Which is better, Workbooks CRM or UPilot?

Workbooks CRM edges out UPilot based on user ratings across 510 reviews. That said, the best pick depends on your workflow — UPilot may be a stronger fit for specific team sizes or use cases. Review the full comparison to decide.

What are the main differences between Workbooks CRM and UPilot?

Key differences between Workbooks CRM and UPilot include pricing (Workbooks CRM starts at $39 vs UPilot at $29); target audience (Workbooks CRM targets Medium Business while UPilot serves Large Enterprises). Use the Spotsaas comparison table to evaluate each dimension before deciding.

Do both Workbooks CRM and UPilot offer a Free trial?

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

Who are the typical users of Workbooks CRM?

Workbooks CRM is designed for Medium Business, Small Business.

Who are the typical users of UPilot?

UPilot is designed for Large Enterprises, Medium Business, Small Business.

What is the starting price of Workbooks CRM and UPilot?

Pricing for Workbooks CRM starts at $39/User/Month, whereas UPilot starts at $29/User/Month.

What are the best alternatives to Workbooks CRM?

Some top alternatives to Workbooks CRM include Bigin by Zoho CRM, ClickUp, Zoho CRM, Salesforce, Thryv.

What are the best alternatives to UPilot?

Some top alternatives to UPilot include Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales, Workbooks CRM.

Workbooks CRM vs UPilot vs Bigin by Zoho CRM Comparison

Last updated: May 20, 2026

Workbooks CRM

4.5(510 reviews)

Starting at $39 /User/Month

Free Trial
Medium Business
Small Business

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, sales and more - in one easy-to…

View Pricing Read Reviews

UPilot

4.1(6 reviews)

Starting at $29 /User/Month

Free Trial
Large Enterprises
Medium Business

UPilot CRM Software is a customer relationship management system developed specifically for small business owners and sales teams to manage leads, appointments, activity tracking, follow-up notes, and much more.

View Pricing Read Reviews

Bigin by Zoho CRM

4.3(119 reviews)

Starting at $7 /User/Month

Free Trial
Small Business

Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, tasks and more. It can be accessed…

View Pricing Read Reviews

Workbooks CRM leads on user satisfaction with a 4.5-star rating across 510 reviews.

Workbooks CRM vs UPilot vs Bigin by Zoho CRM — at a glance

Feature	Workbooks CRM	UPilot	Bigin by Zoho CRM
Rating	4.5 / 5	4.1 / 5	4.3 / 5
Reviews	510	6	119
Starting price	$39 /User/Month	$29 /User/Month	$7 /User/Month
Free trial	Yes	Yes	Yes
Free version	No	No	No
Best for	Medium Business, Small Business	Large Enterprises, Medium Business, Small Business	Small Business
Category	CRM Software	CRM Software	CRM Software
Platforms	SaaS/Web/Cloud, Mobile - iOS	SaaS/Web/Cloud, Mobile - Android, Mobile - iOS	SaaS/Web/Cloud, Mobile - Android, Mobile - iOS
API	Available	Available	Available
Support modes	24/7 (Live rep), Business Hours, Online	Business Hours, Online	Business Hours, Online
Certifications	GDPR	—	—
Data residency	US	US	Global

Key differences between Workbooks CRM and UPilot

Pricing: Workbooks CRM starts at $39 /User/Month, while UPilot starts at $29 /User/Month.
Target audience: Workbooks CRM is built for Medium Business and Small Business, while UPilot targets Large Enterprises and Medium Business.
User satisfaction: Workbooks CRM scores higher with a 4.5-star average.
Deployment: Workbooks CRM supports SaaS/Web/Cloud, Mobile - iOS; UPilot supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.

Compare Workbooks CRM vs UPilot vs Bigin by Zoho 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 CRM 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

	Workbooks CRM (163) Talk to an expert Talk to an expert	UPilot (12) Talk to an expert Talk to an expert

Biggest differences

Affiliate Disclosure

Start here before you go deeper into features.

Workbooks CRM

Best for

Medium Business, Small Business

UPilot

Best for

Large Enterprises, Medium Business, Small Business

Bigin by Zoho CRM

Best for

Small Business

Workbooks CRM typically suits Medium Business and Small Business. UPilot tends to fit Large Enterprises and Medium Business better. The right choice depends on your team size, workflow, and whether a free trial matters.

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 about Workbooks CRM	UPilot CRM Software is a customer relationship management system developed specifically for small business owners and sales teams to manage leads, appointments, activity tracking, follow-up ... Read More about UPilot	Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, ... Read More about Bigin by Zoho CRM
Entry Level Pricing	Starts from $39	Starts from $29	Starts from $7 , Billed Yearly
Free Trial Availability	Get Free Trial	Free Trial available	Get Free Trial
Spotsaas Score What's this? ↗	9.0/10	8.6/10	9.0/10
User Ratings Based on verified Spotsaas reviews	4.5 (510)	4.1 (6)	4.3 (119)
	Get pricing help	Get pricing help	Visit website

Software Demo

Demo

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Share your priorities, budget, and team needs, and we’ll help you narrow the options and understand the tradeoffs before you talk to vendors.

How do Workbooks CRM, UPilot and Bigin by Zoho CRM Compare on Features?

Total Features	17 Features	10 Features	10 Features
Unique Features	No unique features	No unique features	No unique features
	Get Quote	Get Quote	Visit website

Compare Workbooks CRM, UPilot and Bigin by Zoho 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.

