Vtiger vs Workbooks
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Vtiger offers more features (152 vs 23) and more integrations (17 vs 6). Starting price: Vtiger at $12/mo vs Workbooks at $30/mo. Vtiger has 151 unique features while Workbooks has 22 unique features, with 1 features in common.
| Vtiger | Workbooks | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 152 | 23 |
| AI-Powered Features | 11 | 1 |
| Starting Price | $12/mo | $30/mo |
| Pricing Tiers | 5 | 2 |
| Integrations | 17 | 6 |
| Shared Features | 1 | |
| Shared Integrations | 1 | |
| Data Quality | 95% | 70% |
Feature Comparison by Category
AI (11 vs 1)
| Feature | Vtiger | Workbooks |
|---|---|---|
| AI Bot Management | ||
| AI CRM | ||
| Agent Builder | ||
| Best Time to Contact | ||
| Calculus AI | ||
| Chatbot | ||
| Generative AI Designer | ||
| Meeting Aide | ||
| Natural Language Querying | ||
| Predictive AI Designer | ||
| Prompt Builder | ||
| Voice Assistants Integration |
Administration (9 vs 3)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Audit Trail | ||
| Connections | ||
| Customization | ||
| Data Storage | ||
| Duplicate Prevention | ||
| Import & Export | ||
| Layout Designer | ||
| Multi-Company Support | ||
| QR Code | ||
| Quality Audit | ||
| Server Scripts and Jobs | ||
| User Management |
Analytics (10 vs 1)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Contact Engagement Insights | ||
| Custom schedule reports | ||
| Customizable dashboards | ||
| Dashboard | ||
| Internal ticket Insights | ||
| Mapping Module | ||
| Performance Insights | ||
| Reports | ||
| Sales Insights | ||
| Support Insights | ||
| Targets |
Automation (9 vs 0)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Approvals | ||
| Business Process Automation | ||
| Flowcharts | ||
| Opportunity creation from Email | ||
| Organization creation from Email | ||
| Process Designer | ||
| Rules, Conditions, and Actions | ||
| Workflows | ||
| Workflows and Approvals |
Billing (3 vs 0)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Invoicing | ||
| Payment Tracking | ||
| Subscriptions |
CRM (0 vs 1)
| Feature | Vtiger | Workbooks |
|---|---|---|
| 360° Customer View |
Collaboration (8 vs 0)
| Feature | Vtiger | Workbooks |
|---|---|---|
| @Mentions | ||
| Actions - Alerts & Reminders | ||
| Calendar and Events | ||
| Comments | ||
| Direct messages | ||
| Documents | ||
| Inbox | ||
| Internal Collaboration |
Compliance (1 vs 0)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Consents for compliance |
Core (9 vs 0)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Document Engagement | ||
| Idle Alerts | ||
| Image Storage | ||
| Mobile App | ||
| Multi Currencies | ||
| Notifications | ||
| One View | ||
| Profile Scoring | ||
| Real-time Notifications |
Customer Service (0 vs 1)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Ticketing and Case Management |
Customization (0 vs 1)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Custom Records |
Finance (0 vs 2)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Documents |
Help Desk (22 vs 0)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Agent level business hours | ||
| Articles & FAQs | ||
| Business Hours | ||
| Case satisfaction survey | ||
| Cases | ||
| Chatflows | ||
| Conversations | ||
| Customer Portal | ||
| Email to Case | ||
| FAQs | ||
| First Response SLA | ||
| Internal Ticketing | ||
| Least Loaded Ticket Assignment | ||
| Live Chats | ||
| Live Web Chat |
Integration (6 vs 3)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Accounting and ERP Integration | ||
| Emails & Phone Integration | ||
| Facebook Leads Ads | ||
| Google + O365 Add-ins | ||
| Google Leads Form Extension integration | ||
| Microsoft Exchange / Outlook Integration | ||
| Office 365 Integration | ||
| Video conferencing integration | ||
| Zoom & Google Meet |
Inventory (5 vs 0)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Assets | ||
| Inventory | ||
| Purchase Order Management | ||
| Stockroom | ||
| Vendor Management |
Marketing (15 vs 2)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Autoresponders | ||
| Email Campaign Reports | ||
| Email Campaigns | ||
| Email Sequences | ||
| Email Template Builder | ||
| Email Templates | ||
| Events Management | ||
| Landing Pages | ||
| List Reports | ||
| Lists and Segments | ||
| Marketing Automation | ||
| SMS Campaigns | ||
| Scheduled Email Campaigns | ||
| Short URL | ||
| Social Module |
Mobile (2 vs 0)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Business Card Scanner | ||
| Voice Notes |
Productivity (2 vs 0)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Aide | ||
| Learning Management System (LMS) |
Project Management (11 vs 1)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Automated Time Tracking and Billing | ||
| Automated task end times | ||
| Gantt View | ||
| Kanban Board | ||
| Project Management | ||
| Project Templates | ||
| Project key metrics and analytics | ||
| Projects | ||
| Subtasks | ||
| Task dependencies | ||
| Tasks | ||
| Work Orders |
Reporting (0 vs 1)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Reports & Dashboards |
Sales (28 vs 5)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Action Center | ||
| Appointment Pages | ||
| CPQ - Configure, Price, and Quote | ||
| Contact Roles | ||
| Customize Sales Stages | ||
| Deal Kanban View | ||
| Deal Playbooks | ||
| Deal Room | ||
| Deals | ||
| Email tracking & real time notifications | ||
| Field Sales | ||
| Forecast & Quota | ||
| Idle Deal Alerts | ||
| Lead Auto-assignment & Routing | ||
| Lead Scoring |
Security (1 vs 1)
| Feature | Vtiger | Workbooks |
|---|---|---|
| Advanced Security | ||
| OTP Rules |
Unique Features
Only in Vtiger (151)
Connections
Customization
Duplicate Prevention
Import & Export
Layout Designer
QR Code
Quality Audit
Server Scripts and Jobs
User Management
Agent Builder
AI Bot Management
Best Time to Contact
Calculus AI
Chatbot
Generative AI Designer
Meeting Aide
Natural Language Querying
Predictive AI Designer
Prompt Builder
Voice Assistants Integration
+ 131 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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