Workbooks is a CRM software app that helps sales leaders, sales people, and marketers with the necessary tools to create leads, handle the sales pipeline, close more deals, and make sure their teams are productive.
A business performance platform, Workbooks specializes in providing you solutions more than your average CRM tool. This Cloud CRM tool can help you with your sales, customer support, marketing, and order fulfillment needs. The software can also help your company automate its business processes, change its sales lead generation, and pose a challenge to your competition. It also enables you to converge the operations of your marketing, finance, and sales teams.
Workbooks allows you to do lead management. Using the tool’s web-to-lead functionality, your business can capture sales leads from your own website directly. You can also create various forms to get various types of leads. These leads can be automatically and efficiently assigned to your sales team, helping you to track your lead flow process better.
Workbooks also integrates with Google Adwords, allowing you to track your most effective online campaigns. You can analyze your “Organic” and “Pay per click” leads, allowing you to identify the keywords you use that generate the most leads.
With this tool, you can immediately see all the Activities, Cases, Emails, Opportunities, as well as other transactions your business has ever had with a client, giving you complete visibility of all the organizations and people you deal with. This can significantly help your business to appropriately shape your future customer interactions, especially contributing towards boosting your customer service.
Position of Workbooks in our main categories:
Workbooks is one of the 50
If you are interested in Workbooks it might also be beneficial to examine other subcategories of Best CRM Software listed in our database of B2B software reviews.Customer Service Software, Online CRM Software, Feedback & Reviews Management Software
Each organization has different needs and requires an application that can be customized for their size, type of workers and clients, and the specific industry they are in. For these reasons, no system can proffer perfect tools off-the-shelf. When you try to find a software app, first be sure what you need it for. Read some Workbooks reviews and ask yourself do you desire basic features or do you need advanced tools? Are there any industry-specific features that you are searching for? Obtain the answers to these questions to help your search. There are multiple aspects that you need to reflect on and these include your finances, specific business needs, your organization size, integration needs etc. Take your time, check out a few free trials, and finally zero in on the system that provides all that you require to boost your firm effectiveness and productivity.
Workbooks.com CRM: $30/user/month
Workbooks.com Business: $70/user/month
We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Workbooks reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Workbooks. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.
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Workbooks.com CRM: $30/user/month
Workbooks.com Business: $70/user/month
Write your own review of this product
3 months ago
Pros: Workbooks is like an assistant who takes care of organizing relevant information, focusing obviously on clients and their information. Having all information under one roof has been amazing, especially because access is made easy, and the version of the program is automatically updated. This is not the only pro, though. We also use it to organize mailshot campaigns, and to increase the number of clients. It is just cut for the purpose, especially when integrated with Mailchimp to build mails and to report based on them. The relationships we are building are solid and lasting, becuase we give full access to non-users who would like to see what our company is about.
Cons: Steep learning process, but not to extend of regretting your decision. I had my moments with certain options I didn't understand, but as it usually happens, things were quite simple and I didn't see that. The point is-this program is a breeze to handle, you just need to devote time and to learn it.
8 months ago
Pros: It is probably not the most important thing in the world, but I like how this CRM looks. The interface is somehow cute, and familiar to use. Simplicity is advantage number two, and I make entries in few mintes because the pages simply highlight the fields I need to fill. It works also as a campaign tool, so I get to organize and share internal and external events. In fact, we've never been that sure that a marketing campaign will reach all clients, and you can imagine how this boasts responsiveness and attracts prospects! It is just fascinating, especially when I update an internal campaign, and every party is notified on dot.
Cons: You can't use parts of the word when searching, only the entire word. Obviously, one can't always know the full name of the campaign he is searching for, so I struggle for a while before I locate an old campaign. To make things worse, I am absolutely sure that I'm not missing the solution, I've had this program for few years, and I would have found it by now. They simply didn't think of it, and I would be happy to see it corrected.
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