Salesflare vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesflare
Score 6.2 out of 10
Small Businesses (1-50 employees)
Salesflare headquartered in Antwerp offers their small business intelligent CRM, providing automated event tracking and related features designed to aid the operations of SMBs.
$29
per user per month
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
SalesflareWorkbooks
Editions & Modules
Growth
$29
per user per month
Pro
$49
per user per month
Enterprise
$99
per user per month
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
SalesflareWorkbooks
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Features
SalesflareWorkbooks
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Salesflare
8.1
11 Ratings
5% above category average
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management8.811 Ratings8.59 Ratings
Workflow management8.711 Ratings8.27 Ratings
Territory management5.12 Ratings7.79 Ratings
Opportunity management8.011 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)9.011 Ratings6.49 Ratings
Contract management10.01 Ratings7.29 Ratings
Quote & order management6.12 Ratings7.68 Ratings
Interaction tracking8.811 Ratings6.48 Ratings
Channel / partner relationship management8.27 Ratings8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Salesflare
8.3
1 Ratings
11% above category average
Workbooks
6.3
8 Ratings
17% below category average
Case management9.01 Ratings6.28 Ratings
Call center management7.01 Ratings6.82 Ratings
Help desk management9.01 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Salesflare
8.7
10 Ratings
14% above category average
Workbooks
7.3
7 Ratings
3% below category average
Lead management8.710 Ratings8.07 Ratings
Email marketing8.79 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Salesflare
8.0
11 Ratings
6% above category average
Workbooks
7.5
9 Ratings
1% below category average
Task management8.011 Ratings7.77 Ratings
Billing and invoicing management8.01 Ratings6.88 Ratings
Reporting8.011 Ratings7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Salesflare
8.2
11 Ratings
8% above category average
Workbooks
8.6
8 Ratings
13% above category average
Forecasting7.99 Ratings8.28 Ratings
Pipeline visualization9.011 Ratings8.88 Ratings
Customizable reports7.810 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
Salesflare
8.7
10 Ratings
14% above category average
Workbooks
7.7
8 Ratings
2% above category average
Custom fields8.110 Ratings8.48 Ratings
Custom objects10.02 Ratings7.67 Ratings
API for custom integration8.110 Ratings7.57 Ratings
Scripting environment00 Ratings7.56 Ratings
Security
Comparison of Security features of Product A and Product B
Salesflare
8.1
10 Ratings
2% below category average
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability8.17 Ratings7.05 Ratings
Role-based user permissions8.010 Ratings8.07 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Salesflare
8.5
8 Ratings
16% above category average
Workbooks
6.6
3 Ratings
9% below category average
Social data8.88 Ratings6.03 Ratings
Social engagement8.18 Ratings7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Salesflare
8.9
8 Ratings
22% above category average
Workbooks
6.9
6 Ratings
4% below category average
Marketing automation8.88 Ratings6.76 Ratings
Compensation management9.01 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Salesflare
8.9
11 Ratings
18% above category average
Workbooks
4.2
7 Ratings
56% below category average
Mobile access8.911 Ratings4.27 Ratings
Best Alternatives
SalesflareWorkbooks
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
SalesflareWorkbooks
Likelihood to Recommend
9.0
(11 ratings)
7.0
(18 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(7 ratings)
Usability
9.0
(9 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
9.0
(9 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
SalesflareWorkbooks
Likelihood to Recommend
Salesflare
In my opinion, Salesflare is an excellent CRM for small businesses. It includes everything a small business needs to manage leads, deals, and contacts in one convenient location. When a client needs more information or something done, I can quickly record it in their account—perfect for B2B SaaS and small businesses selling B2B in general.
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
Salesflare
  • Zero learning curve, one-minute setup and dead easy to integrate with complementary tools.
  • Powerful data automation features so everything you do has maximum bottom-line impact.
  • Stellar customer support: response is quick and the team really goes out of their way to solve your specific problems. Up to setting up custom solutions for you.
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
Salesflare
  • It works wonderfully as a CRM for freelancers, consultants and small teams but feels like it would become more difficult to integrate with larger teams
  • Sometimes have issues with email syncing with missing emails or having to reconnect my email to Salesflare
  • Emails are sent from the app using their own servers, I would prefer to send via my own email system (Gsuite) for better delivery
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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
Salesflare
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
Salesflare
The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.
Read full review
Workbooks Online
No answers on this topic
Reliability and Availability
Salesflare
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
Read full review
Support Rating
Salesflare
Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!
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Workbooks Online
No answers on this topic
Online Training
Salesflare
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
Salesflare
Salesflare does its own thing compared to the others I've tried. It's unique even though it shares many of the main features a CRM should have. Salesforce Lightning is amazing and feature-packed but can often get overwhelming depending on your use case. I never experience any slight lag or load times with Salesflare. Lightning can sometimes hang depending on your browser etc.
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.
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Return on Investment
Salesflare
  • So far, as optimistic as I am about using the CRM, I've seen a short and speedy return on my investment.
  • Our sales process will quickly become more focused and effective. It's part of our operations and saves us time, but we've never tracked the financial impact.
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

Salesflare Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Workbooks Screenshots

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