Workbooks

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Workbooks	Score 4.6 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

Workbooks

Editions & Modules

Workbooks CRM Edition: $30
per user/per month
Workbooks Business Edition: $65
per user/per month

Offerings

Pricing Offerings
Workbooks
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes

Entry-level Setup Fee

Optional

Additional Details

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More Pricing Information

Community Pulse
	Workbooks
Considered Both Products	Workbooks Adam Grieve Operations Manager Chose Workbooks 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 … Incentivized Helpful? Dianne Moralee Sales Director Chose Workbooks We selected Workbooks because it had a more powerful reporting engine and a much slicker way of managing the sales pipeline and territories. It also gave us the ability to manage the support contracts better and ensure that the support team knew exactly who was in an active … Incentivized Helpful? Andrew Cutler General Manager Chose Workbooks The ability to customize Workbooks really gave them the lead against the other products that we have used or that we considered when upgrading from the Base CRM system. Incentivized Helpful? Michael Carey Business Development Manager Chose Workbooks 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 … Incentivized Helpful? Mark Cohen President Chose Workbooks Workbooks was the best overall value. It had the functionality the client needed at the best price and the quickest implementation set up and overall time frame. Incentivized Helpful? Peter Lindeman Managing Director Chose Workbooks Have worked with the likes of SugarCRM, Salesforce, Siebel, and some of their predecessors. Most of them are too much, too complex and too expensive. Have seen most of these implemenations fail. Buying these typically require much consultancy and much bespoke implementation … Helpful? Brendan Harris, MBA Director of ICT Chose Workbooks Stacks up well against private sector CRM, membership MRM and fundraising management systems - We needed functionality only normally seen within one or another of these system types and we chose Workbooks due to the comprehensive nature of what it can do, ease of use, … Helpful? Andy Regent Sales Director Chose Workbooks Easier to use…….and less expensive to customise. Helpful? James Gray CEO & Founder Chose Workbooks We were previously with Sugar and this served us well when we started with very little money and a few staff, however we quickly outgrew Sugar and additional functionality required custom work or 3rd party plugin's. We needed a scalable system that could grow with our business, … Helpful? Martijn Daalder Media Advisor / Sales Director Chose Workbooks 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! … Helpful? Verified User Employee Chose Workbooks Haven't used any similar products. Helpful? Brian Walsh BA/PM Chose Workbooks Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design … Helpful? Phil Brooks Operations Director Chose Workbooks For us, SFDC was like using a sledge hammer to crack a walnut. Plus the cost put us off. CallPro CRM came a close second in our review, but what made us eventually go with Workbooks was the UI. It was a much more friendly environment to work in. Helpful? Paul Reynolds IT Admin Chose Workbooks We looked at Salesforce and Sage, they were too heavy and the custom work required meant any change would be cost prohibitive. Helpful? Chris Hood Sales and Marketing Manager Chose Workbooks Much lower cost than both products Very favourable comparison in user experience with M'soft Better GUI than S'force Helpful? Verified User Account Manager Chose Workbooks Salesforce, Pivotal and Sugar. I find Workbooks much easier to use and more efficient. Helpful?
Top Pros	Pro Sales team Pro Easy to use Pro Management and reporting
Top Cons	Minus Simple report Minus Little slow Minus Google calendar

Features

Workbooks

Sales Force Automation

Comparison of Sales Force Automation features of Product A and Product B
	Workbooks 7.7 9 Ratings 0% above category average
Customer data management / contact management	8.59 Ratings
Workflow management	8.27 Ratings
Territory management	7.79 Ratings
Opportunity management	8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)	6.49 Ratings
Contract management	7.29 Ratings
Quote & order management	7.68 Ratings
Interaction tracking	6.48 Ratings
Channel / partner relationship management	8.48 Ratings

Customer Service & Support

Comparison of Customer Service & Support features of Product A and Product B
	Workbooks 6.3 8 Ratings 17% below category average
Case management	6.28 Ratings
Call center management	6.82 Ratings
Help desk management	5.88 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	Workbooks 7.3 7 Ratings 3% below category average
Lead management	8.07 Ratings
Email marketing	6.67 Ratings

CRM Project Management

Comparison of CRM Project Management features of Product A and Product B
	Workbooks 7.5 9 Ratings 1% below category average
Task management	7.77 Ratings
Billing and invoicing management	6.88 Ratings
Reporting	7.87 Ratings

CRM Reporting & Analytics

Comparison of CRM Reporting & Analytics features of Product A and Product B
	Workbooks 8.6 8 Ratings 12% above category average
Forecasting	8.28 Ratings
Pipeline visualization	8.88 Ratings
Customizable reports	8.88 Ratings

Customization

Comparison of Customization features of Product A and Product B
	Workbooks 7.7 8 Ratings 2% above category average
Custom fields	8.48 Ratings
Custom objects	7.67 Ratings
Scripting environment	7.56 Ratings
API for custom integration	7.57 Ratings

Security

Comparison of Security features of Product A and Product B
	Workbooks 7.5 8 Ratings 10% below category average
Single sign-on capability	7.05 Ratings
Role-based user permissions	8.07 Ratings

Social CRM

Integrations with 3rd-party Software

Comparison of Integrations with 3rd-party Software features of Product A and Product B
	Workbooks 6.9 6 Ratings 4% below category average
Marketing automation	6.76 Ratings
Compensation management	7.02 Ratings

Platform

Comparison of Platform features of Product A and Product B
	Workbooks 4.2 7 Ratings 57% below category average
Mobile access	4.27 Ratings

Best Alternatives
	Workbooks
Small Businesses	Salesmate Score 9.8 out of 10
Medium-sized Companies	Creatio Score 9.1 out of 10
Enterprises	Creatio Score 9.1 out of 10
All Alternatives	View all alternatives

User Ratings
	Workbooks
Likelihood to Recommend	7.0 (18 ratings)
Likelihood to Renew	8.5 (7 ratings)
Usability	7.3 (1 ratings)
Availability	9.1 (2 ratings)
Support Rating	8.2 (1 ratings)
Online Training	6.4 (1 ratings)

User Testimonials
	Workbooks
Likelihood to Recommend	Workbooks Online 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 BA/PM Read full review
Pros	Workbooks Online 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 Sales and Marketing Manager Read full review
Cons	Workbooks Online 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). Martijn Daalder Media Advisor / Sales Director Read full review
Likelihood to Renew	Workbooks Online 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. Paul Reynolds IT Admin Read full review
Reliability and Availability	Workbooks Online Workbooks CRM never let me down. Peter Lindeman Managing Director Read full review
Online Training	Workbooks Online Workbooks online trianing does what it needs to; but some training will always be better suited to face to face.. Brendan Harris, MBA Director of ICT Read full review
Alternatives Considered	Workbooks Online 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. Incentivized Adam Grieve Operations Manager Read full review
Return on Investment	Workbooks Online Allows us easy management of leads and clear visibility of opportunities for the sales team User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations Incentivized David Carter Quality Assurance Manager Read full review
ScreenShots	Workbooks Screenshots