LocaliQ vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
LocaliQ
Score 8.7 out of 10
N/A
LocaliQ is a marketing platform that helps businesses attract and retain ideal customers with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services.N/A
Workbooks
Score 4.9 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
LocaliQWorkbooks
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
LocaliQWorkbooks
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalOptional
Additional DetailsLocaliQ offers both self-serve and premium solutions. LocaliQ’s free, self-serve experience provides access to Free Website Grader, Free Inbound Call Recorder, Chatbot (free and $9.99/month options available), Scheduling Technology (free and $9.99/month options available), and Listings solutions ($9.99/month and $14.99/month options available). For LocaliQ's premium solutions, users are partnered with a LocaliQ expert to create the best marketing plan for their businesses that utilizes a full suite of marketing products.
More Pricing Information
Community Pulse
LocaliQWorkbooks
Considered Both Products
LocaliQ
Chose LocaliQ
We piloted a handful of other agencies at different locations, and never had good results...often having really bad results. One agency responsible for a new launch ended up targeting all of our ads to India...the academy was in Indiana. We switched back to LocaliQ at the very …
Chose LocaliQ
LocaliQ is more economical that marketing agencies we've used in the past. Our dollar goes farther. We've also used services from phonebook providers that were getting into the online advertising field. At the time, it was just being introduced so the reps knowledge on the …
Chose LocaliQ
Those platforms are self-served, and I have no time to dedicated to just get to the bottom of each one of them.
Chose LocaliQ
I have always used Local IQ and have been so satisfied I have never shopped around for another product.
Chose LocaliQ
LocaliQ was chosen for its comprehensive marketing capabilities, combining localized targeting, digital and print ads, and automated optimizations. While other platforms excel in specialized areas, LocaliQ provided a well-rounded solution tailored to our company goals of …
Chose LocaliQ
We chose LocaliQ above a few other sites because they appeared to be the most professional and have the most knowledgable team. They worked with other businesses in our industry and we felt comfortable experimenting with their services. They provided a professional presentation …
Chose LocaliQ
I have investigated national services like American Eagle and also small market locally owned business like Red Shoes.
Each year, I look into at least one other service provider to evaluate our service value. So far, no other company has come close to providing an all around …
Chose LocaliQ
Many of my clients have dabbled in Google Adwords then realize they don't want to handle this themselves.
Chose LocaliQ
We had not used other products prior to our use of LocaliQ products.
Chose LocaliQ
I did not investigate other platforms. My org has had a relationship with LocaliQ prior to my arrival, so I continued that partnership. I guess it's worth adding, we comparison shopped with two other local agencies but the pricing was much better with LocaliQ.
Chose LocaliQ
I prefer the personal relationships that have developed over the years working with LocaliQ. I like that I have a contact person that I can communicate with directly as opposed to a chat or support ticket.
Chose LocaliQ
It was a disaster of a launch, and we quickly ended it. I hope it has got better, and we will, at some point, start a new chatbot with one of our existing relationships.
Chose LocaliQ
Wix was very do it yourself. LocaliQ is done for you.
Chose LocaliQ
When we review different companies to use for the next year, LocaliQ always stands out against the rest due to the amount we get for the amount of money we spend.
Chose LocaliQ
I have not used other products as the last marketing company did not review our information with us.
Chose LocaliQ
Tried a couple of other marketing companies, none of which can compare to LocaliQ in terms of capabilities and results.
Chose LocaliQ
  1. ReachLocal is relatively cost-effective when compared with HubSpot
  2. It has all the must-have services for your website and campaign management
Chose LocaliQ
I haven't used any competitors listed, but I am familiar with GTMA and have worked with them. Their advertising strategies have been more robust, and I prefer their Google ads and Facebook ads methods over ReachLocals. I like ReachLocals basic report functionality over GTMA's. …
Chose LocaliQ
I have only used website developers in the past and haven't used any marketing companies.
Chose LocaliQ
We used Demandforce prior to moving to ThriveHive. I believe that ThriveHive is just a better overall value in terms of pricing, services and of course the personal guidance you get by having a dedicated coach.
Chose LocaliQ
ThriveHive offered the most features at the best price when I set up my site. The ongoing support is great as well.
