to coalesce several departments to work in an orderly manner.
This helps any small or medium enterprises unleash the power of automation as well as overall management of projects, services and deliverables.
Prashant Choudhary | TrustRadius Reviewer

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | TrustRadius Reviewer

Return on Investment

1CRM

  • It has overall increased sales productivity.
  • Has reduced lead time for customer and made the deliveries faster and more efficient.
Prashant Choudhary | TrustRadius Reviewer

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | TrustRadius Reviewer

Screenshots

Pricing Details

1CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

1CRM Editions & Modules

Additional Pricing Details

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

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