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About

WeLevel is an all-in-one AI-enhanced marketing and customer relationship platform that empowers businesses to convert leads into loyal clients through a seamless, automated workflow. It supports capturing tools such as social media management, website chat widget, forms and surveys, and online appointment booking, then nurtures leads via automated nurture sequences, email and SMS marketing, a unified inbox, phone system with autodialer, and task automation. For closing opportunities, users benefit from CRM with sales pipeline visibility, invoicing and payment management, reputation and review tracking, built-in reporting and analytics, and even website and funnel-building capabilities, all designed to plug workflow gaps and streamline operations.

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 seeking a solution that automates lead capture, nurturing, and sales workflows end-to-end

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

$999 per month
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:

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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

WeLevel
United States
welevel.net

Company Information

Workbooks
Founded: 2007
United Kingdom
www.workbooks.com

Alternatives

Alternatives

BIGContacts

BIGContacts

ProProfs
HubSpot CRM

HubSpot CRM

HubSpot
GatorMail

GatorMail

Workbooks

Categories

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

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

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

Integrations

Adobe Acrobat Sign
Box
Constant Contact Lead Gen & CRM
Dropbox Sign
GoTo Meeting
HubSpot Customer Platform
HubSpot Marketing Hub
Lead Forensics
Leadview.io
Mailchimp
Microsoft Dynamics 365
Microsoft Outlook
QuickBooks Online
SAP ERP
Sage 50
Sage Intacct
StarfishETL
Teldrip Insights
XaitCPQ
Xinix

Integrations

Adobe Acrobat Sign
Box
Constant Contact Lead Gen & CRM
Dropbox Sign
GoTo Meeting
HubSpot Customer Platform
HubSpot Marketing Hub
Lead Forensics
Leadview.io
Mailchimp
Microsoft Dynamics 365
Microsoft Outlook
QuickBooks Online
SAP ERP
Sage 50
Sage Intacct
StarfishETL
Teldrip Insights
XaitCPQ
Xinix
Claim WeLevel and update features and information
Claim WeLevel and update features and information
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