Chose LocaliQ
While WordPress provides you with the opportunity to build a custom website, it stops there. ThriveHive has a strong small business marketing suite of products that are integrated into a WordPress-based website while also making it easy for the user to make quick and easy edits …
Workbooks
Chose 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 …
Chose Workbooks
We selected Workbooks because it had a more powerful reporting engine and a much slicker way of managing the sales pipeline and territories. It also gave us the ability to manage the support contracts better and ensure that the support team knew exactly who was in an active …
Chose Workbooks
The ability to customize Workbooks really gave them the lead against the other products that we have used or that we considered when upgrading from the Base CRM system.
Chose Workbooks
I've only used SugarCRM, Workbooks is a much more sophisticated product. A huge step in the right direction and the company are much better organized now, all across the board. The reporting, lead and support management are much more reliable for our business. We can do a lot …
Chose Workbooks
Workbooks was the best overall value. It had the functionality the client needed at the best price and the quickest implementation set up and overall time frame.
Chose Workbooks
Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design …
Chose Workbooks
Stacks up well against private sector CRM, membership MRM and fundraising management systems - We needed functionality only normally seen within one or another of these system types and we chose Workbooks due to the comprehensive nature of what it can do, ease of use, …
Chose Workbooks
For us, SFDC was like using a sledge hammer to crack a walnut. Plus the cost put us off.
CallPro CRM came a close second in our review, but what made us eventually go with Workbooks was the UI. It was a much more friendly environment to work in.
Chose Workbooks
Have worked with the likes of SugarCRM, Salesforce, Siebel, and some of their predecessors. Most of them are too much, too complex and too expensive. Have seen most of these implemenations fail. Buying these typically require much consultancy and much bespoke implementation …
Chose Workbooks
We were previously with Sugar and this served us well when we started with very little money and a few staff, however we quickly outgrew Sugar and additional functionality required custom work or 3rd party plugin's. We needed a scalable system that could grow with our business, …
Chose Workbooks
We looked at Salesforce and Sage, they were too heavy and the custom work required meant any change would be cost prohibitive.
Chose Workbooks
Much lower cost than both products Very favourable comparison in user experience with M'soft Better GUI than S'force
Chose Workbooks
Salesforce, Pivotal and Sugar. I find Workbooks much easier to use and more efficient.
Chose Workbooks
Haven't used any similar products.
Chose Workbooks
Easier to use…….and less expensive to customise.
Chose Workbooks
Sage CRM overall is a good product, but it's ease of use left something to be desired, especially with our administrative department that had little to no experience with CRM.
Another BIG PLUS of Workbooks.com over Sage is the fact that it's somewhere between 50% to 30% cheaper! …
Features
LocaliQWorkbooks
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
LocaliQ
7.6
Ratings
6% above category average
Workbooks
-
Ratings
WYSIWYG email editor7.30 Ratings00 Ratings
Dynamic content6.60 Ratings00 Ratings
Ability to test dynamic content8.00 Ratings00 Ratings
Landing pages6.70 Ratings00 Ratings
A/B testing8.00 Ratings00 Ratings
Mobile optimization7.30 Ratings00 Ratings
Email deliverability reporting9.00 Ratings00 Ratings
List management7.10 Ratings00 Ratings
Triggered drip sequences8.60 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
LocaliQ
7.3
Ratings
13% above category average
Workbooks
-
Ratings
Lead nurturing automation7.70 Ratings00 Ratings
Lead scoring and grading6.70 Ratings00 Ratings
Data quality management7.60 Ratings00 Ratings
Automated sales alerts and tasks7.20 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
LocaliQ
7.8
Ratings
4% above category average
Workbooks
-
Ratings
Calendaring9.50 Ratings00 Ratings
Event/webinar marketing6.00 Ratings00 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
LocaliQ
7.8
Ratings
17% above category average
Workbooks
-
Ratings
Social sharing and campaigns8.10 Ratings00 Ratings
Social profile integration7.60 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
LocaliQ
7.4
Ratings
12% above category average
Workbooks
-
Ratings
Dashboards7.30 Ratings00 Ratings
Standard reports7.50 Ratings00 Ratings
