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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    OmniFocus

    Score8 out of 10
    N/AOmniFocus is a project management platform for iOS: Mac, iPad, and iPhone. It has features such as task management, Siri capture, and workflow automation.

    $4.99

    per month

    Workbooks

    Score4.9 out of 10
    N/AWorkbooks 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
    OmniFocusWorkbooks
    Editions & Modules
    Web Add-On Subscription
    $4.99
    per month
    Cross-Platform Subscription
    $9.99
    per month
    OmniFocus 3 Standalone (Mac only)
    $49.99
    per month
    OmniFocus 3 Standalone (iPhone only)
    $49.99
    per month
    Workbooks CRM Edition
    $30
    per user/per month
    Workbooks Business Edition
    $65
    per user/per month
    Offerings
    Pricing Offerings
    OmniFocusWorkbooks
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    Community Pulse
    OmniFocusWorkbooks
    Considered Both Products
    The Omni Group
    No answer on this topic
    Workbooks Online
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    5 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    No answers on this topic
    Features
    OmniFocusWorkbooks
    Project Management
    Comparison of Project Management features of OmniFocus and Workbooks
    Feature
    OmniFocus
    6.6
    13 Ratings
    15% below category average
    Workbooks
    -
    Ratings
    Task Management8.013 Ratings00 Ratings
    Resource Management7.07 Ratings00 Ratings
    Gantt Charts6.03 Ratings00 Ratings
    Scheduling7.011 Ratings00 Ratings
    Workflow Automation7.06 Ratings00 Ratings
    Team Collaboration5.04 Ratings00 Ratings
    Support for Agile Methodology4.04 Ratings00 Ratings
    Support for Waterfall Methodology8.03 Ratings00 Ratings
    Document Management6.06 Ratings00 Ratings
    Email integration7.08 Ratings00 Ratings
    Mobile Access9.013 Ratings00 Ratings
    Timesheet Tracking7.03 Ratings00 Ratings
    Change request and Case Management6.03 Ratings00 Ratings
    Budget and Expense Management5.02 Ratings00 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of OmniFocus and Workbooks
    Feature
    OmniFocus
    2.7
    2 Ratings
    96% below category average
    Workbooks
    -
    Ratings
    Quotes/estimates7.02 Ratings00 Ratings
    Invoicing1.01 Ratings00 Ratings
    Project & financial reporting2.01 Ratings00 Ratings
    Integration with accounting software1.01 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of OmniFocus and Workbooks
    Feature
    OmniFocus
    -
    Ratings
    Workbooks
    7.7
    9 Ratings
    2% 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 OmniFocus and Workbooks
    Feature
    OmniFocus
    -
    Ratings
    Workbooks
    6.3
    8 Ratings
    20% 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 OmniFocus and Workbooks
    Feature
    OmniFocus
    -
    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 OmniFocus and Workbooks
    Feature
    OmniFocus
    -
    Ratings
    Workbooks
    7.5
    9 Ratings
    3% 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 OmniFocus and Workbooks
    Feature
    OmniFocus
    -
    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 OmniFocus and Workbooks
    Feature
    OmniFocus
    -
    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 OmniFocus and Workbooks
    Feature
    OmniFocus
    -
    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 OmniFocus and Workbooks
    Feature
    OmniFocus
    -
    Ratings
    Workbooks
    6.6
    3 Ratings
    13% 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 OmniFocus and Workbooks
    Feature
    OmniFocus
    -
    Ratings
    Workbooks
    6.9
    6 Ratings
    9% below category average
    Marketing automation00 Ratings6.76 Ratings
    Compensation management00 Ratings7.02 Ratings
    Platform
    Comparison of Platform features of OmniFocus and Workbooks
    Feature
    OmniFocus
    -
    Ratings
    Workbooks
    4.2
    7 Ratings
    58% below category average
    Mobile access00 Ratings4.27 Ratings
    Best Alternatives
    OmniFocusWorkbooks
    Small Businesses
    Any.do
    Score8 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    KanbanFlow
    Score7.3 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Microsoft To Do
    Score7.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    OmniFocusWorkbooks
    Likelihood to Recommend
    8.0
    (13 ratings)
    7.0
    (18 ratings)
    Likelihood to Renew
    10.0
    (1 ratings)
    8.5
    (7 ratings)
    Usability
