Sugar Sell (SugarCRM) vs. Workbooks

Sugar Sell (SugarCRM)

245 Reviews and Ratings

Workbooks

30 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Sugar Sell (SugarCRM)	Score5.2 out of 10	N/A	Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey. Sugar Sell replaces former editions of the SugarCRM product, including the SugarCRM Community Edition, the open source edition, which is discontinued.	$19 per month per user (3 users minimum, billed annually)
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

Sugar Sell (SugarCRM)

Workbooks

Essentials: $19
per month (billed annually) per user (3 user minimum, 9 user maximum)
Standard: $59
per month (billed annually) per user (10 User Minimum)
Advanced: $85
per month (billed annually) per user (10 user minimum)
Premier: $135
per month (billed annually) per user (10 user minimum)

Workbooks CRM Edition: $30
per user/per month
Workbooks Business Edition: $65
per user/per month

Pricing Offerings
Sugar Sell (SugarCRM)	Workbooks
Free Trial
Yes	Yes
Free/Freemium Version
No	Yes
Premium Consulting/Integration Services
No	Yes

No setup fee

Optional

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Community Pulse
Key User Insights
	Sugar Sell (SugarCRM)	Workbooks
Considered Both Products	SugarCRM No answer on this topic	Workbooks Online Dianne Moralee Sales Director in Sales at Taopix Ltd (Computer Software, 11-50 employees) Chose Workbooks We selected Workbooks because it had a more powerful reporting engine and a much slicker way of managing the sales pipeline and territories. It also gave us the ability to manage the support contracts better and ensure that the support team knew exactly who was in an active … Incentivized Helpful? Michael Carey Business Development Manager in Sales at Taopix Ltd (Computer Software, 11-50 employees) Chose Workbooks I've only used SugarCRM, Workbooks is a much more sophisticated product. A huge step in the right direction and the company are much better organized now, all across the board. The reporting, lead and support management are much more reliable for our business. We can do a lot … Incentivized Helpful? Mark Cohen President in Marketing at Colloquy Digital, LLC (Marketing and Advertising, 1-10 employees) Chose Workbooks Workbooks was the best overall value. It had the functionality the client needed at the best price and the quickest implementation set up and overall time frame. Incentivized Helpful? Peter Lindeman Managing Director in Marketing at WeCloud Benelux (Information Technology and Services, 1-10 employees) Chose Workbooks Have worked with the likes of SugarCRM, Salesforce, Siebel, and some of their predecessors. Most of them are too much, too complex and too expensive. Have seen most of these implemenations fail. Buying these typically require much consultancy and much bespoke implementation … Helpful? James Gray CEO & Founder in Sales at Taopix Limited (Information Technology and Services, 11-50 employees) Chose Workbooks We were previously with Sugar and this served us well when we started with very little money and a few staff, however we quickly outgrew Sugar and additional functionality required custom work or 3rd party plugin's. We needed a scalable system that could grow with our business, … Helpful?
	Would buy again
	No answers on this topic	No answers on this topic
	Delivers good value for the price
	No answers on this topic	No answers on this topic
	Happy with the feature set
	No answers on this topic	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic	No answers on this topic
	Implementation went as expected
No answers on this topic	No answers on this topic

Features

Sugar Sell (SugarCRM)

Workbooks

Comparison of Sales Force Automation features of Sugar Sell (SugarCRM) and Workbooks
Feature	Sugar Sell (SugarCRM) 4.8 33 Ratings	Workbooks 7.7 9 Ratings
Customer data management / contact management	5.032 Ratings	8.59 Ratings
Workflow management	6.028 Ratings	8.27 Ratings
Territory management	6.026 Ratings	7.79 Ratings
Opportunity management	7.026 Ratings	8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)	7.029 Ratings	6.49 Ratings
Contract management	3.026 Ratings	7.29 Ratings
Quote & order management	4.024 Ratings	7.68 Ratings
Interaction tracking	3.030 Ratings	6.48 Ratings
Channel / partner relationship management	2.025 Ratings	8.48 Ratings

