Insightly vs. Workbooks: Which is Best? - Wheelhouse

Insightly vs. Workbooks: Which is Best?

Insightly vs. Workbooks Best Overall: Insightly

In our comparison of Insightly vs. Workbooks, Insightly is the best option with a higher overall Wheelhouse Score. Wheelhouse Score uses a combination of feature and pricing comparison data, average user ratings, and editorial reviews to score software vendors on a scale of 1-10.

Quick Info

Insightly Quick Info
WH Score:
8.8
Pricing Score:
8.2
Feature Score:
8.0
Usability Score:
8.1
Company Size:All Sizes
Platforms:
Workbooks Quick Info
WH Score:
8.6
Pricing Score:
7.9
Feature Score:
7.9
Usability Score:
8.0
Company Size:All Sizes
Platforms:

Pricing

Insightly Pricing
Plus
$29
per user / per month
Professional
$49
per user / per month
Enterprise
$99
per user / per month
Workbooks Pricing
Free
Free
per user / per month
CRM
$39
per user / per month
Business
$79
per user / per month

Features

Insightly Features
  • Customer Profiling
  • Pipeline Management
  • Deal Management
  • Account Management
  • Territory Management
  • Lead Generation
  • Lead Distribution
  • Virtual Event Planning
  • Service Analytics
  • Audit Trail
  • Dashboard
  • CX Analytics
  • Lead and Opportunity Tracking
  • Data Analytics
  • Lead Scoring
Workbooks Features
  • Customer Profiling
  • Pipeline Management
  • Deal Management
  • Account Management
  • Territory Management
  • Lead Generation
  • Lead Distribution
  • Virtual Event Planning
  • Service Analytics
  • Audit Trail
  • Dashboard
  • CX Analytics
  • Lead and Opportunity Tracking
  • Data Analytics
  • Lead Scoring

Pros & Cons

Insightly Pros & Cons
Pros
  • Contacting my links and clients, integration with Outlook, and a lot of opportunities are loved by me.
Cons
  • It is buggy, the user interface is old fashioned, poor customer support, very very expensive, and no tutorials or guides are available online.
Workbooks Pros & Cons
Pros
  • It seamlessly integrates with our marketing platform, Spotler, which proves to be incredibly advantageous for our operations.
Cons
  • The integration with Mailchimp leaves room for improvement and isn't as seamless as desired.

Reviews

Insightly Reviews
Top Favorable Review
W
William
Reviewed on Jul 2, 2021

It is a great organizer that reminds you of what you need to do.

Contacting my links and clients, integration with Outlook, and a lot of opportunities are loved by me.

I wish their customer service gets better. Emails also need an update.

Top Critical Review
M
Michael
Reviewed on Jul 2, 2021

My company was already using it so I used it too.

It is buggy, the user interface is old fashioned, poor customer support, very very expensive, and no tutorials or guides are available online.

Workbooks Reviews
Top Favorable Review
D
Delia
Reviewed on Jul 2, 2021

The system is highly customizable to cater to the specific needs of each company. It seamlessly integrates with our marketing platform, Spotler, providing significant advantages.

It seamlessly integrates with our marketing platform, Spotler, which proves to be incredibly advantageous for our operations.

The user interface's look and feel could benefit from an update.

Top Critical Review
J
Jorge
Reviewed on Jul 2, 2021

Workbooks offers a user-friendly interface that is not only easy to navigate but also highly configurable to suit our needs.

Workbooks has allowed us to track our sales pipeline, generate crucial reports, and consolidate important business data into a single, centralized platform.

The integration with Mailchimp leaves room for improvement and isn't as seamless as desired.

Alternatives

Insightly Alternatives
8.7
8.6
Workbooks Alternatives
8.7
8.6
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Insightly vs. Workbooks: Detailed Comparison

Insightly vs. Workbooks Top Ratings & Reviews: Workbooks

In our rating and review comparison of Insightly vs. Workbooks, Workbooks has 19 user reviews and Insightly has 105. The average star rating for Workbooks is 4.31 while Insightly has an average rating of 4.06. Workbooks has more positive reviews than Insightly. Comparing Insightly vs. Workbooks reviews, Workbooks has stronger overall reviews.

Insightly vs. Workbooks Best Features & Functionality: Insightly

Insightly vs. Workbooks both offer a strong set of features and functionality including Customer Management, Lead Management, Event Management, Reporting & Analytics, Supported Channels, Accounting Features, Customizable Items, Collaboration Tools, File Management, Project Management Features, Identity and Access Management (IAM), Integration Options, Third-Party Integrations, After-Sales Service. In our feature comparison of Insightly vs. Workbooks, Insightly offers more of the most popular features and tools than Workbooks.

Insightly vs. Workbooks Best Pricing: Workbooks

In our pricing comparison of Insightly vs. Workbooks, Workbooks's pricing starts at Free/month and is more affordable compared to Workbooks's starting cost of Free/month.

Insightly vs. Workbooks Best Usability: Insightly

Our comparison of Insightly vs. Workbooks shows that Insightly scores higher in usability for ease of use, learning curve, setup & support, ease of admin. Workbooks scores higher in meets requirements, quality of support, but Insightly has the best scores overall for system usability.

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