1CRM vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
1CRM
Score 7.0 out of 10
N/A
1CRM is an integrated customer relationship management (CRM) solution that covers the complete business management lifecycle. It includes features like collaboration and mobile access, and it can be customized for multiple industries. It is available in both open source and commercial editions.
$15
per month
Workbooks
Score 4.7 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
1CRMWorkbooks
Editions & Modules
Startup
$15
per month
Startup+
$23
per month
Professional
$33
per month
Enterprise
$39
per month
Free
Free trial
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
1CRMWorkbooks
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsTry 1CRM free for 30 days, no credit card required
More Pricing Information
Features
1CRMWorkbooks
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
1CRM
9.8
5 Ratings
24% above category average
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management9.95 Ratings8.59 Ratings
Workflow management9.85 Ratings8.27 Ratings
Territory management9.75 Ratings7.79 Ratings
Opportunity management9.95 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)9.45 Ratings6.49 Ratings
Contract management9.65 Ratings7.29 Ratings
Quote & order management9.95 Ratings7.68 Ratings
Interaction tracking9.95 Ratings6.48 Ratings
Channel / partner relationship management9.75 Ratings8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
1CRM
9.7
5 Ratings
26% above category average
Workbooks
6.3
8 Ratings
17% below category average
Case management9.85 Ratings6.28 Ratings
Call center management10.05 Ratings6.82 Ratings
Help desk management9.14 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
1CRM
8.1
5 Ratings
7% above category average
Workbooks
7.3
7 Ratings
3% below category average
Lead management8.15 Ratings8.07 Ratings
Email marketing8.05 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
1CRM
8.6
5 Ratings
13% above category average
Workbooks
7.5
9 Ratings
1% below category average
Task management9.05 Ratings7.77 Ratings
Billing and invoicing management8.35 Ratings6.88 Ratings
Reporting8.55 Ratings7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
1CRM
8.4
5 Ratings
10% above category average
Workbooks
8.6
8 Ratings
12% above category average
Forecasting8.35 Ratings8.28 Ratings
Pipeline visualization8.55 Ratings8.88 Ratings
Customizable reports8.45 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
1CRM
8.5
5 Ratings
12% above category average
Workbooks
7.7
8 Ratings
2% above category average
Custom fields8.45 Ratings8.48 Ratings
Custom objects9.14 Ratings7.67 Ratings
Scripting environment8.24 Ratings7.56 Ratings
API for custom integration8.34 Ratings7.57 Ratings
Security
Comparison of Security features of Product A and Product B
1CRM
8.5
5 Ratings
2% above category average
Workbooks
7.5
8 Ratings
11% below category average
Single sign-on capability8.45 Ratings7.05 Ratings
Role-based user permissions8.55 Ratings8.07 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
1CRM
8.4
4 Ratings
14% above category average
Workbooks
6.6
3 Ratings
10% below category average
Social data8.44 Ratings6.03 Ratings
Social engagement8.54 Ratings7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
1CRM
7.8
4 Ratings
9% above category average
Workbooks
6.9
6 Ratings
3% below category average
Marketing automation8.04 Ratings6.76 Ratings
Compensation management7.64 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
1CRM
7.2
4 Ratings
4% below category average
Workbooks
4.2
7 Ratings
57% below category average
Mobile access7.24 Ratings4.27 Ratings
Best Alternatives
1CRMWorkbooks
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
1CRMWorkbooks
Likelihood to Recommend
9.9
(5 ratings)
7.0
(18 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(7 ratings)
Usability
9.9
(4 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
9.9
(4 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
1CRMWorkbooks
Likelihood to Recommend
Converge Technology Solutions
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
Converge Technology Solutions
  • Sales management.
  • Marketing management.
Read full review
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
Converge Technology Solutions
  • 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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Likelihood to Renew
Converge Technology Solutions
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.
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Usability
Converge Technology Solutions
1CRM is wonderful and has helped my company grow and be prosperous. I highly recommend it!
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Workbooks Online
No answers on this topic
Reliability and Availability
Converge Technology Solutions
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
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Support Rating
Converge Technology Solutions
I've had some questions and difficulty especially in data reporting and lead tracking but was solved very efficiently.
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Workbooks Online
No answers on this topic
Online Training
Converge Technology Solutions
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..
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Alternatives Considered
Converge Technology Solutions
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 .
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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.
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Return on Investment
Converge Technology Solutions
  • It has overall increased sales productivity.
  • Has reduced lead time for customer and made the deliveries faster and more efficient.
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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
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ScreenShots

Workbooks Screenshots

Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record