123FormBuilder (formerly 123ContactForm)

37 Ratings
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Score 6.9 out of 101

Workbooks

Top Rated
28 Ratings
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Score 8.6 out of 101

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Likelihood to Recommend

123FormBuilder (formerly 123ContactForm)

If you have a lot of customer interaction with your site, where you need to collected specific, targeted, situational data, 123FormBuilder is an absolute winner. If your site is more information and perhaps leads to a software platform or other product or service, 123FormBuilder might prove unnecessarily robust for you. Something simpler and cheaper might make more sense for you. But in most cases where you're seeking to collect information from customers, I'd happily recommend 123FormBuilder.
Brad Price profile photo

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh profile photo

Feature Rating Comparison

Sales Force Automation

123FormBuilder (formerly 123ContactForm)
Workbooks
7.7
Customer data management / contact management
123FormBuilder (formerly 123ContactForm)
Workbooks
8.5
Workflow management
123FormBuilder (formerly 123ContactForm)
Workbooks
8.2
Territory management
123FormBuilder (formerly 123ContactForm)
Workbooks
7.7
Opportunity management
123FormBuilder (formerly 123ContactForm)
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
123FormBuilder (formerly 123ContactForm)
Workbooks
6.3
Contract management
123FormBuilder (formerly 123ContactForm)
Workbooks
7.2
Quote & order management
123FormBuilder (formerly 123ContactForm)
Workbooks
7.6
Interaction tracking
123FormBuilder (formerly 123ContactForm)
Workbooks
6.4
Channel / partner relationship management
123FormBuilder (formerly 123ContactForm)
Workbooks
8.4

Customer Service & Support

123FormBuilder (formerly 123ContactForm)
Workbooks
6.3
Case management
123FormBuilder (formerly 123ContactForm)
Workbooks
6.2
Call center management
123FormBuilder (formerly 123ContactForm)
Workbooks
6.8
Help desk management
123FormBuilder (formerly 123ContactForm)
Workbooks
5.8

Marketing Automation

123FormBuilder (formerly 123ContactForm)
Workbooks
7.3
Lead management
123FormBuilder (formerly 123ContactForm)
Workbooks
8.0
Email marketing
123FormBuilder (formerly 123ContactForm)
Workbooks
6.6

CRM Project Management

123FormBuilder (formerly 123ContactForm)
Workbooks
7.5
Task management
123FormBuilder (formerly 123ContactForm)
Workbooks
7.8
Billing and invoicing management
123FormBuilder (formerly 123ContactForm)
Workbooks
6.8
Reporting
123FormBuilder (formerly 123ContactForm)
Workbooks
7.8

CRM Reporting & Analytics

123FormBuilder (formerly 123ContactForm)
Workbooks
8.6
Forecasting
123FormBuilder (formerly 123ContactForm)
Workbooks
8.2
Pipeline visualization
123FormBuilder (formerly 123ContactForm)
Workbooks
8.8
Customizable reports
123FormBuilder (formerly 123ContactForm)
Workbooks
8.8

Customization

123FormBuilder (formerly 123ContactForm)
Workbooks
7.8
Custom fields
123FormBuilder (formerly 123ContactForm)
Workbooks
8.4
Custom objects
123FormBuilder (formerly 123ContactForm)
Workbooks
7.6
Scripting environment
123FormBuilder (formerly 123ContactForm)
Workbooks
7.5
API for custom integration
123FormBuilder (formerly 123ContactForm)
Workbooks
7.5

Security

123FormBuilder (formerly 123ContactForm)
Workbooks
7.5
Single sign-on capability
123FormBuilder (formerly 123ContactForm)
Workbooks
7.0
Role-based user permissions
123FormBuilder (formerly 123ContactForm)
Workbooks
8.0

Social CRM

123FormBuilder (formerly 123ContactForm)
Workbooks
6.6
Social data
123FormBuilder (formerly 123ContactForm)
Workbooks
6.0
Social engagement
123FormBuilder (formerly 123ContactForm)
Workbooks
7.3

Integrations with 3rd-party Software

123FormBuilder (formerly 123ContactForm)
Workbooks
6.8
Marketing automation
123FormBuilder (formerly 123ContactForm)
Workbooks
6.7
Compensation management
123FormBuilder (formerly 123ContactForm)
Workbooks
7.0

Platform

123FormBuilder (formerly 123ContactForm)
Workbooks
4.3
Mobile access
123FormBuilder (formerly 123ContactForm)
Workbooks
4.3

