Workbooks vs. Zendesk Sell

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Zendesk Sell
Score 8.4 out of 10
N/A
Zendesk Sell (formerly Base CRM) is a CRM that aims to give reps access to integrated tools that provide the full context of a customer account. This keeps them in the loop and allows them to capitalize on opportunities. Zendesk Sell can be extended with Reach, a lead generation and engagement tool that automates the process of finding and keeping leads interested, so reps can focus more on building relationships and crushing their quotas. Base CRM was founded in 2009, and acquired by Zendesk…
$19
per seat/month billed annually
Pricing
WorkbooksZendesk Sell
Editions & Modules
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Sell Team
$19.00
per seat/month billed annually
Reach prospecting enrichment add-on (requires a Sell Subscription)
$27.00
Per User Per Month (billed annually)
Sell Professional
$49.00
per seat/month billed annually
Sell Enterprise
$99.00
per seat/month billed annually
Sell Elite
$199.00
per seat/month billed annually
Offerings
Pricing Offerings
WorkbooksZendesk Sell
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
WorkbooksZendesk Sell
Considered Both Products
Workbooks
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.
Zendesk Sell

No answer on this topic

Top Pros
Top Cons
Features
WorkbooksZendesk Sell
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Workbooks
7.7
9 Ratings
0% above category average
Zendesk Sell
6.6
15 Ratings
15% below category average
Customer data management / contact management8.59 Ratings8.914 Ratings
Workflow management8.27 Ratings6.115 Ratings
Territory management7.79 Ratings4.98 Ratings
Opportunity management8.89 Ratings7.913 Ratings
Integration with email client (e.g., Outlook or Gmail)6.49 Ratings6.915 Ratings
Contract management7.29 Ratings5.410 Ratings
Quote & order management7.68 Ratings3.97 Ratings
Interaction tracking6.48 Ratings7.915 Ratings
Channel / partner relationship management8.48 Ratings7.811 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Workbooks
6.3
8 Ratings
18% below category average
Zendesk Sell
9.0
12 Ratings
18% above category average
Case management6.28 Ratings9.07 Ratings
Call center management6.82 Ratings9.08 Ratings
Help desk management5.88 Ratings9.011 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Workbooks
7.3
7 Ratings
4% below category average
Zendesk Sell
6.9
12 Ratings
10% below category average
Lead management8.07 Ratings6.012 Ratings
Email marketing6.67 Ratings7.89 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Workbooks
7.5
9 Ratings
1% below category average
Zendesk Sell
5.3
13 Ratings
36% below category average
Task management7.77 Ratings8.013 Ratings
Billing and invoicing management6.88 Ratings1.05 Ratings
Reporting7.87 Ratings7.013 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Workbooks
8.6
8 Ratings
13% above category average
Zendesk Sell
8.2
15 Ratings
8% above category average
Forecasting8.28 Ratings7.812 Ratings
Pipeline visualization8.88 Ratings7.914 Ratings
Customizable reports8.88 Ratings9.014 Ratings
Customization
Comparison of Customization features of Product A and Product B
Workbooks
7.7
8 Ratings
2% above category average
Zendesk Sell
4.2
15 Ratings
57% below category average
Custom fields8.48 Ratings7.815 Ratings
Custom objects7.67 Ratings4.910 Ratings
Scripting environment7.56 Ratings1.16 Ratings
API for custom integration7.57 Ratings3.08 Ratings
Security
Comparison of Security features of Product A and Product B
Workbooks
7.5
8 Ratings
10% below category average
Zendesk Sell
9.5
14 Ratings
13% above category average
Single sign-on capability7.05 Ratings9.912 Ratings
Role-based user permissions8.07 Ratings9.011 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Workbooks
6.6
3 Ratings
10% below category average
Zendesk Sell
4.0
5 Ratings
59% below category average
Social data6.03 Ratings1.04 Ratings
Social engagement7.31 Ratings6.95 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Workbooks
6.9
6 Ratings
5% below category average
Zendesk Sell
5.4
7 Ratings
30% below category average
Marketing automation6.76 Ratings9.87 Ratings
Compensation management7.02 Ratings1.03 Ratings
Platform
Comparison of Platform features of Product A and Product B
Workbooks
4.2
7 Ratings
55% below category average
Zendesk Sell
8.0
13 Ratings
8% above category average
Mobile access4.27 Ratings8.013 Ratings
Best Alternatives
WorkbooksZendesk Sell
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.4 out of 10
Creatio
Creatio
Score 9.4 out of 10
Enterprises
Creatio
Creatio
Score 9.4 out of 10
Creatio
Creatio
Score 9.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
WorkbooksZendesk Sell
Likelihood to Recommend
7.0
(18 ratings)
10.0
(15 ratings)
Likelihood to Renew
8.5
(7 ratings)
9.0
(2 ratings)
Usability
7.3
(1 ratings)
8.9
(4 ratings)
Availability
9.1
(2 ratings)
10.0
