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Workbooks CRM – Your Alternative to Zoho CRM

Zoho CRM is part of a much broader portfolio that competes with both Microsoft Office and Google Apps and is developed by different teams with loose connections between the software.

As an application vendor, Zoho relies extensively on its partners to shoulder the burden of implementing CRM, and provides very limited support directly to its customers.

The three most common reasons for switching are:

  1. Customer Satisfaction – Users are more likely to recommend Workbooks than Zoho
  2. Co-Funded Implementation – Workbooks lowers the cost of implementation with co-funded implementation services
  3. Vendor Relationship – In the mid-market Zoho works through partners, while our clients prefer to deal directly with us
Workbooks CRM – Your Alternative to Zoho CRM

Compare Workbooks and Zoho

Feature Title
Functionality
Workbooks is rated higher by users than Zoho for customisation, workflow capability, content and document management, and performance and integrations.* Workbooks' customer support functionality, with knowledge base capabilities and case management, rated at least 5 points better than Zoho*.
Many customers talk about Zoho CRM as a ‘toolkit‘, unlike Workbooks CRM, where marketing, sales and customer service functionality is integrated out-of-the-box. When it comes to giving the best customer experience, Zoho CRM doesn’t offer the breadth of features Workbooks does, which may leave your customers wanting more. Zoho is not as easily customisable to your business needs, with its customers only giving the platform a satisfaction score of 81% against an 87% for Workbooks*.
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.
The quality of support is rated 10 points lower at Zoho than at Workbooks* – a very substantial difference that can dramatically impact your day-to-day.
Satisfaction / NPS
With one of the highest Net Promoter Scores (NPS) at 45 and 85% of our customers likely to recommend Workbooks*, your business is in safe hands. 87% of customers are satisfied that Workbooks CRM is going in the right direction*, which makes it a future-proof choice for your business.
Only 79% of Zoho customers would recommend the software, which is also reflected in an NPS score of just 24*. Only 78% of Zoho customers rate Zoho CRM as going in the right direction*.
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.
Zoho 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.
Workbooks CRM – Your Alternative to Zoho CRM image

Workbooks CRM – Your Alternative to Zoho CRM

G2 is the world’s leading B2B software and services review site. Its influential Grid® Report for CRM ranks products based on reviews posted by real-life users, including more than 500 active Workbooks users.

According to reviewers:

  • 85% would recommend Workbooks
  • 86% think Workbooks meets their requirements
  • 92% rated Workbooks 4 or 5 stars

As well as rating Workbooks highest for overall satisfaction, reviewers also highlighted our exceptional payback period. On average, reviewers saw a return on their investment in Workbooks in only 12 months – 4 months less than Zoho.

Download your copy for a complete comparison of Workbooks and Zoho.

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With other vendors, you

  • Pay one company for software and pay another to implement it​

  • Are pressured into buying software before understanding the true cost of implementation

  • Pay full cost for implementation of the cloud CRM software

Vs.
With Workbooks you can

  • Get CRM software and implementation from a single vendor​

  • A co-funded workshop before you buy software to ensure it meets your needs​

  • Get free consulting days to co-fund your implementation

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Lower the cost and risk of switching CRM image

Lower the cost and risk of switching CRM

With our proven migration path, moving your data into Workbooks CRM is easy and low-risk.

With Workbooks, you’ll create a shared vision of what success looks like for your business. Working closely with our in-house team of experts, you’ll identify your most important outcomes and work out the best way to achieve them using our platform, before right-sizing your CRM project.

Our white paper, 6 Steps to Switching CRM, guides you step-by-step through everything you need to have in place to make the switch from your current CRM.

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With Workbooks, you're in safe hands image

With Workbooks, you're in safe hands

Workbooks CRM helps marketing, sales, finance and service teams work better, together, and in the right way with a single cloud-based system.

  • NO need to spend hundreds of pounds to cover all your customer-facing departments’ needs. Our licence fee starts at £25 per user per month and most features come straight out-of-the-box to cover marketing, sales, order processing and invoicing, and customer service
  • NO third party influences and no hidden costs during implementation. You can trust our UK-based team to help get you up-and-running and make sure you get value quickly
  • NO vast amount of training is needed to become an expert. Designed for SMEs, Workbooks CRM is intuitive for fast and wide adoption
  • NO bother. You know you have made the right choice with Workbooks, the solution with the highest NPS score of all major vendors.
  • You’re NO longer a small fish in a big pond. You have direct access to Workbooks’ executive team and you can influence the product direction and roadmap

Book your call with us to learn more about why Workbooks is your perfect partner on your CRM journey.

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