Workbooks logo

Workbooks

by Workbooks · Since 2009
No reviews yet
Active1+ countriesCloudFree tier
Quick facts
VendorWorkbooks
Year launched2009
StatusActive
LocationUnit 9 Suttons Business Park, Suttons Park Avenue, Reading, RG6 1AZ, United Kingdom
Countries served1+
Languages1
Integrations14+
Free tierYES
Free trialYES
Contact sales

About Workbooks

Workbooks is a CRM software from Workbooks that provides businesses with tools for customer relationship management and sales automation. It includes features such as lead management, sales tracking, and reporting, so organizations can manage interactions with customers and improve their sales processes. This software also supports marketing automation, customer service management, and project management functionalities. Workbooks is designed to cater to various business needs, ensuring teams can collaborate effectively and maintain organized records of their customer interactions. Key capabilities: lead management sales tracking reporting marketing automation project management Best for: businesses that need a comprehensive solution for managing customer relationships and sales activities.

Workbooks is a comprehensive CRM software that offers a range of features including Knowledge Base, Lead Management, Online CRM, Sales Engagement Platform, Sales Force Automation, Sales Tracking, and Predictive Lead Scoring. This software is designed to help businesses streamline their sales processes, improve customer relationships, and boost overall efficiency. The user interface of Workbooks is intuitive and easy to navigate. The dashboard is clean and well-organized, providing users with quick access to key information. The design elements are minimalistic yet effective, enhancing the overall user experience. Users can customize their workspace to suit their preferences, making it a personalized and user-friendly environment. One of the standout features of Workbooks is its advanced lead management capabilities. The software allows users to track leads, assign tasks, and prioritize opportunities effectively. The predictive lead scoring feature helps businesses identify the most promising leads, enabling sales teams to focus their efforts on high-value prospects. Workbooks also excels in sales tracking, providing real-time insights into the sales pipeline and performance metrics. Users can monitor sales activities, track deals, and forecast revenue with ease.

Pros & Cons

What users like
  • +Comprehensive feature set covering sales, marketing, customer service, and more
  • +Flexible pricing plans to suit different business needs
  • +User-friendly interface with customizable dashboards
  • +Strong integration capabilities with popular tools
  • +Responsive customer support
What users flag
  • Pricing may be higher compared to some competitors
  • Advanced features may require additional setup and configuration
  • Learning curve for new users

Features

Key features

Sales & Marketing Automation
Manage leads, opportunities, and campaigns
Customer Service Management
Track and resolve customer issues efficiently
Order & Invoice Management
Handle sales orders, invoicing, and credit notes
Project Management
Plan, execute, and monitor projects

Additional features

Event Management
Organize and manage events, including ticketing and registration
Custom Records & Reporting
Create custom record types and generate detailed reports
Mobile Access
Access CRM data on-the-go
Integrations
Integrate with tools like Office 365, Outlook, SharePoint, and more

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Standard

GBP 30

Business

GBP 64

Pro

GBP 76

Countries & Languages

1
Countries served
1
Interface languages
2
Billing currencies

Available in

All Countries.

Interface languages

English

Billing currencies

🇺🇸USD🇬🇧GBP

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