Workbooks vs Freshworks CRM

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

Workbooks Software Tool

Product Basics

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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Freshworks CRM is a comprehensive software solution designed to streamline customer relationship management tasks. It is particularly well-suited for small to medium-sized businesses seeking to enhance their sales processes and customer interactions. The platform offers a range of features, including lead management, contact management, email tracking, and workflow automation, which collectively help businesses manage their customer data more efficiently.

One of the standout benefits of Freshworks CRM is its user-friendly interface, which allows for easy navigation and quick adoption by teams. Users often highlight the software's robust reporting and analytics capabilities, which provide valuable insights into sales performance and customer behavior. Additionally, the integration with various third-party applications enhances its functionality, making it a versatile tool for diverse business needs.

In terms of pricing, Freshworks CRM offers several tiers, typically ranging from $9 to $59 per user per month, billed annually. This flexible pricing structure makes it accessible to businesses with varying budgets. Compared to similar products, users appreciate its affordability and the balance it strikes between cost and feature set, often noting its superior customer support and ease of use.

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$34/User, Monthly, Plus Implementation
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$9/User, Monthly
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Tailored to your specific needs
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Chromebook
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Cloud
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Mobile
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On-Premise
Mobile

Product Assistance

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

Product Insights

  • 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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  • Enhanced Customer Insights: Gain a deeper understanding of customer behavior and preferences through detailed analytics and reporting tools.
  • Improved Sales Efficiency: Automate repetitive tasks and streamline sales processes, allowing your team to focus on closing deals.
  • Seamless Integration: Connect with other essential business tools like email, calendars, and social media platforms to create a unified workflow.
  • Personalized Customer Engagement: Use segmentation and targeted communication to deliver personalized experiences that resonate with individual customers.
  • Real-Time Collaboration: Facilitate better teamwork with shared access to customer information and collaborative tools, ensuring everyone is on the same page.
  • Scalable Solutions: Adapt the CRM to grow with your business, offering flexible plans and features that can be customized to meet evolving needs.
  • Enhanced Data Security: Protect sensitive customer information with robust security measures and compliance with industry standards.
  • Increased Customer Retention: Utilize tools for tracking customer satisfaction and proactively addressing issues to foster long-term loyalty.
  • Actionable Insights: Leverage AI-driven analytics to uncover trends and make data-driven decisions that enhance business performance.
  • Cost Efficiency: Reduce operational costs by automating workflows and minimizing the need for manual data entry and management.
  • Mobile Accessibility: Access CRM features on-the-go with mobile apps, ensuring your team can work efficiently from anywhere.
  • Enhanced Lead Management: Track and nurture leads through the sales funnel with tools designed to optimize lead conversion rates.
  • Customizable Dashboards: Create personalized dashboards that display key metrics and insights relevant to your specific business needs.
  • Improved Customer Support: Provide timely and effective customer service with integrated support tools and ticketing systems.
  • Streamlined Marketing Campaigns: Plan, execute, and analyze marketing campaigns within the CRM to ensure cohesive and effective marketing strategies.
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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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  • Contact Management: Centralized repository for storing and managing customer information, including interaction history and social profiles.
  • Lead Scoring: Automated scoring system to prioritize leads based on their engagement and likelihood to convert.
  • Sales Pipeline Management: Visual representation of sales stages, allowing for easy tracking and management of deals through customizable pipelines.
  • Email Integration: Seamless integration with popular email services like Gmail and Outlook, enabling email tracking, scheduling, and template usage directly within the CRM.
  • Workflow Automation: Automate repetitive tasks and processes using a drag-and-drop interface to create custom workflows.
  • AI-Powered Insights: Freddy AI provides predictive analytics and actionable insights to help sales teams make data-driven decisions.
  • Customizable Dashboards: Tailor dashboards to display key metrics and performance indicators relevant to your business needs.
  • Mobile App: Access CRM functionalities on-the-go with a fully-featured mobile app available for both iOS and Android devices.
  • Collaboration Tools: Built-in features like team inboxes and shared calendars to enhance team collaboration and communication.
  • Reporting and Analytics: Generate detailed reports and analytics to monitor sales performance, track KPIs, and identify trends.
  • Third-Party Integrations: Integrate with a wide range of third-party applications such as Slack, Zapier, and QuickBooks to extend CRM capabilities.
  • Customer Support Module: Integrated support features including ticketing, knowledge base, and live chat to manage customer inquiries efficiently.
  • Territory Management: Define and manage sales territories to optimize resource allocation and improve sales coverage.
  • Custom Fields and Modules: Add custom fields and modules to tailor the CRM to your specific business requirements.
  • Data Import and Export: Easily import and export data in various formats to ensure seamless data migration and backup.
  • Security and Compliance: Robust security measures including role-based access control, data encryption, and compliance with GDPR and other regulations.
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Product Ranking

#55

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#265

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User Sentiment Summary

Great User Sentiment 258 reviews
Excellent User Sentiment 19 reviews
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.

100%
of users recommend this product

Freshworks CRM has a 'excellent' User Satisfaction Rating of 100% when considering 19 user reviews from 1 recognized software review sites.

5.0 (12)
5.0 (19)
4.34 (108)
n/a
4.3 (109)
n/a
3.3 (29)
n/a

Awards

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Freshworks CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

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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Ease of Use: Freshworks CRM is praised for its intuitive interface, making it easy for users to navigate and find the information they need. Many users find it simple to set up and customize, even for those without extensive CRM experience.
Affordable Pricing: Freshworks CRM offers a variety of pricing plans, making it accessible to businesses of all sizes. Users appreciate the value for money, especially compared to other CRM solutions.
Strong Customer Support: Freshworks CRM provides responsive and helpful customer support, both through online resources and direct contact. Users appreciate the quick resolution of issues and the availability of knowledgeable support staff.
Integration Capabilities: Freshworks CRM integrates seamlessly with a wide range of popular business applications, such as email marketing platforms, social media tools, and payment gateways. This allows users to streamline their workflows and manage all their customer interactions in one place.
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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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Limited Customization: Some users have found the customization options to be limited, making it difficult to tailor the CRM to their specific business needs. For example, they may not be able to create custom fields or reports that are essential for their workflow.
Steep Learning Curve: The interface can be complex and overwhelming for new users, requiring significant time and effort to learn the system. This can be particularly challenging for smaller businesses with limited resources.
Integration Challenges: While Freshworks offers integrations with various third-party applications, some users have reported difficulties in setting up and maintaining these connections. This can lead to data inconsistencies and workflow disruptions.
Customer Support Issues: Some users have expressed dissatisfaction with the responsiveness and quality of customer support. They may experience long wait times or receive unhelpful responses to their inquiries.
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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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Is Freshworks CRM actually refreshing, or does it leave a bad taste in your mouth? Recent user reviews paint a somewhat mixed picture. While many appreciate its user-friendly interface and affordability, some find its features less robust compared to competitors like Salesforce. For instance, users praise Freshworks CRM's intuitive layout, which makes navigating and managing contacts a breeze, especially for smaller businesses. However, larger enterprises might find its reporting and customization options limited. Its value for money is a major plus, particularly for startups and growing businesses, as it offers a good balance of features at a competitive price point. Yet, some users have expressed frustration with occasional glitches and limited third-party integrations, hindering seamless workflows. Essentially, Freshworks CRM emerges as a user-friendly and budget-friendly option, ideal for businesses seeking a straightforward CRM solution. Its simplicity, while a strength for some, can be a limitation for those requiring advanced features.

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