Freshsales vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Freshsales
Score 8.2 out of 10
N/A
Freshsales is a sales force automation solution for sales teams. It provides features that help salespeople to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales gives sales teams more time for selling by automating the sales process. It includes Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict…
$9
per month per user
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
FreshsalesWorkbooks
Editions & Modules
Growth
$9
per month per user
Pro
$39
per month per user
Enterprise
$59
per month per user
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
FreshsalesWorkbooks
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Features
FreshsalesWorkbooks
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Freshsales
6.6
52 Ratings
15% below category average
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management7.352 Ratings8.59 Ratings
Workflow management8.150 Ratings8.27 Ratings
Territory management8.040 Ratings7.79 Ratings
Opportunity management5.844 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)5.551 Ratings6.49 Ratings
Interaction tracking5.451 Ratings6.48 Ratings
Channel / partner relationship management6.438 Ratings8.48 Ratings
Contract management00 Ratings7.29 Ratings
Quote & order management00 Ratings7.68 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Freshsales
5.6
49 Ratings
30% below category average
Workbooks
7.3
7 Ratings
3% below category average
Lead management5.747 Ratings8.07 Ratings
Email marketing5.548 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Freshsales
8.9
50 Ratings
16% above category average
Workbooks
7.5
9 Ratings
1% below category average
Task management8.947 Ratings7.77 Ratings
Reporting8.949 Ratings7.87 Ratings
Billing and invoicing management00 Ratings6.88 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Freshsales
7.4
51 Ratings
3% below category average
Workbooks
8.6
8 Ratings
12% above category average
Forecasting5.443 Ratings8.28 Ratings
Pipeline visualization9.751 Ratings8.88 Ratings
Customizable reports7.245 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
Freshsales
4.9
49 Ratings
43% below category average
Workbooks
7.7
8 Ratings
2% above category average
Custom fields3.949 Ratings8.48 Ratings
Custom objects8.039 Ratings7.67 Ratings
API for custom integration2.937 Ratings7.57 Ratings
Scripting environment00 Ratings7.56 Ratings
Security
Comparison of Security features of Product A and Product B
Freshsales
7.1
45 Ratings
16% below category average
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability7.239 Ratings7.05 Ratings
Role-based user permissions7.045 Ratings8.07 Ratings
Platform
Comparison of Platform features of Product A and Product B
Freshsales
9.9
46 Ratings
28% above category average
Workbooks
4.2
7 Ratings
56% below category average
Mobile access9.946 Ratings4.27 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Freshsales
-
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
Social CRM
Comparison of Social CRM features of Product A and Product B
Freshsales
-
Ratings
Workbooks
6.6
3 Ratings
9% 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
Freshsales
-
Ratings
Workbooks
6.9
6 Ratings
3% below category average
Marketing automation00 Ratings6.76 Ratings
Compensation management00 Ratings7.02 Ratings
Best Alternatives
FreshsalesWorkbooks
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
FreshsalesWorkbooks
Likelihood to Recommend
7.2
(52 ratings)
7.0
(18 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(7 ratings)
Usability
7.3
(7 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
7.0
(6 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
FreshsalesWorkbooks
Likelihood to Recommend
Freshworks Inc
If you are a smaller organization you are probably ok to use [Freshworks CRM (formerly Freshsales)] vs Salesforce - you will save money and still get some great features. I would not recommend for a very large enterprise. It is also challenging to have the support come from another region although they do try to be very responsive.
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
Freshworks Inc
  • It helps you automate your onboarding process for new leads.
  • It has lots of integrations with other apps, so you can interact with other things like calendars and calls.
  • It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input.
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
Freshworks Inc
  • Persistent and pervasive down time
  • Lack of scalable integrations with data source (e.g., their Segment integration is barely functional and they won't improve it)
  • Slow and unhelpful customer service
  • Account management doesn't understand our business or what we're trying to accomplish
  • Email campaign feature is barely functional and only allows you to have 10 campaigns, even with the most expensive plan
  • Lead and contact records have gone missing and FreshSales is unable to recover data
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
Freshworks Inc
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
Freshworks Inc
I would give Freshworks CRM's overall usability a 7 out of 10. Although the software has improved since we first obtained it, it still could use improvements to make functionality more intuitive and easier for the average user. It is not that challenging but there is definitely a learning curve
Read full review
Workbooks Online
No answers on this topic
Reliability and Availability
Freshworks Inc
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
Read full review
Support Rating
Freshworks Inc
When you initially log in to Freshworks, you get snippets to guide you on how to set up. You have a chat option on every page so you can reach out to the support agent and get your issues resolved in real time. The agents are fast, responsive, and experienced in handling even a person who introduced CRM to the world...
Read full review
Workbooks Online
No answers on this topic
Online Training
Freshworks Inc
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
Freshworks Inc
Close.io has less features, costs more, and equally has an inside sales team focus, rather than being just as suitable for both inside and outside sales. Having said this, Close.io has important features and smart automations, a cleaner interface (easier for non-techs to use), and has very strong integrations using Zapier, plus SMS-based support. Where Freshsales won for us is that it ended up being nearly half the cost of Close.io, as well as included telephony support for our local country (Australia), whereas Close.io comes with USA/Canada numbers and requires the top pricing tier to include calls to other countries. We needed a telephony system that worked well for making and receiving from Australia. Freshsales won for us because their pricing is at a good point, had the telephony requirements we needed, and all the features that we required were good enough, or we found a workaround.
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
Freshworks Inc
  • It is too soon to make a determination on ROI, but I do think it will help me be more efficient.
  • The reporting functions help me stay on track of sales opportunities.
  • The task reminders help me accelerate how quickly deals come together.
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

Freshsales Screenshots

Screenshot of Contact viewScreenshot of DashboardsScreenshot of WorkflowsScreenshot of Lead Sc

Workbooks Screenshots

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