92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Zoho CRM
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96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Keap
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Description | Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. The core functionality covers Marketing Automation, Salesforce Automation, Order Management & Invoicing and Customer Services Read more | ContactEase CRM software is a platform for organizations to manage their contact data. Client, prospect, and contact data may be streamlined, and competitive intelligence on clients, prospects, and contacts can be captured using the software. With focused marketing communications, you can track and report on the company to maximize ROI. You may construct centralized databases to share information with ContactEase. You'll be able to boost employee productivity and efficiency. A business development activity may be simply tracked and reported on. It allows users to share and manage contact information as well as use marketing data to generate new business. It also provides customers with a data management solution that is adaptable, efficient, and simple to use. Users may find their contacts and the firm's whole ContactEase database from anywhere, using different search methods, to examine enhanced contact data and details, phone, text, or email contacts, and add contacts to Outlook. Furthermore, through mini-browser access, changes to the ContactEase database are available in real-time on your mobile device, giving relevant information to people on the go. Read more | Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. Read more | Keap is an intuitive Sales, CRM and Marketing Automation software that can be utilised by businesses to enhance their sales and save time as well. Companies get to generate more leads, sort them out and forward the right kind of messages to the right people. They can also trust on the particular to generate a robust customer experience and gather loyal patrons. Its inbuilt features and functionality include email marketing, reporting and analytics, sales pipeline, CRM, sales and marketing automation, appointments, payments and more. Users can leverage Keap to generate custom forms and embed them within their landing pages and websites. This also helps them trigger automated actions in real-time. Inbuild SMS and Email marketing feature help users forward broadcast messages to individual target groups, driving in greater sales. They can also automate the entire sales follow-up and enhance lead conversion rates through the sales pipeline. Read more |
Pricing Options |
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SW Score & Breakdown |
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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SaaSworthy Awards | # 20 Most Popular |
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# 1 Most Worthy # 5 Highly Rated | # 9 Highly Rated # 3 Most Popular |
Total Features |
25 Features
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6 Features
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27 Features
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27 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Flexible Customization, Excellent Reporting, Ease of Use, Great Customer Support Limited Mobile App Functionality, Lack of Specific Integrations, Occasional Slow Performance, Steep Learning Curve |
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Ease of Use, Customizable Interface, Extensive Integrations, Affordable Pricing Slow Customer Support, Occasional Software Glitches, Limited Mobile Functionality, Complex Customization |
Email Marketing Automation, Customer Relationship Management (CRM), Ease of Use, Extensive Integrations Complex learning curve, Limited Landing Page Builder, Mobile App Functionality, Lack of Invoice Customization |
Review Summary |
Overall, users find Workbooks easy to use and appreciate its customizable features. Many reviewers mention the excellent customer support as a major advantage. However, some users express concerns about its pricing and the occasional glitches in the system. Additionally, a few reviewers mention that the software can be complex and overwhelming for beginners. |
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Overall, reviewers found the software to be user-friendly, customizable, and scalable. Reviewers praised its affordability, extensive features, and ease of use. However, some users reported occasional glitches and a lack of advanced features. The software's customer support received mixed reviews, with some users lauding its responsiveness and others expressing dissatisfaction. Reviewers agreed the software is best suited for small and medium-sized businesses due to its simplicity and cost-effectiveness. The software was also seen as a capable solution for larger organizations, although it may lack some of the advanced features found in higher-priced competitors. |
Overall, users find the software easy to use and helpful for managing customer relationships. They appreciate the features for tracking leads, managing sales pipelines, and automating marketing campaigns. However, some users have reported issues with customer support and occasional bugs or glitches. Additionally, some users have expressed concerns about the pricing, feeling that it is somewhat expensive compared to similar products. |
Read All User Reviews | Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Standard CRM $39.00 $39.00 per user / month Business CRM $79.00 $79.00 per user / month |
ContactEase Custom |
Standard $14.00 $20.00 per user / month Professional $23.00 $35.00 per user / month Enterprise $40.00 $50.00 per user / month Ultimate $52.00 $65.00 per user / month CRM Plus $57.00 $69.00 per user / month CRM Flex $14.00 $14.00 per user / month |
Pro $159.00 $199.00 per month Max $229.00 $299.00 per month Ultimate $229.00 $299.00 per month |
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Screenshots |
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Videos |
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Company Details | Located in: Berkshire, England Founded in: 2009 | Located in: Coeur d'Alene, Idaho | Located in: Pleasanton, California - 94588 Founded in: 2005 | Located in: Chandler, AZ - 85286 Founded in: 2001 |
Contact Details |
+44 118-3030-100 https://www.workbooks.com/ |
(800) 447-1712 http://colevalley.com/ |
+1 877-834-4428 https://www.zoho.com/crm/ |
+1 866-800-0004 https://keap.com/ |
Social Media Handles |
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