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 salesN/A

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

Pros
  • 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
Cons
  • 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/mo
billed monthly
Business
GBP 64/mo
billed monthly
Pro
GBP 76/mo
billed monthly

Countries & Languages

1
Countries served
1
Interface languages
2
Billing currencies

Available in

All Countries.

Interface languages

English

Billing currencies

🇺🇸USD🇬🇧GBP

No reviews yet

Be the first to drop a review

Alternatives to Workbooks

Unleashified logo

Unleashified

Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…

Trembi logo

Trembi

Trembi is a project management software from Trembi that supports teams in planning and executing…

Skynamo logo

Skynamo

Skynamo is a sales management software from Skynamo that supports field sales teams in managing…

Sense Talent Engagement Platform logo

Sense Talent Engagement Platform

Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Salesforce Sales Cloud is a sales force automation software from Salesforce that enables sales teams…

Salesforce logo

Salesforce

Salesforce is a CRM software platform from Salesforce that helps companies become Agentic Enterprises where…

Spot something wrong or outdated?

Suggest a correction — a reviewer verifies every change.

Often compared with Workbooks

Compare any two tools →
Unleashified logo
Unleashified
CRM
0.0
Trembi logo
Trembi
CRM
0.0
Skynamo logo
Skynamo
CRM
0.0
Sense Talent Engagement Platform logo
Sense Talent Engagement Platform
CRM
0.0