Are you struggling to find the perfect CRM Software that aligns with your complex demands? Our curated list of top-tier solutions offers personalization to meet your unique needs. Additionally, we've created a comprehensive comparison of Workbooks vs. Insightly CRM all in one place to simplify your decision-making process. Workbooks is rated 4.5 while Insightly CRM is rated 4.3.
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Plans and Pricing
Compare pricing of Workbooks vs Insightly CRM with the following detailed pricing plan info. Workbooks comes in 5 packages: FREE, CRM, CRM Pro, Business, Business Pro. On the other hand, Insightly CRM comes in 5 packages: Free, Basic, Plus, Professional, Enterprise.
- Free Plan
- Free Trial
- Free Plan
- Free Trial
Features
Compare between Workbooks and Insightly CRM based on their key features and functionalities to pick the right one for your business.
- Calendar Integration
- Billing And Invoicing
- Sales Pipeline Management
- Email Marketing / Sms Marketing
- Inventory Management
- Email Integration
- Marketing Automation
- Accounting
- Order Management
- Task Management
- Social Media Integration
- Reporting And Analytics
- Api Access
- Opportunity Management
- Contact Management
- Calendar Integration
- Billing And Invoicing
- Sales Pipeline Management
- Email Marketing / Sms Marketing
- Inventory Management
- Email Integration
- Marketing Automation
- Accounting
- Order Management
- Task Management
- Social Media Integration
- Reporting And Analytics
- Api Access
- Opportunity Management
- Contact Management
Screenshots
Take a look at the below screenshots and seamlessly compare the user interface of Workbooks and Insightly CRM for better insights.
Awards
Workbooks and Insightly CRM have been awarded by SoftwareSuggest for the selected categories. These awards have been given on the basis of the overall performance of this software in the CRM Software category.


User Reviews
Based on all the user reviews and ratings received by Workbooks and Insightly CRM in CRM Software category, we've provided an average user rating for each software below. Workbooks has 4 reviews while Insightly CRM has 6 reviews
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Write a ReviewPros
There are many things I found impressive about Insightly CRM, but some of the standouts include its ease of use, flexibility, and robust integration capabilities. The platform has helped my team streamline sales processes and better manage customer relationships. It is a great value for the price, and I have been very pleased with the results.
Posted by - Mir Nayeem Ul Haq
Cons
If I had to nitpick, I would say that the interface could be a bit more user-friendly. There is a lot of functionality packed into the platform, and it can be overwhelming for users or new team members who are not familiar with CRM software. However, this is a minor issue and does not impact the overall usefulness of the platform.
Posted by - Mir Nayeem Ul Haq
Specifications
Check out the specifications of Workbooks and Insightly CRM. Learn about their accessibility features, customer support channels, payment methods, and device compatibility.
- Freelancers
- Startups
- SMBs
- Mid-Market
- Enterprises
- API
- Free Trial
- Mobile Support
- Lifetime Free Plan
- Customization
- Phone
- Live Support
- Training
- Tickets
- Yearly
- Monthly
- Onetime (Perpetual License)
- Transaction
- Web App
- Windows
- macOS
- iOS
- Android
- Freelancers
- Startups
- SMBs
- Mid-Market
- Enterprises
- API
- Free Trial
- Mobile Support
- Lifetime Free Plan
- Customization
- Phone
- Live Support
- Training
- Tickets
- Yearly
- Monthly
- Onetime (Perpetual License)
- Transaction
- Web App
- Windows
- macOS
- iOS
- Android
Integration
Check out the specifications of Workbooks and Insightly CRM. Learn about their accessibility features, customer support channels, payment methods, and device compatibility.
(Not Provided by Vendor)
Video
To gain a better understanding of how these Workbooks and Insightly CRM work, you can check out the videos below. Browse through the videos and make the right choice.
Company Details
Get insight into the company details Workbooks and Insightly CRM and learn how they operate. Explore the company name, its location, and more!
WorkBooks
Insightly Inc.
Alternatives
FAQs
Workbooks and Insightly CRM cater to which types of businesses?
Workbooks is suitable for Startups & SMBs, whereas Insightly CRM is suitable for Startups, Enterprises, SMBs & Freelancer.
Which mobile platforms do Workbooks and Insightly CRM support?
Workbooks and Insightly CRM both support Android and IOS.
What level of customer support can I expect from Workbooks and Insightly CRM?
Workbooks provides customer support over various channels including phone, email, live support and tickets, and Insightly CRM provides customer support over phone, email, live support and more.
Do Workbooks and Insightly CRM offer a free trial?
Yes, Workbooks and Insightly CRM provide a free trial to its users.
Which is the better option between Workbooks and Insightly CRM?
This depends on various factors, such as your requirements, costs, integrations, customer support, and more. However, based on customer ratings, Insightly CRM has an advantage over Workbooks.
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