Top Producer vs Workbooks

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Our analysts compared Top Producer 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.

Top Producer Software Tool
Workbooks Software Tool

Product Basics

Top Producer offers a set of cloud-based solutions tailored for the real estate industry, enabling brokers and agents to be more effective with their marketing and sales efforts. A tiered pricing model provides flexibility based on an agency’s needs.

It’s mainly used by small businesses but can support larger companies as well. Capabilities include a client database, contact profiles, website builder, lead generation, automated email marketing, reports, lead management and integrations.
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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.

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$299 Monthly
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$34/User, Monthly, Plus Implementation
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Tailored to your specific needs
Small 
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Medium 
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Large 
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Small 
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Medium 
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Large 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Easily Create a Website: Take the hassle out of creating an agent website with prebuilt designs, easy-to-use tools and an intuitive interface. 
  • Connect With Leads: Ensure leads don’t fall through the cracks by leveraging real-time engagement guidance to follow up promptly. 
  • Keep Clients Informed of Market Changes: Stay on top of the latest price reductions, new job listings and sold properties via connection with MLS sources. 
  • Drive More Leads: Increase the number of leads by integrating Zapier automatically for importing leads generated from Google forms, Facebook ads and other sources outside the CRM. 
  • Obtain Free Assistance: The support team provides coaching, and will assist with website setup if needed. 
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  • 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.
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  • Database: This feature keeps contacts organized and makes it easy to track down information with rich profiles that give a complete view of each lead, including the history of interactions. It also simplifies data entry by offering import and export options that retain tags and notes attached to the contact. 
  • Follow Up Coach: Streamline the follow-up process with real-time reminders to contact leads. Receive recommended discussion topics and suggestions on the best time to reach out. 
  • Email Marketing: Boost open and click-through rates with prebuilt templates and performance insights. 
  • Mobility: A responsive design for mobile and tablets increases productivity through the option to access the system no matter where or what device is used. 
  • Communication Tools: Connect with leads more effectively by sending relevant messages based on their stage. In-platform email and text apps further aid and streamline communication. 
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  • 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.
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Product Ranking

#15

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#55

among all
CRM Software

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User Sentiment Summary

Poor User Sentiment 153 reviews
Great User Sentiment 258 reviews
59%
of users recommend this product

Top Producer has a 'poor' User Satisfaction Rating of 59% when considering 153 user reviews from 2 recognized software review sites.

85%
of users recommend this product

Workbooks has a 'great' User Satisfaction Rating of 85% when considering 258 user reviews from 4 recognized software review sites.

n/a
5.0 (12)
2.1 (68)
n/a
n/a
4.34 (108)
3.6 (85)
4.3 (109)
n/a
3.3 (29)

Synopsis of User Ratings and Reviews

Workflow: 60% of reviews on this feature said the platform’s streamlined workflows makes it easier to use.
Customer Support: Top Producer’s customer service helps users through everything from product queries to understanding the features, leading to a better experience, according to 50% of reviews about support.
Business Management: 58% of reviewers mentioning this feature indicated that they were able to align work processes and manage tasks without any difficulty.
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Customizable: The system can be tailored to user needs, according to 90% of reviewers.
Functionality: All the users who reviewed this pro praised the solution’s wide range of functionality and integration capability with several business processes.
Support: Regarding this benefit, 91% of users found the support team helpful and responsive.
Training: According to 100% of users who reviewed this aspect, the company provides extensive training and has a helpful knowledge base.
Reporting: 70% of users said that the reporting functionality was useful and up to par.
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Integration: 62% of reviews about integration mentioned the platform lacks basic integrations such as texting features, support for Google Voice and an email interface.
Syncing: Problems syncing the calendar and contacts, along with duplicate contacts, forced users to spend time manually removing extra data, as noted by 55% of reviews on the topic.
Not User-Friendly: 65% of users referring to usability asserted that the platform is complex, difficult to use and outdated.
Not Intuitive: 70% of users referring to this aspect said the software lacks intuitive functionality and is clunky.
Lack of Features: There aren’t enough features for the price charged, according to 66% of users who mention this element.
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Learning Curve: 42% of reviewers mentioned that it has a learning curve that can slow down processes.
Bugs: All the reviewers said that the software can be clunky and have bugs at times.
Scalability: According to 50% of users, the tool lacks scalability and doesn't offer unlimited storage.
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Top Producer offers CRM capabilities for the real estate industry, including client management, website development and free MLS integration. It helps streamline tasks via workflows and enables users to align tasks and goals using business process management tools. However, many reviewers found it difficult to use and not intuitive. It’s also missing important third-party integrations, and reviewers felt it needs more features to justify the cost. Real estate professionals may find it useful to enhance their operations, but there are enough drawbacks that buyers should look into other solutions as well.

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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.

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