SugarCRM vs Workbooks
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
SugarCRM offers more features (51 vs 23) and more integrations (11 vs 6). Starting price: SugarCRM at $375/mo vs Workbooks at $30/mo. SugarCRM has 50 unique features while Workbooks has 22 unique features, with 1 features in common.
| SugarCRM | Workbooks | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 51 | 23 |
| AI-Powered Features | 7 | 1 |
| Starting Price | $375/mo | $30/mo |
| Pricing Tiers | 10 | 2 |
| Integrations | 11 | 6 |
| Shared Features | 1 | |
| Shared Integrations | 0 | |
| Data Quality | 95% | 70% |
Feature Comparison by Category
AI (6 vs 1)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| AI CRM | ||
| Chat & Chatbot | ||
| Generative AI | ||
| Intelligent Lead Prioritization | ||
| Revenue Intelligence | ||
| Sentiment Analysis | ||
| Smart Guides |
Administration (0 vs 3)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Audit Trail | ||
| Data Storage | ||
| Multi-Company Support |
Analytics (0 vs 1)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Mapping Module |
Automation (2 vs 0)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Business Process Management | ||
| SugarBPM |
CRM (0 vs 1)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| 360° Customer View |
Collaboration (1 vs 0)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Activity Streams |
Core CRM (4 vs 0)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Accounts & Contact Management | ||
| Activity Management | ||
| File & Data Storage | ||
| Search, Filters and Tagging |
Customer Service (8 vs 1)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Bug Tracking | ||
| Case Management | ||
| Customer Self-Service Portal | ||
| Knowledge Base Management | ||
| Omnichannel Engagement | ||
| SLA Management | ||
| Service Agent Console | ||
| Service Agent Workplace | ||
| Ticketing and Case Management |
Customization (1 vs 1)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| CRM Customization and Configuration | ||
| Custom Records |
Data (1 vs 0)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Data Enrichment |
Finance (0 vs 2)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Documents |
Integration (6 vs 3)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Accounting and ERP Integration | ||
| DocuSign Connector | ||
| G Suite Integration | ||
| LinkedIn Connector | ||
| Mail & Calendar Integration | ||
| Microsoft Exchange / Outlook Integration | ||
| Office 365 Integration | ||
| Slack Connector | ||
| Social CRM |
Localization (2 vs 0)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Multicurrency Support | ||
| Multilingual Support |
Marketing (6 vs 2)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Buyer's Journey Tracking | ||
| Campaign Management | ||
| Dynamic Email Content | ||
| Events Management | ||
| Landing Pages & Lead Forms | ||
| Marketing Automation | ||
| Nurture Campaigns | ||
| Webinars & Events |
Mobile (2 vs 0)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Mobile CRM Maps | ||
| Mobility |
Project Management (1 vs 1)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Project Management |
Reporting (3 vs 1)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| News Feeds | ||
| ROI Tracking | ||
| Reporting & Analytics | ||
| Reports & Dashboards |
Sales (7 vs 5)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Enhanced Forecasting | ||
| Geo Mapping | ||
| Guided Selling | ||
| Lead & Opportunity Management | ||
| Lead Management | ||
| Opportunity Management | ||
| Order Management | ||
| Pipeline Management | ||
| Quotation Management | ||
| Quote Management | ||
| Sales Forecasting | ||
| Sales Order Processing |
Security (1 vs 1)
| Feature | SugarCRM | Workbooks |
|---|---|---|
| Advanced Security | ||
| Teams, Roles and Security |
Unique Features
Only in SugarCRM (50)
Chat & Chatbot
Generative AI
Intelligent Lead Prioritization
Revenue Intelligence
Sentiment Analysis
Smart Guides
Business Process Management
SugarBPM
Activity Streams
Accounts & Contact Management
Activity Management
File & Data Storage
Search, Filters and Tagging
Bug Tracking
Case Management
Customer Self-Service Portal
Knowledge Base Management
Omnichannel Engagement
Service Agent Console
Service Agent Workplace
+ 30 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
Reports & Dashboards
Opportunity Management
Order Management
Quotation Management
Sales Forecasting
+ 2 more unique features
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