Custom reports7.50 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
LocaliQ
9.0
Ratings
51% above category average
Workbooks
-
Ratings
Customizability9.00 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.7
Ratings
2% below category average
Customer data management / contact management00 Ratings8.50 Ratings
Workflow management00 Ratings8.20 Ratings
Territory management00 Ratings7.70 Ratings
Opportunity management00 Ratings8.80 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings6.40 Ratings
Contract management00 Ratings7.20 Ratings
Quote & order management00 Ratings7.60 Ratings
Interaction tracking00 Ratings6.40 Ratings
Channel / partner relationship management00 Ratings8.40 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
6.3
Ratings
20% below category average
Case management00 Ratings6.20 Ratings
Call center management00 Ratings6.80 Ratings
Help desk management00 Ratings5.80 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.3
Ratings
6% below category average
Lead management00 Ratings8.00 Ratings
Email marketing00 Ratings6.60 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.5
Ratings
3% below category average
Task management00 Ratings7.70 Ratings
Billing and invoicing management00 Ratings6.80 Ratings
Reporting00 Ratings7.80 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
8.6
Ratings
12% above category average
Forecasting00 Ratings8.20 Ratings
Pipeline visualization00 Ratings8.80 Ratings
Customizable reports00 Ratings8.80 Ratings
Customization
Comparison of Customization features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.7
Ratings
0% above category average
Custom fields00 Ratings8.40 Ratings
Custom objects00 Ratings7.60 Ratings
Scripting environment00 Ratings7.50 Ratings
API for custom integration00 Ratings7.50 Ratings
Security
Comparison of Security features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.5
Ratings
12% below category average
Single sign-on capability00 Ratings7.00 Ratings
Role-based user permissions00 Ratings8.00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
6.6
Ratings
13% below category average
Social data00 Ratings6.00 Ratings
Social engagement00 Ratings7.30 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
6.9
Ratings
9% below category average
Marketing automation00 Ratings6.70 Ratings
Compensation management00 Ratings7.00 Ratings
Platform
Comparison of Platform features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
4.2
Ratings
58% below category average
Mobile access00 Ratings4.20 Ratings
Best Alternatives
LocaliQWorkbooks
Small Businesses
Thryv
Thryv
Score 8.7 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
OutboundEngine
OutboundEngine
Score 10.0 out of 10
Creatio
Creatio
Score 9.3 out of 10
Enterprises

No answers on this topic

Creatio
Creatio
Score 9.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
LocaliQWorkbooks
Likelihood to Recommend
8.5
(0 ratings)
7.0
(0 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(0 ratings)
Usability
8.0
(0 ratings)
7.3
(0 ratings)
Availability
-
(0 ratings)
9.1
(0 ratings)
Support Rating
-
(0 ratings)
8.2
(0 ratings)
Online Training
-
(0 ratings)
6.4
(0 ratings)
Product Scalability
8.0
(0 ratings)
-
(0 ratings)
User Testimonials
LocaliQWorkbooks
Likelihood to Recommend
LocaliQ is well-suited, in our experience, for B2B marketing and, specifically, hyper-targeted and personalized marketing efforts. The geofencing capability is excellent at helping us deliver messages literally to the doorsteps of our target prospects. The proprietary software they use for this targeting is worth the money, and their reps, specifically Nikki Rowell and Sarah Pena, are fantastic and delightful people to work with. The only scenario that was slightly underwhelming was LinkedIn. Their tools don't deliver any additional value to LinkedIn ad campaigns, so it's not worth paying LocaliQ to run these campaigns; we can run them ourselves, which doesn't require much effort. That is just a small downside. We are extremely pleased with LocaliQ and their whole team.
Read full review
Workbooks offers great support, as do ( in our experience) local partners. It works really well for our sales and marketing departments. Workbooks is really effective in tracking our marketing campaigns. It also keeps tabs on existing clients, and gives insight on how quickly potentials are turned to customers.
As with all CRM it strongly depends on how well it is being maintained and used by the user. We have found that with the ease of use of Workbooks its become much less of an issue. Where as before we didn't only look at the data produced but actually had to keep track of the system being used accurately. We constantly needed to keep tabs on the actual level of maintaining.
