ActiveCampaign vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ActiveCampaign
Score 7.9 out of 10
N/A
ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.
$19
per month
Workbooks
Score 4.6 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
ActiveCampaignWorkbooks
Editions & Modules
No answers on this topic
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
ActiveCampaignWorkbooks
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Features
ActiveCampaignWorkbooks
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
ActiveCampaign
8.9
664 Ratings
13% above category average
Workbooks
-
Ratings
WYSIWYG email editor9.4581 Ratings00 Ratings
Dynamic content9.1520 Ratings00 Ratings
Ability to test dynamic content8.8471 Ratings00 Ratings
Landing pages8.0338 Ratings00 Ratings
A/B testing9.1380 Ratings00 Ratings
Mobile optimization9.3526 Ratings00 Ratings
Email deliverability reporting7.2631 Ratings00 Ratings
List management9.6650 Ratings00 Ratings
Triggered drip sequences9.7574 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
ActiveCampaign
7.5
524 Ratings
3% below category average
Workbooks
-
Ratings
Lead nurturing automation9.2491 Ratings00 Ratings
Lead scoring and grading8.0359 Ratings00 Ratings
Data quality management9.2401 Ratings00 Ratings
Automated sales alerts and tasks9.2355 Ratings00 Ratings
Lead segmentation and distribution1.81 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
ActiveCampaign
9.6
374 Ratings
23% above category average
Workbooks
-
Ratings
Calendaring9.6295 Ratings00 Ratings
Event/webinar marketing9.5286 Ratings00 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
ActiveCampaign
9.5
287 Ratings
23% above category average
Workbooks
-
Ratings
Social sharing and campaigns9.6254 Ratings00 Ratings
Social profile integration9.5250 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
ActiveCampaign
8.4
627 Ratings
11% above category average
Workbooks
-
Ratings
Dashboards8.0597 Ratings00 Ratings
Standard reports8.0584 Ratings00 Ratings
Custom reports9.1377 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
ActiveCampaign
9.2
491 Ratings
19% above category average
Workbooks
-
Ratings
API9.6391 Ratings00 Ratings
Role-based workflow & approvals9.2267 Ratings00 Ratings
Customizability9.4420 Ratings00 Ratings
Integration with Salesforce.com9.392 Ratings00 Ratings
Integration with Microsoft Dynamics CRM9.860 Ratings00 Ratings
Integration with SugarCRM9.856 Ratings00 Ratings
Third-party software integrations7.520 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ActiveCampaign
-
Ratings
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management00 Ratings8.59 Ratings
Workflow management00 Ratings8.27 Ratings
Territory management00 Ratings7.79 Ratings
Opportunity management00 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings6.49 Ratings
Contract management00 Ratings7.29 Ratings
Quote & order management00 Ratings7.68 Ratings
Interaction tracking00 Ratings6.48 Ratings
Channel / partner relationship management00 Ratings8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ActiveCampaign
-
Ratings
Workbooks
6.3
8 Ratings
17% below category average
Case management00 Ratings6.28 Ratings
Call center management00 Ratings6.82 Ratings
Help desk management00 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ActiveCampaign
-
Ratings
Workbooks
7.3
7 Ratings
3% below category average
Lead management00 Ratings8.07 Ratings
Email marketing00 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ActiveCampaign
-
Ratings
Workbooks
7.5
9 Ratings
1% below category average
Task management00 Ratings7.77 Ratings
Billing and invoicing management00 Ratings6.88 Ratings
Reporting00 Ratings7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ActiveCampaign
-
Ratings
Workbooks
8.6
8 Ratings
12% above category average
Forecasting00 Ratings8.28 Ratings
Pipeline visualization00 Ratings8.88 Ratings
Customizable reports00 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
ActiveCampaign
-
Ratings
Workbooks
7.7
8 Ratings
2% above category average
Custom fields00 Ratings8.48 Ratings
Custom objects00 Ratings7.67 Ratings
Scripting environment00 Ratings7.56 Ratings
API for custom integration00 Ratings7.57 Ratings
Security
Comparison of Security features of Product A and Product B
ActiveCampaign
-
Ratings
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability00 Ratings7.05 Ratings
Role-based user permissions00 Ratings8.07 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
ActiveCampaign
-
Ratings
Workbooks
6.6
3 Ratings
10% below category average
Social data00 Ratings6.03 Ratings
Social engagement00 Ratings7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
ActiveCampaign
-
Ratings
Workbooks
6.9
6 Ratings
4% below category average
Marketing automation00 Ratings6.76 Ratings
Compensation management00 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
ActiveCampaign
-
Ratings
Workbooks
4.2
7 Ratings
56% below category average
Mobile access00 Ratings4.27 Ratings
Best Alternatives
ActiveCampaignWorkbooks
Small Businesses
Vbout
Vbout
Score 9.5 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ActiveCampaignWorkbooks
Likelihood to Recommend
7.8
(676 ratings)
7.0
(18 ratings)
Likelihood to Renew
8.4
(25 ratings)
8.5
(7 ratings)
Usability
7.7
(38 ratings)
7.3
(1 ratings)
Availability
9.1
(5 ratings)
9.1
(2 ratings)
Performance
7.0
(5 ratings)
-
(0 ratings)
Support Rating
1.4
(41 ratings)
8.2
(1 ratings)
In-Person Training
9.1
(2 ratings)
-
(0 ratings)
Online Training
7.3
(1 ratings)
6.4
(1 ratings)
Implementation Rating
8.6
(14 ratings)
-
(0 ratings)
Configurability
6.4
(4 ratings)
-
(0 ratings)
Ease of integration
9.0
(4 ratings)
-
(0 ratings)
Product Scalability
1.5
(5 ratings)
-
(0 ratings)
Vendor post-sale
6.4
(4 ratings)
-
(0 ratings)
Vendor pre-sale
7.2
(4 ratings)
-
(0 ratings)
User Testimonials
ActiveCampaignWorkbooks
Likelihood to Recommend
ActiveCampaign
