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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 logo
CRM Software

4.8 15 user ratings

View Details

78% 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

Sun Bear CRM logo
CRM Software

5 2 user ratings

View Details
Featured
Free Forever ➔

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 Sun Bear is a CRM platform with Marketing Automation and Lead Management for businesses. The software offers a centralized custom database of all contacts, leads, interactions and related information. Manage campaigns to create and execute personalized automated “drip” campaigns on the scheduled activity dates. Collaborate with teams to manage email responses and can analyze activities to measure the performance to goals. Marketers, Small and Medium companies make use of the software. Read more ClickUp is a simple, cloud-based collaboration and project management tool created for all user types. With ClickUp, you have all the features needed to help simplify and streamline your processes including sales, marketing, design and development. ClickUp features an agile board view that allows you to monitor every task on your team in one board and assign tasks to various members of the team. Tasks progress can be viewed in form of percentage and can be marked either “resolved” or “in progress” or users can alternatively customize their task progress statuses. A Gantt chart lets you view your tasks in timeline by list or person and automatically add updates in real time. ClickUp organizes task management in a hierarchal manner and allows you to sort tasks according to their priority. This property allows for improved productivity and lets you to structure your projects by assigning tasks to groups and arranging those groups under different categories. The software can be seamlessly integrated to Slack and similar apps through Zapier. The machine learning capability of the software assists project managers give realistic timeframes for completion of projects and lets teams accomplish their tasks before the deadline. Read more
Pricing Options
  • Free Trial Available
  • Starts at $43.0.
  • Free Trial Not Available
  • Starts at $199.00.
  • Free Trial Available
  • Starts at $7.0. Offers Free-forever and 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%

78% 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
    78%
  • Reviews
    68%
  • Momentum
    60%
  • Popularity
    63%
SaaSworthy Awards # 20 Most Popular
Not Available
# 1 Most Worthy # 7 Highly Rated

Technical Details

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

Reviews & Ratings

User Rating
4.8/5 15 user ratings
5/5 2 user ratings
Not Available
Rating Distribution
  • Excellent

    80%
  • Very Good

    20%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
  • Excellent

    100%
  • Very Good

    0%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
Not Available
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

    Customizable Workspaces, Extensive Integrations, User Friendly Interface, Comprehensive Task Management

    Mobile App Performance, Slow Loading Times, Steep Learning Curve, Limited Free Plan Functionality

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

Users appreciate ClickUp's user-friendly interface, customization options, and comprehensive features, making it suitable for teams of various sizes and industries. It excels in project management, task tracking, and collaboration. However, some users have experienced occasional technical glitches and limitations in reporting and integrations. Additionally, the pricing structure can be complex for some users. Overall, ClickUp is a popular choice for project management, offering a range of features and customization options, but users should be aware of potential technical issues and pricing complexities.

  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Starts at $43.0.
  • Free Trial Not Available
  • Starts at $199.00.
  • Free Trial Available
  • Starts at $7.0. Offers Free-forever and 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

Basic $199.00 $199.00 per month

Free Free

Unlimited $7.00 $10.00 per user / month

Business $12.00 $19.00 per user / month

Enterprise Custom

test $10.00 $12.00 per user / month

 
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View Detailed Pricing

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Screenshots & Videos

Screenshots Finance Screen
+ 3 More
Sun Bear CRM screenshot
+ 2 More
Project Management
+ 4 More
Videos Video Thumbnail
+ 2 More
Not Available Video Thumbnail
+ 4 More

Vendor information

Company Details Located in: Berkshire, England Founded in: 2009 Located in: West Harwich, MA Located in: San Diego, CA Founded in: 2016
Contact Details

+44 118-3030-100

https://www.workbooks.com/

508-596-0990

https://www.sunbearsoftware.net/

Not available

https://clickup.com/

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