The fact that we see data being produced organically (naturally being updated and tracked) to me is a testament of the user friendly nature of workbooks.
Read full review
Pros
  • ThriveHive is a smaller marketing team dedicated to helping small to medium sized businesses perfect their marketing messages. ThriveHive is particularity good at understanding how Google, and other search engines work, and have been instrumental in helping my company to grow and evolve.
  • With ThriveHive, you get a dedicated coach who is matched to your type of business. This experience with similar businesses gives your coach a better understanding of your business and the challenges your company faces.
  • My coach is very good at responding to my needs within 1 to 2 business days. Email contacts are fluent and as often as I need, to discuss ideas or questions. I can only speak of my relationship with my coach, and I am very pleased.
  • I feel that ThriveHive makes every effort to take excellent care of their clients, and makes you feel like you are their most important customer. I definitely believe that this is one of ThriveHives' greatest assets.
Read full review
  • 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
  • The email content editor could use some additional bells and whistles, it cannot handle some more advanced functions, but for the basics it is more than adequate.
  • Options for website creation are a bit limited and the turnaround time can be a bit lengthy at times because of the volume they do.
  • Tracked phone lines can be a bit pricey, but not exorbitant.
Read full review
  • We use it for support but find it difficult to easily link support emails that arrive to organisations, it requires a lot of manual input to open/close a case
  • The flexibility can be a hindrance as it can be difficult to work out exactly what you wish to see, especially in reports. Sometimes a simple report is all thats required but it provides a lot of information
  • Can sometimes be a little slow and goes down from time to time but this is fairly rare
Read full review
Likelihood to Renew
No answers on this topic
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
Overall usability pretty good. If we would have gotten better return on our advertising dollar I would have continued with them - their dashboard was very easy to use and the recaps they provided were helpful. They try to put data in bite-sized pieces for the client that are understandable (unlike google's reporting page itself which can be a bit difficult to understand at times). Their team was friendly, semi-responsive, and provided explanations when requested
Read full review
No answers on this topic
Reliability and Availability
No answers on this topic
Workbooks CRM never let me down.
Read full review
Online Training
No answers on this topic
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
LocaliQ is more economical that marketing agencies we've used in the past. Our dollar goes farther. We've also used services from phonebook providers that were getting into the online advertising field. At the time, it was just being introduced so the reps knowledge on the topic was quiet limited.
Read full review
Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design highly specific workflows, the functionality out of the gates is a tremendous asset for most businesses
Read full review
Scalability
As mentioned prior, their ability to utilize and maximize our resources so that we receive the best results on all avenues of marketing and advertising. We see better lead generation, brand recognition and top of mind awareness due to LocaliQ efforts
Read full review
No answers on this topic
Return on Investment
  • Local print advertising enhanced our community presence and strengthened brand loyalty.
  • The automation of PPC and display campaigns has saved our marketing team at least 15-20 hours per week of work monitoring campaigns.
  • Service fees feel steep for the campaigns we run, especially for a business with constrained budgets.
Read full review
  • Tracking of customers who are in active support or not has benefited the support team's time by not supporting non paying customers.
  • Keeping track of why sales are won or lost has meant we can call upon times when new leads have the same characteristics as old wins/loses.
  • Creating auto invoicing scripts has drastically cut the finance team's invoicing time.
Read full review
ScreenShots

LocaliQ Screenshots

Screenshot of the Dash lead management dashboard and engagement centerScreenshot of the Marketing Dashboard, which provides access to reports 24/7, or can be used to listen to phone calls and recordings, and manage a lead inbox. LocaliQ customers receive access to the Marketing Dashboard with the purchase of any other products at no additional cost. Upgrades available for automated lead nurture solutions.Screenshot of LocaliQ’s search ad technology includes expertise from account setup and keyword creation to data analysis and reporting across multiple search engines.Screenshot of Social ads, based on a business's unique goals and budget.Screenshot of LocaliQ listings solutions to get a business accurately listed, with lower cost or premium options.Screenshot of the AI-powered Dash SMS Agent that qualifies leads and convert customers. AI responses are generated using website content to provide a customer experience as good or better than a human interaction.

Workbooks Screenshots

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