Agile CRM and Workbooks are two of the most popular CRM (customer relationship management) software solutions on the market. They both have their pros and cons, but which one is the best for your business? In this article, we'll compare Agile CRM and Workbooks side-by-side, so you can make an informed decision about which CRM software is right for you.

Pricing

Agile CRM and Workbooks both have different pricing plans depending on the size of your business. Agile CRM has a free plan for up to 10 users, while Workbooks has a free trial for up to 30 days. After that, Agile CRM's pricing starts at $8.99 per month per user, while Workbooks' pricing starts at $24 per month per user. So, if you have a small business with 10 users or less, Agile CRM is the more affordable option.

Features

Contact Management

Both Agile CRM and Workbooks offer robust contact management features. With Agile CRM, you can track all your contacts in one place, including their contact information, communication history, and notes. You can also create custom fields to track any additional information you want. Workbooks also allows you to track all your contacts' information in one place. However, with Workbooks, you can also create custom objects to track any other information about your contacts, such as their preferences or buying habits. So, if you need more flexibility in how you track your contacts' information, Workbooks is the better option.

Lead Management

Agile CRM and Workbooks both offer lead management features. With Agile CRM, you can create custom fields to track any information about your leads. You can also create lead scoring rules to automatically score your leads based on their behavior, such as whether they open your emails or click on your links. Workbooks also allows you to create custom fields to track any information about your leads. However, with Workbooks, you can also create custom objects to track any other information about your leads, such as their preferences or buying habits. So, if you need more flexibility in how you track your leads' information, Workbooks is the better option.

Opportunity Management

Agile CRM and Workbooks both offer opportunity management features. With Agile CRM, you can track all your opportunities in one place, including their contact information, communication history, and notes. You can also create custom fields to track any additional information you want. Workbooks also allows you to track all your opportunities in one place. However, with Workbooks, you can also create custom objects to track any other information about your opportunities, such as their preferences or buying habits. So, if you need more flexibility in how you track your opportunities' information, Workbooks is the better option.

Sales Pipeline Management

Agile CRM and Workbooks both offer sales pipeline management features. With Agile CRM, you can track all your sales pipeline stages in one place. You can also create custom fields to track any additional information you want. Workbooks also allows you to track all your sales pipeline stages in one place. However, with Workbooks, you can also create custom objects to track any other information about your sales pipeline, such as your leads' preferences or buying habits. So, if you need more flexibility in how you track your sales pipeline, Workbooks is the better option.

Marketing Automation

Agile CRM and Workbooks both offer marketing automation features. With Agile CRM, you can create custom fields to track any information about your marketing campaigns. You can also create marketing automation rules to automatically score your leads based on their behavior, such as whether they open your emails or click on your links. Workbooks also allows you to create custom fields to track any information about your marketing campaigns. However, with Workbooks, you can also create custom objects to track any other information about your marketing campaigns, such as your leads' preferences or buying habits. So, if you need more flexibility in how you track your marketing campaigns, Workbooks is the better option.

Email Marketing

Agile CRM and Workbooks both offer email marketing features. With Agile CRM, you can create custom fields to track any information about your email campaigns. You can also create email automation rules to automatically score your leads based on their behavior, such as whether they open your emails or click on your links. Workbooks also allows you to create custom fields to track any information about your email campaigns. However, with Workbooks, you can also create custom objects to track any other information about your email campaigns, such as your leads' preferences or buying habits. So, if you need more flexibility in how you track your email campaigns, Workbooks is the better option.

Integrations

Agile CRM and Workbooks both offer a wide variety of integrations. Agile CRM integrates with over 300 applications, while Workbooks integrates with over 500 applications. So, if you need a specific integration, chances are that both Agile CRM and Workbooks will have it. However, if you need more integrations, Workbooks is the better option.

Customer Support

Agile CRM and Workbooks both offer customer support via email and phone. Agile CRM also offers live chat support, while Workbooks does not. So, if you need live chat support, Agile CRM is the better option. However, if you don't need live chat support, both Agile CRM and Workbooks offer excellent customer support.

Conclusion

Agile CRM and Workbooks are both excellent CRM software solutions. They both have their pros and cons, but which one is the best for your business? If you have a small business with 10 users or less, Agile CRM is the more affordable option. If you need more flexibility in how you track your contacts' or leads' information, Workbooks is the better option. If you need more integrations, Workbooks is the better option. If you need live chat support, Agile CRM is the better option. However, if you don't need live chat support, both Agile CRM and Workbooks offer excellent customer support.