Dooly vs Workbooks CRM vs Bigin by Zoho CRM vs Creatio CRM Comparison
Dooly
Starting at $25 /User/Month
- Free Trial
- Large Enterprises
- Medium Business
Dooly is a sales engagement tool that brings intelligence into the way people communicate with each other via emails. Dooley visualizes communication patterns and generates reports providing feedback on the quality of em…
Workbooks CRM
Starting at $39 /User/Month
- Free Trial
- Medium Business
- Small Business
Workbooks CRM is a cloud-based platform for small to medium-sized businesses that need CRM, marketing, order management, and customer support in one tool without enterprise-tier pricing. It covers the full revenue cycle…
Bigin by Zoho CRM
Starting at $7 /User/Month
- Free Trial
- Small Business
Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to get productive within a day wi…
Creatio CRM
Starting at $40 /user/month
- Large Enterprises
- Medium Business
Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It brings together sales, marketing, c…
Dooly leads on user satisfaction with a 5.0-star rating across 490 reviews.
Dooly vs Workbooks CRM vs Bigin by Zoho CRM vs Creatio CRM — at a glance
| Feature | Dooly | Workbooks CRM | Bigin by Zoho CRM | Creatio CRM |
|---|---|---|---|---|
| Rating | 5.0 / 5 | 4.3 / 5 | 4.6 / 5 | — |
| Reviews | 490 | 159 | 243 | — |
| Starting price | $25 /User/Month | $39 /User/Month | $7 /User/Month | $40 /user/month |
| Free trial | Yes | Yes | Yes | No |
| Free version | No | No | No | No |
| Best for | Large Enterprises, Medium Business, Small Business | Medium Business, Small Business | Small Business | Large Enterprises, Medium Business |
| Category | Sales Enablement Software | CRM Software | CRM Software | CRM Software |
| Integrations | — | — | — | 5+ apps |
| Platforms | SaaS/Web/Cloud | SaaS/Web/Cloud, Mobile - iOS | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac, Browser Based (Cloud), Mobile - Windows |
| API | — | Available | Available | Available |
| Support modes | Business Hours | 24/7 (Live rep), Business Hours, Online | Business Hours, Online | Online |
| Certifications | SOC 2, GDPR | GDPR | — | SOC 2, HIPAA, GDPR, ISO 27001 |
| Data residency | US | US | Global | United States, United Kingdom, Australia, European Union |
Key differences between Dooly and Workbooks CRM
- Pricing: Dooly starts at $25 /User/Month, while Workbooks CRM starts at $39 /User/Month.
- Target audience: Dooly is built for Large Enterprises and Medium Business, while Workbooks CRM targets Medium Business and Small Business.
- User satisfaction: Dooly scores higher with a 5.0-star average.
- Deployment: Dooly supports SaaS/Web/Cloud; Workbooks CRM supports SaaS/Web/Cloud, Mobile - iOS.
Compare Dooly vs Workbooks CRM vs Bigin by Zoho CRM vs Creatio CRM — and walk away knowing which one fits.
Which tool fits your team best
Which is actually cheaper for your team size
Where each product wins, per real buyers
Most Sales Enablement Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.
Biggest differences
Features
Pricing
Buying details
Security
Buyer feedback
Integrations
Product tour
Other options
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Biggest differences
Start here before you go deeper into features.
Best for sales teams needing streamlined Salesforce-integrated note-taking.
- You want seamless Salesforce integration to reduce manual data entry.
- Your team benefits from real-time note-taking directly within the CRM.
- You need customizable email templates to standardize sales communication.
- Your sales team relies heavily on mobile apps for sales enablement.
- You require a highly intuitive tool with minimal learning curve.
Medium Business, Small Business
Small Business
Large Enterprises, Medium Business
Dooly typically suits Large Enterprises and Medium Business. Workbooks CRM tends to fit Medium Business and Small Business better. The right choice depends on your team size, workflow, and whether a free trial matters.
Description | Dooly is a sales engagement tool that brings intelligence into the way people communicate with each other via emails. Dooley visualizes communication patterns and generates reports ... Read More about Dooly | Workbooks CRM is a cloud-based platform for small to medium-sized businesses that need CRM, marketing, order management, and customer support in one tool without enterprise-tier pricing. It ... Read More about Workbooks CRM | Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to ... Read More about Bigin by Zoho CRM | Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It ... Read More about Creatio CRM |
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SpotScoreWhat's this? ↗ | 9.0/10 | 9.0/10 | 9.0/10 | Not Available |
User RatingsBased on verified Spotsaas reviews | ||||
Best Company Size | 50-500 employeesMedium to Large Enterprises | — | — | 50–10,000+ employees |
Get pricing help | Get pricing help |
Where each option fits best
See where each product is strongest, which teams it fits, and what causes buyers to keep looking — before you commit.
Based on buyer reviews and verified product data collected by Spotsaas.
Key strengths
- Simplified Note-Taking: With Dooly, we can easily capture meeting notes and insights in real-time, so nothing important gets missed. This feature improves productivity and strengthens collaboration across teams.
- CRM Integration: Dooly integrates with popular CRM systems, letting you update client information and track interactions without leaving the platform. This saves time and eliminates the need to switch between multiple applications.
- Customizable Templates: You can create and use customizable templates to standardize your processes. This keeps consistency in your communications and lets you focus on delivering value rather than getting bogged down in formatting.
No key benefits available yet.
No key benefits available yet.
- Advanced Workflow Automation: Creatio supports end-to-end workflow automation through triggers, rules, approvals, and task orchestration. Repetitive actions such as follow-ups, lead routing, and status updates can run automatically. This reduces manual effort, minimizes errors, and keeps processes following defined standards, improving efficiency across departments.
