Audience
Join up your business with a single cloud-based CRM solution and lower the cost of your CRM project with co-funded implementation.
About Workbooks
Workbooks joins up your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based CRM solution.
Marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service.
With secure anytime, anywhere access across all devices and seamless integration with your current systems, Workbooks gives your teams a single 360-degree view of your customers that helps them focus on the right things and get the real-time insights they need to make decisions.
Workbooks helps you put customers at the heart of your business and build lasting, profitable relationships that grow long-term revenue in a sustainable way.
That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them grow better, grow together, and grow in the right way.
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Pricing
Starting Price:
$39.00 per user per month
Pricing Details:
Licenses are displayed as £25 / $39 / €30 per user per month for Workbooks CRM, £55 / $78 / €65 per user per month for Workbooks Business and £125 / $167 / €145 for Workbooks Events.
Customers pay for their licenses on an annual basis, in advance. To clarify, customers should expect to pay an annual price of £300 / $468 / €360 per user for Workbooks CRM, £660 / $936/ €780 per user for Workbooks Business and £1,500 / $2,004 / €1,740 per user for Workbooks Events.
Customers pay for their licenses on an annual basis, in advance. To clarify, customers should expect to pay an annual price of £300 / $468 / €360 per user for Workbooks CRM, £660 / $936/ €780 per user for Workbooks Business and £1,500 / $2,004 / €1,740 per user for Workbooks Events.
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Company Information
Workbooks
Founded: 2007
United Kingdom
www.workbooks.com
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online
Workbooks Frequently Asked Questions
Workbooks Product Features
CRM
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Email Marketing
A/B Testing
Supported
Auto-Responders
Supported
CAN SPAM Compliance
Supported
Customer Surveys
Supported
Drip Campaigns
Supported
Dynamic Content
Supported
Event Triggered Email
Supported
Image Library
Supported
Landing Pages/Web Forms
Supported
Mailing List Management
Supported
Mobile Optimized Emails
Supported
Reporting/Analytics
Supported
Subscriber Management
Supported
Template Management
Supported
WYSIWYG Email Editor
Supported
Artificial Intelligence
Not Supported
Marketing Automation
A/B Testing
Supported
Analytics / ROI Tracking
Supported
Content / Blogging Platform
Supported
Customizable CTAs
Supported
Drip Campaigns
Supported
Dynamic Content
Supported
Landing Pages / Web Forms
Supported
Lead Scoring
Supported
Sales Intelligence
Supported
Search Marketing
Supported
Segmentation
Supported
Social Marketing
Supported
Website Visitor Tracking
Supported
Artificial Intelligence
Not Supported
Sales Tracking
Activity Dashboard
Supported
Alerts / Notifications
Supported
Appointment Scheduling
Supported
Call Logging
Supported
Comments / Notes
Supported
Custom Reports
Supported
Document Management
Supported
Email Templates
Supported
Interaction Tracking
Supported
Lead Management
Supported
Lead Scoring
Supported
Pipeline Management
Supported
Reporting / Analytics
Supported
Task Management
Supported
Social Media Management
Automated Publishing
Supported
Brand Tracking
Supported
Content Management
Supported
Customer Engagement
Supported
Multi-Account Management
Supported
Multi-User Collaboration
Supported
Post Scheduling
Supported
Reporting/Analytics
Supported
Social Media Monitoring
Supported
