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Compare Commence CRM and Workbooks

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At a Glance
Commence CRM
Commence CRM
Star Rating
(18)4.1 out of 5
Market Segments
Small-Business (66.7% of reviews)
Information
Entry-Level Pricing
$19-24/ user, per month
Browse all 4 pricing plans
Workbooks
Workbooks
Star Rating
(567)4.2 out of 5
Market Segments
Small-Business (60.4% of reviews)
Information
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plans
AI Generated Summary
AI-generated. Powered by real user reviews.
  • Users report that Workbooks excels in Email Marketing, particularly in Building and Personalizing Emails with a score of 8.6, while Commence CRM falls short with a lower score in the same category. Reviewers mention that Workbooks' email features allow for more customization and better engagement tracking.
  • Reviewers mention that Workbooks has a superior Sales Force Automation capability, especially in Opportunity & Pipeline Management with a score of 8.2, compared to Commence CRM, which lacks the same depth in functionality. Users on G2 appreciate the intuitive interface of Workbooks that simplifies tracking sales opportunities.
  • Users say that Workbooks provides a more robust Customer Support experience, scoring 8.6 in Quality of Support, while Commence CRM scores 8.2. Reviewers highlight that Workbooks' support team is more responsive and helpful in resolving issues quickly.
  • G2 users report that Workbooks offers better Customization options, scoring 8.4, which allows businesses to tailor the software to their specific needs. In contrast, Commence CRM's customization features are seen as limited, which can hinder user experience according to reviewers.
  • Users on G2 mention that Workbooks shines in Reporting & Analytics, particularly in Basic Reporting with a score of 9.2, while Commence CRM's reporting capabilities are not as comprehensive. Reviewers appreciate the detailed insights and user-friendly dashboards provided by Workbooks.
  • Reviewers mention that Workbooks has a more favorable Integration experience, scoring 8.3 in Data Import & Export Tools, compared to Commence CRM's score of 8.7. Users report that Workbooks' integration with other applications is seamless, enhancing overall productivity.
Featured Products
Pricing
Entry-Level Pricing
Commence CRM
Sales CRM
$19-24
/ user, per month
Browse all 4 pricing plans
Workbooks
Free
Free
Browse all 4 pricing plans
Free Trial
Commence CRM
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
7.7
14
8.4
465
Ease of Use
7.3
14
8.4
469
Ease of Setup
8.1
8
7.9
225
Ease of Admin
7.3
8
8.1
234
Quality of Support
8.2
12
8.6
429
Has the product been a good partner in doing business?
9.0
7
8.7
221
Product Direction (% positive)
7.5
14
8.7
458
Features by Category
Not enough data
8.0
424
Sales Force Automation
Not enough data
8.5
343
|
Verified
Not enough data
8.0
206
Not enough data
8.2
316
|
Verified
Not enough data
8.2
344
|
Verified
Not enough data
7.9
218
|
Verified
Not enough data
8.1
281
|
Verified
Not enough data
7.9
251
|
Verified
Not enough data
8.1
247
|
Verified
Not enough data
8.1
254
|
Verified
Marketing Automation
Not enough data
7.8
267
|
Verified
Not enough data
7.8
288
|
Verified
Not enough data
8.0
308
|
Verified
Not enough data
8.0
214
|
Verified
Customer Support
Not enough data
8.4
275
|
Verified
Not enough data
8.1
244
|
Verified
Not enough data
8.2
264
|
Verified
Not enough data
8.1
200
|
Verified
Not enough data
8.2
206
|
Verified
Reporting & Analytics
Not enough data
8.2
341
|
Verified
Not enough data
8.0
341
|
Verified
Not enough data
8.0
252
|
Verified
Mobile & Social
Not enough data
7.8
167
|
Verified
Not enough data
7.7
163
|
Verified
Not enough data
7.5
206
|
Verified
Platform
Not enough data
8.4
185
|
Verified
Not enough data
8.2
153
|
Verified
Not enough data
8.5
183
|
Verified
Not enough data
8.0
106
|
Verified
Not enough data
8.3
107
|
Verified
Not enough data
7.8
128
|
Verified
Not enough data
8.5
186
|
Verified
Not enough data
8.2
143
|
Verified
Integration
Not enough data
8.3
182
|
Verified
Not enough data
8.2
136
|
Verified
Not enough data
7.6
112
Generative AI
Not enough data
6.7
15
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Email Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Online Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Campaign Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Social
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting & Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Computing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Experimental Design
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - A/B Testing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
7.5
14
Agentic AI - Lead Scoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Attribution
Not enough data
7.4
11
Not enough data
8.2
12
Not enough data
7.5
10
Discovery
Not enough data
8.1
12
Not enough data
7.3
11
Not enough data
7.4
11
Management
Not enough data
7.8
10
Not enough data
7.0
10
Platform
Not enough data
7.2
13
Not enough data
7.4
13
Sales Performance ManagementHide 14 FeaturesShow 14 Features
Not enough data
7.3
13
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
Not enough data
6.7
8
Not enough data
6.7
7
Not enough data
6.3
8
Not enough data
6.7
10
Personalization
Not enough data
7.2
9
Not enough data
8.6
11
Not enough data
8.3
12
Not enough data
6.7
8
Administrative
Not enough data
8.0
10
Not enough data
7.5
10
Not enough data
7.4
9
Not enough data
8.1
16
Agentic AI - Sales Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.0
10
Not enough data
8.9
12
Not enough data
7.8
10
Not enough data
8.2
13
Not enough data
8.3
14
Predictive Analytics
Not enough data
8.3
12
Not enough data
8.6
11
Not enough data
7.5
10
Not enough data
7.9
13
Sales Management
Not enough data
8.6
13
Not enough data
7.7
10
Not enough data
8.3
11
Not enough data
8.7
13
Categories
Categories
Shared Categories
Commence CRM
Commence CRM
Workbooks
Workbooks
Commence CRM and Workbooks are categorized as CRM
Unique Categories
Commence CRM
Commence CRM is categorized as Marketing Automation and Online Form Builder
Reviews
Reviewers' Company Size
Commence CRM
Commence CRM
Small-Business(50 or fewer emp.)
66.7%
Mid-Market(51-1000 emp.)
25.0%
Enterprise(> 1000 emp.)
8.3%
Workbooks
Workbooks
Small-Business(50 or fewer emp.)
60.4%
Mid-Market(51-1000 emp.)
34.4%
Enterprise(> 1000 emp.)
5.2%
Reviewers' Industry
Commence CRM
Commence CRM
Investment Management
13.3%
Construction
13.3%
Computer Software
13.3%
Wholesale
6.7%
Retail
6.7%
Other
46.7%
Workbooks
Workbooks
Information Technology and Services
8.2%
Computer Software
7.4%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
5.0%
Other
67.2%
Most Helpful Reviews
Commence CRM
Commence CRM
Most Helpful Favorable Review
Todd S.
TS
Todd S.
Verified User in Computer Software

