Overview
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.
Awards
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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
Workbooks Business Edition
$65
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Microsoft Office Excel Tutorial 2013 Workbooks 2.3 Employee Group Training
worksheets demo: create workbooks
ms excel 2010 how to save workbooks demo
Merge the styles of the open workbooks.
Merge the styles of the open workbooks.
Neues in disy Cadenza Workbooks – Business Intelligence und Reporting – Live-Demo
Features
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
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 |