LocaliQ vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
LocaliQ
Score 8.8 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
YesYes
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
Features
LocaliQWorkbooks
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
LocaliQ
7.6
11 Ratings
8% above category average
Workbooks
-
Ratings
WYSIWYG email editor7.34 Ratings00 Ratings
Dynamic content6.69 Ratings00 Ratings
Ability to test dynamic content8.02 Ratings00 Ratings
Landing pages6.78 Ratings00 Ratings
A/B testing8.06 Ratings00 Ratings
Mobile optimization7.311 Ratings00 Ratings
Email deliverability reporting9.06 Ratings00 Ratings
List management7.17 Ratings00 Ratings
Triggered drip sequences8.63 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
LocaliQ
7.4
41 Ratings
14% above category average
Workbooks
-
Ratings
Lead nurturing automation8.033 Ratings00 Ratings
Lead scoring and grading6.79 Ratings00 Ratings
Data quality management7.937 Ratings00 Ratings
Automated sales alerts and tasks7.224 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
LocaliQ
7.8
3 Ratings
5% above category average
Workbooks
-
Ratings
Calendaring9.52 Ratings00 Ratings
Event/webinar marketing6.02 Ratings00 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
LocaliQ
7.8
10 Ratings
18% above category average
Workbooks
-
Ratings
Social sharing and campaigns8.19 Ratings00 Ratings
Social profile integration7.69 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
LocaliQ
7.7
43 Ratings
16% above category average
Workbooks
-
Ratings
Dashboards7.542 Ratings00 Ratings
Standard reports7.842 Ratings00 Ratings
Custom reports7.832 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
LocaliQ
9.0
6 Ratings
51% above category average
Workbooks
-
Ratings
Customizability9.06 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.7
9 Ratings
1% below 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
LocaliQ
-
Ratings
Workbooks
6.3
8 Ratings
19% 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
LocaliQ
-
Ratings
Workbooks
7.3
7 Ratings
6% 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
LocaliQ
-
Ratings
Workbooks
7.5
9 Ratings
2% 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
LocaliQ
-
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
LocaliQ
-
Ratings
Workbooks
7.7
8 Ratings
1% 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
LocaliQ
-
Ratings
Workbooks
7.5
8 Ratings
11% 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
LocaliQ
-
Ratings
Workbooks
6.6
3 Ratings
12% 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
LocaliQ
-
Ratings
Workbooks
6.9
6 Ratings
7% below category average
Marketing automation00 Ratings6.76 Ratings
Compensation management00 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
4.2
7 Ratings
57% below category average
Mobile access00 Ratings4.27 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 9.8 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises

No answers on this topic

Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
LocaliQWorkbooks
Likelihood to Recommend
8.6
(48 ratings)
7.0
(18 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(7 ratings)
Usability
8.2
(35 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)
Product Scalability
8.2
(34 ratings)
-
(0 ratings)
User Testimonials
LocaliQWorkbooks
Likelihood to Recommend
Gannett
The forms of online marketing continues to grow and LocaliQ's associates have the relevant skills to keep up with this and recommend what is suited for our business. Geo fencing is another area that makes a lot of sense as people use their phones more and more for accessing the web. Through LocaliQ we can pinpoint physicial places where we can market to a group that matches our target audience.
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
Gannett
  • 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
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
Gannett
  • LocaliQ could improve how it tracks and reports on customer journeys across those channels to provide a clearer view of ROI.
  • The pricing structure is not fully transparent, making it hard to understand the true costs associated with campaigns. Breaking down the fees associated with LocaliQ would make budgeting easier.
  • LocaliQ is able to provide basic ad creative, but there tends to be a disconnect between our brand voice and what is expected with creative. It would be nice to be able to get all design work within LocaliQ rather than have to use and outside designer all the time.
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
Gannett
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.
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Usability
Gannett
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
Workbooks Online
No answers on this topic
Reliability and Availability
Gannett
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
Read full review
Online Training
Gannett
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..
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Alternatives Considered
Gannett
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 service
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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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Scalability
Gannett
There is always the challenge with practices that have multiple locations, trying to target a geographical zone that is sometimes to wide. But we have successfully navigated this issue when needed to target those who need the most added volume.
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Workbooks Online
No answers on this topic
Return on Investment
Gannett
  • It's hard to quantify but I know I've had at least 5 to 10 new clients in the last 6 months come from efforts related to my website
  • Not having to work on my website myself also helped free up my time, I don't need to worry!
  • Customer service is good, the team doesn't wait till there is a problem, they schedule check ins regularly
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

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