What users are saying about

Nimble vs Workbooks

Nimble
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95 Ratings
Workbooks
29 Ratings

Nimble

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95 Ratings
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Score 8.7 out of 100

Based on 95 reviews and ratings

Workbooks

29 Ratings
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Score 6.7 out of 100

Based on 29 reviews and ratings

Feature Set Ratings

  • Nimble ranks higher in 9 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform
  • Workbooks ranks higher in 1 feature set: CRM Reporting & Analytics

Sales Force Automation

8.6

Nimble

86%
7.7

Workbooks

77%
Nimble ranks higher in 7/9 features
Nimble ranks higher in 7/9 features

Customer data management / contact management

8.7
87%
29 Ratings
8.5
85%
9 Ratings

Workflow management

8.4
84%
28 Ratings
8.2
82%
7 Ratings

Territory management

8.9
89%
24 Ratings
7.7
77%
9 Ratings

Opportunity management

8.4
84%
28 Ratings
8.8
88%
9 Ratings

Integration with email client (e.g., Outlook or Gmail)

8.8
88%
29 Ratings
6.4
64%
9 Ratings

Contract management

8.9
89%
23 Ratings
7.2
72%
9 Ratings

Quote & order management

8.5
85%
21 Ratings
7.6
76%
8 Ratings

Interaction tracking

8.5
85%
27 Ratings
6.4
64%
8 Ratings

Channel / partner relationship management

8.2
82%
26 Ratings
8.4
84%
8 Ratings

Customer Service & Support

8.7

Nimble

87%
6.3

Workbooks

63%
Nimble ranks higher in 3/3 features
Nimble ranks higher in 3/3 features

Case management

8.6
86%
22 Ratings
6.2
62%
8 Ratings

Call center management

8.9
89%
20 Ratings
6.8
68%
2 Ratings

Help desk management

8.6
86%
21 Ratings
5.8
58%
8 Ratings

Marketing Automation

8.6

Nimble

86%
7.3

Workbooks

73%
Nimble ranks higher in 2/2 features
Nimble ranks higher in 2/2 features

Lead management

8.4
84%
26 Ratings
8.0
80%
7 Ratings

Email marketing

8.7
87%
26 Ratings
6.6
66%
7 Ratings

CRM Project Management

8.5

Nimble

85%
7.5

Workbooks

75%
Nimble ranks higher in 3/3 features
Nimble ranks higher in 3/3 features

Task management

8.6
86%
29 Ratings
7.7
77%
7 Ratings

Billing and invoicing management

8.7
87%
18 Ratings
6.8
68%
8 Ratings

Reporting

8.3
83%
25 Ratings
7.8
78%
7 Ratings

CRM Reporting & Analytics

8.5

Nimble

85%
8.6

Workbooks

86%
Workbooks ranks higher in 2/3 features
Workbooks ranks higher in 2/3 features

Forecasting

8.4
84%
23 Ratings
8.2
82%
8 Ratings

Pipeline visualization

8.3
83%
27 Ratings
8.8
88%
8 Ratings

Customizable reports

8.6
86%
23 Ratings
8.8
88%
8 Ratings

Customization

8.4

Nimble

84%
7.7

Workbooks

77%
Nimble ranks higher in 4/4 features
Nimble ranks higher in 4/4 features

Custom fields

8.6
86%
29 Ratings
8.4
84%
8 Ratings

Custom objects

8.3
83%
22 Ratings
7.6
76%
7 Ratings

Scripting environment

8.4
84%
18 Ratings
7.5
75%
6 Ratings

API for custom integration

8.4
84%
20 Ratings
7.5
75%
7 Ratings

Security

8.8

Nimble

88%
7.5

Workbooks

75%
Nimble ranks higher in 2/2 features
Nimble ranks higher in 2/2 features

Single sign-on capability

9.1
91%
24 Ratings
7.0
70%
5 Ratings

Role-based user permissions

8.5
85%
24 Ratings
8.0
80%
7 Ratings

Social CRM

8.4

Nimble

84%
6.6

Workbooks

66%
Nimble ranks higher in 2/2 features
Nimble ranks higher in 2/2 features

Social data

8.4
84%
29 Ratings
6.0
60%
3 Ratings

Social engagement

8.3
83%
29 Ratings
7.3
73%
1 Rating

Integrations with 3rd-party Software

8.3

Nimble

83%
6.9

Workbooks

69%
Nimble ranks higher in 2/2 features
Nimble ranks higher in 2/2 features

Marketing automation

8.1
81%
25 Ratings
6.7
67%
6 Ratings

Compensation management

8.4
84%
19 Ratings
7.0
70%
2 Ratings

Platform

8.0

Nimble

80%
4.2

Workbooks

42%
Nimble ranks higher in 1/1 features
Nimble ranks higher in 1/1 features

Mobile access

8.0
80%
27 Ratings
4.2
42%
7 Ratings

Attribute Ratings

  • Nimble is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating
  • Workbooks is rated higher in 1 area: Likelihood to Renew

