Pipedrive vs Workbooks (2026): which should you pick?
As of Nov 12, 2026, Pipedrive and Workbooks share a 2.2 GPA, neither has a free plan, and Pipedrive starts cheaper, at $14 a month for each person against $47 a month for each person.
Checked Oct 9, 2026 and Nov 12, 2026 · graded Oct 10, 2026 and Nov 12, 2026 by ToolGPA
Pipedrive grades higher on the free plan. Workbooks grades higher on ease of use. They get the same grade on value for money, features and platforms.
Price, platforms and features side by side. The table says where each price was read and when.
Pipedrive
Sales CRM organized around visual deal pipelines
Workbooks
UK-built CRM covering sales, marketing, service and order processing
Which one is for you
Pick Pipedrive if
- Fits if your sales process is a row of stages and you want every deal on one board
- Works for teams that only need deal tracking, not a marketing or support suite as well
Look elsewhere if
- Skip it if you want a free plan, because there isn't one once the trial ends
- Pricey if you want the add-ons too, as LeadBooster, Campaigns, Projects and Smart Docs run from $13.33 to $41 a month
- Not for you if you work mainly from your phone, where the app's ratings are the worst in this category
- Pricey if you need automation, which starts on Growth at $39 a seat, or $49 billed monthly
- Watch out: seats are billed whether or not anyone uses them, and fees aren't refunded
Pick Workbooks if
- Fits if you want CRM, orders and invoices in one system
- Makes sense if you want the vendor to run the implementation
Look elsewhere if
- Tight if you want to commit lightly, as the minimum term is 12 months
- Pricey if you add options: audit trail is $9.50 and Outlook sync $11 per user a month
- Watch out: implementation packages are separate, such as SelfStart at $3,600
- Skip it if you want phone support outside weekday office hours
How we grade them
| 2.2GPAPipedriveFair | 2.2GPAWorkbooksFair | |
|---|---|---|
| Value for money | CLite is $14 a seat a month on yearly billing, or $24 monthly, which is ordinary for this category once you see what Lite is: leads, deals, contacts and pipelines. Automation waits for Growth at $39, and LeadBooster, Campaigns, Smart Docs and Projects are add-ons from $13.33 to $41 a month. | C$47 a user a month for CRM Edition on a licence of at least 12 months. Orders and invoices need Business at $97. |
| Free plan and trial | CNo free plan. The 14-day trial gives full access and doesn't ask for a card, so you can have a proper look at it. After that you pay or you're out. | DA free trial is offered, but the pricing page doesn't give its length or say whether a card is needed. |
| Features | BKanban pipelines with custom fields, two-way email sync, sequences and automations, an AI assistant that says which deals to chase, call recording that updates the CRM, reports and forecasts. The sales job covered and nothing beyond it: no marketing or support suite, and that's deliberate. | BPipeline, quotations, orders, invoices, marketing automation, ticketing and forecasting. Nothing in the listing is missing. |
| Ease of use | D3.75 from about 680 App Store ratings, below the line where we stop calling a score fair. Dragging deal cards along a board is a simple enough idea, but nearly one rating in five is a single star, so a lot of people on the phone app are unhappy with it. | CNo store rating on record. Implementation is a separate paid service. |
| Platforms and integrations | BWeb, iPhone and Android, with no desktop app. The marketplace lists more than 500 integrations, Gmail, Slack, Zoom, Teams, Zapier, QuickBooks and Xero among them, and there's an API with webhooks. | BWeb, with Microsoft Office 365 and Outlook, and links to accounting and ERP software on Business. |
| Best for | sales teams that think in deal pipelines | CRM, orders and invoicing in one system |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Pipedrive and Workbooks. How we grade
Price against what you get
Pipedrive starts at $14 a month for each person and scores 2.3 out of 4 on features, ease of use and platforms. Workbooks starts at $47 a month for each person and scores 2.7.
Workbooks scores higher, and starts $33 a month higher: the question is whether the extra is worth that to you. Of the other CRM tools on the chart, 13 score higher than Pipedrive for less, and 7 score higher than Workbooks for less.
Features, ease of use and platforms, averaged
What paid plans start at, a month (each step along is roughly double) →
- The best score at each price
- Has a free plan
- No free plan
Where they differ
- Pipedrive also covers transcription and kanban boards.
- Workbooks also covers marketing automation, invoicing and reports.