Comparison of Customer Service & Support features of Sugar Sell (SugarCRM) and Workbooks
Feature	Sugar Sell (SugarCRM) 2.3 24 Ratings	Workbooks 6.3 8 Ratings
Case management	3.024 Ratings	6.28 Ratings
Call center management	2.019 Ratings	6.82 Ratings
Help desk management	2.017 Ratings	5.88 Ratings

Comparison of Marketing Automation features of Sugar Sell (SugarCRM) and Workbooks
Feature	Sugar Sell (SugarCRM) 5.5 25 Ratings	Workbooks 7.3 7 Ratings
Lead management	6.022 Ratings	8.07 Ratings
Email marketing	5.023 Ratings	6.67 Ratings

Comparison of CRM Project Management features of Sugar Sell (SugarCRM) and Workbooks
Feature	Sugar Sell (SugarCRM) 3.0 28 Ratings	Workbooks 7.5 9 Ratings
Task management	4.026 Ratings	7.77 Ratings
Billing and invoicing management	3.018 Ratings	6.88 Ratings
Reporting	2.024 Ratings	7.87 Ratings

Comparison of CRM Reporting & Analytics features of Sugar Sell (SugarCRM) and Workbooks
Feature	Sugar Sell (SugarCRM) 3.3 28 Ratings	Workbooks 8.6 8 Ratings
Forecasting	3.024 Ratings	8.28 Ratings
Pipeline visualization	2.025 Ratings	8.88 Ratings
Customizable reports	5.027 Ratings	8.88 Ratings

Comparison of Customization features of Sugar Sell (SugarCRM) and Workbooks
Feature	Sugar Sell (SugarCRM) 5.5 29 Ratings	Workbooks 7.7 8 Ratings
Custom fields	6.029 Ratings	8.48 Ratings
Custom objects	5.026 Ratings	7.67 Ratings
Scripting environment	6.019 Ratings	7.56 Ratings
API for custom integration	5.025 Ratings	7.57 Ratings

Comparison of Security features of Sugar Sell (SugarCRM) and Workbooks
Feature	Sugar Sell (SugarCRM) 5.5 27 Ratings	Workbooks 7.5 8 Ratings
Single sign-on capability	5.021 Ratings	7.05 Ratings
Role-based user permissions	6.026 Ratings	8.07 Ratings

Comparison of Social CRM features of Sugar Sell (SugarCRM) and Workbooks
Feature	Sugar Sell (SugarCRM) 3.0 19 Ratings	Workbooks 6.6 3 Ratings
Social data	3.019 Ratings	6.03 Ratings
Social engagement	3.016 Ratings	7.31 Ratings

Comparison of Integrations with 3rd-party Software features of Sugar Sell (SugarCRM) and Workbooks
Feature	Sugar Sell (SugarCRM) 4.5 19 Ratings	Workbooks 6.9 6 Ratings
Marketing automation	5.019 Ratings	6.76 Ratings
Compensation management	4.013 Ratings	7.02 Ratings

Comparison of Platform features of Sugar Sell (SugarCRM) and Workbooks
Feature	Sugar Sell (SugarCRM) 4.0 20 Ratings	Workbooks 4.2 7 Ratings
Mobile access	4.020 Ratings	4.27 Ratings

User Ratings
	Sugar Sell (SugarCRM)	Workbooks
Likelihood to Recommend	2.0 (59 ratings)	7.0 (18 ratings)
Likelihood to Renew	8.2 (26 ratings)	8.5 (7 ratings)
Usability	3.0 (10 ratings)	7.3 (1 ratings)
Availability	10.0 (1 ratings)	9.1 (2 ratings)
Performance	10.0 (1 ratings)	- (0 ratings)
Support Rating	9.1 (12 ratings)	8.2 (1 ratings)
In-Person Training	9.0 (1 ratings)	- (0 ratings)
Online Training	8.0 (1 ratings)	6.4 (1 ratings)
Implementation Rating	9.0 (3 ratings)	- (0 ratings)
Configurability	10.0 (1 ratings)	- (0 ratings)
Ease of integration	10.0 (2 ratings)	- (0 ratings)
Product Scalability	9.0 (1 ratings)	- (0 ratings)
Vendor post-sale	9.0 (1 ratings)	- (0 ratings)
Vendor pre-sale	9.0 (1 ratings)	- (0 ratings)