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Candid Wholesale vs. Workbooks

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Candid Wholesale

    N/A
    Small Businesses (1-50 employees)
    Candid Wholesale is an integrated set of tools for wholesale buyers and sellers, designed to make B2B selling as user-friendly as B2C ecommerce, without sacrificing power or flexibility. Features include order management, CRM, shoppable B2B ecommerce storefront, integrated credit card and ACH payment processing, reporting, and integration with hundreds of commonly used 3rd party applications, from inventory management to accounting to 3PL and shipping.

    $179

    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
    Candid WholesaleWorkbooks
    Editions & Modules
    Pro
    $179
    per month
    Complete
    $599
    per month
    Unlimited
    Let's talk
    per year
    Workbooks CRM Edition
    $30
    per user/per month
    Workbooks Business Edition
    $65
    per user/per month
    Offerings
    Pricing Offerings
    Candid WholesaleWorkbooks
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    Features
    Candid WholesaleWorkbooks
    Sales Force Automation
    Comparison of Sales Force Automation features of Candid Wholesale and Workbooks
    Feature
    Candid Wholesale
    -
    Ratings
    Workbooks
    7.7
    9 Ratings
    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 Candid Wholesale and Workbooks
    Feature
    Candid Wholesale
    -
    Ratings
    Workbooks
    6.3
    8 Ratings
    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 Candid Wholesale and Workbooks
    Feature
    Candid Wholesale
    -
    Ratings
    Workbooks
    7.3
    7 Ratings
    Lead management00 Ratings8.07 Ratings
    Email marketing00 Ratings6.67 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Candid Wholesale and Workbooks
    Feature
    Candid Wholesale
    -
    Ratings
    Workbooks
    7.5
    9 Ratings
    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 Candid Wholesale and Workbooks
    Feature
    Candid Wholesale
    -
    Ratings
    Workbooks
    8.6
    8 Ratings
    Forecasting00 Ratings8.28 Ratings
    Pipeline visualization00 Ratings8.88 Ratings
    Customizable reports00 Ratings8.88 Ratings
    Customization
    Comparison of Customization features of Candid Wholesale and Workbooks
    Feature
    Candid Wholesale
    -
    Ratings
    Workbooks
    7.7
    8 Ratings
    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 Candid Wholesale and Workbooks
    Feature
    Candid Wholesale
    -
    Ratings
    Workbooks
    7.5
    8 Ratings
    Single sign-on capability00 Ratings7.05 Ratings
    Role-based user permissions00 Ratings8.07 Ratings
    Social CRM
    Comparison of Social CRM features of Candid Wholesale and Workbooks
    Feature
    Candid Wholesale
    -
    Ratings
    Workbooks
    6.6
    3 Ratings
    Social data00 Ratings6.03 Ratings
    Social engagement00 Ratings7.31 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Candid Wholesale and Workbooks
    Feature
    Candid Wholesale
    -
    Ratings
    Workbooks
    6.9
    6 Ratings
    Marketing automation00 Ratings6.76 Ratings
    Compensation management00 Ratings7.02 Ratings
    Platform
    Comparison of Platform features of Candid Wholesale and Workbooks
    Feature
    Candid Wholesale
    -
    Ratings
    Workbooks
    4.2
    7 Ratings
    Mobile access00 Ratings4.27 Ratings
    User Ratings
    Candid WholesaleWorkbooks
    Likelihood to Recommend
    -
    (0 ratings)
    7.0
    (18 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.5
    (7 ratings)
    Usability
    -
    (0 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)