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Workbooks
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Workbooks

Overview
Synopsis

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 employees), 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.

You may like to read: Top Sales Force Automation Software and How to Select the Best Sales Force Automation Software for Your Business

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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