Freshsales vs Workbooks
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Freshsales offers more features (75 vs 23) and more integrations (10 vs 6). Starting price: Freshsales at $9/mo vs Workbooks at $30/mo. Freshsales has 74 unique features while Workbooks has 22 unique features, with 1 features in common.
| Freshsales | Workbooks | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 75 | 23 |
| AI-Powered Features | 11 | 1 |
| Starting Price | $9/mo | $30/mo |
| Pricing Tiers | 4 | 2 |
| Integrations | 10 | 6 |
| Shared Features | 1 | |
| Shared Integrations | 1 | |
| Data Quality | 95% | 70% |
Feature Comparison by Category
AI (11 vs 1)
| Feature | Freshsales | Workbooks |
|---|---|---|
| AI CRM | ||
| Contact Scoring | ||
| Contact Scoring by Freddy AI | ||
| Deal Insights by Freddy AI | ||
| Deduplication by Freddy | ||
| Forecasting Insights by Freddy AI | ||
| Freddy AI | ||
| Freddy AI Agent | ||
| Lead generation bot | ||
| Out-of-office detection | ||
| Rephrase, Expand, and Enhance text by Freddy AI | ||
| Sales Emails by Freddy AI |
Administration (0 vs 3)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Audit Trail | ||
| Data Storage | ||
| Multi-Company Support |
Analytics (6 vs 1)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Attribution Reports | ||
| Conversion Reports | ||
| Curated Reports | ||
| Custom Reports | ||
| Mapping Module | ||
| Standard Reports | ||
| Win-loss Analysis |
Automation (5 vs 0)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Advanced Workflows | ||
| Auto-assignment Rules | ||
| Basic Workflows | ||
| Sales Sequences | ||
| Workflows for Custom Modules |
CRM (0 vs 1)
| Feature | Freshsales | Workbooks |
|---|---|---|
| 360° Customer View |
Communication (11 vs 0)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Apple Business Chat | ||
| Bring Your Own Carrier (B.Y.O.C) | ||
| Built-in Chat, Email, & Phone | ||
| Chat Campaigns | ||
| Contextual Collaboration with Slack | ||
| Email Integration | ||
| Email Templates | ||
| Internal Notifications | ||
| Phone Integration | ||
| SMS Integration | ||
| WhatsApp Business Integration |
Context (5 vs 0)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Activity Timeline | ||
| Auto-profile Enrichment | ||
| Details Section | ||
| Highlight Cards | ||
| Summary Section |
Customer Service (0 vs 1)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Ticketing and Case Management |
Customization (11 vs 1)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Advanced Custom Fields | ||
| Audit Logs | ||
| Contact Lifecycle Stages | ||
| Custom Fields | ||
| Custom Modules | ||
| Custom Records | ||
| Custom Roles | ||
| Custom Sales Activities | ||
| Field-level Permissions | ||
| Multi-currency and Multi-language | ||
| Record Types | ||
| Sandbox |
Finance (0 vs 2)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Documents |
Integration (0 vs 3)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Accounting and ERP Integration | ||
| Microsoft Exchange / Outlook Integration | ||
| Office 365 Integration |
Integrations (3 vs 0)
| Feature | Freshsales | Workbooks |
|---|---|---|
| API Access | ||
| Freshworks Marketplace | ||
| Webhooks |
Marketing (0 vs 2)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Events Management | ||
| Marketing Automation |
Marketing Automation (7 vs 0)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Conversion Rate Optimization | ||
| Landing Pages | ||
| Marketing Journey Builder | ||
| Marketing Lists | ||
| Segments | ||
| Visual Email Builder | ||
| Web Forms |
Mobile (7 vs 0)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Check-in | ||
| Gmail Add-on | ||
| Google Maps Integration | ||
| Mobile App | ||
| Offline Mode | ||
| Outlook Add-on | ||
| Voice Notes |
Pipeline Management (7 vs 0)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Kanban View | ||
| Multiple Sales Pipelines | ||
| Product Catalog | ||
| Rotten Deals | ||
| Sales Forecasting | ||
| Sales Goals | ||
| Territory Management |
Productivity (2 vs 0)
| Feature | Freshsales | Workbooks |
|---|---|---|
| CPQ License | ||
| Task Management |
Project Management (0 vs 1)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Project Management |
Reporting (0 vs 1)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Reports & Dashboards |
Sales (0 vs 5)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Opportunity Management | ||
| Order Management | ||
| Quotation Management | ||
| Sales Forecasting | ||
| Sales Order Processing |
Security (0 vs 1)
| Feature | Freshsales | Workbooks |
|---|---|---|
| Advanced Security |
Unique Features
Only in Freshsales (74)
Contact Scoring
Contact Scoring by Freddy AI
Deal Insights by Freddy AI
Deduplication by Freddy
Forecasting Insights by Freddy AI
Freddy AI
Freddy AI Agent
Lead generation bot
Out-of-office detection
Rephrase, Expand, and Enhance text by Freddy AI
Sales Emails by Freddy AI
Attribution Reports
Conversion Reports
Curated Reports
Custom Reports
Standard Reports
Win-loss Analysis
Advanced Workflows
Auto-assignment Rules
Basic Workflows
+ 54 more unique features
Only in Workbooks (22)
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
+ 2 more unique features
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