Project Description


SugarCRM is a US company whose heritage is in the OpenSource Community. So before considering SugarCRM you first need to decide if you want to go down the OpenSource route and build out the platform yourself or use SugarCRM’s commercial offering. Because of its heritage, Sugar has grown-up with lots of plug-ins built by third-party developers and an eco-system of partners who make their money extensively customizing SugarCRM to meet customers requirements. This is why SugarCRM is often adopted by organizations with large IT teams and budgets. 

When it comes to comparing SugarCRM to Workbooks, our customers tend to agree on the following:

  • License Costs:  Workbooks is significantly less expensive than SugarCRM.

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

  • Reliability: In terms of being able to work quickly and efficiently, Workbooks is a more reliable system than that of SugarCRM*.


Licence Cost

Our entry level pricing for CRM Edition, which include sales and customer support, starts at $34 per user, per month.

Order processing & invoicing is included in our Business Edition at $71 per user per month.

Licence prices start at $80 a month per user for Sugar Sell, three times the cost of Workbooks CRM.  

Sugar Serve is an additional cost which also costs $80 per user per month.

Functionality Workbooks CRM is easy to set up with customer satisfaction in this area at 81%*.

Workbooks features are rated higher than SugarCRM’s in every single category* with up to 10 points difference:

  • Marketing automation
  • Salesforce automation
  • Customer support
  • Reporting & analytics
  • Mobile & Social

The Workbooks platform is also rated higher for customization, workflow capability, test environment, content & document management, performance, integration.*

88% of Workbooks’ customers find the system to be reliable and fast running*.

Only 74% of Sugar CRM customers said they were satisfied with the software set up*.

SugarCRM have only recently (Spring 2019) added marketing automation capabilities to their platform with the acquisition of Salesfusion. Time will tell how well the solution will be integrated in their existing portfolio.

Sugar CRM scored 77% for reliability.*

Satisfaction / NPS

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

85% of customers are likely to recommend Workbooks*.

88% of customers says Workbooks are easy to do business with*. 

Workbooks Net Promoter Score (NPS) is 43, the highest in its category*.

In comparison, Sugar CRM were only rated at 69% for going in the right direction by their customers*.

Only 72% of Sugar CRM customers are likely to recommend*.

Only 79% of Sugar CRM customers feel that SugarCRM is an easy business to work with*.

SugarCRM NPS is 5 (range from -100 to +100)*.

*G2 CRM Summer report 2019

g2 report 2020

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

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Our customers typically use Workbooks CRM solution for:

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 spend hundreds of pounds to cover all your customer-facing departments’ needs. Our licence fee starts at $34 per user per month and most features come straight out-of-the-box to cover marketing, sales, order processing & invoicing and customer support.

  • NO third party influences and no hidden costs during implementation. You can trust our US (Connecticut) based team to help get you up and running and ensure 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.


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