123FormBuilder (formerly 123ContactForm)

36 Ratings
Score 6.8 out of 101

Workbooks

Top Rated
28 Ratings
Score 8.6 out of 101

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Likelihood to Recommend

123FormBuilder (formerly 123ContactForm)

I believe when creating forms larger in scale, 123contactform would be well suited in terms of flexibility. It allows a creator that's familiar with HTML and inline CSS to manipulate the form to their will, providing them the desired outcome.

Workbooks

As we have a relatively small pipeline, Workbooks works great for us as the whole team can see in real time which member is doing the best/worst. I would say if an organisation has a very large pipeline it may be much harder to keep track of this with Workbooks.

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
6.4
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.
  • Order tracking
  • APIs for invoicing scripts
  • User management

Cons

  • Design elements can be too simple.
  • CRM features
  • I'd like to see the multi currency handled better. If I want to see a view that contains customer finance data from multiple regions, I can't see a total in GBP unless I create a report.
  • We found it difficult to manage support cases in Workbooks and the support team has had to move to another platform. Maybe looking at what ZenDesk is doing would be a good next step here.
  • I'd like to see a way of adding multiple contacts to a lead record. At the moment, every person has to have their own record as there's only space for one person and that means multiple records for one company.

Likelihood to Renew

123FormBuilder (formerly 123ContactForm)6.0
Based on 4 answers
Developed more permanent forms for my website that allow for data capture and analysis
Workbooks8.5
Based on 7 answers
Put simply, we are happy with the product.

Usability

123FormBuilder (formerly 123ContactForm)8.0
Based on 1 answer
Easy to install and quickly explain to others how to use
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
Workbooks9.1
Based on 2 answers
Workbooks CRM never let me down.

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
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
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
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..

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
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.
I've only used SugarCRM, Workbooks is a much more sophisticated product. A huge step in the right direction and the company are much better organized now, all across the board. The reporting, lead and support management are much more reliable for our business. We can do a lot more with Workbooks including the API's.

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
No score
No answers yet
No answers on this topic

Return on Investment

  • Faster lead conversion
  • Increased employee efficiency
  • Better customer service
  • Our team is better managed and performing better as a result.
  • Customers have also seen an improvement in customer support as cases are logged and tracked.

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