After the August 2024 acquisition, Hearsay Systems joined Yext, combining Yext's digital presence management with Hearsay's compliant customer engagement tools.
N/A
Workbooks
Score4.9 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
Hearsay, now part of Yext
Workbooks
Editions & Modules
No answers on this topic
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
Hearsay, now part of Yext
Workbooks
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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More Pricing Information
Features
Hearsay, now part of Yext
Workbooks
Sales Force Automation
Comparison of Sales Force Automation features of Hearsay, now part of Yext and Workbooks
Feature
Hearsay, now part of Yext
-
Ratings
Workbooks
7.7
9 Ratings
2% below category average
Customer data management / contact management
00 Ratings
8.59 Ratings
Workflow management
00 Ratings
8.27 Ratings
Territory management
00 Ratings
7.79 Ratings
Opportunity management
00 Ratings
8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)
00 Ratings
6.49 Ratings
Contract management
00 Ratings
7.29 Ratings
Quote & order management
00 Ratings
7.68 Ratings
Interaction tracking
00 Ratings
6.48 Ratings
Channel / partner relationship management
00 Ratings
8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Hearsay, now part of Yext and Workbooks
Feature
Hearsay, now part of Yext
-
Ratings
Workbooks
6.3
8 Ratings
20% below category average
Case management
00 Ratings
6.28 Ratings
Call center management
00 Ratings
6.82 Ratings
Help desk management
00 Ratings
5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Hearsay, now part of Yext and Workbooks
Feature
Hearsay, now part of Yext
-
Ratings
Workbooks
7.3
7 Ratings
6% below category average
Lead management
00 Ratings
8.07 Ratings
Email marketing
00 Ratings
6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Hearsay, now part of Yext and Workbooks
Feature
Hearsay, now part of Yext
-
Ratings
Workbooks
7.5
9 Ratings
3% below category average
Task management
00 Ratings
7.77 Ratings
Billing and invoicing management
00 Ratings
6.88 Ratings
Reporting
00 Ratings
7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Hearsay, now part of Yext and Workbooks
Feature
Hearsay, now part of Yext
-
Ratings
Workbooks
8.6
8 Ratings
12% above category average
Forecasting
00 Ratings
8.28 Ratings
Pipeline visualization
00 Ratings
8.88 Ratings
Customizable reports
00 Ratings
8.88 Ratings
Customization
Comparison of Customization features of Hearsay, now part of Yext and Workbooks
Feature
Hearsay, now part of Yext
-
Ratings
Workbooks
7.7
8 Ratings
1% above category average
Custom fields
00 Ratings
8.48 Ratings
Custom objects
00 Ratings
7.67 Ratings
Scripting environment
00 Ratings
7.56 Ratings
API for custom integration
00 Ratings
7.57 Ratings
Security
Comparison of Security features of Hearsay, now part of Yext and Workbooks
Feature
Hearsay, now part of Yext
-
Ratings
Workbooks
7.5
8 Ratings
11% below category average
Single sign-on capability
00 Ratings
7.05 Ratings
Role-based user permissions
00 Ratings
8.07 Ratings
Social CRM
Comparison of Social CRM features of Hearsay, now part of Yext and Workbooks
Feature
Hearsay, now part of Yext
-
Ratings
Workbooks
6.6
3 Ratings
13% below category average
Social data
00 Ratings
6.03 Ratings
Social engagement
00 Ratings
7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Hearsay, now part of Yext and Workbooks
Feature
Hearsay, now part of Yext
-
Ratings
Workbooks
6.9
6 Ratings
9% below category average
Marketing automation
00 Ratings
6.76 Ratings
Compensation management
00 Ratings
7.02 Ratings
Platform
Comparison of Platform features of Hearsay, now part of Yext and Workbooks
Apart from a few limitations, Hearsay Social is an excellent tool for managing your social media posts in one place. Its user-friendly interface allows you to analyze, track, schedule, and automate social media posts. This is a must in today's age. It saves a lot of stress and handwork and makes you efficient as it gives you tools to analyze the results of your posts in terms of reach, viewership, etc. Thereby helping you to formulate your social media strategy.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
I am sure that would increase productivity even further (if it's of the same standard as the main environment).
the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
If you wish to reduce stress of managing multiple social media handles from a single place, you can use Hearsay Social. Hearsay Social helps you analyze, automate, schedule posts and even give ideas for posts. Rather than multitasking, one would obliviously choose a single place to track your posts. It also fares greatly as compared to its competitors. It has a great interface. Very easy and simple to use.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Facebook Business Manager is also good however it has some limitations like it's very difficult to remove an ad account, we cannot schedule shared posts and the user interface is a bit complicated and not user-friendly. I like the user interface of Hearsay Social. I find it very simple and easy to use. Also, it has all the features that you might require in Social Media Management tool.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info