Kommo vs Workbooks

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Our analysts compared Kommo 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.

Kommo Software Tool
Workbooks Software Tool

Product Basics

Kommo (formerly amoCRM) is a messenger-based multifunctional sales management solution. It helps users manage digital pipelines, keep leads engaged using behavioral triggers and streamline core processes like lead nurturing, task assignment, sales analytics, campaign and communication management and performance tracking.

Available with cloud-based deployment and full-featured mobile access on iOS and Android, it enables fast deployment and on-the-go accessibility to build a powerful sales stack.

Pros
  • Intuitive interface
  • Robust automation features
  • Seamless integrations
  • Strong mobile app
  • Excellent customer support
Cons
  • Limited customization options
  • Occasional bugs and glitches
  • Steeper learning curve for some features
  • Pricing can be higher for larger teams
  • Reporting could be more robust
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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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$15/User, 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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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

  • Easy to Use: A sleek user-friendly interface makes it easier for users to get onboarded and adopt the system quickly. With a central dashboard displaying all critical business information, users can keep tabs on their priorities and improve performance. 
  • Mobile Apps: Kommo is available as a fully-functional app on both Android and iOS devices, letting users work effortlessly on-the-go. 
  • Unified Communications: Kommo manages all communication with prospects, leads, clients and team members with a central platform. One-click dialing, call log and records creation, a team-messaging interface and more ensure that no important information is missed. 
  • Efficient Collaboration: Users can collaborate with their team members and service providers through a dedicated communication platform. With smart notifications and seamless communication, it’s easy to keep track of all activities and stick to the timeline. 
  • Streamlined Lead Generation: The application captures, logs and centralizes lead information from all channels such as phone, email, live chat, social media, web forms and landing pages. Similarly, users are also notified when a given lead progresses along the buyer’s journey so that relevant action can be taken to help improve close rates. 
  • Reliable Customer Support: Offers reliable service delivery for onboarding, training and subsequent user queries and concerns. With24/7 live chat support and other support mediums like phone, email and tickets, users can expect dependable customer services. 
  • Integrations: Kommo is integrated with numerous tools across email marketing, bots and messenger services, phone and VoIP tools, lead capturing tools, social media channels and marketing tools. Additionally, an open API enables users to integrate with services and widgets of their choice to fit their business requirements. 
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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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  • Dashboards and KPIs: Dashboards offer key business insights at a glance with a visual representation of important KPIs. Users can also customize dashboards and reports to suit their needs by adding or creating widgets to gather additional information and pull data from other tools they use. 
  • Digital Pipeline Management: The application manages a digital pipeline to capture leads from all channels. It tracks lead behavior, triggering nurture and follow-up campaigns and communications to engage leads when they are most responsive, automating the entire sales process. 
  • Custom Pipelines: Users can build custom webhooks according to their sales process to track contact changes, leads and companies. Custom pipelines built using webhooks can also be used to trigger actions for specific events. Multiple digital pipelines can be built and managed simultaneously. 
  • VoIP Integration: With pre-built telephonic integrations, users can perform 1-click dialing. They can also log, record and redirect calls, manage call lists and track progress with call reports. 
  • List Management: Leads and contacts can be categorized using custom fields and tags. Similar leads, or leads in the same stage of the buying journey, can be pulled together in lists to perform bulk actions, such as targeted campaigns and communication, making it easier to manage the sales process. 
  • Task Management: Users can create and save custom tasks, automate trigger-based and repetitive tasks and streamline their sales process. The tasks, along with their agendas and deadlines, automatically sync to the calendar. 
  • Webforms: Kommo allows users to create web forms and landing pages using pre-built templates to capture leads from the website and sync the submitted forms to lead data. 
  • Email Marketing: The platform syncs with all major email marketing solutions so that users can engage the right contacts in their drip campaigns and newsletters. It also offers pre-built templates for follow-up conversations that can be customized as per the users’ needs. 
  • Two-Way Email Sync: Kommo syncs all emails – sent and received – from the email service provider to the platform, so that no information is left behind, improving response time and quality. 
  • Data Management: Users can manage detailed contact information, leads, prospects and companies in a central location. They can also bulk import and export, as well as scan business cards to directly process and manage lead data. 
  • Online Chat Management: Powered with AI chatbots, users can easily answer most common queries without human resources. In case of critical queries, a customer care or sales executive is automatically assigned to provide more personalized service. 
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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

#37

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CRM Software

#55

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 175 reviews
Great User Sentiment 258 reviews
89%
of users recommend this product

Kommo has a 'great' User Satisfaction Rating of 89% when considering 175 user reviews from 5 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.

5.0 (12)
5.0 (12)
4.1 (23)
n/a
n/a
4.34 (108)
4.5 (131)
4.3 (109)
4.0 (3)
n/a
4.2 (6)
3.3 (29)

Synopsis of User Ratings and Reviews

Simple and intuitive interface: Kommo's clean design and logical navigation make it easy for users of all technical levels to learn and adopt quickly.
Streamlined sales pipeline: Visualize your sales pipeline, track deals effectively, and automate repetitive tasks to focus on closing deals.
360-degree customer view: Unify customer data from various sources to gain a complete understanding of each customer and personalize interactions.
Boost team collaboration: Share information, assign tasks, and track progress seamlessly within Kommo, keeping your team aligned.
Data-driven insights: Generate comprehensive reports and gain actionable insights to optimize your sales strategy and improve performance.
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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 reporting capabilities: Some users find the built-in reporting features somewhat basic and may require additional tools for comprehensive analysis.
Customization restrictions: While Kommo offers customization options, certain elements, such as the sales pipeline stages, are not fully customizable to fit unique workflows.
Occasional technical glitches: Users have reported occasional bugs or slowness in the platform, which can disrupt workflows.
Customer support response times: Some users have experienced longer-than-expected wait times for customer support responses during peak periods.
Limited integrations: While Kommo integrates with popular tools, the selection of integrations could be expanded to connect with niche or industry-specific platforms.
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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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Kommo shines for its user-friendliness and affordability, often winning praise for its intuitive interface and clean design. "It took me minutes to figure out Kommo, unlike our old CRM that felt like climbing Mount Everest," one user raved. This ease of use makes it a popular choice for smaller teams or businesses transitioning to their first CRM. However, power users may find its reporting features and customization options a bit limiting compared to industry giants like Salesforce. "While Kommo's drag-and-drop pipeline is nice, I miss the deeper reporting and automation capabilities I had in Salesforce," another reviewer commented. Additionally, some users have encountered occasional technical glitches or experienced longer wait times for customer support during peak periods. The lack of native integrations with more niche or industry-specific platforms is another point of comparison. However, Kommo's open API and Zapier integration help bridge the gap, something absent in some competitors. "Kommo doesn't integrate directly with our marketing automation tool, but Zapier acts as a seamless bridge, which is something my previous CRM simply couldn't do," remarked one user. Overall, Kommo emerges as a strong contender for businesses seeking a user-friendly and affordable CRM solution. Its ease of use and intuitive interface make it ideal for beginners or smaller teams, while its open API and Zapier integration offer flexibility for growth. While it may lack the advanced features and reporting of some top competitors, its strengths in usability and affordability make it a compelling choice for businesses prioritizing a smooth CRM transition or a streamlined sales workflow.

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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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