Does Workbooks offer a free version?

No, Workbooks does not offer a free version.

Does Workbooks offer a free trial?

Yes, Workbooks offers a free trial.

Are Credit Card details required for the Workbooks trial?

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

What type of support options does Workbooks offer?

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

What type of training options does Workbooks offer?

In-person, Webinar, Documentation

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

Workbooks Reviews Apr 2025: Pricing & Features

Q: What different languages does Workbooks support?

english, estonian, filipino, french, german, spanish

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

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

English, Estonian, Filipino, French, German, Spanish

Industries

Accounting, Agriculture, Airlines/Aviation, Alternative Dispute Resolution

Workbooks Features

Contact Management Software

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

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

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

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

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

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

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

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

Customer Relationship Management (CRM) Software

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

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

Workbooks Pricing

Pricing Type

Flat Rate

Preferred Currency

USD ($)

Free Trial

Free Version

Payment Frequency

Monthly Payment

Pricing Page

Workbooks FAQs

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:
- 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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Workbooks

Workbooks Overview