Home/CRM Software/Workbooks CRM
Updated on: May 26, 2022

What is Workbooks CRM ?

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Workbooks CRM - CRM Software
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89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Workbooks CRM

Powerful CRM
(510 Ratings) Write Review

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

Workbooks CRM Features Show All Features

Workbooks CRM Technical details

Support Online Customer Type Medium Business Small Business
API Location / Phone Number Berkshire, England / +44 118-3030-100
Deployment SaaS/Web/Cloud Mobile - iOS Category CRM Software Marketing Automation Software

Workbooks CRM Pricing

Pricing ModelFree Trial , Subscription , Quotation Based
Standard CRM
$34 /User/Month

Features

  • Sales Management
  • Marketing Managment
  • Customer Service Management
  • Platform Capability
    • Account & Contact Management
    • Workflows & Automation
    • Custom Layouts & Data Objects
    • Reports & Dashboards
    • Location Intelligence
    • Mobile
    • Security
    • Audit Trail
    • Sandbox & Testing

Add-On

  • Marketing Automation
    • Email Marketing Form - $65 Per month billed annually
    • Web Analytics & Intelligence Form - $165 Per month billed annually
    • Pop-Ups - $80 Per month billed annually
    • Social Media - $350 Per month billed annually
    • Surveys - $72.50 Per month billed annually
  • Configure Price Quote - $50 Per month billed annually
  • Integration With Scribe - $450 Per month billed annually
Business CRM
$71 /User/Month

Features

  • Sales Management
  • Marketing Managment
  • Customer Service Management
  • Order Management
  • Platform Capability
    • Account & Contact Management
    • Workflows & Automation
    • Custom Layouts & Data Objects
    • Reports & Dashboards
    • Location Intelligence
    • Mobile
    • Security
    • Audit Trail
    • Sandbox & Testing

Add-On

  • Marketing Automation
    • Email Marketing Form - $65 Per month billed annually
    • Web Analytics & Intelligence Form - $165 Per month billed annually
    • Pop-Ups - $80 Per month billed annually
    • Social Media - $350 Per month billed annually
    • Surveys - $72.50 Per month billed annually
  • Configure Price Quote - $50 Per month billed annually
  • Integration With Scribe - $450 Per month billed annually

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Disclaimer: The pricing details were last updated on 06/01/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Workbooks CRM pricing.

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Workbooks CRM Reviews

OVERALL RATING
4.5
Based on 510 Rating(s)
Rating Distribution
  • 56.7 %
  • 36.7 %
  • 7.5 %
  • 0.2 %
  • 0.6 %
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Videos on Workbooks CRM

Drive business success with Workbooks CRM Software
Drive business success with Workbooks CRM Software
Workbooks for Marketing Teams
Workbooks for Customer Service Teams

Workbooks CRM Screenshots

Finance Screen
Sales Dashboard
Customer Service
Email Editor
Finance Screen
Finance Screen
Sales Dashboard
Customer Service
Email Editor

Workbooks CRM FAQs

Workbooks CRM is CRM Software. Workbooks CRM offers the following functionalities:

  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Product Catalog
  • Call Logging
  • Contact Management

Learn more about Workbooks CRM features.

Yes, Workbooks CRM provides API.

Customers

Rotary
Rotary
TCMM
TCMM

Disclaimer

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