Workbooks Reviews

28 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.6 out of 100

Do you work for this company? Learn how we help vendors

Overall Rating

Reviewer's Company Size

Last Updated

By Topic

Industry

Department

Experience

Job Type

Role

Filtered By:

Reviews (1-2 of 2)

Companies can't remove reviews or game the system. Here's why.

Feature Scorecard Summary

Customer data management / contact management (9)
8.5
Workflow management (7)
8.2
Territory management (9)
7.7
Opportunity management (9)
8.8
Integration with email client (e.g., Outlook or Gmail) (9)
6.4
Contract management (9)
7.2
Quote & order management (8)
7.6
Interaction tracking (8)
6.4
Channel / partner relationship management (8)
8.4
Case management (8)
6.2
Call center management (2)
6.8
Help desk management (8)
5.8
Lead management (7)
8.0
Email marketing (7)
6.6
Task management (7)
7.7
Billing and invoicing management (8)
6.8
Reporting (7)
7.8
Forecasting (8)
8.2
Pipeline visualization (8)
8.8
Customizable reports (8)
8.8
Custom fields (8)
8.4
Custom objects (7)
7.6
Scripting environment (6)
7.5
API for custom integration (7)
7.5
Single sign-on capability (5)
7.0
Role-based user permissions (7)
8.0
Social data (3)
6.0
Social engagement (1)
7.3
Marketing automation (6)
6.7
Compensation management (2)
7.0
Mobile access (7)
4.2

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

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Customer Service & Support Features

Has featureCase management
Has featureHelp desk management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureBilling and invoicing management
Has featureReporting

CRM Reporting & Analytics Features

Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Social CRM Features

Has featureSocial data

Integrations with 3rd-party Software Features

Has featureMarketing automation

Platform Features

Has featureMobile access
Additional Features
Has featureLead, Opportunity and Sales Management Functions
Has featureCampaign Management and Marketing Automation
Has featureCase/Support Management
Has featureOrder Processing, Quotations, Purchase Orders and Invoices
Has featureReporting & Dashboards

Workbooks Screenshots

Workbooks Videos (5)

Customer Success

Watch Workbooks Overview Video

Watch Workbooks for Sales Teams

Watch Workbooks for Marketing Teams

Watch Workbooks for Customer Service Teams

Workbooks Downloadables

Workbooks Integrations

Mailchimp, HubSpot Marketing Hub, Box, Basecamp, Constant Contact, Eventbrite, EventHQ, GoToMeeting, HelloSign, Lead Forensics, Microsoft Azure, Microsoft Exchange, Microsoft SQL Server, MPZMail, MySQL, QuickBooks Online, Xero, Zendesk Support Suite, Adobe Sign, 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, GoCardless, Import/Export, Logate, MagneticOne Mobile, Mondago

Workbooks Competitors

NetSuite ERP, HubSpot Marketing Hub, Sugar Sell (SugarCRM), Salesforce, Microsoft Dynamics

Workbooks Pricing

  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
Workbooks CRM Edition$30per user/per month
Workbooks Business Edition$65per user/per month

Workbooks Support Options

 Free VersionPaid Version
Forum/Community
FAQ/Knowledgebase
Video Tutorials / Webinar
Phone
Live Chat
Email
Web

Workbooks Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Languages: English, American English, French, German, Spanish

Frequently Asked Questions

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.

What is Workbooks's best feature?

Reviewers rate Opportunity management and Pipeline visualization and Customizable reports highest, with a score of 8.8.

Who uses Workbooks?

The most common users of Workbooks are from Small Businesses and the Computer Software industry.