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vCita vs. Workbooks

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vCita

15 Reviews and Ratings

Workbooks

30 Reviews and Ratings

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    vCita

    Score8.5 out of 10
    		N/AvCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…

    $29

    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
    vCitaWorkbooks
    Editions & Modules
    Essentials
    $29
    per month
    Business
    $59
    per month
    Platinum
    $99
    per month
    Workbooks CRM Edition
    $30
    per user/per month
    Workbooks Business Edition
    $65
    per user/per month
    Offerings
    Pricing Offerings
    vCitaWorkbooks
    Free Trial
    YesYes
    Free/Freemium Version
    YesYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    Features
    vCitaWorkbooks
    Sales Force Automation
    Comparison of Sales Force Automation features of vCita and Workbooks
    Feature
    vCita
    8.8
    5 Ratings
    Workbooks
    7.7
    9 Ratings
    Customer data management / contact management9.55 Ratings8.59 Ratings
    Workflow management8.04 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
    Marketing Automation
    Comparison of Marketing Automation features of vCita and Workbooks
    Feature
    vCita
    7.0
    3 Ratings
    Workbooks
    7.3
    7 Ratings
    Email marketing7.03 Ratings6.67 Ratings
    Lead management00 Ratings8.07 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of vCita and Workbooks
    Feature
    vCita
    8.0
    5 Ratings
    Workbooks
    7.5
    9 Ratings
    Billing and invoicing management9.05 Ratings6.88 Ratings
    Reporting7.03 Ratings7.87 Ratings
    Task management00 Ratings7.77 Ratings
    Customization
    Comparison of Customization features of vCita and Workbooks
    Feature
    vCita
    6.8
    7 Ratings
    Workbooks
    7.7
    8 Ratings
    Custom fields6.67 Ratings8.48 Ratings
    API for custom integration7.02 Ratings7.57 Ratings
    Custom objects00 Ratings7.67 Ratings
    Scripting environment00 Ratings7.56 Ratings
    Platform
    Comparison of Platform features of vCita and Workbooks
    Feature
    vCita
    8.6
    7 Ratings
    Workbooks
    4.2
    7 Ratings
    Mobile access8.67 Ratings4.27 Ratings
    Security
    Comparison of Security features of vCita and Workbooks
    Feature
    vCita
    9.7
    6 Ratings
    Workbooks
    7.5
    8 Ratings
    Role-based user permissions9.76 Ratings8.07 Ratings
    Single sign-on capability00 Ratings7.05 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of vCita and Workbooks
    Feature
    vCita
    -
    Ratings
    Workbooks
    6.3
    8 Ratings
    Case management00 Ratings6.28 Ratings
    Call center management00 Ratings6.82 Ratings
    Help desk management00 Ratings5.88 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of vCita and Workbooks
    Feature
    vCita
    -
    Ratings
    Workbooks
    8.6
    8 Ratings
    Forecasting00 Ratings8.28 Ratings
    Pipeline visualization00 Ratings8.88 Ratings
    Customizable reports00 Ratings8.88 Ratings
    Social CRM
    Comparison of Social CRM features of vCita and Workbooks
    Feature
    vCita
    -
    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 vCita and Workbooks
    Feature
    vCita
    -
    Ratings
    Workbooks
    6.9
    6 Ratings
    Marketing automation00 Ratings6.76 Ratings
    Compensation management00 Ratings7.02 Ratings
    User Ratings
    vCitaWorkbooks
    Likelihood to Recommend
    9.7
    (10 ratings)
    7.0
    (18 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.5
    (7 ratings)
    Usability
    9.5
    (4 ratings)
    7.3
    (1 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Support Rating
    8.5
    (4 ratings)
    8.2
    (1 ratings)
    Online Training
    -
    (0 ratings)
    6.4
    (1 ratings)