Pros

  • Easy installation.
  • Easy to make changes and easy to user interface.
  • Great integrations.
Justin Kofron profile photo
  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood profile photo

Cons

  • Design elements can be too simple.
  • CRM features
Justin Kofron profile photo
  • Searching for names can be slow.
  • Workbooks is a complex system and can take a little while to master.
  • Managing multiple user types can be tricky to get the right security access.
Michael Carey profile photo

Likelihood to Renew

123FormBuilder (formerly 123ContactForm)6.0
Based on 4 answers
I like the product, but I am no longer in control of the project where this product was being used. However, I would definitely use 123ContactForm on future products
Justin Kofron profile photo
Workbooks8.5
Based on 7 answers
Confidence in the product going forward and the support that is received
No photo available

Usability

123FormBuilder (formerly 123ContactForm)8.0
Based on 1 answer
Easy to install and quickly explain to others how to use
Justin Kofron profile photo
Workbooks7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

123FormBuilder (formerly 123ContactForm)8.0
Based on 1 answer
I did not encounter any blackout issues
Justin Kofron profile photo
Workbooks9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman profile photo

Performance

123FormBuilder (formerly 123ContactForm)9.0
Based on 1 answer
The interface was very good and easy to use. Everything loaded quickly and it was easy to integrate other products
Justin Kofron profile photo
No score
No answers yet
No answers on this topic

Support

123FormBuilder (formerly 123ContactForm)7.0
Based on 1 answer
Very neutral, did not have to use support a lot
Justin Kofron profile photo
Workbooks8.2
Based on 1 answer
No answer on this topic is available.

Online Training

123FormBuilder (formerly 123ContactForm)8.0
Based on 1 answer
I installed 123ContactForm myself and while I had some issues installing it I was able to visit their website and the troubleshooting information they provided in their faq section. They did offer other support if a user needed additional support, but I found the information provided on their website to be more than sufficient
Justin Kofron profile photo
Workbooks6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA profile photo

Implementation

123FormBuilder (formerly 123ContactForm)8.0
Based on 1 answer
123ContactForm was very easy to implement and the content provided by them supported the product very well and answered all of my questions
Justin Kofron profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

I have used several contact form plugins for WordPress, they are superior to 123ContactForm in that they provide more CRM options, but in terms of ease of installation and ease of use 123ContactForm is a better option for non-development website builders, or site owners that might not be as tech-savy.
Justin Kofron profile photo
Sage CRM overall is a good product, but it's ease of use left something to be desired, especially with our administrative department that had little to no experience with CRM.Another BIG PLUS of Workbooks.com over Sage is the fact that it's somewhere between 50% to 30% cheaper! The fact that this is a cloud based solution was something we grew into as a company. Before we didn't have access to real time data, there would always be a production pause on data produced by our off premise sales team.
Martijn Daalder profile photo

Scalability

123FormBuilder (formerly 123ContactForm)7.0
Based on 1 answer
It was easy to install and I believe that would make it easy to use across several websites
Justin Kofron profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • Faster lead conversion
  • Increased employee efficiency
  • Better customer service
Bindesh Rach profile photo
  • It has greatly made our business more effective. For me the clearest sign of this is found in the off premise sales team being able to interact more accurately with the 'home base'.
  • Real time reporting has made my job a great deal easier in maintaining tabs of processes and progress made.
  • Less leads and potentials have fallen through the cracks of every day business. We work with many deadlines (publishing).
  • In the past the craziness of day to day deadlines would keep focus more on recurring clients where as now there is a clear assignment to who does what.
  • Making it clear when someone droppes the ball on generating new business, or with recurring business for that matter.
  • Because of this clear view on processes and the ease with which this data is accessible our lead conversion has increased greatly.
  • Our overall sales has increased 12% after implementing workbooks (over 18 months).
Martijn Daalder profile photo

Pricing Details

123FormBuilder (formerly 123ContactForm)

General
Free Trial
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No
123FormBuilder (formerly 123ContactForm) Editions & Modules
123FormBuilder (formerly 123ContactForm)
Edition
Basic
Free
Gold
$192
Platinum
$393
Corporate
$79/month4
2. per Month; or $190 per Year
3. per Month; or $390 per Year
4. billed annually
Additional Pricing Details

Workbooks

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Workbooks Editions & Modules
Workbooks
Edition
Workbooks CRM Edition
$301
Workbooks Business Edition
$701
1. per user/per month
Additional Pricing Details