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Workbooks

Powerful CRM With Expert Implementation

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Workbooks Overview

Workbooks is a cloud-based CRM (Customer Relationship Management) software, tailored for medium-sized businesses. It's known for its comprehensive yet user-friendly interface, enabling efficient management of customer data, sales, marketing, and customer service. Key features include lead and opportunity management, which helps in tracking and nurturing sales prospects. Workbooks offer powerful integration with email and event management tools, streamlining communication and scheduling. Its robust reporting and analytics provide valuable insights into business performance, aiding strategic decisions. Additionally, Workbooks' flexible customization options allow businesses to tailor the software to their specific needs. With strong emphasis on data security and GDPR compliance, it's a reliable choice for managing sensitive customer information.

Contact Details

  • Workbooks
  • 2007
  • United Kingdom
  • 101-500

Support

  • 27x7 Support
  • Email
  • Phone
  • Chat
  • Knowledge Base

Training

  • In-person
  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based
  • iPhone
  • Android

Typical Customers

  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Workbooks Features

  • Customizable Templates
  • Sales Trend Analysis
  • Calendar Management
  • Lead Capture
  • Workflow Management
  • Interaction Tracking
  • Opportunity Management
  • Performance Metrics
  • Email Management
  • Pipeline Management
  • Calendar Sync
  • Email Marketing
  • Task Management
  • Forecasting
  • Campaign Management
  • Contact Management
  • Document Storage
  • Social Media Integration
  • Collaboration Tools
  • Sales Reports
  • Web-based Deployment
  • Lead Management
  • Internal Chat Integration
  • Lead Generation
  • Lead Qualification
  • Marketing Automation
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Territory Management
  • Deal Management
  • Lead Nurturing
  • Role-Based Permissions
  • Lead Nurturing
  • Sales Reports
  • Social Media Integration
  • Monitoring
  • Pipeline Management
  • Template Management
  • Lead Qualification
  • Calendar Management
  • Sales Forecasting
  • Lead Distribution
  • Prospecting Tools
  • Task Management
  • Document Storage
  • Lead Segmentation
  • Reminders
  • Email Tracking
  • Interaction Tracking
  • CRM
  • Web Forms
  • Email Marketing
  • Lead Capture
  • Campaign Management
  • Contact Management
  • Workflow Management
  • Sales Trend Analysis
  • Source Tracking
  • Lead Generation
  • Opportunity Management

Workbooks Pricing

Pricing Type

  • N/A

Preferred Currency

  • N/A

Free Trial

  • N/A

Free Version

  • N/A

Payment Frequency

  • N/A

Workbooks FAQ's

No, Workbooks does not offer a free version.

No, Workbooks does not offer any free trial.

No, Credit Card details are not required for the Workbooks trial.

No, Workbooks does not offer an API.

Workbooks offers support with the following options:

27x7 Support , Email , Phone , Chat , Knowledge Base

Workbooks offers training with the following options:

In-person , Webinar , Documentation

Workbooks supports the following languages:

English , French , German , Spanish

Following are the typical users of the Workbooks:

Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

Workbooks supports the following deployment:

Cloud Hosted

Workbooks supports the following mobile devices:

Web-Based , iPhone , Android