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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 Softwareproducts

50

Workbooks is one of the 50
CRM Software products


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.

How Much Does Workbooks Cost?

Workbooks Pricing Plans:
Free trial
Free Plan
Free
Workbooks.com CRM
$30/user/month
Workbooks.com Business
$70/user/month

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

85

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

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

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

Workbooks User Reviews


Janis 8 months ago
Verified
user



Betsy 9 months ago
Verified
user


What are Workbooks pricing details?

Workbooks Pricing Plans:
Free trial
Free Plan
Free
Workbooks.com CRM
$30/user/month
Workbooks.com Business
$70/user/month

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

Henrietta

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.

The least favorable review

Janis

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.

Published 3 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
Published 3 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 4 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 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 9 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 9 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 9 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 9 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 10 months ago
Verified
user
Amazing structure and unique layers, plus the fact that we get to customize and edit things our way. The software is user-orientated, with a friendly interface that...



What do you think about this review? Great Poor
Published 10 months ago
Verified
user
I think that Workbooks is a great system for retrieving caller data, as it records literally every detail concerning leads and cases coming to the Company's 0800 number....



What do you think about this review? Great Poor

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