On the topic of CRM and SFA, the functionality and architecture of Commence has shown me time and time again that not only are there no boundaries when it comes to functionality, but it has also proved to be a platform that can be owned and managed on my...

Most Helpful Critical Review
SR
sonia r.
Verified User in Computer Networking

I really do not have anything negative to mention about this tool because it is very dynamic and fail and to manage

Workbooks
Workbooks
Most Helpful Favorable Review
Diane F.
DF
Diane F.
Verified User in Professional Training & Coaching

We found Workbooks easy to customise and hence build and implement a system that really is of use for all our staff. People ask me 'can it do....' and the answer is always 'yes', if there isn't the functionality there then it is easy to add new fields,...

Most Helpful Critical Review
CO
Candice O.
Verified User in Staffing and Recruiting

The additional seconds it takes to save. The difficulty of setting up a dashboard.

Alternatives
Commence CRM
Commence CRM Alternatives
Salesforce Sales Cloud
Salesforce Sales Cloud
Add Salesforce Sales Cloud
Insightly CRM
Insightly CRM
Add Insightly CRM
Sugar Sell
Sugar Sell
Add Sugar Sell
Dynamics 365 Sales
Microsoft Dynamics 365 Sales
Add Dynamics 365 Sales
Workbooks
Workbooks Alternatives
Salesforce Sales Cloud
Salesforce Sales Cloud
Add Salesforce Sales Cloud
Zoho CRM
Zoho
Add Zoho CRM
Pipedrive
Pipedrive
Add Pipedrive
Nutshell
Nutshell
Add Nutshell
Discussions
Commence CRM
Commence CRM Discussions
What business applications does Commence CRM offer?
1 comment
Flo H.
FH
Commence CRM is a comprehensive offering that includes: Account and Contact Management Group Calendaring Activity Management Lead Optimization &...Read more
Who is the target market for Commence CRM?
1 comment
Flo H.
FH
Commence CRM is ideal for companies that simply need more functionality and customizability than is offered by the myriad of basic low-cost cookie-cutter...Read more
Is Commence CRM a 100% cloud solution?
1 comment
Flo H.
FH
Yes, Commence CRM is 100% cloud based.Read more
Workbooks
Workbooks Discussions
Workbooks is integrated with several email marketing products, including Mailchimp, dotdigital, and Constant Contact.
2 comments
Ian M.
IM
Workbooks has out of the box free included integration with Mailchimp. Dotmailer and Constant Contact (MPZmail integration will also be available from them...Read more
Workbooks deleted item recovery
2 comments
ahmad r.
AR
What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform?
1 comment
Ian M.
IM
Workbooks often provides all (and more) that a customer had or wanted from Salesforce with an easier to use interface and at 50-70% cheaper licensing. We...Read more