Pricing Option
Starting From	$39	$29	$7 , Billed Yearly
Pricing Plans	Not Available	Not Available	Free Get Started Single Pipeline 500 Records Instant Workflows (3) Show more + Express Get Started Includes features of Free plan, plus Team Pipelines (3) 50,000 Records Show more + Premier Get Started Includes features of Express Edition plan. plus Team Pipelines (5) 100,000 Records Show more +
Pricing Page
	View detailed pricing	View detailed pricing	View detailed pricing

Other Details

Organization Types supported	Large Enterprises Medium Business Small Business Freelancers Individuals	Large Enterprises Medium Business Small Business Freelancers Individuals	Large Enterprises Medium Business Small Business Freelancers Individuals
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)	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	24/7 (Live rep) Business Hours Online
API Support	Available	Available	Available
	Get help choosing	Get help choosing	Visit Website

Security & Compliance

Certifications, data handling, and security controls for IT and compliance evaluators.

SOC 2	—	✗ No
HIPAA	✗ No	✗ No
GDPR	✓ Yes	—
Single Sign-On (SSO)	✓ Yes	—
Data Encryption	✓ Yes	—
Data Residency	🇺🇸 US	🇺🇸 US

Workbooks CRM vs UPilot User Reviews & Rating Comparison

User Ratings	4.5 (based on 510 reviews)	4.1 (based on 6 reviews)	4.3 (based on 119 reviews)
Rating Distribution	91 57 15 0 0	6 4 2 0 0	204 66 7 1 1
Spotsaas Editor’s POV generated by AI	Buyer sentiment Buyer sentiment is very strong across 163 reviews, with consistently positive feedback. What buyers like 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. Common complaints 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. Mobile app performance is suboptimal compared to the desktop version, with slow processing and occasional bugs.	Buyer sentiment Buyer sentiment is positive across 12 reviews, with strong overall satisfaction. What buyers like Offers a 360-degree view of contacts, deals, and history, which makes data management intuitive and insightful. Highly customizable fields, deal stages, and workflows tailored for B2B sales, SMBs, and solo entrepreneurs. Effective email synchronization with a 2-way sync that eliminates the need for switching between applications. Common complaints Bulk editing and advanced reporting features are limited, requiring time-consuming manual adjustments. Can feel overwhelming or confusing to beginners due to the extensive options and customization capabilities. Advanced features like adding multiple contacts in meetings or activities are absent, leading to inefficiencies.	Buyer sentiment Buyer sentiment is positive across 279 reviews, with strong overall satisfaction. What buyers like Simple, intuitive design with a short learning curve, making it easy to use and implement, even for non-technical users. Affordable pricing tailored for startups and small businesses, offering great value for core CRM functionalities. Effective pipeline management and workflow automation, enabling businesses to streamline sales processes. Common complaints Limited integrations with third-party tools (e.g., social media apps, direct LinkedIn or Facebook ad imports), making data syncing challenging. Lack of advanced features and scalability, restricting use for larger enterprises or complex workflows. Inconsistent customer support with restricted availability, affecting issue resolution during critical times.
Pros and Cons	All-in-one solution reduces tool fragmentation. Strong support for marketing and sales alignment. May require training for effective use. Pricing can escalate with added features.	Intuitive design for easy navigation Focuses on essential CRM functionalities Affordable pricing for small businesses May not support complex sales processes Limited integrations with other tools	Real-time updates keep teams informed. Integration with email and calendar enhances productivity. User-friendly interface simplifies navigation. Customization options may not meet all needs. New users may find the interface complex.
Positive Reviews	No reviews available for the product	No reviews available for the product	No reviews available for the product
	Read reviews	Read reviews	Read reviews

List of Customers

Customers	Rotary TCMM	CellPoint Mobile MulticoreWare Brilliant Noise	Antech Microsystem Pvt.Ltd Investacc Hire

Media and Screenshots

Screenshots	4 Screenshots	No screenshots available.
Videos	3 Videos	3 Videos

Alternatives

Alternatives	Bigin by Zoho CRM 4.3 ClickUp 4.4 Zoho CRM 4.1	Bigin by Zoho CRM 4.3 ClickUp 4.4 Zoho CRM 4.1	ClickUp 4.4 Zoho CRM 4.1 Freshsales 4.6

Frequently asked questions

Which is better, Workbooks CRM or UPilot?: Workbooks CRM edges out the other on user ratings (4.5 vs 4.1). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
Do Workbooks CRM and UPilot offer a free trial?: Yes, both Workbooks CRM and UPilot offer a free trial.
What is the starting price of Workbooks CRM vs UPilot?: Workbooks CRM starts at $39 /User/Month. UPilot starts at $29 /User/Month.
What are the top alternatives to Workbooks CRM?: Top alternatives to Workbooks CRM include Bigin by Zoho CRM, ClickUp, Zoho CRM, Salesforce, Thryv.
What are the top alternatives to UPilot?: Top alternatives to UPilot include Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales, Workbooks CRM.

Workbooks CRM vs UPilot vs Bigin by Zoho CRM Comparison

Workbooks CRM

UPilot

Bigin by Zoho CRM

Workbooks CRM vs UPilot vs Bigin by Zoho CRM — at a glance

Key differences between Workbooks CRM and UPilot

Compare Workbooks CRM vs UPilot vs Bigin by Zoho CRM — and walk away knowing which one fits.

Workbooks CRM

UPilot

Biggest differences

Description

Entry Level Pricing

Free Trial Availability

Spotsaas Score

User Ratings

Software Demo

Demo

Get shortlist help from a software advisor

How do Workbooks CRM, UPilot and Bigin by Zoho CRM Compare on Features?

Compare Workbooks CRM, UPilot and Bigin by Zoho CRM on pricing

Other Details

Organization Types supported

Platforms Supported

Modes of support

API Support

Security & Compliance

Workbooks CRM vs UPilot User Reviews & Rating Comparison

List of Customers

Customers

Media and Screenshots

Screenshots

Videos

Alternatives

Related Blogs and Articles for Crm Software

Frequently asked questions