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Workbooks is used by a wide range of departments, including finance, commercial, fundraising, membership, communications, marketing, HR, …
Starting at $30 per user/per month
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What is Workbooks?
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.
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Popular Features
- Opportunity management (9)8.888%
- Customer data management / contact management (9)8.585%
- Territory management (9)7.777%
- Integration with email client (e.g., Outlook or Gmail) (9)6.464%
Pricing
Workbooks CRM Edition
$30
Cloud
per user/per month
Workbooks Business Edition
$65
Cloud
per user/per month
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttp://www.workbooks.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Microsoft Office Excel Tutorial 2013 Workbooks 2.3 Employee Group Training
YouTube
worksheets demo: create workbooks
YouTube
ms excel 2010 how to save workbooks demo
YouTube
Merge the styles of the open workbooks.
YouTube
Merge the styles of the open workbooks.
YouTube
Neues in disy Cadenza Workbooks – Business Intelligence und Reporting – Live-Demo
YouTube
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Workbooks?
Headquartered in Reading, UK, with an office also in Connecticut, US, Workbooks offers growing companies a SaaS platform to run their business and engage with customers. Its core CRM services are aimed specifically at mid-market organisations and extend beyond sales, marketing and customer services to include a full suite of marketing automation tools, as well as event management, order management and fulfilment, invoicing and supplier management functionalities.
The vendor states Workbooks is not a departmental solution, but rather a true end-to-end CRM. Workbooks designs, develops and implements its own software, which is used by customers to grow revenues, streamline business processes, get insights and improve engagement with clients.
Workbooks Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Additional Features
- Supported: Lead, Opportunity and Sales Management Functions
- Supported: Campaign Management and Marketing Automation
- Supported: Case/Support Management
- Supported: Order Processing, Quotations, Purchase Orders and Invoices
- Supported: Reporting & Dashboards
Workbooks Screenshots
Workbooks Videos
Customer Success
Watch Workbooks Overview Video
Watch Workbooks for Sales Teams
Workbooks Integrations
- Mailchimp
- HubSpot Marketing Hub
- Box
- Basecamp
- Constant Contact
- Eventbrite
- EventHQ
- GoTo Meeting
- Dropbox Sign
- Lead Forensics
- Microsoft Azure
- Microsoft Exchange
- Microsoft SQL Server
- MPZMail
- MySQL
- QuickBooks Online
- Xero
- Zendesk Suite
- Adobe Acrobat Sign
- GoCardless
- PieSync
- from HubSpot
- CCH
- dotdigital
- MS Outlook
- Google Docs
- SharePoint
- Sage
- Postcode Anywhere
- 750+ Zapier Apps
- Adobe Sign (formerly EchoSign)
- Barbour ABI
- Campaign Master
- Creditsafe
- Import/Export
- Logate
- MagneticOne Mobile
- Mondago
Workbooks Competitors
- NetSuite ERP
- HubSpot Marketing Hub
- Sugar Sell (SugarCRM)
- Salesforce
- Microsoft Dynamics
Workbooks Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Languages | English, American English, French, German, Spanish |
Workbooks Downloadables
Frequently Asked Questions
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.
NetSuite ERP, HubSpot Marketing Hub, and Sugar Sell (SugarCRM) are common alternatives for Workbooks.
Reviewers rate Opportunity management and Pipeline visualization and Customizable reports highest, with a score of 8.8.
The most common users of Workbooks are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(30)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Workbooks is used by a wide range of departments, including finance, commercial, fundraising, membership, communications, marketing, HR, ICT, policy, and research. It helps manage daily workflow processes and interactions with third parties. The software serves as a primary sales tool for pipeline and sales management, tracking renewals and providing an overview of services and channel partner support.
Users have praised Workbooks for its simplicity and affordability for small businesses without compromising functionality. It is most effective when used across the entire organization, enabling a complete picture of interactions with prospects or clients and resulting in improved efficiency and customer service. Workbooks also allows for the full management of customers, enhanced efficiency and productivity, and the ability to customize CRM solutions for companies integrating cloud-based software.
Dashboard: Users have found the dashboard of the service to be highly valuable, with multiple reviewers highlighting its effectiveness. It provides a centralized location for important information and allows easy access to pertinent data for sales calls.
Reporting and Dashboards: The in-depth reporting and dashboards offered by the service were praised by users. Several reviewers mentioned that these features help them stay on top of their business, from following up on sales leads to monitoring their pipeline.
