---
description: Learn what are the benefits of Pipeline CRM vs Workbooks for the UK businesses. Our free platform provides a detailed side-by-side comparison that will help you learn more about each of these software.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Compare Pipeline CRM vs Workbooks | GetApp UK 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [Pipeline CRM \<span\>vs\</span\> Workbooks](https://www.getapp.co.uk/compare/8277/9531/pipelinedeals/vs/workbooks-crm)

# Compare Pipeline CRM vs Workbooks

Canonical: https://www.getapp.co.uk/compare/8277/9531/pipelinedeals/vs/workbooks-crm

> Detailed comparison between Pipeline CRM and Workbooks. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Pipeline CRM | Workbooks |
| **Overall rating** | 4.3/5 | 4.3/5 |
| **Total Reviews** | 621 | 112 |
| **Starting Price** | US$29.00 | US$45.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | Yes |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Pipeline CRM

- API
- Activity Tracking
- Calendar/Reminder System
- Contract/License Management
- Customer Database
- Customisable Templates
- Dashboard
- Deal Management
- Email Management
- Email Sequences
- Lead Capture
- Lead Management
- Opportunity Management
- Performance Management
- Pipeline Reports
- Real-Time Data
- Referral Tracking
- Reminders
- Sales Activity Management
- Segmentation

### Workbooks

- API
- Activity Tracking
- Calendar/Reminder System
- Contract/License Management
- Customer Database
- Customisable Templates
- Dashboard
- Deal Management
- Email Management
- Email Sequences
- Lead Capture
- Lead Management
- Opportunity Management
- Performance Management
- Pipeline Reports
- Real-Time Data
- Referral Tracking
- Reminders
- Sales Activity Management
- Segmentation

## Links

- [View Pipeline CRM Profile](https://www.getapp.co.uk/software/8277/pipelinedeals)
- [View Workbooks Profile](https://www.getapp.co.uk/software/9531/workbooks-crm)
- [View Original Comparison](https://www.getapp.co.uk/compare/8277/9531/pipelinedeals/vs/workbooks-crm)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Compare Pipeline CRM vs Workbooks | GetApp UK 2026","description":"Learn what are the benefits of Pipeline CRM vs Workbooks for the UK businesses. Our free platform provides a detailed side-by-side comparison that will help you learn more about each of these software.","url":"https://www.getapp.co.uk/compare/8277/9531/pipelinedeals/vs/workbooks-crm","about":[{"@id":"https://www.getapp.co.uk/software/8277/pipelinedeals#software"},{"@id":"https://www.getapp.co.uk/software/9531/workbooks-crm#software"}],"breadcrumb":{"@id":"https://www.getapp.co.uk/compare/8277/9531/pipelinedeals/vs/workbooks-crm#breadcrumblist"},"@id":"https://www.getapp.co.uk/compare/8277/9531/pipelinedeals/vs/workbooks-crm#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.getapp.co.uk/#website"},"inLanguage":"en-GB","publisher":{"@id":"https://www.getapp.co.uk/#organization"}},{"name":"Pipeline CRM","description":"What is Pipeline CRM?\nPipeline CRM is a sales-first customer relationship management (CRM) solution designed to help small to mid-sized businesses streamline sales workflows, automate tasks, and close deals faster. With an intuitive interface and powerful automation, Pipeline CRM eliminates manual data entry, so sales teams can focus on selling—not administrative work.\n\nOur customizable sales pipeline provides real-time insights, allowing teams to track leads, monitor deal progress, and optimize their sales strategy. \n\nWith features like the AI-powered Email Assistant, Smart Agenda, and built-in marketing automation, Pipeline CRM simplifies sales management while maximizing efficiency and revenue growth.\n\nTrusted by 9,000+ users in 60+ countries, Pipeline CRM is built to help sales teams work smarter, move deals through the pipeline effortlessly\n\nGet started with a 14-day free trial today and experience a CRM that your sales team will actually use!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/d1aa75a1-9e90-4a1e-b980-f42f3a388f28.png","url":"https://www.getapp.co.uk/software/8277/pipelinedeals","@id":"https://www.getapp.co.uk/software/8277/pipelinedeals#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.3,"bestRating":5,"ratingCount":621},"offers":{"price":"29","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"name":"Workbooks","description":"Workbooks provides sales people, sales leaders and marketers with the tools they need to create leads, manage the sales pipeline, close deals and ensure their teams are productive.\n\nLead Management:\n----------------------\nCreate different forms to capture different types of leads\nAutomatically assign leads to queues and notify people\nCapture the source and campaign of the lead and any other information you need to track\n\nDistribute Leads\nEfficiently distribute leads to your sales team through Workbooks’ ‘Assigned To’ functionality, helping you to manage your lead flow process more effectively.\n\nAssign leads to the correct person and schedule follow up activities for your colleagues to ensure your leads are being actioned. You can even create reports to show which leads haven’t been progressed promptly to ensure sales opportunities aren’t lost.\n\nIntegrate with Google Adwords\nWorkbooks integrates with Google Adwords enabling you to track which of your online campaigns are the most effective.\n\nTrack ‘Organic’ and ‘Pay per click’ leads\nIdentify which keywords generate the most leads\nMonitor which Google Adwords campaigns and ad-groups are most effective\n\nOrganisations &amp; People Management\n------------------------------------------\nWith Workbooks you can see all the Activities, Emails, Cases, Opportunities and transactions you have ever had with a customer, giving you full visibility of all the people and organisations you deal with, at a glance. This 360⁰ view of your contacts can significantly help you to shape your future customer interactions appropriately, notably contributing towards improving your customer service. \n\nWorkbooks also has the functionality that enables you to;\n\nTrack relationships between People and Organisations\nSegment your customer data based on criteria, such as account manager, or location or sales team.\nIncrease your Productivity\nAssign activities to your colleagues to quickly and clearly get the message across.\nUse standard Email Templates across your business to reduce the amount of time spent on writing repetitive emails.\n\nFull integration with Outlook means you can send and receive emails all from within Workbooks, without the need to keep switching applications.\n\nIntegrated Customer Support\n----------------------------------\n\nCase Management\nWorkbooks Case Management system allows you to integrate your support teams with the rest of the business. Using Case Management support teams can log trouble tickets, assign cases to users and Queues, set priorities and track the progress of the case.\n\nCase Management includes the following features:\n\nAutomatic creation of case references\nCase priorities\nAssign cases to users or Queues\nStore Notes and Attachments against the Case Record\nSet Activities and Reminders to ensure following actions are not missed\nCustom Fields to allow you to track additional information","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/0a06de45-3c52-471d-b2e7-177641acc71e.png","url":"https://www.getapp.co.uk/software/9531/workbooks-crm","@id":"https://www.getapp.co.uk/software/9531/workbooks-crm#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.3,"bestRating":5,"ratingCount":112},"offers":{"price":"45","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"@id":"https://www.getapp.co.uk/compare/8277/9531/pipelinedeals/vs/workbooks-crm#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software","position":2,"item":"/directory/230/crm/software","@type":"ListItem"},{"name":"Pipeline CRM vs Workbooks","position":3,"item":"https://www.getapp.co.uk/compare/8277/9531/pipelinedeals/vs/workbooks-crm","@type":"ListItem"}]}]}
</script>