Workbooks

4.3 (109)
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A made-to-measure CRM for an off-the-shelf price.

About Workbooks

Workbooks provides sales people, sales leaders and marketers with the tools they need to create leads, manage the sales pipeline, close deals and ensure their teams are productive.

Lead Management:
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Online Lead Capture
Using Workbooks’ Web-to-lead functionality you can capture leads directly from your own website, into Workbooks.

Create different forms to capture different types of leads
Automatically assign leads to queues and notify people
Capture the source and campaign of the lead and any other information you need to track

Distribute Leads
Efficiently distribute leads to your sales team through Workbooks’ ‘Assigned To’ functionality, helping you to manage your lead flow process more effectively.

Assign leads to the correct person and schedule follow up activities for your colleagues to ensure your leads are being actioned. You can even create reports to show which leads haven’t been progressed promptly to ensure sales opportunities aren’t lost.

Integrate with Google Adwords
Workbooks integrates with Google Adwords enabling you to track which of your online campaigns are the most effective.

Track ‘Organic’ and ‘Pay per click’ leads
Identify which keywords generate the most leads
Monitor which Google Adwords campaigns and ad-groups are most effective

<strong>Organisations & People Management</strong>
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With Workbooks you can see all the Activities, Emails, Cases, Opportunities and transactions you have ever had with a customer, giving you full visibility of all the people and organisations you deal with, at a glance. This 360⁰ view of your contacts can significantly help you to shape your future customer interactions appropriately, notably contributing towards improving your customer service.

Workbooks also has the functionality that enables you to;

Track relationships between People and Organisations
Segment your customer data based on criteria, such as account manager, or location or sales team.
Increase your Productivity
Assign activities to your colleagues to quickly and clearly get the message across.
Use standard Email Templates across your business to reduce the amount of time spent on writing repetitive emails.

Full integration with Outlook means you can send and receive emails all from within Workbooks, without the need to keep switching applications.

<strong>Integrated Customer Support</strong>
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Case Management
Workbooks Case Management system allows you to integrate your support teams with the rest of the business. Using Case Management support teams can log trouble tickets, assign cases to users and Queues, set priorities and track the progress of the case.

Case Management includes the following features:

Automatic creation of case references
Case priorities
Assign cases to users or Queues
Store Notes and Attachments against the Case Record
Set Activities and Reminders to ensure following actions are not missed
Custom Fields to allow you to track additional information


Key benefits of Workbooks

1. Workbooks has a rich user interface, with a 'Windows-like' feel to the system, making the system extremely easy-to-use and user adoption very quick.

2. Our 'joined up' business processes model, enables you to have full visibility from prospect to cash, helping you to streamline and automate many of your processes.

3. With the ability to assign invoices to marketing campaigns, Workbooks enables you to accurately calculate ROI, based on real costs, rather than just estimates.

4. Workbooks is a UK provider for UK SME businesses. This means all our support and engineering are local, enabling us to respond to our customers immediately.

5. Cost effective - As Workbooks is an online service, there is no large capital commitment for hardware and software and you only pay for the users you need.


Images

Workbooks Software - Sales Management Dashboard
Workbooks Software - Opportunity Record
Workbooks Software - Organisation Record
Workbooks Software - Person Record
Workbooks Software - Location Intelligence
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Workbooks video
Workbooks video
Workbooks Software - Sales Management Dashboard
Workbooks Software - Opportunity Record
Workbooks Software - Organisation Record
Workbooks Software - Person Record
Workbooks Software - Location Intelligence

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Reviews

Overall rating

4.3 /5
(109)
Value for Money
4.1/5
Features
4.2/5
Ease of Use
4.1/5
Customer Support
4.3/5

Already have Workbooks?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 109
Jenny
Jenny
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Workbooks is great for sales cycles and orders, easy to use and plenty of features!

Reviewed on 2017/10/31

Pros

I only use workbooks for sales administration work, keeping track of the sales team opportunities and leads. The filter function and all the information you can store in a single record is ideal when you have lots of records.

