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Workbooks.com delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business. Unlike traditional CRM solutions, Workbooks.com extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management.
Category
CRM Software
Features
•Multi Language Support •Workbooks Exchange Synchronisation Service •Activities & Meetings •Notes & Attachments •Relationship Mapping •Leads
License
Proprietary Software
Price
•FREE 2 Users Completely Free Free Online Support
•CRM $30/user/month Unlimited Users
•Business $70/user/month Unlimited Users
Pricing
Free, Subscription
Free Trial
Available
Users Size
Small (<50 employees), Medium (50 to 1000 Enterprise (>1000 employees)
Support
Online Support, Phone Support, FAQ Knowledge base, Video Tutorials
Company
Workbooks
What is best?
•Multi Language Support •Workbooks Exchange Synchronisation Service •Activities & Meetings •Notes & Attachments •Relationship Mapping
What are the benefits?
•Contact Management •Sales Force Automation •Marketing Automation •Customer Support •Order Management •Invoicing & Credit Notes •Reporting & Views
PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.6
8.7
Features & Functionality
8.5
8.7
Advanced Features
8.5
9.1
Integration
8.7
9.2
Performance
8.7
9.2
Customer Support
8.6
9.5
Implementation
9.5
Renew & Recommend
9.3
Bottom Line
Workbook provides dashboards which can be customized to user preferences. Users also have the data reports available to them. Sales order processing features are also available on Workbook, along with Webservices API for integration work.
8.6
Editor Rating
9.2
Aggregated User Rating
2 ratings
You have rated this
Workbooks.com delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business. Unlike traditional CRM solutions, Workbooks.com extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management.
Workbooks CRM help small and midsized businesses to improve their business strategies and customer service. It is a contact management system. It does this by providing a user friendly interface that does not require complex IT systems. Workbooks provides joined up applications to increase workplace efficiency. It provides customer account portals thus improving customer interactions.
It provides business editions that give real time information relating to sales and transactions thus keeping users up to date and in the loop while also helping them make better business decisions. Workbooks provide forecasting features so that you can predict and analyze your potential profit. Workbooks relieves its users from the complexity of IT by taking care of it themselves, customers do not need to worry about hardware or software all they have do is have know how to operate a computer an web browser.
Workbook also provides cloud computing services thus making data availability easy. Workbook keeping in mind small and midsized businesses provides cost effective services. Workbook ensures data security through SSL encryption and backups in its two data centers. All customer data is kept separated to ensure customer confidentiality and the security systems are regularly tested by IT security firms.
Workbook also provides dashboards which can be customized to user preferences. Added to that, users also have the data reports available to them. Sales order processing features are also available on Workbook, along with Webservices API for integration work. Workbooks offer a 30 day free trial period during which users can test the software for them.
By clicking Sign In with Social Media, you agree to let PAT RESEARCH store, use and/or disclose your Social Media profile and email address in accordance with the PAT RESEARCH Privacy Policy and agree to the Terms of Use.