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Compare Workbooks CRM vs Dooly

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Dooly - Sales Enablement Software
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Overview

Description

Workbooks CRM is a comprehensive Customer Relationship Management solution for small to medium businesses. It allows you to manage your prospects and customers, call management, marketing, ... Read More

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

Entry Level Pricing
  • Starts from $39
  • Starts from $25 , Billed Yearly
Free Trial Availability
Spotsaas Score

9.0/10

9.0/10

User Ratings
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Software Demo

Demo

Dooly has not given any software demo yet

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Features

Total Features

17 Features

11 Features

Unique Features
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      Pricing

      Pricing Option
          Starting From
          • $39
          • $25 , Billed Yearly
          Pricing Plans
          • Not Available
          • Starter

            • Notes that sync to Salesforce

            • 10x faster pipeline editor

            • Connect all your tools

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          • Teams

            • Includes features of Free plan, plus

            • Full note history

            • Advanced pipeline editor

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          • Enterprise

            • Includes features of Teams plan, plus

            • Assigned CSM

            • Customized team training

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          Other Details

          Organization Types supported
          • Freelancers
          • Large Enterprises
          • Medium Business
          • Small Business
          • Individuals
          • Freelancers
          • Large Enterprises
          • Medium Business
          • Small Business
          • Individuals
          Platforms Supported
          • Browser Based (Cloud)
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Mobile - Android
          • Browser Based (Cloud)
          • Browser Based (Cloud)
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Mobile - Android
          • Browser Based (Cloud)
          Modes of support
          • 24/7 (Live rep)
          • Business Hours
          • Online
          • 24/7 (Live rep)
          • Business Hours
          • Online
          API Support
          • Available
          • Not Available
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          User Reviews

          User Ratings
          Rating Distribution

          Excellent

          91

          Very Good

          57

          Good

          15

          Poor

          0

          Terible

          0

          Excellent

          524

          Very Good

          6

          Good

          0

          Poor

          0

          Terible

          0

          Expert's Review generated by AI

          Workbooks has emerged as a versatile, robust, and highly customizable CRM solution, particularly well-suited for small to medium-sized enterprises (SMEs). Praised for its flexibility, ...Read more

          No Expert ai Review available for the product

          Pros and Cons
          • Highly customizable platform, enabling users to tailor the CRM to fit specific business processes and goals.

          • Affordable and ideal for small to medium-sized businesses, with no hefty costs for essential functionalities.

          • Streamlines business operations across departments, connecting sales, marketing, and finance on one unified platform.

          • Intuitive user interface, making it easy to learn and navigate, even for non-tech-savvy users.

          • Configuration and setup can be time-consuming, and a learning curve exists, especially for creating customized reports.

          • Limited out-of-the-box integrations with popular tools like Tableau, SurveyMonkey, or BI platforms, which restricts advanced connectivity.

          • Effortlessly integrates with Salesforce, significantly reducing the time required for data entry and updates.

          • Streamlines note-taking and pipeline management, helping sales professionals remain organized and efficient.

          • Bulk updates for Salesforce fields save hours of administrative tasks each week.

          • Intuitive templates simplify note-taking and ensure standardization across teams.

          • Occasional syncing issues with Salesforce, leading to delays or rework.

          • Initial learning curve for new users, with some features feeling less intuitive.

          Positive Reviews

          No reviews available for the product

          No reviews available for the product

          Customers

          Customers
          Rotary

          Rotary

          TCMM

          TCMM

          Procore

          Procore

          Envoy

          Envoy

          Instapage

          Instapage

          Media and Screenshots

          Screenshots
          Finance Screen

          4 Screenshots

          Playbook

          4 Screenshots

          Videos
          video-0

          3 Videos

          No videos available.

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          Frequently Asked Questions (FAQs)

          Stuck on something? We're here to help with all the questions and answers in one place.

          Yes, both Workbooks CRM and Dooly offer a Free Trial.

          Workbooks CRM is designed for Medium Business and Small Business.

          Dooly is designed for Large Enterprises, Medium Business and Small Business.

          Pricing for Workbooks CRM Starts at $39/User/Month whereas for Dooly Starts at $25/User/Month when Billed Yearly.

          Some top alternatives to Workbooks CRM includes Thryv, monday sales CRM by monday.com, Pipedrive, Zoho CRM, Vendasta, ClickUp, Salesforce, SalesCRM, SimpleCRM, CRM.me, Second CRM, MyBusiness CRM, DigitalCRM.com, Cool Life CRM, LOGICRM and CRM.io by 500apps.

          Some top alternatives to Dooly includes Salesforce, SalesCRM, Scratchpad, Sellf CRM, Snapforce CRM, SAP Sales Cloud, Showell, Salesforce Sales Cloud, Salescamp and Salesvue.

          Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].