Audience

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

About Workbooks

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.

Pricing

Starting Price:
$39.00 per user per month
Pricing Details:
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 Version available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, Workbooks offers API access

Ratings/Reviews

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Company Information

Workbooks
Founded: 2007
United Kingdom
www.workbooks.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Workbooks Frequently Asked Questions

Q: What kinds of users and organization types does Workbooks work with?
Q: What languages does Workbooks support in their product?
Q: What kind of support options does Workbooks offer?
Q: What other applications or services does Workbooks integrate with?
Q: Does Workbooks have an API?
Q: Does Workbooks have a mobile app?
Q: What type of training does Workbooks provide?
Q: Does Workbooks offer a free trial?
Q: How much does Workbooks cost?
Q: What pricing for support is available for Workbooks?
Q: What pricing for training is available for Workbooks?

Workbooks Product Features

CPQ

Self Service Portal
Approval Workflow
Proposal Generation
3D Modeling
Guided Selling
Quotes / Estimates
Renewal Management
Product Configurator
eCommerce
2D Drawing

CRM

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

A/B Testing
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
Artificial Intelligence

Marketing Automation

A/B Testing
Analytics / ROI Tracking
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
Artificial Intelligence

Sales Tracking

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

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

Workbooks Additional Categories