Close vs Workbooks (2024 Comparison)
Close is a powerful CRM tool designed to help sales teams close more deals. Its intuitive interface and strong sales automation features make it a favorite among sales professionals.
- Intuitive interface for easy use
- Strong sales automation features
- Excellent customer support
- Limited marketing features
- Higher cost for advanced features
Free plan?
YesStarting price
$49 per month per user
Workbooks is a comprehensive CRM and business management platform that helps organizations streamline their operations. Its strong marketing tools and wide range of integrations make it a versatile choice.
- Comprehensive business management
- Strong marketing tools
- Wide range of integrations
- Complex interface
- Longer response times for support
Free plan?
NoStarting price
$43 per month per userWhat is Close?
Close is a powerful CRM tool designed to help sales teams close more deals. It offers features like email automation, predictive dialing, and robust reporting, making it a favorite among sales professionals. With Close, you can streamline your sales process, improve communication, and ultimately boost your team's productivity. It's particularly beneficial for small to medium-sized businesses looking to enhance their sales operations without the complexity of larger CRM systems.
What is Workbooks?
Workbooks is a comprehensive CRM and business management platform that helps organizations streamline their operations. It offers features like sales automation, marketing management, and customer support, making it a versatile tool for businesses. Workbooks is particularly useful for companies looking to integrate their sales, marketing, and customer service efforts into a single platform, enhancing collaboration and efficiency across departments.
Pros and Cons of Close vs Workbooks
Pros & Cons of Close
- Close offers an intuitive interface that makes it easy for sales teams to adopt and use effectively. The learning curve is minimal, allowing teams to get up and running quickly.
- Close excels in sales automation, providing tools that streamline the sales process and enhance productivity. Its automation features are designed to save time and improve efficiency.
- Close provides excellent customer support, with a responsive team that is quick to resolve issues. Its support resources are comprehensive and helpful, ensuring users get the assistance they need.
- Close is primarily focused on sales, which means its marketing features are limited. Businesses looking for comprehensive marketing tools may need to look elsewhere.
- While Close offers a robust set of features, its advanced tools come at a higher cost. This can be a consideration for businesses with tight budgets.
Pros & Cons of Workbooks
- Workbooks offers a comprehensive suite of business management tools, making it a versatile platform for organizations looking to streamline their operations.
- Workbooks excels in marketing management, providing a range of tools to help businesses manage their marketing efforts effectively. Its features include campaign management and analytics.
- Workbooks offers a wide range of integrations, allowing businesses to connect various tools and streamline their operations. Its integration capabilities are a significant advantage for organizations.
- Workbooks' interface can be complex, requiring additional training for users to navigate effectively. This can be a consideration for businesses looking for a more straightforward solution.
- While Workbooks offers good customer support, some users have reported longer response times. This can be a consideration for businesses that require quick and reliable support.
Close vs Workbooks: At A Glance
Value to Price
Close offers a robust set of features at a competitive price, making it a great value for small to medium-sized businesses. Its pricing structure is straightforward, allowing businesses to scale without unexpected costs. Workbooks, while slightly more expensive, offers a comprehensive suite of tools that can justify the cost for larger organizations needing extensive CRM capabilities. If you're a small business looking for value, Close might be the better choice.
Ease of Use
Close is known for its intuitive interface, making it easy for sales teams to adopt and use effectively. The learning curve is minimal, which is a significant advantage for teams looking to get up and running quickly. Workbooks, while feature-rich, can be more complex to navigate, which might require additional training. If ease of use is a priority, Close is likely the better option.
Functionality
Both Close and Workbooks offer a wide range of functionalities, but Close excels in sales automation and communication tools. It integrates seamlessly with email and phone systems, enhancing productivity. Workbooks, on the other hand, provides a broader range of business management features, making it suitable for companies looking for an all-in-one solution. If your focus is on sales functionality, Close is the better fit.
Scalability
Workbooks is designed to scale with your business, offering features that grow with your needs. It's ideal for companies planning for long-term growth. Close also offers scalability but is more focused on sales teams, making it a better fit for businesses with a primary focus on sales. If scalability across departments is crucial, Workbooks might be the better choice.
Integrations
Workbooks offers a wide range of integrations, allowing businesses to connect various tools and streamline operations. Close also provides integrations, particularly with communication tools, but Workbooks has a slight edge in this area. If integrations are a key factor for your business, Workbooks may be the better option.
Customer Support
Close provides excellent customer support, with responsive service and helpful resources. Workbooks also offers good support, but some users have reported longer response times. If quick and reliable support is essential, Close might be the better choice.
Security
Both Close and Workbooks prioritize security, offering robust measures to protect your data. Close has a slight edge with its focus on secure communication channels, which is crucial for sales teams handling sensitive information. If security is a top concern, Close may be the better option.
