Summary

Workbooks

Workbooks logo

Workbooks

What are Workbooks?

Workbooks provide an affordable cloud platform for developing businesses to operate their businesses and communicate with their clients. Workbooks create, develop, and integrate their own software, which is targeted for mid-market businesses.

With real-time data and activity tracking, the platform helps sales managers manage their teams, increase sales efficiency with automated processes and mobile apps, improve forecasting, and make informed decisions. It also enables businesses to run marketing campaigns more efficiently, manage data, segment and target customers more precisely, track ROI, and drive alignment – while also optimizing the demand funnel.

For full visibility and efficiency, businesses can simply produce and provide accurate sales quotes, generate contracts and orders, and sync the data with their finance system.

Finally, Workbooks delivers customer service features like multi-channel case management, activity history tracking, and Service Level Agreements (SLAs) measurements, among many other things, to help users work more efficiently and create an amazing customer experience.

Workbooks Pricing

  • Free Plan: Available
  • Free Trial: Available
  • Starting Price: $30.00 per month

A 30-day free trial is available, no credit card is required.

  • CRM: $30 per user, per month
  • CRM Pro: $45 per user, per month
  • Business: $65 per user, per month
  • Business Pro: $80 per user, per month

View Full Pricing and Plans of Workbooks ⮞

Deployment & Support

DEPLOYMENT

  • Cloud, Web-Based, SaaS
  • Mobile – Android
  • Mobile – iPhone
  • Mobile – iPad

SUPPORT

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

TRAINING

  • In-Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Workbooks Features

  • Task Management
  • Territory Management
  • Third-Party Integrations
  • User Management
  • Workflow Management
  • Activity Dashboard
  • Calendar/Reminder System
  • Campaign Management
  • Cataloging/Categorization
  • Contact Management
  • Customer Service Analytics
  • Customer Support
  • Customizable Reports
  • Data Import/Export
  • Document Storage
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Multi-Language
  • Performance Metrics
  • Quotes/Estimates
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Social Media Integration

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