Workbooks CRM vs SalezShark Comparison

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Workbooks CRM

CRM Software

4.8 15 user ratings

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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

SalezShark

CRM Software

4.7 40 user ratings

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Overview

Description	Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. The core functionality covers Marketing Automation, Salesforce Automation, Order Management & Invoicing and Customer Services Read more	SalezShark is a lead management and sales CRM software, as well as an email-based relationship intelligence. The software makes one intelligent, well-organized and super productive. Users can now add leads and companies directly to their SalezShark CRM through Outlook Plugin and Gmail Chrome extensions within seconds. There are thousands of users who rely on SalezShark and believe that it has everything that serves, right from basic to complex business requirements. The software comes with a line of features with which users can simplify their sales space, perform dynamic reporting and get verified data solutions without any hassle. As a result, one can easily connect with the right prospect from a pool of business contacts. The software has been designed using the latest technologies, which makes it highly convenient in use. Besides this, there are a few advanced features too like one can prepare custom reports and fetch meaningful insights, which are mostly based on specific business requirements. Users can generate leads and track details with Campaign 360 degree. One can check the stats and receive updates on the Actionable Leaderboard. With SalezShark, users can enhance sales forecasting, maintain all customer data and quickly implement the same to ensure business growth. Read more
Pricing Options	Free Trial Available Starts at $43.0.	Free Trial Available Starts at $8.00. Offers Custom plan.
SW Score & Breakdown	91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 99% Reviews 73% Momentum 68% Popularity 75%	93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 75% Momentum 65% Popularity 82%
SaaSworthy Awards	# 20 Most Popular	# 11 Fastest Growing # 10 Fastest Growing

Features

Total Features	25 Features	26 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 18 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 17 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Online	24/7 (Live rep) Online
API Support	Available	Available

Reviews & Ratings

User Rating	4.8/5 15 user ratings	4.7/5 40 user ratings
Rating Distribution	Excellent 80% Very Good 20% Average 0% Poor 0% Terrible 0%	Excellent 80% Very Good 15% Average 0% Poor 5% Terrible 0%
User Sentiments	Flexible Customization, Excellent Reporting, Ease of Use, Great Customer Support Limited Mobile App Functionality, Lack of Specific Integrations, Occasional Slow Performance, Steep Learning Curve	Not Available
Review Summary	Overall, users find Workbooks easy to use and appreciate its customizable features. Many reviewers mention the excellent customer support as a major advantage. However, some users express concerns about its pricing and the occasional glitches in the system. Additionally, a few reviewers mention that the software can be complex and overwhelming for beginners.	Not Available
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Pricing

Pricing Options	Free Trial Available Starts at $43.0.	Free Trial Available Starts at $8.00. Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	CRM Edition $43.00 $43.00 per user / month Business Edition $88.00 $88.00 per user / month Events Edition $183.00 $183.00 per user / month	Lite (CRM) $8.00 $10.00 per user / month Basic (CRM) $16.00 $20.00 per user / month Professional (CRM) $39.00 $49.00 per month Custom Package Custom Starter (Marketing) $744.00 $744.00 per year Advanced (Marketing) $1,464.00 $1,464.00 per year Professional (Marketing) $3,660.00 $3,660.00 per year
	View Detailed Pricing	View Detailed Pricing

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