Workbooks CRM

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About Workbooks CRM

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. The core functionality covers Marketing Automation, Salesforce Automation, Order Management & Invoicing and Customer Services

Screenshots & Videos

Pricing

Free Trial Available
Starts at $43.0.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%
Reviews

73%
Momentum

68%
Popularity

75%

Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)

Organization Types Supported

Medium Business
Small Business

API Support

Available

Modes of Support

Online

Workbooks CRM Awards

# 20 Most Popular Software CRM Software
Q1 2023

Workbooks CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%

Unique Features

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Marketing Automation Features

Website Visitor Tracking

This feature allows you to analyze and understand the behavior of your website visitors.

Lead Nurturing

Timely following up with your leads in order to convert them into a prospective customer.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Email Drip Campaigns

An email drip campaign helps you automatically send a series of emails at regular intervals.

Channel Management

It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.

Campaign Segmentation

A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.

Analytics (ROI Tracking)

ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Landing Pages

Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email

Multivariate Testing

Allows testing different variations of multiple webpage elements to find the best one among them

Workbooks CRM Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

CRM Edition $43.00 $43.00 per user / month

Based Upon the Number of Users, the Pricing Plans Varies

Features

Sophisticated CRM to Help Manage Contacts, Activities and Pipeline
Create and Send Quotations
Market-leading Customer Support by Phone and Online
Office365 Integration, Including SharePoint Connector

Business Edition $88.00 $88.00 per user / month

Based Upon the Number of Users, the Pricing Plans Varies

Features

Includes Features of CRM Edition Plan, Plus
Sales Order Management
Supplier Purchase Orders
Contract Management
Invoices & Credit Notes

Events Edition $183.00 $183.00 per user / month

Based Upon the Number of Users, the Pricing Plans Varies

Features

Includes Features of Business Edition Plan, Plus
Publish Events on Website
Sell Tickets and Sponsorships
Online Event Registration and Management
On the day Attendance Check-in
WordPress Plug-in
Integration with Leading Event Platforms

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 20/03/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Workbooks CRM Pricing

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Workbooks CRM Reviews

User Rating

4.8/5 (Based on 15 Ratings)

Rating Distribution

Excellent
80%
Very Good
20%
Average
0%
Poor
0%
Terrible
0%

User Sentiments

Flexible Customization, Excellent Reporting, Ease of Use, Great Customer Support

Limited Mobile App Functionality, Lack of Specific Integrations, Occasional Slow Performance, Steep Learning Curve

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Review Summary

Overall, users find Workbooks easy to use and appreciate its customizable features. Many reviewers mention the excellent customer support as a major advantage. However, some users express concerns about its pricing and the occasional glitches in the system. Additionally, a few reviewers mention that the software can be complex and overwhelming for beginners.

Pros

Userfriendly interface and intuitive design.
Offers customizable templates and workflows to streamline processes.
Features robust data analytics and reporting capabilities.

Cons

Limited integrations with thirdparty applications.
May require a learning curve for new users.
Can be expensive for small businesses or individuals.

AI-Generated from the text of User Reviews

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Workbooks CRM Screenshots

Finance Screen

Sales Dashboard

Customer Service

Email Editor

Workbooks CRM FAQs

What is Workbooks CRM used for?

Workbooks CRM is CRM Software. Workbooks CRM offers the following functionalities:

Real-time Data Sync
Omnichannel Customer Engagement
Predictive Analytics
Dedicated Phone Line Integration
IoT Integration
Customer Segmentation
Opportunity Management
Sales Force Automation
Customization
Territory Management
Reporting (Analytics)
Order Management
Collaboration Tools
Lead Management
Quotes (Proposals)
List Management
Customer Support
Marketing Automation
Referral Tracking
Project Management
Lead Scoring
Product Catalog
Call Logging
Contact Management
Document Management

Learn more about Workbooks CRM features.

What are the top alternatives for Workbooks CRM?

Here`s a list of the best alternatives for Workbooks CRM:

Does Workbooks CRM provide API?

Yes, Workbooks CRM provides API.

what is CRM ?

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