SalesRabbit vs Workbooks
Last Updated:Our analysts compared SalesRabbit vs Workbooks based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
Workbooks is a cloud-based solution that helps simplify organizational tasks. It provides end-to-end marketing, sales, order processing and customer support. Equipped with an NPS score, it helps companies identify loyal customers for optimum business growth. It also assists in understanding and catering to business metrics.
The product offers a wide range of benefits like improved revenue generation, enhanced customer experience, dynamic configuration and mobility. It also helps eliminate manual tasks and provides valuable insights so users can make informed decisions.
It’s suitable for small to medium-sized industries. Key capabilities include marketing, order processing, customer service, email and workflows, and social media management.
The overall sentiment about the product is positive. Users find it easy to use, but there’s a learning curve involved. They also speak highly of its customizability, support team and training. Some drawbacks include a clunky interface and limited scalability.
The product has three pricing editions. The cost ranges from $34 to $165 per user/month, with support included.
Product Assistance
Product Insights
- Communicate Clearly: Bring all team communications into one place via a mobile app. Send in-app messages for team talks and mass messages to broadcast incentives, declare top performers and share training materials. Send pictures and other files to techs and other reps. React with GIFs and emojis.
- Qualify Buyers: Make deals faster by verifying customers on the go, eliminating calling or waiting times. Check credit scores via more than one software to get accurate results. Qualify prospects using title checks, which are easy to set up and use.
- Explore Vast Integrations: Incorporate existing tech stacks. Leverage helpful integrations with Google Tasks, Salesforce, Facebook Lead Forms, MS Teams, MS Outlook, Mailchimp, Hubspot, Zapier and more. Custom integrations are available through the Enterprise plan.
- Craft Perfect Proposals: Create strong first impressions through digitized and legitimized pitches. Upload and organize PDFs, display them through devices or send them to customers. Play high-quality videos, illustrate house layouts or payment plans using sketch tools, and share training and recruiting materials. Digitize sales materials and store them in the team’s media library, cutting down shipping costs.
- Generate Revenue Effectively: Grow sales and marketing outcomes with the help of insights and add value to the business. Gain visibility and effective control to improve performance.
- Improve Customer Experience: Integrated tools help manage the entire customer journey, assisting users with project delivery, order fulfillment and customer support to support a positive customer experience.
- Enhance Revenue Insight: Understand what investments to make, which of those will give results, what deliveries will cost and which strategic approach is best. Engage in automated, simplified and streamlined business processes.
- Take Calculated Decisions: Evaluate data across the business to understand and extract patterns and trends that identify issues. Gain insights to build and cater to opportunities.
- Enjoy Configuration and Mobility: Highly customizable, the software handles all business processes. Product development and implementation enable businesses to build success.
- Eliminate Manual Tasks: Remove manual handoffs, reduce data entry to eliminate duplicates and decrease lead report length. It also aids receipt generation in exchange for cash from customers.
- Access an Intuitive Interface: Use an intuitive interface that enables quick and easy adoption for users. Migrate data, add users and customize settings easily.
- Save Money: The company claims to be affordable and that its licenses and total cost of ownership are priced 50-70% less compared to alternatives like Salesforce and Microsoft Dynamics.
- Sales Territory Mapping: Operate sales teams successfully.
- Custom Areas: Control sizes, shapes and quantities to draw them over a detailed map view.
- Historical Data: Monitor reps-in-charge’s progress and follow up as needed.
- Team Assignment: Assign areas to reps for canvassing and lead tracking.
- Leaderboard: Collect data from all possible sources to measure, compare and improve field performance. Identify what’s working and what’s not to modify strategies accordingly.
- Consolidated Statistics: Track all KPIs in a central platform. These include closure percentage, number of doors knocked and people contacted.
- Reporting: Track the most relevant data for teams and check live reports on reps’ activities via GPS tracking.
- Performance Ranking: Monitor individual success rates and identify the top performers. Make strategic decisions regarding team compositions, sales leadership, area assignments and more.
- Sales Rep Tracking: Access insights on reps’ whereabouts and performance. Track location and time during work hours with geo and time stamps for every active team member. Display unique profile images and filter results by reps, teams or dates. Log tracking data even in areas without internet service.
- Lead Management: Organize and track leads geographically. Import and export leads, attach videos, images and PDFs to provide more information and context, and create custom fields to gather specific data.
- Stacking: Pull up stacked lead lists to access, view and edit while working in apartment complexes or other compact housing areas.
- Tracking and Dispositioning: Call, text or email leads directly from the app. Change the status of leads and track them through a sales funnel.
- Notifications: Receive appointment notifications to move leads quickly through a funnel while handling lots of them.
- Route Planner: Upload and prioritize leads and appointments using filters. Find the most efficient and optimized sales route based on locations, appointments and assigned areas.
