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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.

About

Zooma now available to any business that has customers. A comprehensive software platform for consultants, managers and administrators of travel businesses or any business with a customer and sales focus. Offering you a 360-degree view of your business and its operations. Provides tools to increase business efficiency, enhance client experience,acquire and qualify sales leads and improve profitability in one complete program. Includes data-based, personalized marketing as well as analysis reports and planning. Your customer will sense and see that you are making an extra effort to understand the situation at which they are and to really understand them to be better able to help them get where they want to be. Collaborate with your accountant, bookkeeper Only gives staff access to the areas they need to do their job. With Bank Feeds allowing you to track cashflow, manage bills and simple to use.

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

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

Audience

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

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

$39.00 per user per month
Licenses are displayed as £25 / $39 / €30 per user per month for Workbooks CRM, £55 / $78 / €65 per user per month for Workbooks Business and £125 / $167 / €145 for Workbooks Events.

Customers pay for their licenses on an annual basis, in advance. To clarify, customers should expect to pay an annual price of £300 / $468 / €360 per user for Workbooks CRM, £660 / $936/ €780 per user for Workbooks Business and £1,500 / $2,004 / €1,740 per user for Workbooks Events.
Free Version
Free Trial

Pricing

No information available.
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

Workbooks
Founded: 2007
United Kingdom
www.workbooks.com

Company Information

Zoomaworks
Australia
zoomaworks.com

Alternatives

BIGContacts

BIGContacts

ProProfs

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
GatorMail

GatorMail

Workbooks

Categories

Categories

CRM

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

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

Integrations

Adobe Acrobat Sign
Basecamp
COZYROC SSIS+ Suite
Campaign Monitor
Constant Contact
Dubb
HubSpot CRM
HubSpot Data Hub
Kixie PowerCall & SMS
Lead Forensics
MIE Trak Pro
Microsoft Dynamics 365
QuickBooks Online Advanced
SQL Server
Sage 50
Spotler
StarfishETL
XaitCPQ
Zapier
dotdigital Engagement Cloud

Integrations

Adobe Acrobat Sign
Basecamp
COZYROC SSIS+ Suite
Campaign Monitor
Constant Contact
Dubb
HubSpot CRM
HubSpot Data Hub
Kixie PowerCall & SMS
Lead Forensics
MIE Trak Pro
Microsoft Dynamics 365
QuickBooks Online Advanced
SQL Server
Sage 50
Spotler
StarfishETL
XaitCPQ
Zapier
dotdigital Engagement Cloud
Claim Workbooks and update features and information
Claim Workbooks and update features and information
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Claim Zoomaworks and update features and information