Chime CRM vs Workbooks

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Our analysts compared Chime CRM vs Workbooks based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Chime CRM Software Tool
Workbooks Software Tool

Product Basics

Chime CRM is an all-in-one suite designed to serve small, mid-sized and large real estate companies. It offers a wide range of capabilities, including lead generation, relationship cultivation, lead closure, process automation, reporting, improved organization and more.

It helps engage and satisfy customers with optimized marketing, responsive CRM and an IDX website. Different customizable packages are available to choose from — Breakthrough, Essential and Domination.
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Workbooks is a cloud-based solution that helps simplify organizational tasks. It provides end-to-end marketing, sales, order processing and customer support. Equipped with an NPS score, it helps companies identify loyal customers for optimum business growth. It also assists in understanding and catering to business metrics.

The product offers a wide range of benefits like improved revenue generation, enhanced customer experience, dynamic configuration and mobility. It also helps eliminate manual tasks and provides valuable insights so users can make informed decisions.

It’s suitable for small to medium-sized industries. Key capabilities include marketing, order processing, customer service, email and workflows, and social media management.

The overall sentiment about the product is positive. Users find it easy to use, but there’s a learning curve involved. They also speak highly of its customizability, support team and training. Some drawbacks include a clunky interface and limited scalability.

The product has three pricing editions. The cost ranges from $34 to $165 per user/month, with support included.

