TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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

    Zendesk Sell

    Score8.8 out of 10
    N/AZendesk Sell (formerly Base CRM) is a CRM that aims to give reps access to integrated tools that provide the full context of a customer account. This keeps them in the loop and allows them to capitalize on opportunities. Zendesk Sell can be extended with Reach, a lead generation and engagement tool that automates the process of finding and keeping leads interested, so reps can focus more on building relationships and crushing their quotas. Base CRM was founded in 2009, and acquired by Zendesk…

    $19

    per seat/month billed annually

    Pricing
    WorkbooksZendesk Sell
    Editions & Modules
    Workbooks CRM Edition
    $30
    per user/per month
    Workbooks Business Edition
    $65
    per user/per month
    Sell Team
    $19.00
    per seat/month billed annually
    Reach prospecting enrichment add-on (requires a Sell Subscription)
    $27.00
    Per User Per Month (billed annually)
    Sell Professional
    $49.00
    per seat/month billed annually
    Sell Enterprise
    $99.00
    per seat/month billed annually
    Sell Elite
    $199.00
    per seat/month billed annually
    Offerings
    Pricing Offerings
    WorkbooksZendesk Sell
    Free Trial
    YesYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    WorkbooksZendesk Sell
    Considered Both Products
    Workbooks Online
    Chose Workbooks
    The ability to customize Workbooks really gave them the lead against the other products that we have used or that we considered when upgrading from the Base CRM system.
    Incentivized
    Zendesk
    No answer on this topic
    Key User Insights
    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
    WorkbooksZendesk Sell
    Sales Force Automation
    Comparison of Sales Force Automation features of Workbooks and Zendesk Sell
    Feature
    Workbooks
    7.7
    9 Ratings
    Zendesk Sell
    6.6
    15 Ratings
    Customer data management / contact management8.59 Ratings8.914 Ratings
    Workflow management8.27 Ratings6.115 Ratings
    Territory management7.79 Ratings4.98 Ratings
    Opportunity management8.89 Ratings7.913 Ratings
    Integration with email client (e.g., Outlook or Gmail)6.49 Ratings6.915 Ratings
    Contract management7.29 Ratings5.410 Ratings
    Quote & order management7.68 Ratings3.97 Ratings
    Interaction tracking6.48 Ratings7.915 Ratings
    Channel / partner relationship management8.48 Ratings7.811 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Workbooks and Zendesk Sell
    Feature
    Workbooks
    6.3
    8 Ratings
    Zendesk Sell
    9.0
    12 Ratings
    Case management6.28 Ratings9.07 Ratings
    Call center management6.82 Ratings9.08 Ratings
    Help desk management5.88 Ratings9.011 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Workbooks and Zendesk Sell
    Feature
    Workbooks
    7.3
    7 Ratings
    Zendesk Sell
    6.9
    12 Ratings
    Lead management8.07 Ratings6.012 Ratings
    Email marketing6.67 Ratings7.89 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Workbooks and Zendesk Sell
    Feature
    Workbooks
    7.5
    9 Ratings
    Zendesk Sell
    5.3
    13 Ratings
    Task management7.77 Ratings8.013 Ratings
    Billing and invoicing management6.88 Ratings1.05 Ratings
    Reporting7.87 Ratings7.013 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Workbooks and Zendesk Sell
    Feature
    Workbooks
    8.6
    8 Ratings
    Zendesk Sell
    8.2
    15 Ratings
    Forecasting8.28 Ratings7.812 Ratings
    Pipeline visualization8.88 Ratings7.914 Ratings
    Customizable reports8.88 Ratings9.014 Ratings
    Customization
    Comparison of Customization features of Workbooks and Zendesk Sell
    Feature
    Workbooks
    7.7
    8 Ratings
    Zendesk Sell
    4.2
    15 Ratings
    Custom fields8.48 Ratings7.815 Ratings
    Custom objects7.67 Ratings4.910 Ratings
    Scripting environment7.56 Ratings1.16 Ratings
    API for custom integration7.57 Ratings3.08 Ratings
    Security
    Comparison of Security features of Workbooks and Zendesk Sell
    Feature
    Workbooks
    7.5
    8 Ratings
    Zendesk Sell
    9.5
    14 Ratings
    Single sign-on capability7.05 Ratings9.912 Ratings
    Role-based user permissions8.07 Ratings9.011 Ratings
    Social CRM
    Comparison of Social CRM features of Workbooks and Zendesk Sell
    Feature
    Workbooks
    6.6
    3 Ratings
    Zendesk Sell
    4.0
    5 Ratings
    Social data6.03 Ratings1.04 Ratings
    Social engagement7.31 Ratings6.95 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Workbooks and Zendesk Sell
    Feature
    Workbooks
    6.9
    6 Ratings
    Zendesk Sell
    5.4
    7 Ratings
    Marketing automation6.76 Ratings9.87 Ratings
    Compensation management7.02 Ratings1.03 Ratings
    Platform
    Comparison of Platform features of Workbooks and Zendesk Sell
    Feature
    Workbooks
    4.2
    7 Ratings
    Zendesk Sell
    8.0
    13 Ratings
    Mobile access4.27 Ratings8.013 Ratings
    User Ratings
    WorkbooksZendesk Sell
    Likelihood to Recommend
    7.0
    (18 ratings)
    10.0
    (15 ratings)
    Likelihood to Renew
    8.5
    (7 ratings)
    9.0
    (2 ratings)
    Usability
    7.3
    (1 ratings)
    8.9
    (4 ratings)
    Availability
    9.1
    (2 ratings)
    10.0
    (1 ratings)
    Performance
    -
    (0 ratings)
    10.0
    (1 ratings)
    Support Rating
    8.2
    (1 ratings)
    8.8
    (4 ratings)
    Online Training
    6.4
    (1 ratings)
    7.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.0
    (1 ratings)
    Configurability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    10.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    10.0
    (1 ratings)