What users are saying about
2 Ratings
28 Ratings
2 Ratings
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Score 8 out of 100
28 Ratings
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Score 8.6 out of 100

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.
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

ConvergeHub
8.3
Workbooks
7.7
Customer data management / contact management
ConvergeHub
9.0
Workbooks
8.5
Workflow management
ConvergeHub
9.0
Workbooks
8.2
Territory management
ConvergeHub
8.0
Workbooks
7.7
Opportunity management
ConvergeHub
9.0
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
ConvergeHub
7.0
Workbooks
6.4
Contract management
ConvergeHub
8.0
Workbooks
7.2
Quote & order management
ConvergeHub
9.0
Workbooks
7.6
Interaction tracking
ConvergeHub
8.0
Workbooks
6.4
Channel / partner relationship management
ConvergeHub
8.0
Workbooks
8.4

Customer Service & Support

ConvergeHub
7.0
Workbooks
6.3
Case management
ConvergeHub
7.0
Workbooks
6.2
Call center management
ConvergeHub
Workbooks
6.8
Help desk management
ConvergeHub
Workbooks
5.8

Marketing Automation

ConvergeHub
9.0
Workbooks
7.3
Lead management
ConvergeHub
9.0
Workbooks
8.0
Email marketing
ConvergeHub
9.0
Workbooks
6.6

CRM Project Management

ConvergeHub
9.0
Workbooks
7.5
Task management
ConvergeHub
9.0
Workbooks
7.7
Billing and invoicing management
ConvergeHub
9.0
Workbooks
6.8
Reporting
ConvergeHub
9.0
Workbooks
7.8

CRM Reporting & Analytics

ConvergeHub
8.0
Workbooks
8.6
Pipeline visualization
ConvergeHub
8.0
Workbooks
8.8
Customizable reports
ConvergeHub
8.0
Workbooks
8.8
Forecasting
ConvergeHub
Workbooks
8.2

Customization

ConvergeHub
7.5
Workbooks
7.7
Custom fields
ConvergeHub
8.0
Workbooks
8.4
API for custom integration
ConvergeHub
7.0
Workbooks
7.5
Custom objects
ConvergeHub
Workbooks
7.6
Scripting environment
ConvergeHub
Workbooks
7.5

Platform

ConvergeHub
9.0
Workbooks
4.2
Mobile access
ConvergeHub
9.0
Workbooks
4.2

Security

ConvergeHub
9.0
Workbooks
7.5
Role-based user permissions
ConvergeHub
9.0
Workbooks
8.0
Single sign-on capability
ConvergeHub
Workbooks
7.0

Social CRM

ConvergeHub
Workbooks
6.6
Social data
ConvergeHub
Workbooks
6.0
Social engagement
ConvergeHub
Workbooks
7.3

Integrations with 3rd-party Software

ConvergeHub
Workbooks
6.9
Marketing automation
ConvergeHub
Workbooks
6.7
Compensation management
ConvergeHub
Workbooks
7.0

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.
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

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.
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

ConvergeHub

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

ConvergeHub

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

ConvergeHub

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

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.
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

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.
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

ConvergeHub

General

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

ConvergeHub Editions & Modules

Edition
Lite$91
Professional$291
Premium$591
  1. per user - per month
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

Likelihood to Recommend

ConvergeHub
8.0
Workbooks
8.7

Likelihood to Renew

ConvergeHub
Workbooks
8.5

Usability

ConvergeHub
Workbooks
7.3

Reliability and Availability

ConvergeHub
Workbooks
9.1

Support Rating

ConvergeHub
Workbooks
8.2

Online Training

ConvergeHub
Workbooks
6.4

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