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$449/User, Monthly
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Tailored to your specific needs
$34/User, Monthly, Plus Implementation
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Leverage Intelligent Advertising: Devise the best possible campaign strategy using data and insights from AI-assisted advertising. Calculate keywords, high-frequency bidding, creative variations, targeting and more. 
  • Optimize Lead Generation and Capturing: Know customers better via a lead capture engine that gathers optimized information through intensive testing. Eliminate guesswork using AI-enabled tools and identify and attract potential leads through intent targeting. 
  • Respond Instantly: Save time, focus on hot leads, enhance lead quality and manage bulk leads using automated tags. An AI-powered assistant ensures automatic, instant and customizable responses to inquiries from new leads. 
  • Make Smart Transactions: Create automated workflows using smart action plans. Organize and upload files smoothly through digital tools. Track transaction details with a live-updating module and get visibility into aggregated earnings. 
  • Data Insights: Real-time access to key metrics like GCI, revenue, sales data and closing data enables users to make data-driven business decisions. 
  • Enable Effective Teamwork: Strengthen teamwork and improve client relationships by customizing agent roles. Assign leads to agents, lenders and assistants based on price, location, source and type using lead routing and follow up through Blast Alert or Next Up. Agents can claim leads and boost productivity via Lead Pond, which helps share and distribute leads. 
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  • Generate Revenue Effectively: Grow sales and marketing outcomes with the help of insights and add value to the business. Gain visibility and effective control to improve performance.
  • Improve Customer Experience: Integrated tools help manage the entire customer journey, assisting users with project delivery, order fulfillment and customer support to support a positive customer experience.
  • Enhance Revenue Insight: Understand what investments to make, which of those will give results, what deliveries will cost and which strategic approach is best. Engage in automated, simplified and streamlined business processes.
  • Take Calculated Decisions: Evaluate data across the business to understand and extract patterns and trends that identify issues. Gain insights to build and cater to opportunities.
  • Enjoy Configuration and Mobility: Highly customizable, the software handles all business processes. Product development and implementation enable businesses to build success.
  • Eliminate Manual Tasks: Remove manual handoffs, reduce data entry to eliminate duplicates and decrease lead report length. It also aids receipt generation in exchange for cash from customers.
  • Access an Intuitive Interface: Use an intuitive interface that enables quick and easy adoption for users. Migrate data, add users and customize settings easily.
  • Save Money: The company claims to be affordable and that its licenses and total cost of ownership are priced 50-70% less compared to alternatives like Salesforce and Microsoft Dynamics.
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  • AI Assistant: Increase lead response rate with automatic and instant responses. 
    •  Follow up with the right campaigns and workflows using Smart Plans and send automated property recommendations with Auto Property Alerts. 
    •  Reply to new leads in real time via customized script responses. 
    •  Send notifications to agents when leads are hot or require immediate attention. 
    •  Use automated tags to bulk manage leads. 
  • Operational Intelligence: Make informed decisions by measuring website traffic in a live timeline. Determine the best match for buyers with listings and streamline dialogues through communication analysis. 
  • Reporting and Forecasting: Determine business goals and track progress by closings, volume, revenue and GCI. Generate performance reports to monitor team productivity and provide helpful feedback. Track progress through updated business reports for real-time analytics. 
  • Listing Management: Add and edit property listings, and match them according to the buyer that best fits the profile. View MLS listings, including those that aren’t on the market yet. 
  • Automated Nurturing: Find the best lead matches according to search criteria, set up automatic property alerts based on customer behavior and encourage prompt actions leveraging instant market analysis and ongoing trends. 
  • Communication Management: Communicate with customers effectively using individual and mass texting and manage conversations in the system. Integrates with Gmail, iCloud, Exchange and Yahoo, and offers auto-email capabilities. Use its click-to-call feature to schedule follow-ups, leave voice messages, call clients and make conversation notes. 
  • Smart Plans: Engage short and long-term leads based on closing dates, holidays and birthdays. Streamline internal transactions and sales processes using automated action plans. Build a toolset quickly using a content library. 
  • Power Dialer: Approach leads using smart scripts, set automated text or voice messages for unanswered calls, and transfer calls to available agents. Create custom call lists or automatically generate them leveraging pipeline status and profile information. 
  • Mobile App: Contact prospects using automatic dialing and stay connected through real-time chat and instant notifications. Sort, filter and engage leads on the go. 
  • Integrations: Integrates with Realtor, Zillow, Homes, Redfin, Trulia, RE/MAX, Flipt, Bold Leads and more to ensure easy migration. Supports popular apps, such as Gmail, MailChimp, BombBomb, Google Calendar, Microsoft Exchange and Zapier, and transaction tools like Brokermint and Dotloop. 
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  • Marketing: Access marketing tools such as lead generation, campaign management, data insights, segmentation and target accuracy. Get lead capturing, web analytics, lead management, lead scoring and supplier management capabilities.
  • ROI: Evaluate estimations to set budgets and forecast sales and marketing metrics.
  • Sales Performance: Identify opportunities, execute tasks, close more deals and grow revenue with real-time reporting, analytics and tracking. Automated workflows and pipeline visibility aid strategy. Access sales-specific features such as subscription and renewal monitoring, field representative mapping, and contact information enrichment.
  • Order Processing: Generate contacts and sales quotes, take orders, and integrate digital signatures for an easy buying experience. Sync information with ERP systems for maximum visibility and performance. Configure currencies by defining exchange rates and periods and select a home currency for global transactions.
  • Customer Service: Manage cases, answer customer queries, track activity and boost in-house productivity by automating repetitive tasks, accurately measuring service-level agreements (SLAs) and providing personalized solutions to customers. Capabilities include ticketing, customer sentiment monitoring, case allocation and addressing reoccurring issues.
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Product Ranking

#217

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#55

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CRM Software

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User Sentiment Summary

Great User Sentiment 135 reviews
Great User Sentiment 258 reviews
84%
of users recommend this product

Chime CRM has a 'great' User Satisfaction Rating of 84% when considering 135 user reviews from 2 recognized software review sites.

85%
of users recommend this product

Workbooks has a 'great' User Satisfaction Rating of 85% when considering 258 user reviews from 4 recognized software review sites.

n/a
5.0 (12)
4.21 (67)
4.34 (108)
4.2 (68)
4.3 (109)
n/a
3.3 (29)

