Creatio
vs
Workbooks CRM

Company size

Number of employees

Microenterprises (1-10)
Small business (11-100)
Medium-sized enterprises (101-500)
Large companies (500+)
Microenterprises (1-10)
Small business (11-100)
Medium-sized enterprises (101-500)
Large companies (500+)

Platform

Cloud service
On-premises
Mobile app
Cloud service
On-premises
Mobile app

Price information

Free trial
Price model module
Subscription price model
Price model license
Free trial
Price model module
Subscription price model
Price model license

Product features in CRM Software

API integration
Calendar integration & reminder
Call directly from CRM
Call lists
Contact/ prospect handling
Create documents & agreements
Dashboard - Sales overview
E-mail campaigns
e-signature
Education
Integrated sales processes
Lead generation via the web
Lead Score
Pipe management
Quote configurator/CPQ
Reminder
Retailers
Sales forecasts & data
Send newsletter from CRM
Social media integration
Track leads
API integration
Calendar integration & reminder
Call directly from CRM
Call lists
Contact/ prospect handling
Create documents & agreements
Dashboard - Sales overview
E-mail campaigns
e-signature
Education
Integrated sales processes
Lead generation via the web
Lead Score
Pipe management
Quote configurator/CPQ
Reminder
Retailers
Sales forecasts & data
Send newsletter from CRM
Social media integration
Track leads

Reviews

Pros

I particularly liked the intuitive low-code development, the high level of flexibility in process design, and the ability to combine CRM and workflow automation on a single central platform.
The flexibility of the tool

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Reviews

Cons

As the software offers a wide range of functions, it may take some time to get to grips with it. Furthermore, complex customisations may occasionally require technical expertise.
Creatio is not yet as well known as its competitors in the DACH region

Sorry, no data yet.

Workbooks CRM

Workbooks Online Ltd

Read more about Workbooks CRM