Workbooks

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Powerful CRM With Expert Implementation

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Workbooks Evaluation Snapshot

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User RatingNot rated yet
Starting PriceFlat Rate
Free TrialNot specified
Free VersionNo
APINot specified
DeploymentCloud Hosted
HeadquartersUnited Kingdom
✎
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Product Overview

Workbooks Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Workbooks

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.
Company Workbooks
Founded 2007
Headquarters United Kingdom
Employees 101-500

Support

Email Phone Chat Knowledge Base FAQs/Forum

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
Languages Supported 6 languages available
English Estonian Filipino French German Spanish
Industries Served 4 industries available
Accounting Agriculture Airlines/Aviation Alternative Dispute Resolution
Category-Based Capabilities

Workbooks Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
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 Management Software 28 selected features Open category ↗ ⌄
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
Knowledge Base Software 16 selected features Open category ↗ ⌄
Full Text Search Self Service Portal SEO Management Customizable Branding Feedback Management Reporting/Analytics Rich Text Editor Cataloging/Categorization Multi-Language Customizable Templates Collaboration Tools User Management Drag & Drop Editor Mobile Interface WYSIWYG Editor Knowledge Management
Predictive Lead Scoring Software 11 selected features Open category ↗ ⌄
AI/Machine Learning Alerts/Notifications Predictive Analytics Lead Distribution Lead Qualification Data Enrichment Demographic/Firmographic Data Customizable Scoring Prioritization Process/Workflow Automation Multiple Scoring Models
Sales Engagement Platform Software 13 selected features Open category ↗ ⌄
Communication Management Campaign Management Calendar Management Prospecting Tools Content Management Performance Management Workflow Management Sales Pipeline Management Business Process Automation Lead Generation Auto-Dialer Reporting/Analytics Strategic Planning
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
IT Ticketing Systems Software 31 selected features Open category ↗ ⌄
Access Controls/Permissions Activity Dashboard Alerts/Escalation Asset Lifecycle Management Automated Responses Automated Routing Change Management Collaboration Tools Configurable Workflow Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Help Desk Management Incident Management IT Asset Management Knowledge Base Management Macros/Templated Responses Multi-Channel Communication Multi-Language Prioritization Problem Management Release Management Reporting/Analytics Self Service Portal Service Catalog Service Reporting Support Ticket Management Support Ticket Tracking Task Management
Pricing Information

Workbooks Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Flat Rate
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency Monthly Payment
Pricing Page ↗
Alternative Products

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Frequently Asked Questions

Workbooks FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

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.

  • No, Workbooks does not offer a free version.

  • No, Workbooks does not offer any free trial.

  • Workbooks supports the following payment frequencies:

    • Monthly Payment

  • No, Workbooks does not offer an API.

  • Workbooks offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Workbooks offers training with the following options:
    • In-person , Webinar , Documentation

  • Workbooks supports the following languages:
    • English , Estonian , Filipino , 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
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