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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.

Workbooks screenshot & Video

Contact Details

  • Vendor Name Workbooks
  • Founded 2007
  • Location United Kingdom
  • Employees 101-500

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

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

Typical Customers

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

Language Supported

English, Estonian, Filipino, French, German, Spanish

Industries

Accounting, Agriculture, Airlines/Aviation, Alternative Dispute Resolution

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

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Payment Monthly Payment
Pricing Page  

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.

  • Workbooks supports the following payment frequencies:

    • Monthly Payment

  • 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 devices and operating systems:
    • Web-Based , iPhone , Android