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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
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.

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

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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