Comparison of Sales Force Automation features of Workbooks and Zendesk Sell| Feature | | |
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| Customer data management / contact management | 8.59 Ratings | 8.914 Ratings |
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| Workflow management | 8.27 Ratings | 6.115 Ratings |
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| Territory management | 7.79 Ratings | 4.98 Ratings |
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| Opportunity management | 8.89 Ratings | 7.913 Ratings |
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| Integration with email client (e.g., Outlook or Gmail) | 6.49 Ratings | 6.915 Ratings |
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| Contract management | 7.29 Ratings | 5.410 Ratings |
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| Quote & order management | 7.68 Ratings | 3.97 Ratings |
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| Interaction tracking | 6.48 Ratings | 7.915 Ratings |
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| Channel / partner relationship management | 8.48 Ratings | 7.811 Ratings |
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Comparison of Customer Service & Support features of Workbooks and Zendesk Sell| Feature | | |
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| Case management | 6.28 Ratings | 9.07 Ratings |
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| Call center management | 6.82 Ratings | 9.08 Ratings |
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| Help desk management | 5.88 Ratings | 9.011 Ratings |
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Comparison of Marketing Automation features of Workbooks and Zendesk Sell| Feature | | |
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| Lead management | 8.07 Ratings | 6.012 Ratings |
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| Email marketing | 6.67 Ratings | 7.89 Ratings |
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Comparison of CRM Project Management features of Workbooks and Zendesk Sell| Feature | | |
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| Task management | 7.77 Ratings | 8.013 Ratings |
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| Billing and invoicing management | 6.88 Ratings | 1.05 Ratings |
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| Reporting | 7.87 Ratings | 7.013 Ratings |
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Comparison of CRM Reporting & Analytics features of Workbooks and Zendesk Sell| Feature | | |
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| Forecasting | 8.28 Ratings | 7.812 Ratings |
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| Pipeline visualization | 8.88 Ratings | 7.914 Ratings |
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| Customizable reports | 8.88 Ratings | 9.014 Ratings |
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Comparison of Customization features of Workbooks and Zendesk Sell| Feature | | |
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| Custom fields | 8.48 Ratings | 7.815 Ratings |
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| Custom objects | 7.67 Ratings | 4.910 Ratings |
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| Scripting environment | 7.56 Ratings | 1.16 Ratings |
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| API for custom integration | 7.57 Ratings | 3.08 Ratings |
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Comparison of Security features of Workbooks and Zendesk Sell| Feature | | |
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| Single sign-on capability | 7.05 Ratings | 9.912 Ratings |
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| Role-based user permissions | 8.07 Ratings | 9.011 Ratings |
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Comparison of Social CRM features of Workbooks and Zendesk Sell| Feature | | |
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| Social data | 6.03 Ratings | 1.04 Ratings |
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| Social engagement | 7.31 Ratings | 6.95 Ratings |
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Comparison of Integrations with 3rd-party Software features of Workbooks and Zendesk Sell| Feature | | |
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| Marketing automation | 6.76 Ratings | 9.87 Ratings |
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| Compensation management | 7.02 Ratings | 1.03 Ratings |
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