Automation: Many users have appreciated the automation capabilities of the service. They have found it time-saving and efficient to create automated follow-ups and reminders based on updating fields or other criteria.
Unintuitive Report Building: Many users have expressed frustration with the unintuitive and confusing process of building reports in Workbooks. They find it difficult to navigate and understand, leading to inefficiency in creating the desired reports.
Difficulties with Managing Access Rights: Several users have mentioned that managing individual access rights in Workbooks can be quite challenging. This complexity makes it harder for them to assign appropriate permissions and ensure data security within their organizations.
Occasional Slowness and Downtime: Some users have reported occasional slowness while using the software, which negatively impacts their productivity. Although rare, there are instances when they experience downtime, causing interruptions and delays in their work processes.
According to user reviews, there are three common recommendations for Workbooks. Firstly, users suggest mapping out and re-doing existing processes when implementing Workbooks to ensure a smooth transition and maximize benefits. Secondly, it is recommended to set up Workbooks properly to avoid future problems. Lastly, users recommend connecting with Oliphant for excellent support during implementation and usage. These recommendations highlight the importance of careful planning, thorough setup, and utilizing available support resources for a successful experience with Workbooks.
Attribute Ratings
Reviews
(1-18 of 18)Companies can't remove reviews or game the system. Here's why
August 27, 2021
User of workbooks for four years
We use Workbooks as our CRM, sales pipeline management, order book, invoicing tool, and marketing management system. Over the years we have slowly added more things to the list of things we use Workbooks for, but since moving our accounting away from Sage and on to Xero, we have begun to stop using Workbooks for things like supplier orders and collections.
December 11, 2017
Workbooks - Excellent CRM software
Workbooks is used for lead management for the sales team, the operations team use it to manage our current customer base and the support team use workbooks for support cases. It allows us to manage clients in one location rather than using a number if different systems for support, leads and customer management
December 05, 2017
Workbooks is the engine that drives our business
Workbooks is used by the Sales and Marketing departments as well as the Finance team. We have integrated our 'contact us' page on our website with Workbooks so that all new visitors to our website can log a request for contact and we're notified by Workbooks straightaway that we need to reach out. Our sales team then manage the sale from initial contact right through to closing using Workbooks Leads and Opportunities management tools. We know where we are every step of the way.
We're also managing all of our marketing activities through Workbooks using Campaigns so we know every communication we've sent out to both prospects and customer and who has received our emails. We're also able to manage our trade show expenditure using Workbooks so we know where best to spend our money.
We're also managing all of our marketing activities through Workbooks using Campaigns so we know every communication we've sent out to both prospects and customer and who has received our emails. We're also able to manage our trade show expenditure using Workbooks so we know where best to spend our money.
December 05, 2017
Workbooks - bring the whole team together with clarity; consistency; and transparency
The whole company; and some key sub-contractors, use our bespoke version of Workbooks to track the flow/process of each of our opportunities/projects.
December 05, 2017
Sales, Marketing and Finance!
We currently use Workbooks in a few different departments. Sales uses this to track sales cycles, as a CRM Database, and to track their target revenue. Finance uses this for orders and invoices to track who has paid, and Marketing uses this to send mail shots as well. We used to use this in support for support cases.
December 05, 2017
Workbooks is a solid CRM!
The entire company use Workbooks including admin, finance, sales and management. In the sales department we use it to track web leads and manage KPI's and forecasting. It allows the team, who are not all based in the same office, to see what is in the pipeline and manage progress.
My client uses Workbooks across the organization for prospect and customer management. It is also used for:
- Contact management
- Contact tracking
- Campaign tracking
- Lead tracking
- Lead management
- Invoicing
- Statements
- Customer service
November 11, 2015
Versatile, Effective and Efficient
Workbooks is being used as our primary sales tool. For both pipeline and sales management, as well as keeping track of renewals. Workbooks helps us keep track of sales and supports us in developing the business. Provides overview of our portfolio of services and helps support our channel partners.
September 30, 2015
Workbooks in the Charitable sector
Score 9 out of 10
Vetted Review
Verified User
Workbooks is used as an organisation wide tool. The finance, commercial, fundraising, membership, communications, marketing, HR, ICT, policy and research departments all use the product daily. It is used to manage daily workflow processes that surround any and all interactions with third parties, either organisations or people.
