What users are saying about
62 Ratings
29 Ratings
62 Ratings
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Score 7.7 out of 100
29 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 6.6 out of 100

Feature Set Ratings

  • 1CRM ranks higher in 10 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform

Sales Force Automation

9.4

1CRM

94%
7.7

Workbooks

77%
1CRM ranks higher in 9/9 features

Customer data management / contact management

9.7
97%
5 Ratings
8.5
85%
9 Ratings

Workflow management

9.6
96%
5 Ratings
8.2
82%
7 Ratings

Territory management

9.4
94%
5 Ratings
7.7
77%
9 Ratings

Opportunity management

9.7
97%
5 Ratings
8.8
88%
9 Ratings

Integration with email client (e.g., Outlook or Gmail)

8.7
87%
5 Ratings
6.4
64%
9 Ratings

Contract management

8.9
89%
5 Ratings
7.2
72%
9 Ratings

Quote & order management

9.7
97%
5 Ratings
7.6
76%
8 Ratings

Interaction tracking

9.7
97%
5 Ratings
6.4
64%
8 Ratings

Channel / partner relationship management

9.2
92%
5 Ratings
8.4
84%
8 Ratings

Customer Service & Support

9.6

1CRM

96%
6.3

Workbooks

63%
1CRM ranks higher in 3/3 features

Case management

9.6
96%
5 Ratings
6.2
62%
8 Ratings

Call center management

10.0
100%
5 Ratings
6.8
68%
2 Ratings

Help desk management

9.3
93%
4 Ratings
5.8
58%
8 Ratings

Marketing Automation

8.3

1CRM

83%
7.3

Workbooks

73%
1CRM ranks higher in 2/2 features

Lead management

8.4
84%
5 Ratings
8.0
80%
7 Ratings

Email marketing

8.1
81%
5 Ratings
6.6
66%
7 Ratings

CRM Project Management

9.0

1CRM

90%
7.5

Workbooks

75%
1CRM ranks higher in 3/3 features

Task management

9.0
90%
5 Ratings
7.7
77%
7 Ratings

Billing and invoicing management

8.7
87%
5 Ratings
6.8
68%
8 Ratings

Reporting

9.2
92%
5 Ratings
7.8
78%
7 Ratings

CRM Reporting & Analytics

9.0

1CRM

90%
8.6

Workbooks

86%
1CRM ranks higher in 3/3 features

Forecasting

8.7
87%
5 Ratings
8.2
82%
8 Ratings

Pipeline visualization

9.2
92%
5 Ratings
8.8
88%
8 Ratings

Customizable reports

9.0
90%
5 Ratings
8.8
88%
8 Ratings

Customization

8.8

1CRM

88%
7.7

Workbooks

77%
1CRM ranks higher in 4/4 features

Custom fields

8.9
89%
5 Ratings
8.4
84%
8 Ratings

Custom objects

9.2
92%
4 Ratings
7.6
76%
7 Ratings

Scripting environment

8.6
86%
4 Ratings
7.5
75%
6 Ratings

API for custom integration

8.6
86%
4 Ratings
7.5
75%
7 Ratings

Security

9.1

1CRM

91%
7.5

Workbooks

75%
1CRM ranks higher in 2/2 features

Single sign-on capability

9.0
90%
5 Ratings
7.0
70%
5 Ratings

Role-based user permissions

9.2
92%
5 Ratings
8.0
80%
7 Ratings

Social CRM

9.0

1CRM

90%
6.6

Workbooks

66%
1CRM ranks higher in 2/2 features

Social data

8.9
89%
4 Ratings
6.0
60%
3 Ratings

Social engagement

9.1
91%
4 Ratings
7.3
73%
1 Rating

Integrations with 3rd-party Software

8.3

1CRM

83%
6.9

Workbooks

69%
1CRM ranks higher in 2/2 features

Marketing automation

8.2
82%
4 Ratings
6.7
67%
6 Ratings

Compensation management

8.4
84%
4 Ratings
7.0
70%
2 Ratings

Platform

7.6

1CRM

76%
4.2

Workbooks

42%
1CRM ranks higher in 1/1 features

Mobile access

7.6
76%
4 Ratings
4.2
42%
7 Ratings

Attribute Ratings

  • 1CRM is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

9.7

1CRM

97%
5 Ratings
7.0

Workbooks

70%
18 Ratings

Likelihood to Renew

1CRM

N/A
0 Ratings
8.5

Workbooks

85%
7 Ratings

Usability

9.7

1CRM

97%
4 Ratings
7.3

Workbooks

73%
1 Rating

Availability

1CRM

N/A
0 Ratings
9.1

Workbooks

91%
4 Ratings

Support Rating

9.7

1CRM

97%
4 Ratings
8.2

Workbooks

82%
2 Ratings

Online Training

1CRM

N/A
0 Ratings
6.4

Workbooks

64%
1 Rating

Likelihood to Recommend

1CRM Corp.

While using 1CRM, I would be able to get the knowledge of customers preference, like how they would like to purchase the products. I'm able to build a good relationship with them. Even if I don't come to know about the contact information of customers, 1CRM ease to recall the full details of the customers.
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Workbooks Online

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.
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Pros

1CRM Corp.

  • Sales management.
  • Marketing management.
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Workbooks Online

  • 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
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Cons

1CRM Corp.

  • It should also have voice commands.
  • UX needs to be more interactive.
  • Rest is great.
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Workbooks Online

  • 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).
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Pricing Details

1CRM

Starting Price

$0

Editions & Modules

1CRM editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Workbooks

    Starting Price

    $30 per user/per month

    Editions & Modules

    Workbooks editions and modules pricing
    EditionModules
    Workbooks CRM Edition$301
    Workbooks Business Edition$652

    Footnotes

    1. per user/per month
    2. per user/per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    Likelihood to Renew

    1CRM Corp.

    No answers on this topic

    Workbooks Online

    the product works. support has been good or great so 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.
    Read full review

    Usability

    1CRM Corp.

    1CRM is wonderful and has helped my company grow and be prosperous. I highly recommend it!
    Read full review

    Workbooks Online

    No answers on this topic

    Reliability and Availability

    1CRM Corp.

    No answers on this topic

    Workbooks Online

    Workbooks CRM never let me down.
    Read full review

    Support Rating

    1CRM Corp.

    I've had some questions and difficulty especially in data reporting and lead tracking but was solved very efficiently.
    Read full review

    Workbooks Online

    No answers on this topic

    Online Training

    1CRM Corp.

    No answers on this topic

    Workbooks Online

    Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
    Read full review

    Alternatives Considered

    1CRM Corp.

    While comparing 1crm with ClickUp, I'm able to take 5 screenshots in 1crm whereas in ClickUp i'm able to take only 4 screenshots .
    Read full review

    Workbooks Online

    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.
    Read full review

    Return on Investment

    1CRM Corp.

    • It has overall increased sales productivity.
    • Has reduced lead time for customer and made the deliveries faster and more efficient.
    Read full review

    Workbooks Online

    • 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
    Read full review

    Screenshots

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