Sage Sales Management vs Workbooks
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Sage Sales Management offers more features (52 vs 23) and more integrations (15 vs 6). Starting price: Sage Sales Management at Contact Sales vs Workbooks at $30/mo. Sage Sales Management has 51 unique features while Workbooks has 22 unique features, with 1 features in common.
| Sage Sales Management | Workbooks | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 52 | 23 |
| AI-Powered Features | 7 | 1 |
| Starting Price | Contact Sales | $30/mo |
| Pricing Tiers | 4 | 2 |
| Integrations | 15 | 6 |
| Shared Features | 1 | |
| Shared Integrations | 0 | |
| Data Quality | 95% | 70% |
Feature Comparison by Category
AI (6 vs 1)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| AI CRM | ||
| Advanced Email Assistant | ||
| Custom Assistant | ||
| Email Summary | ||
| Sage Copilot | ||
| Smart Customer Summary | ||
| Smart Voice Report |
Activity Management (2 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Activity Tracking | ||
| Team Activity Tracking |
Administration (3 vs 3)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Audit Trail | ||
| Data Storage | ||
| Flat Hierarchy | ||
| Multi-Company Support | ||
| Professional Administration | ||
| Team Hierarchy |
Analytics (0 vs 1)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Mapping Module |
CRM (0 vs 1)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| 360° Customer View |
Communication (2 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| NewsManager | ||
| Video Calls |
Core CRM (2 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Cloud CRM | ||
| Relationship Management |
Customer Service (0 vs 1)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Ticketing and Case Management |
Customization (4 vs 1)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Brand Personalization | ||
| Custom Fields | ||
| Custom Multi-Step Forms | ||
| Custom Records | ||
| Custom Widgets |
Data Entry (1 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Business Card Scanner |
Data Management (4 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Advanced Bulk Updates | ||
| CSV Import/Export | ||
| Data Storage | ||
| File Storage |
Finance (0 vs 2)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Documents |
Integration (8 vs 3)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| API Access | ||
| Accounting and ERP Integration | ||
| Active Directory Integration | ||
| Custom Integrations | ||
| ERP Integration | ||
| Email and Calendar Sync | ||
| Microsoft Exchange / Outlook Integration | ||
| Microsoft Teams App | ||
| Microsoft Teams Integration | ||
| Office 365 Integration | ||
| Zapier/Make Integration |
Localization (1 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Multi-Currency Support |
Marketing (2 vs 2)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Events Management | ||
| Marketing Automation | ||
| Marketing Impact | ||
| Sales Campaigns |
Mobile (5 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Geolocalized Visits | ||
| Geolocated Opportunities | ||
| Geolocation Bulk Upload | ||
| Mobile CRM | ||
| Offline Availability |
Multi-tenancy (1 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Business Units |
Productivity (1 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Calendar and Tasks |
Project Management (0 vs 1)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Project Management |
Reporting (0 vs 1)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Reports & Dashboards |
Reporting & Analytics (1 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Sales and Activity Analysis |
Sales (0 vs 5)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Opportunity Management | ||
| Order Management | ||
| Quotation Management | ||
| Sales Forecasting | ||
| Sales Order Processing |
Sales Management (7 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| GoalManager | ||
| Multiple Opportunity Pipelines | ||
| Opportunity Pipeline | ||
| Product Catalog | ||
| Quotes & Orders | ||
| Sales Accelerator | ||
| SignatureManager |
Security (1 vs 1)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Advanced Security | ||
| SSO (Single Sign-On) |
Support (1 vs 0)
| Feature | Sage Sales Management | Workbooks |
|---|---|---|
| Premium Support |
Unique Features
Only in Sage Sales Management (51)
Activity Tracking
Team Activity Tracking
Flat Hierarchy
Professional Administration
Team Hierarchy
Advanced Email Assistant
Custom Assistant
Email Summary
Sage Copilot
Smart Customer Summary
Smart Voice Report
NewsManager
Video Calls
Cloud CRM
Relationship Management
Brand Personalization
Custom Fields
Custom Multi-Step Forms
Custom Widgets
Business Card Scanner
+ 31 more unique features
Only in Workbooks (22)
Audit Trail
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
Sales Forecasting
+ 2 more unique features
View Sage Sales Management details View Workbooks details Sage Sales Management alternatives Workbooks alternatives
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