- Ownership: Gain complete control over lead assignment. Transfer ownership between canvassers, reps, closers, techs and managers. Reassign groups of leads as needed.
- Forms and Contracts: Accelerate sales, eliminate manual errors, reduce paper costs and minimize transaction time using its form builder and contract creator.
- Custom Contracts: Address the unique requirements of legal agreements.
- Company Profile: Impress modern buyers with electronic deal processing and ensure the best possible buying experience for customers.
- Mobile E-Signature: Collect e-signatures from any location and close deals reliably and quickly.
- Information Syncing: Gather customer data on a single platform, reducing errors and increasing customer satisfaction.
- Marketing: Access marketing tools such as lead generation, campaign management, data insights, segmentation and target accuracy. Get lead capturing, web analytics, lead management, lead scoring and supplier management capabilities.
- ROI: Evaluate estimations to set budgets and forecast sales and marketing metrics.
- Sales Performance: Identify opportunities, execute tasks, close more deals and grow revenue with real-time reporting, analytics and tracking. Automated workflows and pipeline visibility aid strategy. Access sales-specific features such as subscription and renewal monitoring, field representative mapping, and contact information enrichment.
- Order Processing: Generate contacts and sales quotes, take orders, and integrate digital signatures for an easy buying experience. Sync information with ERP systems for maximum visibility and performance. Configure currencies by defining exchange rates and periods and select a home currency for global transactions.
- Customer Service: Manage cases, answer customer queries, track activity and boost in-house productivity by automating repetitive tasks, accurately measuring service-level agreements (SLAs) and providing personalized solutions to customers. Capabilities include ticketing, customer sentiment monitoring, case allocation and addressing reoccurring issues.
Product Ranking
#164
among all
CRM Software
#55
among all
CRM Software
User Sentiment Summary
366 reviews
258 reviews
SalesRabbit has a 'great' User Satisfaction Rating of 84% when considering 366 user reviews from 2 recognized software review sites.
Workbooks has a 'great' User Satisfaction Rating of 85% when considering 258 user reviews from 4 recognized software review sites.
Synopsis of User Ratings and Reviews
Hop on over to SalesRabbit if you're looking for a user-friendly and affordable CRM solution to help your sales team close more deals. SalesRabbit is a software that helps businesses manage their sales process, offering features like lead generation, contact management, opportunity tracking, and reporting. Users have praised SalesRabbit for its ease of use, comprehensive feature set, and affordability, making it a solid choice for businesses of all sizes seeking a comprehensive sales management solution. The software's intuitive interface and robust features allow sales reps to easily manage their contacts, track their progress, and close deals faster. Plus, SalesRabbit's affordability makes it an attractive option for businesses with limited budgets. However, some users have noted that SalesRabbit lacks integration with other systems and has limited reporting capabilities. If your business requires a more integrated solution or more robust reporting features, you may want to consider other options like Salesforce or HubSpot. These platforms offer a wider range of integrations and more advanced reporting tools, but they come at a higher price point. Ultimately, the best CRM solution for your business depends on your specific needs and budget. If you're looking for an affordable and easy-to-use CRM that can help you boost your sales, SalesRabbit is definitely worth considering.
Workbooks is a cloud-based system ideal for small and medium-sized businesses. It helps streamline sales operations and optimize team and individual performance. With features like marketing, order processing, customer service, email management, web analytics and social media management, it’s a great solution at an affordable price. The price starts from $43 per user/month. Compared to market leaders like Salesforce and Microsoft Dynamics, it offers a decent interface for the money.Workbooks helps generate revenue and improve customer satisfaction by enabling users to make informed decisions based on data. It also saves time on tedious, manual tasks. According to user reviews, it’s intuitive and easy to use. However, there’s a learning curve involved that can slow down processes and prove to be frustrating for new and/or non-technical users.The product has excellent training and knowledge base. The support team, in particular, is very responsive and helpful. The platform also offers a wide range of functionality and lets users easily collaborate with various business departments. The reporting functionality could be more customizable in minor aspects, but overall, it's satisfactory. Several reviews mentioned that the interface can be clunky at times and has bugs. However, it’s not too bad and is manageable. Overall, it’s a good choice for small or medium-sized businesses looking to upscale customer interactions and customize processes without burning a hole in their pocket.
Screenshots
Top Alternatives in CRM Software
Copper CRM
Creatio
Dynamics 365 Sales
Freshsales
HubSpot Sales
Insightly
monday sales CRM
Nimble CRM
Oracle Sales Cloud
Pipedrive
Pipeliner CRM
Salesforce Sales Cloud
SAP Sales Cloud
Sugar Sell
Zendesk Sell
Zoho CRM
Related Categories
WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...
