Best Workbooks Alternatives in 2026
The top Workbooks alternatives are HubSpot CRM, Salesforce Sales Cloud and Zoho CRM: 15 CRM software our editors would look at instead of Workbooks, in our ranking order.
Workbooks: A broad CRM suite for businesses that need sales, service and operational workflows together. Where it falls short: starts at $47 per user per month with annual billing.
Switching from Workbooks? For most crm software buyers the best Workbooks alternative is HubSpot CRM, built for free CRM with an approachable ecosystem. On a budget, Freshworks CRM starts at $9/user/mo, against $47/user/mo for Workbooks.
Why People Look for a Workbooks Alternative
- Starts at $47 per user per month with annual billing
- No permanent free plan is available
- Broader operations features require higher-priced plans
- Paid from $47/user/mo — Freshworks CRM is $9/user/mo
Quick Picks by What You Need
- Best overallHubSpot CRM9.4
Free CRM with an approachable ecosystem
Visit HubSpot CRM - Lowest priceFreshworks CRM9.1
Paid plans from $9/user/mo
Visit Freshworks CRM - Best free optionHubSpot CRM9.4
Has a free plan
Visit HubSpot CRM
All 15 Workbooks Alternatives, Ranked
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
-
Best forFree CRM with an approachable ecosystem
- Better than Workbooks:
- Editor score 9.4 vs 3.2
A capable free CRM with contact, deal, email, AI, mobile, and integration coverage.
- Email sync
- Marketing automation
- Mobile app
9.4/10★★★★★Visit HubSpot -
Best forMature teams needing advanced sales operations
- Better than Workbooks:
- Paid from: $25/user/mo vs $47/user/mo
- Editor score 9.3 vs 3.2
A broad CRM for mature sales teams that need forecasting, automation, AI, and extensibility.
- Email sync
- Marketing automation
- Mobile app
9.3/10★★★★★Visit Salesforce -
Best forTeams wanting broad CRM value with automation
- Better than Workbooks:
- Paid from: $14/user/mo vs $47/user/mo
- Editor score 9.2 vs 3.2
A broad CRM with a free plan, automation, AI, analytics, mobile apps, and APIs.
- Email sync
- Marketing automation
- Mobile app
9.2/10★★★★★Visit Zoho CRM -
Best forAffordable all-in-one sales and marketing CRM
- Better than Workbooks:
- Paid from: $9/user/mo vs $47/user/mo
- Editor score 9.1 vs 3.2
An affordable CRM combining sales pipelines, marketing automation, communications, and AI.
- Email sync
- Marketing automation
- Mobile app
9.1/10★★★★★Visit Freshworks CRM -
Best forMicrosoft ecosystem enterprise sales teams
- Better than Workbooks:
- Editor score 9.0 vs 3.2
A deep Microsoft-aligned CRM for enterprise sales teams that can justify its higher price.
- Email sync
- Marketing automation
- Mobile app
9.0/10★★★★☆Visit Microsoft -
Best forSmall sales teams needing calling and AI
- Better than Workbooks:
- Paid from: $9/user/mo vs $47/user/mo
- Editor score 8.9 vs 3.2
A flexible CRM for small sales teams that need calling, AI, and pipeline tools.
- Email sync
- Mobile app
- AI features
8.9/10★★★★☆Visit Freshsales -
Best forFocused sales teams prioritizing pipeline execution
- Better than Workbooks:
- Editor score 8.8 vs 3.2
A focused sales CRM for teams that need visual pipeline execution and automation.
- Email sync
- Marketing automation
- Mobile app
8.8/10★★★★☆Visit Pipedrive -
Creatio CRMVerified
Best forMid-market and enterprise teams automating customer work
- Better than Workbooks:
- Editor score 8.7 vs 3.2
A configurable CRM suite for teams coordinating sales, marketing, and service workflows.
- Marketing automation
- Mobile app
- AI features
8.7/10★★★★☆Visit Creatio -
Best forBusinesses wanting flexible open-source CRM coverage
- Better than Workbooks:
- Editor score 8.6 vs 3.2
A flexible CRM with open-source deployment and broad Odoo suite connectivity.
- Open source
- AI features
8.6/10★★★★☆Visit Odoo CRM -
Best forAffordable all-in-one CRM and support
- Better than Workbooks:
- Paid from: $12/user/mo vs $47/user/mo
- Editor score 8.5 vs 3.2
An affordable all-in-one CRM with sales, support, marketing, automation, and AI.
- Email sync
- Marketing automation
- Mobile app
8.5/10★★★★☆Visit Vtiger -
Best forSelf-hosted CRM with classic business modules
- Better than Workbooks:
- Editor score 8.4 vs 3.2
A flexible self-hosted CRM with broad business modules and no per-user licence fee.
