When it comes to choosing a CRM system for your business, there are many factors to consider. Two of the most important factors are price and features. In this article, we'll compare the two CRM systems, Freshsales and Workbooks, in terms of price and features.
Pricing
Freshsales offers a subscription-based pricing model, with three plans: Starter, Professional, and Enterprise. The Starter plan is $12 per user per month, the Professional plan is $25 per user per month, and the Enterprise plan is $49 per user per month. All plans come with a free 14-day trial. Workbooks offers a subscription-based pricing model as well, with three plans: Starter, Professional, and Enterprise. The Starter plan is $15 per user per month, the Professional plan is $30 per user per month, and the Enterprise plan is $60 per user per month. All plans come with a free 30-day trial.
Features
Salesforce Integration
Freshsales integrates with Salesforce, so you can easily transfer data between the two systems. This is a great feature for businesses that already use Salesforce, as it makes it easy to transition to Freshsales. Workbooks does not integrate with Salesforce, so if you're using Salesforce, you'll need to export your data and import it into Workbooks. This can be time-consuming and may result in data loss.
Contact Management
Both Freshsales and Workbooks offer contact management features. With Freshsales, you can create contact profiles and add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to contact profiles. Workbooks also offers contact management features, allowing you to add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to contact profiles.
Lead Management
Both Freshsales and Workbooks offer lead management features. With Freshsales, you can create lead profiles and add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to lead profiles. Workbooks also offers lead management features, allowing you to add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to lead profiles.
Opportunity Management
Both Freshsales and Workbooks offer opportunity management features. With Freshsales, you can create opportunity profiles and add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to opportunity profiles. Workbooks also offers opportunity management features, allowing you to add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to opportunity profiles.
Task Management
Both Freshsales and Workbooks offer task management features. With Freshsales, you can create task profiles and add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to task profiles. Workbooks also offers task management features, allowing you to add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to task profiles.
Pipeline Management
Both Freshsales and Workbooks offer pipeline management features. With Freshsales, you can create pipeline profiles and add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to pipeline profiles. Workbooks also offers pipeline management features, allowing you to add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to pipeline profiles.
Reporting
Both Freshsales and Workbooks offer reporting features. With Freshsales, you can create reports and add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to reports. Workbooks also offers reporting features, allowing you to add information such as name, title, phone number, email address, and mailing address. You can also add custom fields to reports.
Conclusion
Both Freshsales and Workbooks offer a variety of features at different price points. It's important to consider your needs when choosing a CRM system. If you need a CRM system that integrates with Salesforce, Freshsales is a great option. If you need a CRM system with a wide variety of features, Workbooks is a great option. If you need a CRM system that's affordable, Freshsales is a great option. If you need a CRM system with a free trial, both Freshsales and Workbooks offer free trials.