Workbooks CRM vs Zealit CRM Comparison

92% 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

Get Free Advice

74% 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

Zealit CRM

CRM Software

Get Free Advice

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	ZEALIT CRM is a highly efficient software solution designed to enhance customer relationship management processes. With its data-driven approach, ZEALIT CRM streamlines the interactions with potential customers, providing a platform that is tailored to meet specific business needs. By leveraging the latest in cutting-edge technology, ZEALIT CRM ensures that every interaction they have with customers is optimized for maximum impact and effectiveness. With ZEALIT CRM, they can easily capture and analyze important customer data, allowing users to make data-driven decisions that lead to better business outcomes. Whether they are looking to increase sales, improve customer retention, or streamline internal processes, ZEALIT CRM provides the tools and insights they need to succeed. With its intuitive interface and powerful features, ZEALIT CRM is the ideal solution for businesses of all sizes and industries. Whether they were a startup looking to establish a solid customer base, or a large enterprise seeking to optimize its customer interactions, ZEALIT CRM has everything they need to take the business to the next level. Read more
Pricing Options	Free Trial Available Starts at $43.0.	Free Trial Not Available Offers Custom plan.
SW Score & Breakdown	92% 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 74% Momentum 67% Popularity 74%	74% 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 75% Reviews 60% Momentum 60% Popularity 61%
SaaSworthy Awards	# 20 Most Popular	Not Available

Features

Total Features	25 Features	6 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 + 3 More - Show Less
Unique Features	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	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	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - iOS	SaaS/Web/Cloud Mobile - iOS
Modes of Support	Online	Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.8/5 15 user ratings	Not Available
Rating Distribution	Excellent 80% Very Good 20% 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
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
	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 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	Zealit CRM Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

	CRM.io by 500apps 5 2 ratings Workbooks CRM Vs CRM.io by 500apps CRM.me 4.6 24 ratings Workbooks CRM Vs CRM.me SimpleCRM 4.4 16 ratings Workbooks CRM Vs SimpleCRM GoCRM 5 2 ratings Workbooks CRM Vs GoCRM webCRM 4.6 36 ratings Workbooks CRM Vs webCRM	Zoho CRM 4.3 2,503 ratings Zealit CRM Vs Zoho CRM Lime CRM 4.6 51 ratings Zealit CRM Vs Lime CRM Zimplu CRM 4.3 4 ratings Zealit CRM Vs Zimplu CRM GoCRM 5 2 ratings Zealit CRM Vs GoCRM webCRM 4.6 36 ratings Zealit CRM Vs webCRM
	View All Workbooks CRM Alternatives	View All Zealit CRM Alternatives