iHomefinder vs Workbooks

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Our analysts compared iHomefinder 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.

iHomefinder Software Tool
Workbooks Software Tool

Product Basics

Designed for real estate professionals, iHomeFinder is a sales and marketing platform that offers efficient IDX property search and technology-driven functionalities. The offerings include email marketing, lead capture and nurturing, analytical stats, insightful reports, vast integrations, and more. Users can attract opportunities, find new prospects, bring in leads, close deals and ensure repeat business.
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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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$144.95 Monthly
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Tailored to your specific needs
$34/User, Monthly, Plus Implementation
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Tailored to your specific needs
Small 
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Medium 
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Large 
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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

  • Attract Prospects: Gain a competitive edge by ensuring easy search, sharing insights of local markets, highlighting selected listings with images and promoting active and sold listings. 
  • Increase User Engagement: Let buyers and sellers discover the business by using indexed IDX content. Boost SEO through social media sharing and backlinks. Supply consistent visitor flow using an optional website traffic service. 
  • Build Loyalty: Offer personalized content, including real-time market activity reports and statistics to educate customers, boosting trust. Keep subscribers updated with the latest price changes and sold listings. Send emails with customized content. 
  • Enhance Conversion: Convert search results and listings into lead capture opportunities by sending new and sold listing alerts, saving favorite searches for quick access, requesting listing information and property valuation, scheduling showings, and embedding contact us forms. 
  • Optimize Opportunities: Import and forward leads to streamline opportunities. Build a leads pipeline by entering contact details in device and email campaigns for easy follow up. Optimize marketing strategies by identifying traffic sources that generate conversions. 
  • Establish Brand Voice: Make a strong brand presence by incorporating branding elements and large listing photos into emails. Active and sold listing alerts, detailed market reports and automated follow-up campaigns enable clients to plan their next steps. 
  • Ensure Repeat Business: Encourage clients to return by sharing updates on market activities, neighborhood stats and trends via monthly email reports. Reach out to them on their birthdays and anniversaries. 
  • Grow Referral Network: Create newsletters for past clients, reminding them of the latest blog content. Ask them to forward important emails to prospective buyers or sellers. 
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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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  • Property Search: Ensure an easy search experience using advanced lead capture technology. 
    • Eureka Search: Included with Premium and Premium Plus plans. Search properties by address, location and MLS ID, with the option to refine results by features or locations. Define a custom search location by drawing polygons as well. 
    • Virtual Tours: Enable buyers to explore virtual content for listings. Highlight specific properties in search results and feature virtual tour links on listing details pages. View videos on YouTube, Matterport and Vimeo directly. Display scheduled virtual open house events such as livestream open houses on search result pages. Enable visitors to locate listings using the virtual tour search option, offer email subscriptions and display galleries. 
    • Analytics and Insights: Use lead activities such as searches, email clicks and listing views to prioritize and plan follow-up tasks. Track lead sources to learn which marketing channels are producing leads. 
    • Registration Prompts: Trigger customized pop-up forms throughout the search experience with controlled settings. 
    • Gated Content: Collect new leads from selected website content or file downloads by adding a registration form shortcode. Available only in WordPress websites. 
  • Real Estate CRM: Track tasks and activities, and control business growth through efficient work processes using a real estate CRM built-in to IDX website accounts or through an IDX plugin. 
    • For Agents: Attract and manage new leads and keep them coming back. Add the plugin to WordPress, Wix, Squarespace or a custom website. Deliver automated follow-up with listing recommendations and market insights based on leads’ search activity, boost website traffic and post new blogs. Stay connected with leads and spend time on the right ones. See due and upcoming tasks in a synced calendar app. 
    • For Teams: Receive instant insights about leads and deals to meet business goals. Optimize marketing strategies by identifying profitable lead sources, and make informed decisions. Follow action plans to close processes smoothly. Identify members who need assistance and top performers. Consolidate all leads and assign them to agents appropriately. 
  • Email Marketing: Build customized emails using an editor to add images and videos. Schedule messages with a few clicks and rearrange them via drag-and-drop when needed. 
    • Follow-ups: Send market data and automated listing recommendations based on search and viewing behavior of leads. Engage with personalized and dynamic follow-ups. 
    • Automated Assignment: Create rules to assign leads to specific campaigns according to their sources. 
    • Detailed Insights: Check campaign performance and subscriber activities with integrated stats about opens, clicks and more. 
    • Lead Aggregation: Import leads from different sources, such as Zillow, Trulia, Realtor.com and other lead generation services. 
    • Audience Selection: Create recipient lists by selecting contacts manually or using profile filters or tags. 
    • Relationship Building:  Automate newsletters, announcements and greetings on customer birthdays and closing anniversaries to establish loyal relationships. 
  • Market Statistics: Focus on sales using fresh data. Define local target customers using search options or by drawing locations on a map. Display real-time listings for sold, open and active properties. Keep the site updated with the latest data about inventory, prices and timing. 
  • Mobile App: Access important lead activities and information through IDX account to make informed business decisions. Connect with leads immediately. 
    •  Access, update and add leads quickly. 
    •  Check the live feed of IDX site activities. 
    •  Manage tags, contact details and lead stages. 
    •  Review and add time-stamped notes. 
    •  View and add subscriptions and campaigns. 
  • Integrations: Support any workflow using seamless integrations and exchange lead information. A lead forwarding option is available with Chime CRM, Ixact Contact, Mailchimp, Wise Agent and more. Import new leads from AgentMarketing, BoomTown, Trulia, Zillow and more. 
  • Custom IDX Data API: Comes as a standalone service. Access a complete set of IDX listing data through a downloaded data feed. Active agents or brokers managing multiple boards can simplify processes and use the data for applications that include search algorithms or analytics. Include sold listings in the Bulk Data API at an additional fee. Add pending and contingent listings if the data provider allows. 
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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