ActiveCampaign is brilliant for small businesses wanting a secure, reliable and user friendly email capture software that filters users emails into the appropriate category/tags and have endless options when it comes to having different lead magnets and ways users may sign up. It's been super handy for my small business to send regular emails and be able to analyse the success rates and open rates of emails and the ability to resend them with a different subject line. It's made email marketing really easy peasy.
Read full review
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.
Read full review
Pros
ActiveCampaign
  • The graphic design is very good, especially fonts, colours and templates
  • Flexibility of design and functionality
  • Takes a little while to learn it, but generally user-friendly
  • Looks very professional but doesn't cost much to get started
  • There are masses of integrations for ActiveCampaign, and the ones I tried all worked well and didn't take long to figure out.
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
Read full review
Cons
ActiveCampaign
  • The email designing part could be easier to use. There are certain simple shortcuts that don't work, for example, adding links is more complicated than it should be, moving blocks around is hard, etc.
  • There's no good way to filter by 'active' and 'inactive' subscribers when editing en-mass.
  • I'd like more reporting data on one page.
Read full review
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).
Read full review
Likelihood to Renew
ActiveCampaign
I am committed at the moment. Rebuilding the automations I have would be a huge time drain. Plus the cost of learning a new system and the risk to deliverability of porting a 6,000 person list to a new platform. Also, AC offers everything I need ast a reasonable (but a little high) price. So, why not a 10? Because, early 2023, AC dropped a massive 2x price hike on long-term customers. They knew few would shift, so this feels like a cynical cash grab and left a bad taste, If they do something like this again, this camel will have a broken back.
Read full review
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
ActiveCampaign
ActiveCampaign has been the easiest marketing automation software we have ever used. They provide tips throughout the entire process of anything you are building. Their support team through LIVE CHAT has been extremely fast and helpful. The monthly meetings provided with the enablement team has helped us through several large and urgent needs.
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Workbooks Online
No answers on this topic
Reliability and Availability
ActiveCampaign
I haven't experienced application errors or unplanned outages at all. Active Campaign is ultra reliable and I would not be using them if that were the case. Also, the helpful emails they send are welcomed and informative, and present very practical tips and guidance for using the platform. They're always demonstrating new features and I'm thankful for that.
Read full review
Workbooks Online
Workbooks CRM never let me down.
Read full review
Performance
ActiveCampaign
Oh my gosh, Active Campaign's performance gets an A+++ in my book. The pages load quickly and so do the reports. I haven't noticed any slowdowns when it's integrating with other programs and it performs excellently on all levels.
Read full review
Workbooks Online
No answers on this topic
Support Rating
ActiveCampaign
This might be the best part. The chat support lady offered to make a video to help me solve my problem. I worked in customer service for years and I've never done that, lol. So, if they're offering things like that, I can only imagine that they'd be able to handle most any issue you throw at them.
Read full review
Workbooks Online
No answers on this topic
Online Training
ActiveCampaign
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
Implementation Rating
ActiveCampaign
Very satisfied with our implementation in our professional medical practice, allowing us to be on top of client service, and not miss out on crucial information and insights. Marketing is often neglected in professional practices and ActiveCampaign solved this problem with aplomb.
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Workbooks Online
No answers on this topic
Alternatives Considered
ActiveCampaign
I moved to ActiveCampaign from Mailchimp. Admittedly, I was using the free version of Mailchimp, but I had numerous episodes of subscriber data NOT being added to Mailchimp, despite using API to integrate with my mailing list. Obviously, I couldn't pay for clicks and not capture subscriber data, so I had to find something else. ActiveCampaign has been 100% reliable in testing.
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
Scalability
ActiveCampaign
My web designer told me about Active Campaign and although I don't recall which platform I had before, I LOVE Active Campaign and its user friendliness. The transition was seamless and I've never had a problem with functionality or server failure.
Active Campaign provides so many features, and makes it easy for non-techies to maneuver around the site with ease. They capture information and put it in an easy-to-read format.
At this point, I don't think I'd ever use any other platform!
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Workbooks Online
No answers on this topic
Return on Investment
ActiveCampaign
  • I haven't monetized my list yet so no clear ROI but great from a list-building perspective
  • The software is not cheap so at times I feel like I may not be getting the most out of the product because I'm not using all of the features
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

ActiveCampaign Screenshots

Screenshot of tagging, that when combined with conditional content helps to put the right message in front of each customer.Screenshot of marketing automationScreenshot of audience segmentation based on engagement, purchase activity, lead score, or any other dimensionScreenshot of live chat, site messaging, email, and a unified inbox that can be used to build relationships with customers.Screenshot of the CRM, which helps sales reps to get more done in less time

Workbooks Screenshots

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