Cons

The search tool is not ideal, it could be better, needs more advanced options. I also think creating a report is a lot more complicated than it needs to be, different criteria and views makes it hard to use.

Verified Reviewer
Overall rating
  • Industry: Facilities Services
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Exceptional ease of use

Reviewed on 2017/10/30

Pros

The configuration is simple and straightforward and yet at the same time is really powerful as you can easily add report cells, meaning that it gives a much broader view of the client.
I like the mapping module and again you can customer this to show the information that you need as a business.
Integration with Web Insights and Gatormail plus the workflow means that you have a platform that offer marketing automation.
Easy to set up new users but also very secure, if you use the the security features.
The service offered by the support team is second to none - always patient, exceptionally knowledgeable and always solution oriented.
I could not do my job without Workbooks

Cons

Need to make sure that you do not use Internet explorer, especially with the gator mail add-on as it is then very slow but runs brilliantly on other browsers.
The knowledge base is good but if would be helpful to have printable pdfs of the pages so that you can use them as manual when printed out

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Slugish and painful but gets the job done

Reviewed on 2017/11/21

Integrated accounting and support systems. We can see if a company has an active contract before...

Integrated accounting and support systems. We can see if a company has an active contract before we provide support.

Everything is logged and whole team can login to see the status of the cases.

Pros

It allows us a company to run our business. We can track support cases and organisational contracts. Saas system means no server maintenance, upgrades take place at night so little downtime.

Cons

So many windows to click and wait for things to open. At times it can take minutes for windows to open. Its not built as a support system, so it's only logging the emails which are sent with categorisations. Contact their support team can be complex as they only allow 2 authorised contacts, so if your 2 colleagues happen to be off they won't answer your call.

Verified Reviewer
Overall rating
  • Industry: Telecommunications
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I like the customisability of the application.

Reviewed on 2017/11/03

increased efficiency through automation
Increased monitoring and reporting
Increased infomation...

increased efficiency through automation
Increased monitoring and reporting
Increased infomation to better understand our business

Pros

I like the way you can pretty much create anything using there API and PHP based script database.
There GITHub site gives pointers but anyone with minor knowledge of workbooks and PHP skills can start to be clever and automate process's.

Cons

It would be great to be able to give the ticketing aspect (ITSM) different referance's at system level for incidents/problems/changes.

There is very little that i dis-like about this software as any issues can be raised and put into development. Often issues are experienced by multiple customers and work arounds are certainly possible.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Workbooks is an excellent sales tool!

Reviewed on 2017/11/02

It is easy to find contacts and their history. It makes my life a lot easier when tracking the...

It is easy to find contacts and their history. It makes my life a lot easier when tracking the status of previous opportunities to find out what has previously been offered.

Pros

Workbooks makes it easy to keep track of leads and opportunities. With workbooks I always know where we are in a sales cycle and what our next actions are. I can contact leads directly from their record by email and workbooks will keep track of our communications. Meaning I can quickly find a record and check the history.

Cons

Setting up complex reports can be a bit challenging at times. The search facility could also be improved with more advanced search methods.

Showing 5 reviews of 109 Read all reviews

Workbooks FAQs

Below are some frequently asked questions for Workbooks.

Workbooks offers the following pricing plans:

  • Starting from: US$34.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

30-day free trial, no credit card required. Free Edition - FREE CRM: $39 per user, per month CRM Pro: $54 per user, per month Business: $78 per user, per month Business Pro: $95 per user, per month

Workbooks has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000

Workbooks supports the following languages:

English, French, German, Spanish

Workbooks supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Workbooks integrates with the following applications:

Basecamp, Box, Constant Contact, Dotdigital, Dropbox Sign, FreshBooks, GoCardless, Google Docs, HubSpot Marketing Hub, Mailchimp, Microsoft Outlook, Operations Hub, Sage 50cloud Accounting, Zapier

Workbooks offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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