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 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…

View Pricing Read Reviews

UPilot

4.1(6 reviews)

Starting at $29 /User/Month

Free Trial
Large Enterprises
Medium Business

UPilot is a CRM for B2B sales teams at SMBs and solo entrepreneurs who need a visual pipeline tool with strong contact context without the configuration overhead of larger platforms. Its 360-degree contact view consolida…

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Bigin by Zoho CRM

4.6(294 reviews)

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…

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	4.6 / 5
Reviews	510	6	294
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

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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 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	UPilot is a CRM for B2B sales teams at SMBs and solo entrepreneurs who need a visual pipeline tool with strong contact context without the configuration overhead of larger platforms. Its ... Read More about UPilot	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
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
SpotScore 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)	4.57 (294)
	Get pricing help	Get pricing help	Visit website

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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)	4.57 (based on 294 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. Connects sales, marketing, and finance on one 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 very strong across 279 reviews, with consistently positive feedback. What buyers like Simple design with a short learning curve — accessible for non-technical users. Pricing targets startups and small businesses with core CRM features at low cost. Pipeline management and workflow automation reduce manual steps in sales processes. Common complaints Limited integrations with social media apps and LinkedIn or Facebook ad platforms. Lacks advanced features needed by larger enterprises or complex workflows. Customer support availability is inconsistent, affecting issue resolution during critical moments.
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 4.57 ClickUp 4.4 Zoho CRM 4.07	Bigin by Zoho CRM 4.57 ClickUp 4.4 Zoho CRM 4.07	ClickUp 4.4 Zoho CRM 4.07 Freshsales 4.67

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

Download this Workbooks CRM vs UPilot vs Bigin by Zoho CRM comparison

Biggest differences

Description

Entry Level Pricing

Free Trial Availability

SpotScore

User Ratings

Software Demo

Demo

Get shortlist help from a software advisor

How big is your team?

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