- Open source
- Email sync
- Marketing automation
8.4/10★★★★☆Visit SuiteCRM -
Best forEnterprise sales teams needing guided selling
- Better than Workbooks:
- Editor score 8.3 vs 3.2
A workflow-focused CRM for complex enterprise sales operations.
- Email sync
- Marketing automation
- Mobile app
8.3/10★★★★☆Visit Pega CRM -
SalesflareVerified
Best forB2B teams automating prospecting and email engagement
- Better than Workbooks:
- Paid from: $29/user/mo vs $47/user/mo
- Editor score 8.3 vs 3.2
A focused CRM for automated prospecting, email engagement, and pipeline management.
- Email sync
- Marketing automation
- Mobile app
8.3/10★★★★☆Visit Salesflare -
Best forOracle customers needing integrated enterprise sales
- Better than Workbooks:
- Editor score 8.2 vs 3.2
An Oracle-centered CRM for complex enterprise sales, forecasting, quoting, and revenue workflows.
- Mobile app
- AI features
8.2/10★★★★☆Visit Oracle -
Best forEstablished businesses wanting mature CRM and marketing
- Better than Workbooks:
- Editor score 8.1 vs 3.2
A mature CRM combining sales pipelines, marketing automation, service tools, AI, and mobile access.
- Email sync
- Marketing automation
- Mobile app
8.1/10★★★★☆Visit SuperOffice
Workbooks Alternatives: Common Questions
What is the best alternative to Workbooks?
HubSpot CRM: #1 in our CRM Software ranking, with an editor score of 9.4 out of 10. A capable free CRM with contact, deal, email, AI, mobile, and integration coverage.
Is there a free alternative to Workbooks?
Yes. HubSpot CRM, Salesforce Sales Cloud, Zoho CRM, Freshworks CRM and Freshsales have a free plan or a free tier (8 of the 15 alternatives on this page).
What is the cheapest paid alternative to Workbooks?
Of the alternatives here that publish a price, Freshworks CRM starts lowest, at $9/user/mo.
Why do people look for Workbooks alternatives?
Starts at $47 per user per month with annual billing; No permanent free plan is available; Broader operations features require higher-priced plans.
How do I switch from Workbooks?
Export your data from Workbooks (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel Workbooks.
How to Switch from Workbooks
- Export your data from Workbooks (most tools have an export in their settings).
- Sign up for the alternative; start on its free plan or trial if it has one.
- Import your export and set up the integrations your team relies on.
- Run both side by side for a short while, then cancel Workbooks.
Workbooks vs Each Alternative
| # | Tool | Free plan | Paid from | Free trial | Visual sales pipeline | Email sync | Marketing automation | AI features | Score |
|---|---|---|---|---|---|---|---|---|---|
| 62 | Workbooks | Yes | $47/user/mo | Yes | Yes | Yes | Yes | Yes | 3.2 |
| 1 | HubSpot CRM | Yes | Yes | Yes | Yes | Yes | Yes | 9.4 | |
| 2 | Salesforce Sales Cloud | Yes | $25/user/mo | Yes | Yes | Yes | Yes | 9.3 | |
| 3 | Zoho CRM | Yes | $14/user/mo | Yes | Yes | Yes | Yes | Yes | 9.2 |
| 4 | Freshworks CRM | Yes | $9/user/mo | Yes | Yes | Yes | Yes | Yes | 9.1 |
| 5 | Microsoft Dynamics 365 Sales | No | $65/user/mo | Yes | Yes | Yes | Yes | Yes | 9.0 |
| 6 | Freshsales | Yes | $9/user/mo | Yes | Yes | Yes | Yes | 8.9 | |
| 7 | Pipedrive | No | Yes | Yes | Yes | Yes | Yes | 8.8 | |
| 8 | Creatio CRM | No | Yes | Yes | Yes | 8.7 | |||
| 9 | Odoo CRM | Yes | Yes | 8.6 | |||||
| 10 | Vtiger CRM | Yes | $12/user/mo | Yes | Yes | Yes | Yes | Yes | 8.5 |
| 11 | SuiteCRM | Yes | £50/mo | Yes | Yes | Yes | Yes | 8.4 | |
| 12 | Pega CRM | Yes | Yes | Yes | Yes | Yes | 8.3 | ||
| 13 | Salesflare | No | $29/user/mo | Yes | Yes | Yes | Yes | Yes | 8.3 |
| 14 | Oracle Fusion Cloud Sales | Yes | 8.2 | ||||||
| 15 | SuperOffice CRM | No | Yes | Yes | Yes | Yes | 8.1 |
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update