+
+

Related Products

  • Pipedrive
    10,191 Ratings
    Visit Website
  • Shape Software
    134 Ratings
    Visit Website
  • Docket
    58 Ratings
    Visit Website
  • Pipeliner CRM
    750 Ratings
    Visit Website
  • SalesTarget.ai
    42 Ratings
    Visit Website
  • Resco Field Sales+
    12 Ratings
    Visit Website
  • D&B Connect
    189 Ratings
    Visit Website
  • iPaper
    41 Ratings
    Visit Website
  • Everstage
    3,550 Ratings
    Visit Website
  • ShareCRM
    68 Ratings
    Visit Website

About

Equipping your sales and marketing team with the right digital tools and digital solutions to help them close more sales effectively. Enabling you to focus on strengthening your customer's experience and spend less time on pre-sales and after-sales activities. Empowering you to drive revenue growth without having to hire more salespeople to generate sales for you. We have seen how technology has transformed the way people buy, and also the way people sell. We help you train your sales team with proven frameworks and solutions to “fish” for more sales in this digital era. With the right strategy, it's time to equip your business and sales team with the right digital tools to drive sales. We provide a seamless sales and marketing solution that can be integrated with other digital applications that you use. Like any good fisherman, you will need the right fishing rod to meet your unique sales and marketing needs.

About

Workbooks joins up your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based CRM solution. Marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. With secure anytime, anywhere access across all devices and seamless integration with your current systems, Workbooks gives your teams a single 360-degree view of your customers that helps them focus on the right things and get the real-time insights they need to make decisions. Workbooks helps you put customers at the heart of your business and build lasting, profitable relationships that grow long-term revenue in a sustainable way. That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them grow better, grow together, and grow in the right way.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for a solution to improve their services and increase sales

Audience

Join up your business with a single cloud-based CRM solution and lower the cost of your CRM project with co-funded implementation.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$39.00 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

QuickDesk
Founded: 2014
Singapore
www.quickdesk.io

Company Information

Workbooks
Founded: 2007
United Kingdom
www.workbooks.com

Alternatives

Saphyte

Saphyte

Loyica

Alternatives

BIGContacts

BIGContacts

ProProfs
HubSpot CRM

HubSpot CRM

HubSpot
zigihub

zigihub

Zigihub
Freshsales

Freshsales

Freshworks
GatorMail

GatorMail

Workbooks

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social Media Management Features

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Integrations

Zapier
Adobe Acrobat Sign
Box
Campaign Monitor
Dubb
GatorMail
GoTo Meeting
Lead Forensics
Leadview.io
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft Exchange
QuickBooks Online Advanced
SQL Server
Sage 50
Sage Intacct
StarfishETL
XaitCPQ

Integrations

Zapier
Adobe Acrobat Sign
Box
Campaign Monitor
Dubb
GatorMail
GoTo Meeting
Lead Forensics
Leadview.io
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft Exchange
QuickBooks Online Advanced
SQL Server
Sage 50
Sage Intacct
StarfishETL
XaitCPQ
Claim QuickDesk and update features and information
Claim QuickDesk and update features and information
Claim Workbooks and update features and information
Claim Workbooks and update features and information