When it comes to choosing a CRM system for your business, it can be tough to decide which one is right for you. There are a lot of different options out there, and it can be hard to know which one will be the best fit for your needs. In this article, we're going to take a look at two of the most popular CRM systems on the market, Zoho and Workbooks, and compare them in a number of different areas to help you make a decision about which one is right for you.

Ease of Use

One of the most important factors to consider when choosing a CRM system is ease of use. After all, if you can't figure out how to use the system, it's not going to do you much good. Fortunately, both Zoho and Workbooks are fairly easy to use. Both systems have a fairly straightforward interface that shouldn't be too difficult to figure out. Of course, there is a bit of a learning curve, but that's to be expected with any CRM system.

Features

Another important consideration when choosing a CRM system is the features that are available. Both Zoho and Workbooks offer a wide range of features, but there are some differences between the two. Workbooks, for example, offers a built-in project management module that Zoho does not. On the other hand, Zoho offers a built-in email marketing module that Workbooks does not. So, it really depends on what features are most important to you. If project management is a must-have for you, then Workbooks is probably the better option. But if email marketing is more important to you, then Zoho is probably the better choice.

Pricing

Of course, cost is always a consideration when choosing a CRM system. Fortunately, both Zoho and Workbooks offer a free trial, so you can try out each system before you commit to anything. After the free trial, Zoho has a few different pricing plans, ranging from $12 per month to $35 per month. Workbooks, on the other hand, has a single pricing plan that costs $30 per month. So, if you're looking for a cheaper option, Zoho is probably the way to go. But if you're willing to pay a bit more for a few extra features, then Workbooks is probably the better choice.

Integrations

Another important consideration when choosing a CRM system is the available integrations. After all, you'll likely want to integrate your CRM system with other software that you use. Both Zoho and Workbooks offer a wide range of integrations, but there are some differences between the two. Zoho, for example, offers an integration with QuickBooks, while Workbooks does not. On the other hand, Workbooks offers an integration with Salesforce, while Zoho does not. So, it really depends on what integrations are most important to you. If QuickBooks integration is a must-have for you, then Zoho is probably the better option. But if Salesforce integration is more important to you, then Workbooks is probably the better choice.

Support

Finally, you'll want to consider the support that's available for each CRM system. Both Zoho and Workbooks offer email and phone support, as well as a knowledge base. However, Zoho's email and phone support is only available during business hours, while Workbooks' email and phone support is available 24/7. So, if you're looking for 24/7 support, then Workbooks is the better option. But if you're okay with only business hours support, then Zoho is probably fine.

Conclusion

So, which CRM system is right for you? Both Zoho and Workbooks are great options, and it really depends on your specific needs. If you're looking for a cheaper option with a few less features, then Zoho is probably the way to go. But if you're willing to pay a bit more for a few extra features, then Workbooks is probably the better choice. Ultimately, the decision is up to you.