Overall Rating
Close scores slightly higher overall due to its ease of use and strong sales functionality. It's an excellent choice for sales-focused teams. Workbooks, while slightly lower in overall rating, offers a comprehensive suite of tools that can be beneficial for larger organizations. If you're looking for a tool that excels in sales, Close is the better choice.
Close vs Workbooks: A Detailed Breakdown of Key Features
Email Automation
Close excels in email automation, allowing sales teams to streamline their communication processes. Its intuitive interface makes it easy to set up automated email sequences, saving time and ensuring consistent follow-ups. Workbooks also offers email automation, but its setup can be more complex, requiring additional training. If you're looking for a tool that simplifies email automation, Close is the better choice.
Predictive Dialing
Close offers a robust predictive dialing feature, which is a game-changer for sales teams looking to increase their call efficiency. It automatically dials numbers and connects sales reps only when a call is answered, reducing downtime. Workbooks lacks this feature, making Close the clear winner for teams focused on outbound calling.
Reporting
Close provides comprehensive reporting tools that give sales teams valuable insights into their performance. Its reports are easy to generate and customize, helping teams make data-driven decisions. Workbooks also offers reporting capabilities, but its interface can be more challenging to navigate. If ease of reporting is a priority, Close is the better option.
Sales Automation
Both Close and Workbooks offer sales automation features, but Close stands out with its focus on streamlining the sales process. Its automation tools are designed to enhance productivity and efficiency, making it a favorite among sales teams. Workbooks offers a broader range of automation features, which can be beneficial for businesses looking for an all-in-one solution. If your focus is on sales automation, Close is the better fit.
Marketing Management
Workbooks excels in marketing management, offering a comprehensive suite of tools to help businesses manage their marketing efforts. Its features include campaign management, lead tracking, and analytics, making it a powerful tool for marketing teams. Close, while offering some marketing features, is more focused on sales. If marketing management is a priority, Workbooks is the better choice.
Customer Support
Close provides excellent customer support, with responsive service and helpful resources. Its support team is known for being knowledgeable and quick to resolve issues. Workbooks also offers good support, but some users have reported longer response times. If quick and reliable support is essential, Close might be the better choice.
Pricing Comparison of Close and Workbooks
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Close and Workbooks. This comparison will highlight the best option for managing your sales and customer relationships.
Close Pricing Plans
- Built-in calling, texting, and email solutions for seamless communication.
- Centralized inbox view to prioritize tasks effectively.
- Pipeline reporting to monitor and manage deal funnels.
- Data import and export for easy data management.
- Create multiple pipeline views for better deal tracking.
- Launch custom activities to track unique sales steps.
- Store call recordings for up to 30 days.
- Enhanced collaboration tools for team efficiency.
- Predictive dialer for faster lead calling.
- Enhanced customization with custom objects and reports.
- Manage visibility settings to keep teams focused.
- Advanced collaboration tools for large teams.
Workbooks Pricing Plans
- Create and send quotations seamlessly to streamline sales processes.
- Market-leading customer support available by phone and online for assistance.
- Office365 integration, including SharePoint connector for enhanced collaboration.
- Perfect for users that want core CRM features and a 360° view of customers.
- Supplier Purchase Orders for efficient procurement and inventory management.
- Contract Management to handle agreements and legal documents effectively.
- Invoices & Credit Notes for accurate billing and financial management.
- Ideal for CRM users who also need to facilitate orders, invoices, and contracts.
- Sell tickets and sponsorships to generate revenue from events.
- Online event registration and management for seamless attendee experience.
- On the day attendance check-in to ensure smooth event operations.
- Integration with leading event platforms for enhanced event management.
Our Rating Methodology
We thoroughly test each CRM tool, evaluating key features like ease of use, functionality, and scalability. We also analyze user reviews to ensure our recommendations fit your needs. Each of the seven evaluation factors is weighted by importance to provide an accurate final rating, helping you avoid poor-quality tools and make informed decisions.
Close or Workbooks: Which One Matches Your Business Needs?
Choose Close If You Need ...
- Intuitive interface for easy use
If you are a small business owner looking for an intuitive CRM tool, Close is a great choice. Its user-friendly interface makes it easy to adopt and use effectively, minimizing the learning curve for your team.
- Strong sales automation features
If your focus is on sales automation, Close is the better fit. Its robust automation tools streamline the sales process, enhancing productivity and efficiency for your sales team.
Choose Workbooks If You Need ...
- Comprehensive business management
If you are looking for a comprehensive business management platform, Workbooks is the better choice. Its suite of tools helps streamline operations across departments, enhancing collaboration and efficiency.
- Strong marketing tools
If marketing management is a priority, Workbooks is the better choice. Its range of marketing tools, including campaign management and analytics, makes it a powerful tool for marketing teams.
Frequently Asked Questions
What are the key differences between Close and Workbooks?
Which tool is better for small businesses?
How do the integrations compare between Close and Workbooks?
Which tool offers better customer support?
How do the pricing plans compare between Close and Workbooks?
Which tool is better for marketing management?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
