Pipeliner CRM vs. Workbooks

Pipeliner CRM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Pipeliner CRM	Score8.7 out of 10	Mid-Size Companies (51-1,000 employees)	Pipeliner CRM is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. Pipeliner CRM provides a visual sales process, profiles, and charts, all of which aim to help users take the right actions with their buyers and even helps identify key contacts within an organization. Pipeliner CRM Cloud is the latest addition to a product line that already includes Pipeliner CRM Hybrid, an…	$65
Workbooks	Score4.9 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

Pricing

Pipeliner CRM

Workbooks

STARTER - Basic sales management, tracking and collaboration: $65.00 per user per month
STARTER - Basic sales management, tracking and collaboration: $65 per user per month
BUSINESS - Full CRM functionality, customization and unique productivity features.: $85 per user per month
BUSINESS - Full CRM functionality, customization and unique productivity features.: $85 per user per month
ENTERPRISE - Full CRM functionality with advanced reporting, customization and services.: $115 per user per month
ENTERPRISE - Full CRM functionality with advanced reporting, customization and services.: $115 per user per month
UNLIMITED - Full CRM functionality with advanced reporting, customization and services.: $150 per user per month
UNLIMITED - Advanced CRM functionality including advanced features: $150 per user per month

Pricing Offerings
Pipeliner CRM	Workbooks
Free Trial
Yes	Yes
Free/Freemium Version
Yes	Yes
Premium Consulting/Integration Services
Yes	Yes

No setup fee

Optional

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Features

Pipeliner CRM

Workbooks

Comparison of Sales Force Automation features of Pipeliner CRM and Workbooks
Feature	Pipeliner CRM 9.0 18 Ratings	Workbooks 7.7 9 Ratings
Customer data management / contact management	8.118 Ratings	8.59 Ratings
Workflow management	8.918 Ratings	8.27 Ratings
Territory management	8.916 Ratings	7.79 Ratings
Opportunity management	9.018 Ratings	8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)	9.717 Ratings	6.49 Ratings
Contract management	8.816 Ratings	7.29 Ratings
Quote & order management	9.62 Ratings	7.68 Ratings
Interaction tracking	8.917 Ratings	6.48 Ratings
Channel / partner relationship management	9.014 Ratings	8.48 Ratings

Comparison of Marketing Automation features of Pipeliner CRM and Workbooks
Feature	Pipeliner CRM 8.6 19 Ratings	Workbooks 7.3 7 Ratings
Lead management	8.919 Ratings	8.07 Ratings
Email marketing	8.22 Ratings	6.67 Ratings

Comparison of CRM Project Management features of Pipeliner CRM and Workbooks
Feature	Pipeliner CRM 8.8 19 Ratings	Workbooks 7.5 9 Ratings
Task management	8.319 Ratings	7.77 Ratings
Billing and invoicing management	9.11 Ratings	6.88 Ratings
Reporting	9.018 Ratings	7.87 Ratings

Comparison of Security features of Pipeliner CRM and Workbooks
Feature	Pipeliner CRM 8.2 18 Ratings	Workbooks 7.5 8 Ratings
Single sign-on capability	8.317 Ratings	7.05 Ratings
Role-based user permissions	8.218 Ratings	8.07 Ratings

Comparison of Social CRM features of Pipeliner CRM and Workbooks
Feature	Pipeliner CRM 8.4 17 Ratings	Workbooks 6.6 3 Ratings
Social data	8.017 Ratings	6.03 Ratings
Social engagement	8.717 Ratings	7.31 Ratings

Comparison of Integrations with 3rd-party Software features of Pipeliner CRM and Workbooks
Feature	Pipeliner CRM 8.5 17 Ratings	Workbooks 6.9 6 Ratings
Marketing automation	7.917 Ratings	6.76 Ratings
Compensation management	9.11 Ratings	7.02 Ratings

Comparison of Platform features of Pipeliner CRM and Workbooks
Feature	Pipeliner CRM 8.2 17 Ratings	Workbooks 4.2 7 Ratings
Mobile access	8.217 Ratings	4.27 Ratings