Salesmate vs Workbooks
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Salesmate offers more features (108 vs 23) and more integrations (22 vs 6). Starting price: Salesmate at $23/mo vs Workbooks at $30/mo. Salesmate has 108 unique features while Workbooks has 23 unique features, with 0 features in common.
| Salesmate | Workbooks | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 108 | 23 |
| AI-Powered Features | 17 | 1 |
| Starting Price | $23/mo | $30/mo |
| Pricing Tiers | 4 | 2 |
| Integrations | 22 | 6 |
| Shared Features | 0 | |
| Shared Integrations | 2 | |
| Data Quality | 100% | 70% |
Feature Comparison by Category
AI (0 vs 1)
| Feature | Salesmate | Workbooks |
|---|---|---|
| AI CRM |
AI & Automation (11 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| AI Agent Credits | ||
| AI Autopilot | ||
| AI Co-pilot | ||
| AI Research | ||
| Auto Profile Enrichment | ||
| Automate Support | ||
| Communication Summarization | ||
| Compose Emails | ||
| Contact Insights | ||
| Sandy AI | ||
| Support Co-pilot |
Activity Management (2 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Activities | ||
| Sales Activity Tracking |
Administration (1 vs 3)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Audit Trail | ||
| Data Storage | ||
| Multi-Company Support | ||
| Team Management |
Analytics (0 vs 1)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Mapping Module |
Automation (6 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Auto Assignments | ||
| Extra Smart Flow Credits | ||
| Sequences | ||
| Smart Flows | ||
| Smart Queue |
CRM (0 vs 1)
| Feature | Salesmate | Workbooks |
|---|---|---|
| 360° Customer View |
Calendar (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Calendar Management |
Call Management (9 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Call Logging | ||
| Call Recordings | ||
| Call Trackers and Insights | ||
| Call Transcriptions | ||
| Click-to-Call | ||
| Conversation History | ||
| Power Dialer | ||
| Virtual Phone Numbers | ||
| Voicemail Drop |
Collaboration (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Team Inbox |
Communication (3 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Calling and Texting | ||
| Conversation Inbox | ||
| Texts |
Contact Management (3 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Bulk Actions | ||
| Contact Management | ||
| Filters / Segmentation / Search |
Customer Service (0 vs 1)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Ticketing and Case Management |
Customization (7 vs 1)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Calculated Fields | ||
| Custom Activity Types | ||
| Custom Fields | ||
| Custom Modules | ||
| Custom Records | ||
| Custom Validation Rules | ||
| Formula Fields | ||
| Multiple Currencies and Timezones |
Data Management (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Custom Duplicate Management |
Document Management (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Documents |
Email Analytics (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Email Metrics |
Email Integration (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| 2-Way Email Sync |
Email Management (6 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Bulk Emails | ||
| Dedicated IP Address | ||
| Email Subscription | ||
| Email Templates | ||
| Email Tracking | ||
| Integrated Inbox |
Email Marketing (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Email Campaign |
Finance (0 vs 2)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Documents |
Infrastructure (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Dedicated IP |
Integration (0 vs 3)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Accounting and ERP Integration | ||
| Microsoft Exchange / Outlook Integration | ||
| Office 365 Integration |
Lead Capture (2 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Web Form | ||
| Web Forms |
Lead Management (3 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Lead Scoring | ||
| MQL Scoring | ||
| Segmentation |
Marketing (0 vs 2)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Events Management | ||
| Marketing Automation |
Marketing Analytics (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Marketing Insights |
Marketing Automation (2 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Lead Nurturing | ||
| Text Campaigns |
Marketing Optimization (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| AB Testing |
Messaging (2 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Text & MMS | ||
| Text Messaging (SMS) |
Mobile (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Mobile CRM |
Project Management (0 vs 1)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Project Management |
Reporting (0 vs 1)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Reports & Dashboards |
Reporting & Analytics (13 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Activity Reports | ||
| Advanced Goal Management | ||
| Custom Dashboard and Reports | ||
| Custom Reports | ||
| Custom Views / Segments / Reports | ||
| Deal Pipeline Forecast | ||
| Detailed Analytics | ||
| Goal-Oriented Reports | ||
| Goals | ||
| Pipeline & Revenue Reports | ||
| Reports | ||
| Sales Activity Reports | ||
| Visual Sales Reports |
Sales (0 vs 5)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Opportunity Management | ||
| Order Management | ||
| Quotation Management | ||
| Sales Forecasting | ||
| Sales Order Processing |
Sales Management (5 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Deal Credit Split | ||
| Deal Management | ||
| Product & Quote Management | ||
| Product Management | ||
| Quotes |
Sales Pipeline (2 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Deal Pipeline Stages | ||
| Visual Sales Pipeline |
Scheduling (2 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Meeting Scheduler | ||
| Schedule Meetings |
Security (0 vs 1)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Advanced Security |
Security & Compliance (1 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Audit Logs |
Security & Permissions (4 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Field-Based Permissions | ||
| IP Restriction | ||
| SSO | ||
| User Roles and Access Control |
Support & Training (4 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| 24x7 Support | ||
| Dedicated Account Manager | ||
| Dedicated Onboarding Consultation | ||
| Quarterly Business Review |
Support Analytics (3 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| CSAT / CES Surveys | ||
| Satisfaction Reports | ||
| Surveys |
Support Management (6 vs 0)
| Feature | Salesmate | Workbooks |
|---|---|---|
| Chat | ||
| Knowledge Management | ||
| SLAs | ||
| Service Level Agreements | ||
| Social Media Support | ||
| Ticket Management |
Unique Features
Only in Salesmate (108)
Activities
Sales Activity Tracking
Team Management
AI Agent Credits
AI Autopilot
AI Co-pilot
AI Research
Auto Profile Enrichment
Automate Support
Communication Summarization
Compose Emails
Contact Insights
Sandy AI
Support Co-pilot
Auto Assignments
Extra Smart Flow Credits
Sequences
Sequences
Smart Flows
Smart Queue
+ 88 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
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