Discover the overlooked factor behind CRM failure in our free 2024 deployment report

Workbooks CRM – Your Alternative to HubSpot

Many people know Hubspot as the free CRM, but its functionality can only support your growing business for so long. When it comes to needing more from the platform, the cost quickly mounts – leaving you wondering where that free CRM disappeared to…

The main reasons why customers prefer Workbooks are:

  1. Licence Costs – If you need more functionality than the basic free version, then the cost of HubSpot quickly ramps up
  2. Core Functionality – Workbooks’ core functionality extends beyond marketing, sales and customer service to include marketing automation, order management and fulfilment, invoicing, supplier management and event management – all out of the box
  3. Co-Funded Implementation – Workbooks lowers the cost of implementation with co-funded implementation services
Workbooks CRM – Your Alternative to HubSpot

Compare Workbooks with HubSpot

Feature Title
Contract & Order Management
Workbooks includes everything you need from lead to cash and beyond. With Workbooks, all contracts, order and renewals are stored in one platform with the ability to integrate with any accounting software you use. It can even create reminders for contract renewals so your sales team can jump on them early and avoid lost revenue.
HubSpot has no contract or order management functionality. To manage this, you'd need to invest in a completely separate platform and pay for more licenses. This means that you could lose revenue from missed renewals and would lack a full overview of your business.
Customisation
Workbooks is highly rated by users for customisation, workflow capability, test environment, internationalisation, content and document management, and performance and integration.
Whilst HubSpot can be customised to a degree at a basic level, full customisation means shelling out for those costly upgrades. Even getting help with your customisation as you go live is an extra cost – something Workbooks includes in the price from the beginning.
Support & Implementation
We develop and implement the software ourselves, ensuring you get value quickly. Our local team of consultants and engineers help make implementation and set-up a fast and smooth process. Our customers highly value our ‘can do attitude’, and the quality of our support and knowledge base.
As much as you deal with HubSpot directly for your software, they are notoriously difficult to get hold of when you need some help. And because what you can do in each license is very limiting, there will always be an opportunity to upsell – something no one wants when they are just looking for help.
Mix & Match
Workbooks allows you to mix your licences across users. If you want some CRM edition and some Business edition, that’s completely fine.
HubSpot requires all users to be on the same licence level. If some of your users need Enterprise edition features, everyone needs to pay for that licence level.
Workbooks CRM – Your Alternative to HubSpot image

Workbooks CRM – Your Alternative to HubSpot

G2 is the world’s leading B2B software and services review site. Its influential Grid® Report for CRM ranks products based on reviews posted by real-life users, including more than 500 active Workbooks users.

According to reviewers:

  • 85% would recommend Workbooks
  • 86% think Workbooks meets their requirements
  • 92% rated Workbooks 4 or 5 stars

As well as rating Workbooks highest for overall satisfaction, reviewers also highlighted our exceptional payback period. On average, reviewers saw a return on their investment in Workbooks in only 12 months.

Download your copy for a complete breakdown of how our users rate Workbooks.

With other vendors, you
  • Pay one company for software and pay another to implement it​

  • Are pressured into buying software before understanding the true cost of implementation

  • Pay full cost for implementation of the cloud CRM software

Vs.
With Workbooks you can
  • Get CRM software and implementation from a single vendor​

  • A co-funded workshop before you buy software to ensure it meets your needs​

  • Get free consulting days to co-fund your implementation

Let's Talk