Compare Workbooks with Pipedrive
Feature Title
Customisation
Workbooks is highly rated by users for customisation, with the ability to fully customise the system to your needs, from custom fields on records to security settings tailored to individuals or departments.
Whilst Pipedrive can be customised to a degree at a basic level, you can't get the full level of customisation offered by Workbooks, for example features such as custom fields to personalise records.
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 Pipedrive directly for your licenses and support, there is little help when starting out with the system and a lack of account management to make sure you’re using the system to the best of its ability.
Streamlined Processes
Workbooks can be used by all the teams in your business – not only that, but all the manual tasks that they once had to complete are now automatic and streamlined. From lead to cash and beyond, you have a complete view of your business, all in one place.
Without the ability to have all teams on one system, processes can become time-consuming and labour-intensive as people look for things in different systems, especially if you can’t integrate them.
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.
Pipedrive 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.