Synopsis of User Ratings and Reviews

Smart Calling Features: Users appreciate the platform's ability to automatically log calls, record conversations, and send follow-up text messages, which streamlines communication and saves time.
AI Assistant: The AI assistant is a valuable tool for lead generation and qualification, providing insights and automating tasks to help users prioritize leads effectively.
Social Media Integration: Chime's integration with social media platforms allows users to manage interactions and engage with potential clients directly within the CRM, enhancing social media marketing efforts.
Website & Lead Form Integration: The platform seamlessly integrates with websites and lead forms, automatically capturing leads and their information, which simplifies lead management and ensures no opportunities are missed.
Team Collaboration Tools: Chime facilitates team collaboration through features like shared task lists, calendars, and communication channels, promoting efficient teamwork and project management.
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Customizable: The system can be tailored to user needs, according to 90% of reviewers.
Functionality: All the users who reviewed this pro praised the solution’s wide range of functionality and integration capability with several business processes.
Support: Regarding this benefit, 91% of users found the support team helpful and responsive.
Training: According to 100% of users who reviewed this aspect, the company provides extensive training and has a helpful knowledge base.
Reporting: 70% of users said that the reporting functionality was useful and up to par.
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Limited Customization: Users have expressed frustration with the inability to tailor certain features to their specific workflows, such as customizing pipeline stages or adding custom fields to contact records.
Reporting Limitations: Generating custom reports or accessing granular data for in-depth analysis can be challenging, limiting users' ability to gain comprehensive insights into their sales performance and customer behavior.
Integrations: While Chime offers some integrations with popular business tools, users have noted that the range of available integrations is not as extensive as some other CRM platforms, potentially hindering seamless data flow between different systems.
Mobile App Functionality: The mobile app's functionality has been a point of contention for some users, with reports of limited features and occasional performance issues compared to the desktop version.
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Learning Curve: 42% of reviewers mentioned that it has a learning curve that can slow down processes.
Bugs: All the reviewers said that the software can be clunky and have bugs at times.
Scalability: According to 50% of users, the tool lacks scalability and doesn't offer unlimited storage.
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Let's dive into the world of Chime CRM and see what users have been saying about it over the past year.  Chime CRM seems to be a bit of a mixed bag, with users highlighting both its strengths and weaknesses.  One of its biggest strengths is its all-in-one nature, bringing together a bunch of different tools like a CRM, marketing automation, and even a dialer, which can be a real time-saver for busy folks.  Users also give it props for its ease of use, especially for those who might not be tech-savvy.  However, there are some downsides too.  Some users find the interface a bit clunky and outdated, and the customer support can be hit or miss.  Plus, the pricing can get a little steep, especially as you add more users or features. Now, let's see how Chime CRM stacks up against the competition.  Compared to other CRMs like Salesforce or HubSpot, Chime is often seen as the more affordable option, especially for smaller teams or solopreneurs.  It's also praised for its focus on real estate, with features like IDX website integration and lead generation tools that are tailor-made for realtors.  However, it might not be as feature-rich or customizable as some of the bigger players in the CRM game.  So, who is Chime CRM best suited for?  Well, it seems like it's a good fit for real estate professionals who want an all-in-one solution that's easy to use and won't break the bank.  But if you need a highly customizable CRM with all the bells and whistles, you might want to look elsewhere.  Keep in mind that user experiences can vary, so it's always a good idea to check out the latest reviews and maybe even try a free trial before making a decision.  The CRM landscape is constantly evolving, so staying up-to-date is key!

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Workbooks is a cloud-based system ideal for small and medium-sized businesses. It helps streamline sales operations and optimize team and individual performance. With features like marketing, order processing, customer service, email management, web analytics and social media management, it’s a great solution at an affordable price. The price starts from $43 per user/month. Compared to market leaders like Salesforce and Microsoft Dynamics, it offers a decent interface for the money.Workbooks helps generate revenue and improve customer satisfaction by enabling users to make informed decisions based on data. It also saves time on tedious, manual tasks. According to user reviews, it’s intuitive and easy to use. However, there’s a learning curve involved that can slow down processes and prove to be frustrating for new and/or non-technical users.The product has excellent training and knowledge base. The support team, in particular, is very responsive and helpful. The platform also offers a wide range of functionality and lets users easily collaborate with various business departments. The reporting functionality could be more customizable in minor aspects, but overall, it's satisfactory. Several reviews mentioned that the interface can be clunky at times and has bugs. However, it’s not too bad and is manageable. Overall, it’s a good choice for small or medium-sized businesses looking to upscale customer interactions and customize processes without burning a hole in their pocket.

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