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
Pricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Unique Features
Omnichannel Customer Engagement
Unified management of customer interactions across multiple channels, including web, mobile, and social media.Predictive Analytics
Advanced analytics for predicting customer behavior and sales opportunitiesIoT Integration
Leveraging Internet of Things devices for enhanced data collection and analysisCustomization
Helps to customize the system for use in industry-specific use casesAI Assistant
AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.Advanced Automation
Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.Standard Features
Real-time Data Sync
Allows to synchronize with other systems for up-to-date information across platformsDedicated Phone Line Integration
Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call trackingCustomer Segmentation
Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leadsOpportunity Management
Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.Sales Force Automation
Streamlined management of the sales cycle from lead to closeOrder Management
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic wayFree Trial
Available
Pricing Options
Premium Plans ( Subscription )
Pricing Plans
Standard CRM $39.00 $39.00 per user / month
Features
Add-Ons
Business CRM $79.00 $79.00 per user / month
Features
Screenshots of Vendor Pricing Page
Learn more about Workbooks CRM Pricing.
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
Sponsored84% 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
Sponsored98% 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
Sponsored98% 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
Sponsored91% 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
Sponsored78% 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
75% 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
75% 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
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
85% 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
75% 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
77% 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
77% 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
83% 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
Drive business su...
Workbooks for Mar...
Workbooks for Cus...
Finance Screen
Sales Dashboard
Customer Service
Email Editor
What is Workbooks CRM used for?
Workbooks CRM is CRM Software. Workbooks CRM offers the following functionalities:
Learn more about Workbooks CRM features.
What are the top alternatives for Workbooks CRM?
Does Workbooks CRM provide API?
Yes, Workbooks CRM provides API.
Vendor Details
Berkshire, England Founded : 2009Contact Details
+44 118-3030-100
https://www.workbooks.com/
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