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Compare Prophet CRM and Workbooks 
At a Glance
Market Segments
Small-Business (66.7% of reviews)
Small-Business (60.4% of reviews)
Entry-Level Pricing
$20.00 1 Per User/Month Billed Annually Per Year
Free
Prophet CRM
Star Rating
(194)4.1 out of 5
Market Segments
Small-Business (66.7% of reviews)
Entry-Level Pricing
$20.00 1 Per User/Month Billed Annually Per Year
Browse all 2 pricing plansWorkbooks
Star Rating
(567)4.2 out of 5
Market Segments
Small-Business (60.4% of reviews)
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Workbooks excels in Ease of Use with a score of 8.4, making it more user-friendly for small businesses compared to Prophet CRM, which scored 8.0. Reviewers mention that the intuitive interface of Workbooks allows for quicker onboarding and less training time.
- Reviewers mention that Prophet CRM shines in Quality of Support, scoring 8.8 compared to Workbooks' 8.6. Users on G2 highlight the responsiveness and helpfulness of the support team, particularly praising the Customer Support Portal for its comprehensive resources.
- G2 users indicate that Workbooks has a slight edge in Sales Force Automation, particularly in Opportunity & Pipeline Management with a score of 8.2, while Prophet CRM scored 8.5. Users report that the visual pipeline features in Prophet CRM are particularly effective for tracking sales progress.
- Users say that Workbooks offers better Customization options, scoring 8.4 compared to Prophet CRM's 8.1. Reviewers mention that the ability to create custom reports and dashboards in Workbooks allows for tailored insights that meet specific business needs.
- Reviewers mention that Prophet CRM outperforms Workbooks in Integration APIs, scoring 9.3 against Workbooks' 8.2. Users report that the extensive integration capabilities of Prophet CRM with other applications streamline their workflows significantly.
- Users on G2 highlight that Workbooks provides superior Data Import & Export Tools with a score of 8.3, while Prophet CRM scored 8.1. Reviewers mention that the ease of importing data into Workbooks is a significant advantage for businesses transitioning from other systems.
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Pricing
Entry-Level Pricing
Prophet CRM
Prophet Standard
$20.00
1 Per User/Month Billed Annually Per Year
Centralized Contact and Company Management
- • MS 365 Outlook Desktop Integrated
- • Signature Parsing (First Name, Last Name, Email)
- • Export views and lists into Excel
Free Trial
Prophet CRM
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.2
179
8.4
465
Ease of Use
8.0
178
8.4
469
Ease of Setup
7.3
84
7.9
225
Ease of Admin
8.1
84
8.1
234
Quality of Support
8.8
172
8.6
429
Has the product been a good partner in doing business?
8.7
84
8.7
221
Product Direction (% positive)
7.7
176
8.7
458
Features by Category
Sales Force Automation
8.6
145
|
Verified
8.5
343
|
Verified
Feature Not Available
8.0
206
8.5
130
|
Verified
8.2
316
|
Verified
8.3
131
|
Verified
8.2
344
|
Verified
8.0
74
|
Verified
7.9
218
|
Verified
8.4
129
|
Verified
8.1
281
|
Verified
7.7
62
|
Verified
7.9
251
|
Verified
8.2
68
|
Verified
8.1
247
|
Verified
8.4
96
|
Verified
8.1
254
|
Verified
Marketing Automation
8.2
85
|
Verified
7.8
267
|
Verified
8.3
63
|
Verified
7.8
288
|
Verified
8.4
100
|
Verified
8.0
308
|
Verified
8.1
55
|
Verified
8.0
214
|
Verified
Customer Support
8.4
92
|
Verified
8.4
275
|
Verified
8.3
90
8.1
244
|
Verified
8.4
94
8.2
264
|
Verified
8.2
78
|
Verified
8.1
200
|
Verified
8.4
72
|
Verified
8.2
206
|
Verified
Reporting & Analytics
8.1
118
|
Verified
8.2
341
|
Verified
8.2
111
|
Verified
8.0
341
|
Verified
8.5
79
|
Verified
8.0
252
|
Verified
Mobile & Social
Feature Not Available
7.8
167
|
Verified
Feature Not Available
7.7
163
|
Verified
6.7
64
|
Verified
7.5
206
|
Verified
Platform
8.1
65
|
Verified
8.4
185
|
Verified
8.0
61
|
Verified
8.2
153
|
Verified
8.5
70
|
Verified
8.5
183
|
Verified
8.3
9
8.0
106
|
Verified
8.3
32
|
Verified
8.3
107
|
Verified
8.1
53
7.8
128
|
Verified
8.1
71
|
Verified
8.5
186
|
Verified
8.3
51
|
Verified
8.2
143
|
Verified
Integration
8.1
65
|
Verified
8.3
182
|
Verified
8.6
30
8.2
136
|
Verified
8.0
28
7.6
112
Generative AI
8.3
5
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
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
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
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
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
Feature Not Available
6.7
8
8.1
6
6.7
7
Feature Not Available
6.3
8
Feature Not Available
6.7
10
Personalization
Feature Not Available
7.2
9
Feature Not Available
8.6
11
7.7
13
8.3
12
6.9
9
6.7
8
Administrative
8.8
8
8.0
10
Feature Not Available
7.5
10
7.7
5
7.4
9
Agentic AI - Email Tracking
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
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
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
Generative AI
Not enough data
Not enough data
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
Prophet CRM and Workbooks are categorized as CRM and Sales Performance Management
Reviews
Reviewers' Company Size
Prophet CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Workbooks
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
6.7%
Construction
5.7%
Electrical/Electronic Manufacturing
4.1%
Real Estate
3.6%
Machinery
3.6%
Other
76.2%
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
Prophet CRM
Most Helpful Favorable Review
Susan S.
Verified User in Higher Education
Using Prophet helps our team communicate with each other on the status of employers looking to hire our graduates. The software is intuitive to users so there is very little training required with new users. Search capability is easy and quick and can be...
Most Helpful Critical Review
Darrell W. C.
Verified User in Real Estate
It doesn't search and remove duplicates. It requires dedication to adapt to using it and learn all the features available. It doesn't have a library. Often when a lead calls me, it would be nice if I could obtain a script from the library in a few clicks.
Workbooks
Most Helpful Favorable Review
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
Candice O.
Verified User in Staffing and Recruiting
The additional seconds it takes to save. The difficulty of setting up a dashboard.
Susan S.
Verified User in Higher Education
Using Prophet helps our team communicate with each other on the status of employers looking to hire our graduates. The software is intuitive to users so there is very little training required with new users. Search capability is easy and quick and can be...
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,...
Darrell W. C.
Verified User in Real Estate
It doesn't search and remove duplicates. It requires dedication to adapt to using it and learn all the features available. It doesn't have a library. Often when a lead calls me, it would be nice if I could obtain a script from the library in a few clicks.
Candice O.
Verified User in Staffing and Recruiting
The additional seconds it takes to save. The difficulty of setting up a dashboard.
Alternatives
Discussions
Prophet CRM has no discussions with answers
Workbooks is integrated with several email marketing products, including Mailchimp, dotdigital, and Constant Contact.
2 comments
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
What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform?
1 comment
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
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