    9.0
    (1 ratings)
    7.3
    (1 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Support Rating
    9.1
    (3 ratings)
    8.2
    (1 ratings)
    Online Training
    -
    (0 ratings)
    6.4
    (1 ratings)
    User Testimonials
    OmniFocusWorkbooks
    Likelihood to Recommend
    The Omni Group
    1) Great for managing your work and personal activities. 2) One of the best implementations of the Getting Things Done method. 3) Not really suited for collaborative work management; OmniFocus is managed on a per-user basis so you can't share/assign tasks.
    Incentivized
    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
    The Omni Group
    • Ease of viewing your projects at a high-level.
    • Ease of viewing what tasks need to be done at the present moment and the sorting of those tasks by availability, due date, start date, needed resources, and project.
    • The visual interface is really nice to work with, the UX/UI is intelligent and intuitive.
    • It's the most extensible software I've used. There is a community of people that publish compatible scripts for Omnifocus at no charge.
    • The code is robust and I've almost never had a bug or a glitch that resulted in issues.
    • The software syncs in the cloud between MacOS and iOS seamlessly and faster than other To-Do software. The sync aspect is available free of charge.
    • The development team at Omnifocus is on top of bugs and they have been adding releases regularly to increase functionality and performance.
    • While OmniFocus adheres to the GTD (Getting things done) principles, it can be used in almost any manner and you aren't stuck with just that methodology.
    Incentivized
    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
    The Omni Group
    • I would really like to see graphic presentations of how I allocate my time, what categories of tasks don't get accomplished, etc.
    • I would like to see OmniFocus include Gantt chart functionality, such as allowing me to see how long it took me to accomplish a task from start to finish. Allowing me to actually input time spent, and seeing it on a Gantt chart, would be icing on the cake.
    Incentivized
    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
    The Omni Group
    Over the past 4 years of use I still haven't found any product that comes close in terms of capability
    Incentivized
    Read full review
    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
    The Omni Group
    This is a super usable tool to use. I really like the front-end user experiences, which makes using it really clear
    Read full review
    Workbooks Online
    No answers on this topic
    Reliability and Availability
    The Omni Group
    No answers on this topic
    Workbooks Online
    Workbooks CRM never let me down.
    Read full review
    Support Rating
    The Omni Group
    OmniFocus has excellent user forums. They're active as well as mature, since the product has been around for years. I've never needed to actually contact customer support because OmniFocus is popular enough that I've always been able to find an answer in the forums, or in an article, or in a YouTube video.
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Online Training
    The Omni Group
    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
    The Omni Group
    OmniFocus is built for the user with a lot going on - consequently, it does a great job at organizing lots of things in a manageable workload. It's perfect for taking a project and breaking it down into small tasks for yourself or teams. Once you get past the learning curve, it's quick at adding new tasks. Overall, it's an excellent product.
    Incentivized
    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.
    Incentivized
    Read full review
    Return on Investment
    The Omni Group
    • OmniFocus keeps our tasks moving forward. Using a free script you can search all your current projects for projects that have no next step assigned to it to ensure nothing falls through the cracks.
    • When we serve our clients, the attention to detail we are able to give them comes from accurate tracking of what we need to deliver.
    • We complete projects 25% faster than before and we can see where the bottlenecks are immediate. We have also been forced to document tasks in a more concrete manner which allows for better execution.
    Incentivized
    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
    Incentivized
    Read full review
    ScreenShots

    Workbooks Screenshots

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