September 30, 2015
A look at Workbooks by iPS - the sales enablement professionals!ls
Score 10 out of 10
Vetted Review
Verified User
Workbooks does what most CRM’s don’t........make it simple and affordable for a small business without limiting you or the functions you get. No wonder they keep winning CRM awards.
April 29, 2015
Workbooks runs the entire business
Score 9 out of 10
Vetted Review
Verified User
We use workbooks across the whole organisation for all sales, support and marketing activities. Workbooks allows us to very closely manage and track sales cycles all the way through to close, invoicing, contract management and post sales support. We have also used many of the API's provided by workbooks to build further automation in many parts of the business.
We are 3 years in and are very happy with the product.
We are 3 years in and are very happy with the product.
April 08, 2015
Workbooks has done what we were looking for.
Score 10 out of 10
Vetted Review
Verified User
I have worked with many CRM systems from a Sales perspective in various organizations (mostly media sales and publishing). The thing that stands out for me most working with Workbooks is the intuitive way with which it operates. Most of the people on my sales team are pretty tech savvy, and are used to working with CRM systems. We are however employing a team of administrative workers who are rather reluctant when embracing new technologies and change in general. I was truly amazed at how quickly they embraced working with Workbooks. The fact that it has a similarity with their Windows environment (start button at the bottom of the screen etc.) made the change that much easier. The fact that it is a cloud based service gave my sales team more freedom to operate and keep everyone informed on their progress even while away from the office. Because of this we have been able to quickly respond to developments in the field which has expanded our opportunities. The implementation of old data into workbooks went rather smoothly as well.
The general set up of Workbooks is also good. We worked with a local partner of Workbooks in the Netherlands, and they have helped us a great deal in respects to getting a clear view on what we needed etc.
March 18, 2015
#Workbooks for Customer Relationship Management!
Score 10 out of 10
Vetted Review
Verified User
Workbooks is being used across Lucid Switch to fully manage our customers, and improve efficiency and productivity. We are able to customize workbooks CRM to help companies integrate cloud-based software solutions.
February 03, 2015
Workbooks is the Workflow Workhorse!
Workbook is used as a CRM, Customer Service (Ticketing/Cases) and HR Tool. Our whole organization uses it to track incoming sales leads, effectiveness of marketing, customer service (we use the case module to track inbound service requests) reporting on Sales KPI's, etc. Although it's not actually an HR software, we also built an employee module to track applicants, employee vacation time, onboarding, etc. Workbooks allows us to have one central system to keep track of our leads, customers, orders, suppliers, etc. It allows us to save time, automate a tremendous amount of processes, and focus more time on building our business to new levels. We no longer duplicate data entry within our marketing modules (Email & Marketing Automation), accounting, and customer service systems.
January 20, 2015
A great CRM system, easy to tailor... and very good support
Score 9 out of 10
Vetted Review
Verified User
Workbooks is being used across the company, both to track activities against existing clients, and for the sales team targeting prospects. Managing follow up calls, data management and tracking opportunities. We had no central place for our data, opportunities, and email stats. Having now integrated DotMailer, we have everything in one place, and so sending targeted email campaigns is far easier.
January 17, 2015
Worksbooks - great investment
Score 9 out of 10
Vetted Review
Verified User
Workbooks is used across the business specifically to solve the problem we had prior which was each department running their own tools. Now we have a hosted solution that bring our sales and marketing effort in line with our accounting practice saving time and money.
January 17, 2015
Workbooks makes the books work
Score 10 out of 10
Vetted Review
Verified User
Workbooks is being used as THE sales and marketing tool across the company. The whole of the sales process is mapped and reported upon.
The area we wanted to improve was cross utilisation of a single database for sales, marketing and business development, hand-over from one exec to another, back up and support in the office for sales people on the road. This has allowed us to report upon the progress of sales and revenue vs targets and forecasts.
The area we wanted to improve was cross utilisation of a single database for sales, marketing and business development, hand-over from one exec to another, back up and support in the office for sales people on the road. This has allowed us to report upon the progress of sales and revenue vs targets and forecasts.
January 16, 2015
Simple but effective
Score 10 out of 10
Vetted Review
Verified User
Workbooks is most effective across the whole organisation. Anyone that has contact with any prospects or clients should be using the system. This enables everyone in the organisation to have a complete picture of any contact with that person or business. This results in efficiency and better customer service.