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
Get Free Quote
|
86% 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
Get Free Quote
|
Sponsored
95% 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 Streak
Visit Website
|
Sponsored
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
Visit Website
|
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 | Team365 software is a unified CRM platform used to collaborate with your team to automate business workflows. Create multiple pipelines with customizable stages to manage customer operations inside their CRM. Manage your contacts to make call with a prospect or meeting with them directly. Monitor leads to manage your business prospects through email, over the phone, Twitter, and web forms. Measure the performance of your pipeline via Dashboard. Marketing teams, Small, Medium and Large companies make use of the software. Read more | Streak is a CRM software that’s entirely integrated within your gmail inbox. It relieves you of a number of stress as it brings everything related to your CRM function at one place, i.e. in your inbox. With Streak’s support pipeline, you can get access to the entire support history of the customer you’re talking with, which will allow you to help that customer better or even pitch in a new deal. Streak’s email tracking notifies you when your proposal is read, thus, giving you an idea of when to follow up and close the deal. It also lets you know if your support message has resolved an issue or if the contact hasn’t yet read your helpful message. 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 |
|
|
|
|
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
|
86% 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
|
95% 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
|
SaaSworthy Awards | # 20 Most Popular |
Not Available
|
# 11 Highly Rated # 13 Most Popular | # 9 Highly Rated # 3 Most Popular |
Total Features |
25 Features
|
21 Features
|
25 Features
|
27 Features
|
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
|
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
|
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
|
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
|
Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
Organization Types Supported |
|
|
|
|
Platforms Supported |
|
|
|
|
Modes of Support |
|
|
|
|
API Support |
|
|
|
|
User Rating |
|
|
|
|
Rating Distribution |
|
|
|
|
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 |
Not Available
|
Seamless Gmail Integration, Effective Email Tracking, Customizable Pipelines, Efficient Mail Merge Occasional Software Crashes, Limited Mobile App Functionality, Occasional Slow Loading Times, Inconsistent Third-Party Integrations |
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. |
Not Available
|
Users generally agree that Streak is user-friendly, easy to set up, and seamlessly integrates with Gmail, making it a convenient tool for managing email communication and tasks. Many appreciate the robust features, such as customizable pipelines, email tracking, and task management capabilities. However, some users find the interface cluttered and report occasional glitches and bugs. Additionally, a few reviewers express concerns about the pricing structure, suggesting that it may not be suitable for small businesses or individuals with limited budgets. |
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 |
|
|
|
|
Pricing Plans
Monthly Plans
Annual Plans
|
Standard CRM $39.00 $39.00 per user / month Business CRM $79.00 $79.00 per user / month |
Basic Others Business Others Enterprise Others |
Free Free Pro $49.00 $59.00 per user / month Pro+ $69.00 $89.00 per user / month Enterprise $129.00 $159.00 per user / month |
Pro $159.00 $199.00 per month Max $229.00 $299.00 per month Ultimate $229.00 $299.00 per month |
View Detailed Pricing
|
View Detailed Pricing
|
View Detailed Pricing
|
View Detailed Pricing
|
|
|
|||
Screenshots |
+ 3 More
|
Not Available |
+ 5 More
|
|
Videos |
+ 2 More
|
Not Available |
+ 1 More
|
+ 4 More
|
Company Details | Located in: Berkshire, England Founded in: 2009 | Located in: Delhi, India Founded in: 2009 | Located in: San Francisco, California Founded in: 2011 | Located in: Chandler, AZ - 85286 Founded in: 2001 |
Contact Details |
+44 118-3030-100 https://www.workbooks.com/ |
+91-8448283040 https://www.team365.io/ |
+1 312-420-4956 https://www.streak.com |
+1 866-800-0004 https://keap.com/ |
Social Media Handles |
|
|
|
|
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.