Compare Workbooks CRM vs Freshbooks vs Xero vs Patriot Accounting

Overview

Key features

Pricing

Other Details

User reviews

Integratons

Media & Screenshots

Alternatives

	Workbooks CRM (163) Get Quote Get Quote	Freshbooks (1299) Get Quote Get Quote

Overview
Affiliate Disclosure

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	FreshBooks' cloud-based accounting software makes it easy for anyone to invoice, manage payments, and track time from anywhere. It's simple, clean interface means you can categorize and ... Read More
Entry Level Pricing	Starts from $39	Starts from $8 , monthly
Free Trial Availability	Get Free Trial	Get Free Trial
Spotsaas Score	9.0/10	9.6/10
User Ratings	4.5 (510)	4 (4589)
	Get Quote	Get Quote

Software Demo

Demo

Features

Total Features	17 Features	17 Features
Unique Features
	Get Quote	Get Quote

Pricing

Pricing Option
Starting From	$39	$8 , monthly
Pricing Plans	Not Available	Lite $8 /month Get Started Send invoices to 5 clients Track expenses in real time Create and send estimates Show more + Plus $13 /month Get Started Send invoices to 50 clients Track expenses in real time Create estimates Show more + Premium $24 /month Get Started Send invoices to unlimited clients Track expenses in real time Create estimates Show more + Browse all pricing plans
Pricing Page
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Other Details

Organization Types supported	Individuals Freelancers Medium Business Small Business Large Enterprises	Individuals Freelancers Medium Business Small Business Large Enterprises
Platforms Supported	Browser Based (Cloud) Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Browser Based (Cloud)	Browser Based (Cloud) Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Browser Based (Cloud)
Modes of support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Available	Available
	Get Quote	Get Quote

User Reviews

User Ratings	4.5 (based on 510 reviews)	4 (based on 4589 reviews)
Rating Distribution	Excellent 91 Very Good 57 Good 15 Poor 0 Terible 0	Excellent 1014 Very Good 186 Good 46 Poor 18 Terible 35
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	FreshBooks has proven to be an indispensable tool for small business owners, freelancers, and agencies seeking an easy-to-use, streamlined solution for invoicing, expense tracking, and basic ...Read more
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.	Intuitive and user-friendly interface, making it simple to set up and use even for non-accounting experts. Excellent customer support with responsive, knowledgeable, and patient account managers, frequently cited for their exceptional service. Effective for small and freelance businesses, particularly for tasks like invoicing, expense tracking, and bookkeeping. Offers valuable features like recurring billing, time tracking, project collaboration, and seamless payment integrations (e.g., PayPal, Stripe). Reporting functionalities and customizations are less robust compared to industry giants, limiting advanced financial analysis. Invoice customization options are relatively limited, which may not meet specific branding needs.
Positive Reviews	No reviews available for the product	No reviews available for the product
	Read reviews	Read reviews

Customers

Customers	Rotary TCMM	FreshBooks

Media and Screenshots

Screenshots	4 Screenshots	3 Screenshots
Videos	3 Videos	2 Videos

Alternatives

Alternatives	Salesforce Sales Cloud 4.4 Thryv 4.2 Pipedrive 4.5	Xero 4.2 Patriot Accounting Quickbooks 4.4

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 Freshbooks offer a Free Trial.

Workbooks CRM is designed for Medium Business and Small Business.

Freshbooks is designed for Freelancers, Medium Business and Small Business.

Pricing for Workbooks CRM Starts at $39/User/Month whereas for Freshbooks Starts at $8/month when monthly.

Some top alternatives to Workbooks CRM includes Salesforce Sales Cloud, Thryv, 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 Freshbooks includes Xero, Patriot Accounting, Quickbooks, Zoho Books, FreeAgent, QuickFile, HoneyBook, Zoho Invoice, Busy Accounting Software, QuickBooks Desktop Pro and Wave.

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

Compare Workbooks CRM vs Freshbooks vs Xero vs Patriot Accounting

Workbooks CRM

Freshbooks

OverviewAffiliate Disclosure

Software Demo

Features

Pricing

Other Details

User Reviews

Customers

Media and Screenshots

Alternatives

Frequently Asked Questions (FAQs)

Overview
Affiliate Disclosure