Insightly vs. Workbooks: Which is Best? - TopAdvisor

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 TopAdvisor Score. TopAdvisor Score uses a combination of feature and pricing comparison data, and editorial reviews to score software vendors on a scale of 1-10.

Quick Info

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

Alternatives

Insightly Alternatives
8.7
8.5
Workbooks Alternatives
8.7
8.5
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Insightly vs. Workbooks: Detailed Comparison

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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