Project Description


With limited functionalities, mainly focused around contact management and sales pipeline management, Goldmine is more of an advanced contact manager than a full blown customer relationship management system.  The main reasons why customers prefer Workbooks are:

  • Satisfaction:  Workbooks customers are more likely to recommend our platform than Goldmine.

  • Breadth and depth of functionality: Workbooks core CRM services extend beyond sales, marketing and customer services to include powerful marketing automation,  event management, order management and fulfillment, invoicing and supplier management functionalities.

  • Failed Implementation:  Any CRM solution can be poorly deployed and adopted, Goldmine is no exception.



The Workbooks platform is rated by users higher than Goldmine for customization, workflow capability, test environment, internationalization, content & document management performance and integration.*

The Workbooks sales force automation features, including product list & price management and quote & order management, are rated at least 10 points higher than Goldmine*.

When it comes to marketing automation capabilities and being able to track and monitor your marketing campaigns, Goldmine doesn’t offer the breadth of features Workbooks does, potentially leaving you in the dark as to where your leads and sales are coming from – important when this is the only team that can use the system. 

Goldmine is also not as easily customizable to your business needs with its customers only giving the platform a satisfaction score of 78% against a 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.

Goldmine customers give set-up a satisfaction score of 71 % (10 points lower than Workbooks)*. 

The quality of support is rated 9 points lower at Goldmine than at Workbooks* – a very substantial difference that can dramatically impact your day to day.

Satisfaction / NPS

With the highest Net Promoter Score (NPS) at 43 and 85% of our customers likely to recommend Workbooks* your business is in safe hands.

89% of customers are satisfied that Workbooks CRM is going in the right direction* which makes it the future proof choice for your business.

Only 74% of Goldmine customers would recommend the software which is also reflected in an NPS score of 6*; 

Only half of Goldmine customers (51%) rate Goldmine as going in the right direction*.

* G2 CRM Summer report 2019
g2 report 2020

To compare Goldmine and Workbooks from a user perspective, download the latest G2 CRM report.

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Our customers typically use Workbooks CRM solution for:

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Explore Workbooks CRM


Download our 6 steps guide to switching CRM.

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Think switching CRM is a long winded, time consuming and painful process? Then think again. With more and more organizations turning to Workbooks, we have made it easy and risk-free.

We help you crystallize what success looks like for your business. We define your most important outcomes, help set out the best way to achieve those using our platform and scope your project with you. With our proven migration path, moving your data into Workbooks CRM becomes easy and pain free.

And you can tap into our in-depth knowledge, experience and best practices. Workbooks technical architects, engineers and consultants help you build automations and integrations to external systems that fit perfectly around your business processes and help streamline your operations. From training to on-going support, we accompany you, step by step, throughout your entire journey, to ensure that you quickly get and continue getting value.

The buck stops with us! Our mission, is to make you successful, as individuals and as a business.


By using Workbooks award winning CRM you are guaranteed success.

  • NO need to acquire and integrate lots of other technologies, NO data silo, NO broken customer experience. Our CRM is fully scalable (so it can grow with your business), customizable and comes with more features out-of-the-box than most vendors, including Marketing Automation and order processing capabilities. Workbooks CRM supports the needs of all customer-facing functions, from sales to marketing, finance and customer service.

  • NO hidden costs: With one – all encompassing – licence fee per user, which starts at $34 per user per month, Workbooks offers a very cost-effective way of running your business.

  • NO third party influences during implementation. You can trust our US (Connecticut) based team to help get you up and running and ensures you get value quickly. ISO 27001 certified, Workbooks has successfully completed hundreds of CRM projects, helping clients turn their investment in CRM into real business outcomes.

  • NO vast amount of training needed to become an expert in the software. Designed for the small and medium size enterprises, Workbooks CRM is intuitive for fast and wide adoption. Our customers love it – they rate us #1 for client satisfaction, with the highest NPS score of all major vendors*.


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