# Compare Workbooks vs Ploomes CRM 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Workbooks and Ploomes CRM based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/109648-207290/Workbooks-CRM-vs-Ploomes

---

# Workbooks vs Ploomes CRM Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

WorkbooksPloomes CRM2/4 selected

[Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/)[4.3 (112)](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

[Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/)[4.9 (418)](https://www.capterra.com/p/207290/Ploomes/reviews/)

[## Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/)[4.3 (112)](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

Starting Price

$45.00/month

Value-for-Money

4.1

Functionality

4.2

Ease of Use

4.1

Customer Service

4.3

Reviews Sentiment

Based on [112 reviews](#user-reviews)

Positive

101

Neutral

9

Negative

2

[## Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/)[4.9 (418)](https://www.capterra.com/p/207290/Ploomes/reviews/)

Starting Price

$22.00/month

Value-for-Money

4.7

Functionality

4.8

Ease of Use

4.8

Customer Service

4.7

Reviews Sentiment

LR

NK

Based on [418 reviews](#user-reviews)

Positive

416

Neutral

2

Negative

0

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## Summary

* * *

Key features rated by users

Features selected based on 17,248 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

59%Fit

Not enough reviews

Feature ratings

Data Security

\--

Contact Management

4.0

Lead Management

3.7

Sales Pipeline Management

4.3

Activity Dashboard

\--

74%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.8

Lead Management

4.8

Sales Pipeline Management

4.8

Activity Dashboard

4.9

User satisfaction

User satisfaction

4.3

User reviews[112](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

Ease of use

4.1

Functionality

4.2

Value for money

4.1

Customer support

4.3

User satisfaction

4.9

User reviews[418](https://www.capterra.com/p/207290/Ploomes/reviews/)

Ease of use

4.8

Functionality

4.8

Value for money

4.7

Customer support

4.7

Price starts from

Price starts from

$45Per User, Per Month

-   Free version
-   Free trial

Price starts from

$22Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support.

Best for

Best suited for medium-sized B2B companies with complex sales processes, especially in industries like manufacturing, services, and technology.

## User reviews

Pros & cons

DG

Deni G.

Head of Membership

> "Good integration with Spotler for marketing and communications automations and tailored renewal and onboarding workflows."

[See full review](https://www.capterra.com/p/109648/Workbooks-CRM/#Capterra___7015714)

EP

Emily P.

Marketing Manager

> "Uptake has been slow and we probably could have done with a bit more support when starting out."

[See full review](https://www.capterra.com/p/109648/Workbooks-CRM/#Capterra___7010725)

SJ

Shani J.

Director of Service Delivery and Development

> "We have been able to consider growth areas, and understand more our how our customers use our service using the reporting."

[See full review](https://www.capterra.com/p/109648/Workbooks-CRM/#Capterra___7009225)

VR

Verified Reviewer

Digital Marketing Manager

> "Data was strung across multiple tabs and windows making updating records time consuming and led to many of the users not engaging with the CRM and data not being captured. When..."

[See full review](https://www.capterra.com/p/109648/Workbooks-CRM/#Capterra___3681122)

DG

Deni G.

Head of Membership

> "Looking forward to integration with Force24 and in future with new web portal."

[See full review](https://www.capterra.com/p/109648/Workbooks-CRM/#Capterra___7015714)

VR

Verified Reviewer

Brand Services Manager

> "Moving clients through the customer journey is too clunky, you can easily end up with duplications, lose the data, or sometimes set the record up only to not be able to find..."

[See full review](https://www.capterra.com/p/109648/Workbooks-CRM/#Capterra___2943485)

[View Reviews](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

LR

Luana R.

Product Manager

> "Ploomes has helped the sales and customer experience team a lot to organize, self-manage, and has contributed to our productivity"

[See full review](https://www.capterra.com/p/207290/Ploomes/#Capterra___3769436)

KP

Krunal P.

Cybersecurity Analyst

> "As a result, it can be a turn off for new users who are inexperienced and need regular support for the platform's complete capabilities."

[See full review](https://www.capterra.com/p/207290/Ploomes/#Capterra___6465400)

[View Reviews](https://www.capterra.com/p/207290/Ploomes/reviews/)

## User interface

[Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/)

4.33 (112)

[Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/)

4.88 (418)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Workbooks

Top features

37/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/109648/Workbooks-CRM/#features)

Ploomes CRM

26/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/207290/Ploomes/#features)

### Recognition

No recognitions have been awarded to Workbooks

No recognitions have been awarded to Ploomes CRM

### Deployment & support

Workbooks

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Ploomes CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Workbooks

-   By Workbooks
-   Located in United States
-   Founded in 2007

Ploomes CRM

-   By Ploomes
-   Located in Brazil
-   Founded in 2013

## Popular Comparisons

[Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/)[4.33 (112)](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,765)](https://www.capterra.com/p/61368/Salesforce/reviews/)

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Price

$25/month

4.2

Features

4.4

4.1

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-109648/Salesforce-vs-Workbooks-CRM)

[Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/)[4.88 (418)](https://www.capterra.com/p/207290/Ploomes/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$22/month

Price

$20/month

4.8

Features

4.4

4.8

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/152373-207290/HubSpot-CRM-vs-Ploomes)

[Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/)[4.33 (112)](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$45/month

Price

$20/month

4.2

Features

4.4

4.1

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/109648-152373/Workbooks-CRM-vs-HubSpot-CRM)

[Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/)[4.88 (418)](https://www.capterra.com/p/207290/Ploomes/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,765)](https://www.capterra.com/p/61368/Salesforce/reviews/)

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4.8

Features

4.4

4.8

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-207290/Salesforce-vs-Ploomes)

[Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/)[4.33 (112)](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$45/month

Price

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4.2

Features

4.3

4.1

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/109648-155928/Workbooks-CRM-vs-Zoho-CRM)

[Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/)[4.88 (418)](https://www.capterra.com/p/207290/Ploomes/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$22/month

Price

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4.8

Features

4.3

4.8

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/155928-207290/Zoho-CRM-vs-Ploomes)

[Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/)[4.33 (112)](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (721)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$45/month

Price

$7/year

4.2

Features

4.5

4.1

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/109648-204998/Workbooks-CRM-vs-Bigin-by-Zoho-CRM)

[Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/)[4.88 (418)](https://www.capterra.com/p/207290/Ploomes/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (721)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$22/month

Price

$7/year

4.8

Features

4.5

4.8

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/204998-207290/Bigin-by-Zoho-CRM-vs-Ploomes)

[Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/)[4.33 (112)](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$45/month

Price

$50/month

4.2

Features

4.3

4.1

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/109648-157279/Workbooks-CRM-vs-Dynamics-365)

[Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/)[4.88 (418)](https://www.capterra.com/p/207290/Ploomes/reviews/)

vs

[Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (573)](https://www.capterra.com/p/210630/Kylas/reviews/)

$22/month

Price

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4.8

Features

4.7

4.8

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/207290-210630/Ploomes-vs-Kylas)

[Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/)[4.33 (112)](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

vs

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

$45/month

Price

$14.99/month

4.2

Features

4.6

4.1

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/109648-178819/Workbooks-CRM-vs-EngageBay-Marketing)

[Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/)[4.88 (418)](https://www.capterra.com/p/207290/Ploomes/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$22/month

Price

$50/month

4.8

Features

4.3

4.8

Ease of Use

4.1

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