LocaliQ is a marketing platform that helps businesses attract and retain ideal customers with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services.
N/A
Workbooks
Score 4.9 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
LocaliQ
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
LocaliQ
Workbooks
Free Trial
Yes
Yes
Free/Freemium Version
Yes
Yes
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Optional
Optional
Additional Details
LocaliQ offers both self-serve and premium solutions.
LocaliQ’s free, self-serve experience provides access to Free Website Grader, Free Inbound Call Recorder, Chatbot (free and $9.99/month options available), Scheduling Technology (free and $9.99/month options available), and Listings solutions ($9.99/month and $14.99/month options available).
For LocaliQ's premium solutions, users are partnered with a LocaliQ expert to create the best marketing plan for their businesses that utilizes a full suite of marketing products.
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More Pricing Information
Community Pulse
LocaliQ
Workbooks
Features
LocaliQ
Workbooks
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
LocaliQ
7.6
11 Ratings
8% above category average
Workbooks
-
Ratings
WYSIWYG email editor
7.34 Ratings
00 Ratings
Dynamic content
6.69 Ratings
00 Ratings
Ability to test dynamic content
8.02 Ratings
00 Ratings
Landing pages
6.78 Ratings
00 Ratings
A/B testing
8.06 Ratings
00 Ratings
Mobile optimization
7.311 Ratings
00 Ratings
Email deliverability reporting
9.06 Ratings
00 Ratings
List management
7.17 Ratings
00 Ratings
Triggered drip sequences
8.63 Ratings
00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
LocaliQ
7.4
41 Ratings
14% above category average
Workbooks
-
Ratings
Lead nurturing automation
8.033 Ratings
00 Ratings
Lead scoring and grading
6.79 Ratings
00 Ratings
Data quality management
7.937 Ratings
00 Ratings
Automated sales alerts and tasks
7.224 Ratings
00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
LocaliQ
7.8
3 Ratings
5% above category average
Workbooks
-
Ratings
Calendaring
9.52 Ratings
00 Ratings
Event/webinar marketing
6.02 Ratings
00 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
LocaliQ
7.8
10 Ratings
18% above category average
Workbooks
-
Ratings
Social sharing and campaigns
8.19 Ratings
00 Ratings
Social profile integration
7.69 Ratings
00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
LocaliQ
7.7
43 Ratings
16% above category average
Workbooks
-
Ratings
Dashboards
7.542 Ratings
00 Ratings
Standard reports
7.842 Ratings
00 Ratings
Custom reports
7.832 Ratings
00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
LocaliQ
9.0
6 Ratings
51% above category average
Workbooks
-
Ratings
Customizability
9.06 Ratings
00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.7
9 Ratings
1% 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 Product A and Product B
LocaliQ
-
Ratings
Workbooks
6.3
8 Ratings
19% 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 Product A and Product B
LocaliQ
-
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 Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.5
9 Ratings
2% 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 Product A and Product B
LocaliQ
-
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 Product A and Product B
LocaliQ
-
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 Product A and Product B
LocaliQ
-
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 Product A and Product B
LocaliQ
-
Ratings
Workbooks
6.6
3 Ratings
12% 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 Product A and Product B
LocaliQ
-
Ratings
Workbooks
6.9
6 Ratings
7% below category average
Marketing automation
00 Ratings
6.76 Ratings
Compensation management
00 Ratings
7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
The forms of online marketing continues to grow and LocaliQ's associates have the relevant skills to keep up with this and recommend what is suited for our business. Geo fencing is another area that makes a lot of sense as people use their phones more and more for accessing the web. Through LocaliQ we can pinpoint physicial places where we can market to a group that matches our target audience.
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.
ThriveHive is a smaller marketing team dedicated to helping small to medium sized businesses perfect their marketing messages. ThriveHive is particularity good at understanding how Google, and other search engines work, and have been instrumental in helping my company to grow and evolve.
With ThriveHive, you get a dedicated coach who is matched to your type of business. This experience with similar businesses gives your coach a better understanding of your business and the challenges your company faces.
My coach is very good at responding to my needs within 1 to 2 business days. Email contacts are fluent and as often as I need, to discuss ideas or questions. I can only speak of my relationship with my coach, and I am very pleased.
I feel that ThriveHive makes every effort to take excellent care of their clients, and makes you feel like you are their most important customer. I definitely believe that this is one of ThriveHives' greatest assets.
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
LocaliQ could improve how it tracks and reports on customer journeys across those channels to provide a clearer view of ROI.
The pricing structure is not fully transparent, making it hard to understand the true costs associated with campaigns. Breaking down the fees associated with LocaliQ would make budgeting easier.
LocaliQ is able to provide basic ad creative, but there tends to be a disconnect between our brand voice and what is expected with creative. It would be nice to be able to get all design work within LocaliQ rather than have to use and outside designer all the time.
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.
Overall usability pretty good. If we would have gotten better return on our advertising dollar I would have continued with them - their dashboard was very easy to use and the recaps they provided were helpful. They try to put data in bite-sized pieces for the client that are understandable (unlike google's reporting page itself which can be a bit difficult to understand at times). Their team was friendly, semi-responsive, and provided explanations when requested
I have investigated national services like American Eagle and also small market locally owned business like Red Shoes. Each year, I look into at least one other service provider to evaluate our service value. So far, no other company has come close to providing an all around service
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.
There is always the challenge with practices that have multiple locations, trying to target a geographical zone that is sometimes to wide. But we have successfully navigated this issue when needed to target those who need the most added volume.