Apptivo vs Workbooks

You've probably heard of Apptivo and Workbooks. They're both CRM (customer relationship management) software, and they're both great at what they do. But which one is right for your business? In this article, we'll compare Apptivo and Workbooks side-by-side, so you can make the best decision for your business.

What is CRM software?

CRM software helps businesses manage their customer relationships. It can be used to track customer contact information, sales opportunities, and support requests. CRM software often includes features like lead management, sales force automation, and marketing automation. Apptivo and Workbooks are both CRM software, and they both have these features. But they have different features, too, which we'll talk about later.

Apptivo

Apptivo's features

Apptivo has a lot of features, too many to list here. But some of the most important ones are:

Contact management
Lead management
Opportunity management
Sales force automation
Marketing automation
Customer support
Project management
Document management
Analytics

Apptivo also has a lot of integrations, so it can work with the other software you're using. And it has a mobile app, so you can access your data on the go.

Apptivo's pricing

Apptivo has a free plan and paid plans starting at $10 per month. The paid plans have more features, like unlimited users and storage, and advanced features like project management and document management. There's also a 30-day free trial, so you can try Apptivo before you buy it.

Apptivo's pros and cons

Apptivo is a great CRM, but it's not perfect. Here are some of the pros and cons:

Pros: Apptivo is packed with features. It has everything you need to manage your customer relationships, from contact management to sales force automation to customer support. And it has a lot of integrations, so it can work with the other software you're using. Plus, it has a free plan and a free trial.
Cons: Apptivo can be overwhelming, because it has so many features. And some of the features are only available on the paid plans. Plus, the mobile app is only available on the paid plans.

Workbooks

Workbooks' features

Workbooks has a lot of features, too many to list here. But some of the most important ones are:

Contact management
Lead management
Opportunity management
Sales force automation
Marketing automation
Customer support
Project management
Document management
Analytics

Workbooks also has a lot of integrations, so it can work with the other software you're using. And it has a mobile app, so you can access your data on the go.

Workbooks' pricing

Workbooks has a free plan and paid plans starting at $15 per month. The paid plans have more features, like unlimited users and storage, and advanced features like project management and document management. There's also a free trial, so you can try Workbooks before you buy it.

Workbooks' pros and cons

Workbooks is a great CRM, but it's not perfect. Here are some of the pros and cons:

Pros: Workbooks is packed with features. It has everything you need to manage your customer relationships, from contact management to sales force automation to customer support. And it has a lot of integrations, so it can work with the other software you're using. Plus, it has a free plan and a free trial.
Cons: Workbooks can be overwhelming, because it has so many features. And some of the features are only available on the paid plans. Plus, the mobile app is only available on the paid plans.