(1 ratings)
Performance
-
(0 ratings)
10.0
(1 ratings)
Support Rating
8.2
(1 ratings)
8.8
(4 ratings)
Online Training
6.4
(1 ratings)
7.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.0
(1 ratings)
Configurability
-
(0 ratings)
10.0
(1 ratings)
Ease of integration
-
(0 ratings)
10.0
(1 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
Vendor post-sale
-
(0 ratings)
10.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
WorkbooksZendesk Sell
Likelihood to Recommend
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
Zendesk
Zendesk sell is best for organizations that want a clean and simple, yet powerfully effective CRM tool. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. Great for institutions that have a need to tailor their database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited/private or made public for the entire team to access. Not as costly as some of the competing products, so if you are on a tight budget this may be the tool for you.
Read full review
Pros
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
Zendesk
  • My favorite piece is the Tasks connected to the Clients OR the Deals themselves that keep the process moving with the right steps, and helps our team from doubling our work, or missing a piece that is crucial for the completion of the sale.
  • The email integration helps to keep all things housed in one place also, so that you're not bouncing back and forth in multiple platforms to stay on top of the orders.
  • Customizations are a HUGE part of why we use Base CRM right now. We can make sure we are recording all of the right information, and not wasting time by having to fill in or skip over content that doesn't apply to our business model.
  • I also like the ability to tied Deals to multiple people, especially as Referrals come across, so we don't forget how we got in touch with different clients.
Read full review
Cons
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
Zendesk
  • There was no ability to add prospects from a company domain or email to auto-fill any data.
  • You had to type in all of the data you gathered about that prospect.
  • The default only gave you two phone numbers for the company, too few.
Read full review
Likelihood to Renew
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
Zendesk
The integration with the other Zendesk products is key. Allows other people in the company, such as support, to be involved in the sales process.
Read full review
Usability
Workbooks Online
No answers on this topic
Zendesk
I received about two hours worth of training on Zendesk Sell (formerly Base CRM). I will say it's a clean look and the ability to change views is extremely helpful. I do wish there were other features that allowed the views to be more simplistic. Some views can be overwhelming to look at. Nevertheless with the minimum training, I am still able to navigate through Zendesk Sell (formerly Base CRM) successfully due to the ease of usability.
Read full review
Reliability and Availability
Workbooks Online
Workbooks CRM never let me down.
Read full review
Zendesk
Always available and easy connection from Zendesk Support
Read full review
Performance
Workbooks Online
No answers on this topic
Zendesk
Never any latency issues
Read full review
Support Rating
Workbooks Online
No answers on this topic
Zendesk
Due to the ease of the product, I have not had the chance to reach out to support yet. I’ve had no reason. The resources provided to clients are extremely helpful and detailed. So far my questions have been pretty basic and I generally just ask my colleague or teammate. They're able to assist with the answer.
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Online Training
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
Zendesk
This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.
Read full review
Implementation Rating
Workbooks Online
No answers on this topic
Zendesk
Simple, and straight forward.
Read full review
Alternatives Considered
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.
Read full review
Zendesk
Simpler than most CRMs, which can be good if your sales team is not very tech savvy. We switched to HubSpot which provides a lot more value than Base did, but it isn't right for everyone. HubSpot is focused on capturing in-bound leads and has its own flaws and limitations, but overall it's a better fit for our needs.
Read full review
Scalability
Workbooks Online
No answers on this topic
Zendesk
Always on, always available.
Read full review
Return on Investment
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
Zendesk
  • Using Base has allowed us to double the number of active sales and partner engagements that we can keep track of and make progress on.
  • This has led to us being able to follow up on many smaller deals that were falling through the cracks.
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