#174

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CRM Software

#55

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 21 reviews
Great User Sentiment 258 reviews
89%
of users recommend this product

iHomefinder has a 'great' User Satisfaction Rating of 89% when considering 21 user reviews from 1 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)
4.43 (21)
4.34 (108)
n/a
4.3 (109)
n/a
3.3 (29)

Synopsis of User Ratings and Reviews

Lead Generation: iHomefinder offers IDX websites and widgets that capture leads directly, eliminating the need for manual data entry.
Email Marketing: The platform provides tools for creating and sending email campaigns, including drip campaigns and market reports, to nurture leads and stay connected with clients.
Contact Management: iHomefinder helps organize and manage contacts efficiently, allowing users to track interactions, schedule appointments, and set reminders.
Reporting and Analytics: Users can gain insights into their website traffic, lead generation, and marketing campaign performance through comprehensive reporting and analytics tools.
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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 lack of flexibility in customizing the platform to fit their specific branding and workflow needs. For example, customizing email templates or integrating with other business tools can be challenging.
Usability Challenges: Some users find the interface to be clunky and outdated, leading to a steeper learning curve and decreased efficiency. Navigating through different features and finding specific information can be time-consuming.
Mobile App Limitations: The mobile app's functionality is reportedly limited compared to the desktop version, hindering agents who rely on mobile access for managing leads and properties on the go.
Customer Support Concerns: There have been reports of slow response times and difficulty reaching customer support, which can be frustrating for users who need timely assistance with technical issues or other inquiries.
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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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iHomefinder has been a mainstay in the real estate industry for over two decades, boasting a large user base and a reputation for reliability. Recent user reviews paint a picture of a product with both strengths and weaknesses. On the one hand, users appreciate its user-friendly interface and its ability to streamline task management, making their lives easier. On the other hand, some users find the feature set lacking compared to competitors and feel the price tag is a bit steep. What sets iHomefinder apart is its tight integration with IDX property search and marketing automation tools, creating a comprehensive solution for real estate professionals. This integration allows agents to seamlessly manage leads, track interactions, and automate follow-up campaigns, ultimately boosting their conversion rates. However, some users have noted that the learning curve can be a bit steep, especially for those new to CRM systems. Overall, iHomefinder appears to be a good fit for established real estate agents and teams who value a user-friendly CRM with robust marketing automation capabilities. If you're a tech-savvy agent looking for a comprehensive solution to manage your business, iHomefinder might be worth checking out. However, if you're on a tight budget or require a more extensive feature set, you may want to explore other options. Keep in mind that the software landscape is constantly evolving, so it's always a good idea to compare the latest offerings before making a decision.

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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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