Price

$30

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Workbooks REVIEW

CRM Software

12 user reviews
USER SATISFACTION 91%
OUR SCORE 9.0

What is Workbooks?

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.

 

Overview of Workbooks Benefits

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.

Overview of Workbooks Features

  • Campaign Membership
  • Campaign Management
  • Lead and Opportunity Management
  • Quotas, and Forecast
  • Case or ticket assignment
  • Automatic ticket numbers
  • Fully Featured Reporting Functionality
  • Foreign Currency & Exchange Rates
  • Manage Products and Pricing Schemes
  • Sales Order Processing
  • Unlimited Customizable Dashboards
  • Notes, Activities and Notifications
  • Capacity to send Outbound Emails

Workbooks Position In Our Categories

Position of Workbooks in our main categories:

50

Workbooks is one of the top 50 CRM Software products

50

Workbooks is one of the top 50
CRM Software products


If you are considering Workbooks it may also be sensible to investigate other subcategories of Best CRM Software listed in our database of B2B software reviews.Customer Service Software, Online CRM Software, Social CRM Software

Since each enterprise has specific business requirements, it is prudent for them to desist from looking for a one-size-fits-all ideal software solution. Needless to say, it would be futile to try to find such a system even among widely used software solutions. The intelligent thing to do would be to catalog the various essential factors that need consideration such as key features, budget, skill levels of employees, company size etc. Then, you should do your groundwork thoroughly. Read some Workbooks reviews and look into each of the other solutions in your shortlist in detail. Such in-depth research can make certain you discard ill-fitting applications and select the system that offers all the aspects you need for business success.

How Much Does Workbooks Cost?

Workbooks Pricing Plans:

Free Plan:

  • 2 users completely free
  • Free online support
  • Contact management
  • Sales force automation
  • Marketing automation
  • Customer support
  • Order management
  • Invoicing & credit notes
  • Reporting & views

Workbooks.com CRM: $30/user/month

  • Most free package features
  • Unlimited users
  • Optional Add-ons

Workbooks.com Business: $70/user/month

  • All features from previous packages
  • Unlimited users
  • Unlimited platform and support options

User Satisfaction

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.

POSITIVE SOCIAL MENTIONS

44

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile
Language Support
  • USA
  • UK
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

Workbooks User Reviews

What are Workbooks pricing details?

Workbooks Pricing Plans:

Free Plan:

  • 2 users completely free
  • Free online support
  • Contact management
  • Sales force automation
  • Marketing automation
  • Customer support
  • Order management
  • Invoicing & credit notes
  • Reporting & views

Workbooks.com CRM: $30/user/month

  • Most free package features
  • Unlimited users
  • Optional Add-ons

Workbooks.com Business: $70/user/month

  • All features from previous packages
  • Unlimited users
  • Unlimited platform and support options

What integrations are available for Workbooks?

  • Barbour ABI
  • Box.net
  • CCH Software
  • Constant Contact
  • Creditsafe
  • dotMailer
  • EventHQ
  • Google Docs
  • HelloSign
  • Hubspot
  • Lead Forensics
  • MailChimp
  • MPZMail
  • Workbooks Outlook Connector
  • PieSync
  • Postcode Anywhere
  • SageLink

User reviews


User reviews in total: 12

9
3
0
0
0

Average Rating:

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The most favorable review

Frank J.

6 months ago


Pros:
Workbooks is a great provider where customers benefit from amazing customization capacity. The can also brag with top notch support, which we non-technies really love. We relied on it so harshly, that I can honestly say that the entire business is ran on the product, and its performance is impeccable. I think we could never continue working without it! Everything is automated, which should not scare you, because you're working hand by hand with expert developers who make everything a breeze. The reporting features are very deep, they tackle absolutely every detail.

Cons:
You can't insert custom fields to edit your pricing/supply schemes, and that is a bit frustrating. Other businesses may find it OK, but for us, customization is really what the world turns around. Another thing they should improve is integration, we're still entering too much data manually.

The least favorable review

Nicolas C.

6 months ago


Pros:
Workbooks is a fast and reliable system, with amazing reporting tools to support our sales. Pipeline tracking is where the system becomes most helpful, because of the amazing reporting, invoicing, and processing leads. The quotation process is incredibly dynamic and fast, but the best part of it is definitely its professional appearance.

Cons:
It doesn’t really allow you to format quotes and proposals to your needs, and restricts quotations. That means I would change certain elements, but not too many of them. One thing I would really like to see introduced is personalized template design, so I really hope developers will give me this opportunity.

Published 6 months ago
Verified
user
Workbooks is a great provider where customers benefit from amazing customization capacity. The can also brag with top notch support, which we non-technies really love. We...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
Workbooks is a fast and reliable system, with amazing reporting tools to support our sales. Pipeline tracking is where the system becomes most helpful, because of the...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
There are four specific features I like about Workbooks: It is a web-based tool, so you access it from literally everywhere; the license is affordable, so you get to...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
I use Workbooks every single day, and I'd use it even more often if that was possible! It records data in so many ways, being at the same time even simple for the taste...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
I am running a specific business, so I wanted something to suit the needs without a technical expert behind the well to do customization miracles. As easy as it is,...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
Honestly, Workbooks wouldn't be that far ahead of its competition if it weren't for that amazing flexibility! It works absolutely perfectly with all of our business...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
We checked many CRMs prior to our decision, but Workbooks was an unbeatbale winner. We liked it because there was no difficulty to implement it in our system-Workbooks is...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
Workbooks fits right in that small support gap that pulls a business back when it can't support all customers equally. It was the right decision made at the right moment...



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
Workbooks is like an assistant who takes care of organizing relevant information, focusing obviously on clients and their information. Having all information under one...



What do you think about this review? Great Poor

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