Likelihood to Recommend

8.8

Nimble

88%
33 Ratings
7.0

Workbooks

70%
18 Ratings

Likelihood to Renew

8.3

Nimble

83%
2 Ratings
8.5

Workbooks

85%
7 Ratings

Usability

8.7

Nimble

87%
19 Ratings
7.3

Workbooks

73%
1 Rating

Availability

Nimble

N/A
0 Ratings
9.1

Workbooks

91%
4 Ratings

Support Rating

8.9

Nimble

89%
20 Ratings
8.2

Workbooks

82%
2 Ratings

Online Training

Nimble

N/A
0 Ratings
6.4

Workbooks

64%
1 Rating

Likelihood to Recommend

Nimble

This tool is suitable for all sizes of organizations since it has the capacity to manage customer relations in the best possible way. Its features like task management, reports, social collaboration, and forecasting are always considered important for CRM and they all work without causing any trouble. But its Reports need to be more elaborate and its interface should be made easier and less tricky.

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Leo George | TrustRadius Reviewer
Leo George
View all 33 answers on this topic

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.

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Brian Walsh | TrustRadius Reviewer
Brian Walsh
View all 18 answers on this topic

Pros

Nimble

  • Importing contacts in the CRM is very much consist of easy steps.
  • It allows me to create, edit and view contacts records anywhere from the web.
  • It is helping me to stay organized in terms of marketing needs and providing real-time information automatically.
  • it is playing an excellent role in managing our all relations.

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Margaret turner | TrustRadius Reviewer
Margaret turner
View all 33 answers on this topic

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

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Chris Hood | TrustRadius Reviewer
Chris Hood
View all 18 answers on this topic

Cons

Nimble

  • Nimble's storage space is very sparse, but we have found that it can be expanded at an additional cost.
  • Their mobile application is not as good as some of us expected, and we strongly recommend improving it to make it work effectively.

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Maria Pulenta | TrustRadius Reviewer
Maria Pulenta
View all 33 answers on this topic

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).

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Martijn Daalder | TrustRadius Reviewer
Martijn Daalder
View all 18 answers on this topic

Pricing Details

Nimble

General

Free Trial
Yes
Free/Freemium Version
—
Premium Consulting/Integration Services
—
Entry-level set up fee?
No

Starting Price

$15 per month

Nimble Editions & Modules

Edition
Business$19.001
  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

Starting Price

$30 per user/per month

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details
—

Likelihood to Renew

Nimble

Nimble 8.3
Based on 2 answers
It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately

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Chad Stewart | TrustRadius Reviewer
Chad Stewart
View all 2 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.

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Paul Reynolds | TrustRadius Reviewer
Paul Reynolds
View all 7 answers on this topic

Usability

Nimble

Nimble 8.7
Based on 19 answers
The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.

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Anonymous | TrustRadius Reviewer
Verified User
View all 19 answers on this topic

Workbooks

Workbooks 7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Nimble

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 4 answers
Workbooks CRM never let me down.

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Peter Lindeman | TrustRadius Reviewer
Peter Lindeman
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Support Rating

Nimble

Nimble 8.9
Based on 20 answers
It was productive to be able to access remote support sessions from nimble employees, whom we decided to contact to have one of the features mentioned above explained to us. They were methodical and easy to explain solutions, so we recommend them for any kind of doubt.

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Maria Wiley | TrustRadius Reviewer
Maria Wiley
View all 20 answers on this topic

Workbooks

Workbooks 8.2
Based on 2 answers
No answer on this topic is available.

Online Training

Nimble

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..

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Brendan Harris, MBA | TrustRadius Reviewer
Brendan Harris, MBA
View all 1 answers on this topic

Alternatives Considered

Nimble

Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we have introduced ourselves to over time. The ability to feel a true understanding of our prospects and customers as real human beings with unique interests and common aspirations opens up doors of valuable conversation.The other options that were reviewed and considered provided many of the common ways from the past that stored CRM information. This method was much more of a static representation of the real interactions made between a company or salesperson with the prospects and customers. Nimble has brought back what should never have been lost - being like neighbors who spoke to each other about more things than just business.

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Chuck Royer | TrustRadius Reviewer
Chuck Royer
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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.

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Adam Grieve | TrustRadius Reviewer
Adam Grieve
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Return on Investment

Nimble

  • Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
  • A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.

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Ross Keating | TrustRadius Reviewer
Ross Keating
View all 33 answers on this topic

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

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David Carter | TrustRadius Reviewer
David Carter
View all 18 answers on this topic

Screenshots

Nimble

—

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