At a glance
| Pipedrive | Workbooks | |
|---|---|---|
| Pricing | Free trial | Free trial |
| Starts at | $14 per seat / month, billed annually ($24 billed monthly) | $47 per user / month |
| Free plan | None | None |
| Free trial | 14-day free trial with full access, no credit card required | A free trial is offered; its length is not stated on the pricing page |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Pipedrive Inc. | Workbooks Online Inc |
| Price read from | web.archive.org (not the vendor's own page) | workbooks.com |
| Checked | Oct 9, 2026 | Nov 12, 2026 |
Worth knowing
Pipedrive
- There is no free plan; a paid subscription is needed once the 14-day trial ends.
- LeadBooster, Projects, Campaigns, Web Visitors and Smart Docs are paid add-ons, starting from $13.33 to $41 a month.
- Prices here come from a September 13, 2026 archive copy of the US pricing page, because the live page turned our reader away; they exclude VAT.
- Seats are charged whether or not they are assigned to a user, and Pipedrive's terms say fees are non-refundable.
Workbooks
- Minimum subscription is 12 months, with 2, 3, 5 and 7-year terms also sold.
- Add-ons are priced per user per month, for example audit trail $9.50 and Outlook sync $11.
- Implementation is separate: the calculator lists SelfStart at $3,600 and JumpStart for Sales at $6,300.
- Support is by phone or email on weekdays 9am to 5:30pm, and 100GB of storage is included.
Key features
Pipedrive
- Visual sales pipelines
- Deals move through customizable kanban-style pipelines, with custom fields, activity reminders and products or services linked to each deal.
- Email sync and scheduling
- Two-way email sync, group emailing, templates and meeting scheduling keep conversations attached to the contact and deal.
- Workflow automation
- Automations and sequences take over repetitive steps such as follow-ups and data entry, and webhooks pass events to other systems.
- AI assistant and Nova
- An AI assistant recommends which deals to focus on, an email tool drafts and summarizes messages, and Nova records and transcribes calls and updates the CRM afterwards.
- Reports and forecasting
- Customizable reports and dashboards track sales performance, with revenue forecasts on the higher plans.
- Add-ons and marketplace
- LeadBooster, Campaigns, Smart Docs, Projects and Web Visitors extend the CRM at extra cost. The marketplace lists more than 500 integrations.
Workbooks
- Pipeline and quotations
- The CRM edition manages opportunities and the pipeline and creates quotations, with a 360-degree view of each customer.
- Orders, invoices and contracts
- The Business edition adds sales order processing, invoices and credit notes, and integration with accounting and ERP software.
- Marketing automation
- The vendor lists automated campaigns and customer journeys as a product area alongside the CRM.
- Ticketing and case management
- Customer service teams can track support cases and tickets inside the CRM edition.
- Reports, dashboards and forecasting
- Dashboards and analytics, plus sales forecasting to monitor and plan against targets.
- Paid options
- Audit trail, custom records, multi-currency documents, advanced security, mapping, Outlook sync, project management and events are add-ons.
Plans
Pipedrive
Lite$14
per seat / month, billed annually ($24 billed monthly)
The entry plan: leads, deals, contacts and pipelines organized in one workspace.
Growth$39
per seat / month, billed annually ($49 billed monthly)
Adds automation for emails and follow-ups on top of Lite.
Premium$59
per seat / month, billed annually ($79 billed monthly)
Pipedrive's full-cycle sales tools, from lead to close. Marked as the most popular plan.
Ultimate$79
per seat / month, billed annually ($99 billed monthly)
The complete set of Pipedrive capabilities.
Workbooks
CRM Edition$47
per user / month, from; annual license
Pipeline, quotations, ticketing and case management, and Office 365 integration. Options are extra.
Business Edition$97
per user / month, from; annual license
Adds orders, invoices, credit notes and links to accounting and ERP software.
Ways to pay less
Pipedrive
- Annual discount
Save up to 42% with annual billing
The US pricing page says annual billing saves up to 42%: Lite is $14 per seat a month billed annually against $24 billed monthly.
Workbooks
No public discounts listed.
Common questions
Which is cheaper, Pipedrive or Workbooks?
As of Nov 12, 2026, Pipedrive is cheaper to start with: $14 a month for each person, against $47 a month for each person for Workbooks. Pipedrive starts at $14 per seat / month, billed annually ($24 billed monthly), and Workbooks starts at $47 per user / month.
Which has a free plan, Pipedrive or Workbooks?
As of Nov 12, 2026, neither Pipedrive nor Workbooks has a free plan. Both have a free trial.
Which platforms do Pipedrive and Workbooks run on?
As of Nov 12, 2026, only Pipedrive lists iOS and Android apps. Both list a web app. A platform missing from a listing is one its maker's pages did not mention.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.