- AI-Driven Insights and Analytics: Creatio uses AI-driven analytics to surface trends, predict outcomes, and recommend next actions. Teams can monitor performance, forecast revenue, and identify bottlenecks using real-time dashboards. These insights help decision-makers prioritize tasks, improve planning accuracy, and adjust strategies based on actual operational data rather than assumptions.
- Scalable for Growing Organizations: Creatio is designed to support growing teams, complex workflows, and increasing data volumes. Organizations can expand usage across departments, regions, and business units without changing platforms. Its modular structure allows teams to add features, integrations, and automation gradually as operational needs become more advanced.
Best fit
- 50 to 500 employees
- Sales Automation, SaaS, Revtech, Consulting, and Martech
- Sales Managers, Account Executives, Business Development Representatives, and CRM Administrators
No best-fit guidance available yet.
No best-fit guidance available yet.
- 50–10,000+ employees
- Banking & Financial Services, Insurance, Telecommunications, Healthcare, Manufacturing, Real Estate, Professional Services, IT Services, Public Sector, Education
- Sales Manager, CRM Manager, Revenue Operations Manager, Marketing Operations Manager, Customer Service Manager, Business Process Manager, Digital Transformation Lead, CIO
Reasons buyers look elsewhere
- Users may seek alternatives to Dooly if they require more customizable features or integrations with specific tools that better align with their existing workflows and processes.
- Teams looking for a more budget-friendly solution might explore alternatives that offer similar functionalities at a lower cost, making it easier to manage expenses.
- Organizations focused on data security and compliance may consider other options that provide enhanced privacy controls or meet specific regulatory requirements that Dooly may not fully address.
No alternatives guidance available yet.
No alternatives guidance available yet.
- While Creatio has integrations and a marketplace, users who require deep connectivity with certain niche tools or large ecosystems (e.g., extensive third-party apps) may choose alternatives with broader out-of-the-box integrations.
- Creatio’s pricing and feature tiers are structured for mid-sized to larger businesses. Smaller teams or budget-constrained startups may opt for alternatives offering essential CRM capabilities at lower costs without advanced automation overhead.
- Though no-code, Creatio’s workflow builder and extensive features can feel overwhelming without training. Teams with limited CRM experience might gravitate toward platforms with more intuitive interfaces or guided onboarding to reduce ramp-up time.
Software Demo
Demo | Dooly has not given any software demo yet If you're the owner of this profile, add your demo.Contact us |
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How do Dooly, Workbooks CRM, Bigin by Zoho CRM and Creatio CRM Compare on Features?
Total Features | 11 Features | 17 Features | 10 Features | 78 Features |
|---|---|---|---|---|
Unique Features | No unique features | No unique features | No unique features | No unique features |
Get Quote | Get Quote |
Compare Dooly, Workbooks CRM, Bigin by Zoho CRM and Creatio CRM on pricing
Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.
Other Details
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Get help choosing | Get help choosing |
Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
SOC 2 | ✓ Yes | — |
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HIPAA | ✗ No | ✗ No |
GDPR | ✓ Yes | ✓ Yes |
ISO 27001 | — | — |
Single Sign-On (SSO) | ✓ Yes | ✓ Yes |
Multi-Factor Auth (MFA) | ✓ Yes | — |
Data Encryption | ✓ Yes | ✓ Yes |
Audit Logs | ✓ Yes | — |
Data Residency | 🇺🇸 US | 🇺🇸 US |
Dooly vs Workbooks CRM vs Bigin by Zoho CRM User Reviews & Rating Comparison
User Ratings | No reviews available for the product | |||
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Rating Distribution | No reviews available for this product | |||
Spotsaas Editor’s POV generated by AI | Buyer sentiment Users generally praise Dooly for its Salesforce integration and note-taking efficiency, though some report syncing issues and a learning curve. What buyers like
Common complaints
| Buyer sentiment Buyer sentiment is positive across 163 reviews, with strong overall satisfaction. What buyers like
Common complaints
| Buyer sentiment Buyer sentiment is very strong across 279 reviews, with consistently positive feedback. What buyers like
Common complaints
| What buyers like
Common complaints
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Pros and Cons |
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Positive Reviews | No reviews available for the product | No reviews available for the product | No reviews available for the product | No reviews available for the product |
Integrations
Integration with other apps | No Integration information available. | No Integration information available. | No Integration information available. |
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List of Customers
Customers | ![]() Procore ![]() Envoy ![]() Instapage | Rotary ![]() TCMM | ![]() Antech Microsystem Pvt.Ltd ![]() Investacc ![]() Hire | ![]() Nasdaq ![]() Colgate-Palmolive ![]() ENT Credit Union |
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Media and Screenshots
Screenshots | ![]() 4 Screenshots | ![]() 4 Screenshots |
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Videos | No videos available. | ![]() 3 Videos |
Alternatives
Related Blogs and Articles for Crm Software
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Frequently asked questions
- Which is better, Dooly or Workbooks CRM?
- Dooly edges out the other on user ratings (5.0 vs 4.3). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do Dooly and Workbooks CRM offer a free trial?
- Yes, both Dooly and Workbooks CRM offer a free trial.
- What is the starting price of Dooly vs Workbooks CRM?
- Dooly starts at $25 /User/Month. Workbooks CRM starts at $39 /User/Month.
- What are the top alternatives to Dooly?
- Top alternatives to Dooly include Agentforce Sales (formerly Salesforce Sales Cloud), SalesCRM, Scratchpad, Sellf CRM, Snapforce CRM.
- What are the top alternatives to Workbooks CRM?
- Top alternatives to Workbooks CRM include Bigin by Zoho CRM, Creatio CRM, ClickUp, Zoho CRM, Agentforce Sales (formerly Salesforce Sales Cloud).































