Channeltivity vs Workbooks

Side-by-side comparison of features, pricing, and integrations.

Quick Verdict

Channeltivity offers more features (71 vs 23) and more integrations (7 vs 6). Starting price: Channeltivity at $1899/mo vs Workbooks at $30/mo. Channeltivity has 71 unique features while Workbooks has 23 unique features, with 0 features in common.

ChanneltivityWorkbooks
CategoryCRMCRM
Total Features7123
AI-Powered Features01
Starting Price$1899/mo$30/mo
Pricing Tiers32
Integrations76
Shared Features0
Shared Integrations0
Data Quality90%70%

Feature Comparison by Category

AI (0 vs 1)

FeatureChanneltivityWorkbooks
AI CRM

Administration (5 vs 3)

FeatureChanneltivityWorkbooks
Administration - Upload Logo and Colors
Audit Trail
Bulk User Creation
Custom Fields
Custom Legal Terms
Data Storage
Field Visibility and Requirement Settings
Multi-Company Support

Analytics (0 vs 1)

FeatureChanneltivityWorkbooks
Mapping Module

Automation (5 vs 0)

FeatureChanneltivityWorkbooks
Configurable Approval Workflow
Configurable Referral Workflow
Email Reminders
Event-Based Notifications
Intelligent Warnings and System Messages

CRM (0 vs 1)

FeatureChanneltivityWorkbooks
360° Customer View

Channel Marketing (8 vs 0)

FeatureChanneltivityWorkbooks
Auto-Populating Collateral
Co-Branded Collateral
Custom Fonts
High Quality Output
MDF Management
Self-Service Asset Setup
To-Partner Email Marketing
Unlimited PDF Assets

Channel Sales (8 vs 0)

FeatureChanneltivityWorkbooks
Automatic Deal Expiration
Deal Registration
Deal Registration Conversion
Deal Registration Form
Easy Lead Distribution
Lead Distribution
Referral Form
Referral and Commission Management

Content Management (3 vs 0)

FeatureChanneltivityWorkbooks
Content Scheduling
Custom Pages and Widgets
Resource Library

Core Platform (1 vs 0)

FeatureChanneltivityWorkbooks
Partner Portal

Customer Service (0 vs 1)

FeatureChanneltivityWorkbooks
Ticketing and Case Management

Customization (0 vs 1)

FeatureChanneltivityWorkbooks
Custom Records

Data Management (1 vs 0)

FeatureChanneltivityWorkbooks
CSV Partner Import

Finance (0 vs 2)

FeatureChanneltivityWorkbooks
Invoice Management
Multi-Currency Documents

Integration (0 vs 3)

FeatureChanneltivityWorkbooks
Accounting and ERP Integration
Microsoft Exchange / Outlook Integration
Office 365 Integration

Integrations (9 vs 0)

FeatureChanneltivityWorkbooks
API Integration
CRM Integration
Deal Registration Integration
Integration Log
Lead Distribution Integration
Partner Sync
Referrals Integration
SnapEngage Chat Integration
Visual Configuration and Field Mapping

Localization (2 vs 0)

FeatureChanneltivityWorkbooks
Automatic Translation
Multi-Language Support

Marketing (0 vs 2)

FeatureChanneltivityWorkbooks
Events Management
Marketing Automation

Partner Enablement (3 vs 0)

FeatureChanneltivityWorkbooks
Partner Recruitment
SCORM, AICC, cmi5 or xAPI Content
Training and Certification

Partner Management (8 vs 0)

FeatureChanneltivityWorkbooks
Contract Management with eSignatures
Custom Regions
Distributor Management
Joint Business Planning
Partner Database
Partner Managers
Partner Profiling
Partner Types

Partner Portal (3 vs 0)

FeatureChanneltivityWorkbooks
Discussion Forum
Embeddable Partner Locator Map
Search

Partner Recruitment (1 vs 0)

FeatureChanneltivityWorkbooks
Become a Partner Form

Project Management (0 vs 1)

FeatureChanneltivityWorkbooks
Project Management

Reporting (6 vs 1)

FeatureChanneltivityWorkbooks
Change History
Email Marketing Analytics
Partner Coverage Map
Partner Pipeline Forecasting
Reporting
Reports & Dashboards
Usage Analytics

Sales (0 vs 5)

FeatureChanneltivityWorkbooks
Opportunity Management
Order Management
Quotation Management
Sales Forecasting
Sales Order Processing

Security (8 vs 1)

FeatureChanneltivityWorkbooks
Advanced Security
Configurable Asset Permissions
Distributor Permissions
GDPR Compliance
Group-Based Permissions
Permissions-Based Content and Navigation
SAML 2.0 SSO
Security & Compliance
Single Sign-On (SSO)

Unique Features

Only in Channeltivity (71)

Administration - Upload Logo and Colors
Bulk User Creation
Custom Fields
Custom Legal Terms
Field Visibility and Requirement Settings
Configurable Approval Workflow
Configurable Referral Workflow
Email Reminders
Event-Based Notifications
Intelligent Warnings and System Messages
Auto-Populating Collateral
Co-Branded Collateral
Custom Fonts
High Quality Output
MDF Management
Self-Service Asset Setup
To-Partner Email Marketing
Unlimited PDF Assets
Automatic Deal Expiration
Deal Registration

+ 51 more unique features

Only in Workbooks (23)

Audit Trail
Data Storage
Multi-Company Support
AI CRM
Mapping Module
360° Customer View
Ticketing and Case Management
Custom Records
Invoice Management
Multi-Currency Documents
Accounting and ERP Integration
Microsoft Exchange / Outlook Integration
Office 365 Integration
Events Management
Marketing Automation
Project Management
Reports & Dashboards
Opportunity Management
Order Management
Quotation Management

+ 3 more unique features

Want to build your own alternative to Channeltivity or Workbooks?

Analyze it with Reap