ConvergeHub vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ConvergeHub
Score 8.0 out of 10
Small Businesses (1-50 employees)
ConvergeHub is a converged CRM for SMBs. According to the vendor, this solution can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The vendor’s value proposition is that the features are optimized for small to medium-sized businesses that have the same needs as large corporations–but don’t have massive budgets to integrate or pay for expensive add-ons. All ConvergeHub CRM…
$9
per user - 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
ConvergeHubWorkbooks
Editions & Modules
Lite
$9
per user - per month
Professional
$29
per user - per month
Premium
$59
per user - per month
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
ConvergeHubWorkbooks
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalOptional
Additional Details
More Pricing Information
Features
ConvergeHubWorkbooks
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ConvergeHub
8.3
1 Ratings
8% above category average
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management9.01 Ratings8.59 Ratings
Workflow management9.01 Ratings8.27 Ratings
Territory management8.01 Ratings7.79 Ratings
Opportunity management9.01 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)7.01 Ratings6.49 Ratings
Contract management8.01 Ratings7.29 Ratings
Quote & order management9.01 Ratings7.68 Ratings
Interaction tracking8.01 Ratings6.48 Ratings
Channel / partner relationship management8.01 Ratings8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ConvergeHub
7.0
1 Ratings
7% below category average
Workbooks
6.3
8 Ratings
17% below category average
Case management7.01 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
ConvergeHub
9.0
1 Ratings
18% above category average
Workbooks
7.3
7 Ratings
3% below category average
Lead management9.01 Ratings8.07 Ratings
Email marketing9.01 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ConvergeHub
9.0
1 Ratings
17% above category average
Workbooks
7.5
9 Ratings
1% below category average
Task management9.01 Ratings7.77 Ratings
Billing and invoicing management9.01 Ratings6.88 Ratings
Reporting9.01 Ratings7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ConvergeHub
8.0
1 Ratings
5% above category average
Workbooks
8.6
8 Ratings
12% above category average
Pipeline visualization8.01 Ratings8.88 Ratings
Customizable reports8.01 Ratings8.88 Ratings
Forecasting00 Ratings8.28 Ratings
Customization
Comparison of Customization features of Product A and Product B
ConvergeHub
7.5
1 Ratings
1% below category average
Workbooks
7.7
8 Ratings
2% above category average
Custom fields8.01 Ratings8.48 Ratings
API for custom integration7.01 Ratings7.57 Ratings
Custom objects00 Ratings7.67 Ratings
Scripting environment00 Ratings7.56 Ratings
Platform
Comparison of Platform features of Product A and Product B
ConvergeHub
9.0
1 Ratings
18% above category average
Workbooks
4.2
7 Ratings
57% below category average
Mobile access9.01 Ratings4.27 Ratings
Security
Comparison of Security features of Product A and Product B
ConvergeHub
9.0
1 Ratings
8% above category average
Workbooks
7.5
8 Ratings
10% below category average
Role-based user permissions9.01 Ratings8.07 Ratings
Single sign-on capability00 Ratings7.05 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
ConvergeHub
-
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
ConvergeHub
-
Ratings
Workbooks
6.9
6 Ratings
4% below category average
Marketing automation00 Ratings6.76 Ratings
Compensation management00 Ratings7.02 Ratings
Best Alternatives
ConvergeHubWorkbooks
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 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
ConvergeHubWorkbooks
Likelihood to Recommend
8.0
(1 ratings)
7.0
(18 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(7 ratings)
Usability
-
(0 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
-
(0 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
ConvergeHubWorkbooks
Likelihood to Recommend
ConvergeHub
It is really well suited for clients looking to automate the process with a budget constraint and that is inline with most small and medium enterprises, startups as well as entrepreneurs looking for a productive environment to grow their business in.
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.
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Pros
ConvergeHub
  • The dashboards are really good and feature laden.
  • The UI is really intuitive as well as user friendly.
  • Automation of simple tasks as well as the marketing process is really easy.
  • Above all the pricing takes the cake here.
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
ConvergeHub
  • Customer support isn't that great, takes a lot of time to respond.
  • Notifications are not on time, i.e. they are delayed and not real time.
  • Lack of integration with other applications.
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).
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Likelihood to Renew
ConvergeHub
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
Reliability and Availability
ConvergeHub
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
Read full review
Online Training
ConvergeHub
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
ConvergeHub
ConvergeHub offers the best set of features and the interface that it does at a price that is by far the best out of its competitors. This has been an easy-to-sell product as the maximum amount of clients are startups or SMEs and budget is the main constraint for them, with which the views of ConvergeHub creators seem to align well.
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.
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Return on Investment
ConvergeHub
  • It helps increase the overall productivity by automating daily routine tasks.
  • Sales & marketing process becomes easier and more productive.
  • Workflow management is easier.
  • Overall productivity increases many-fold.
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

ConvergeHub Screenshots

Screenshot of ConvergeHub dashboard provides a quick and precise snapshot of the key business metrics, namely – Deals by Expected Close Date; Leads by Source; Lead Acquisition & Deal Acquisition and so on.Screenshot of ConvergeHub calendar  allows users to schedule, reschedule, organize, add and edit the tasks. Users can share the calendar with colleagues for quick collaboration. They can check tasks due dates and get notified about upcoming meetings.Screenshot of Users can frame and run marketing campaigns across four broadcast mediums – Email, Direct Mail, SMS and Social. At the end of every campaign, they can use the cross-channel campaign tracking feature to measure the campaign performance and identify the most profitable channels.Screenshot of ConvergeHub provides Case History
 for every customer stored in the CRM. The case history section includes  important details like - total number of cases, assigned customer support agents, case resolution status and case closure date.Screenshot of ConvergeHub Library module enables users to store, share and manage important files, collaterals, brochures, presentations and case studies for every target, lead, account, contact, deal and customer.Screenshot of ConvergeHub facilitates its users to store all business contacts within one  unified database that is accessible round-the-clock from any internet-enabled device. The contact details section includes information such as  email, phone number, meeting notes, to-do lists and documents. Users can customize the contacts management section and add comments, notes, events and files to the contacts.

Workbooks Screenshots

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