Workbooks
Workbooks Reviews
& Product DetailsWhat is Workbooks?
Workbooks is a cloud-based CRM and business management solution designed to assist with sales, marketing, customer support, and overall business operations. What sets it apart is its combination of tools crafted to meet the specific needs of businesses seeking to enhance customer relationships, streamline processes, and improve sales performance.
Its main features include lead and opportunity management, customer data integration, sales order processing, and advanced analytics for actionable insights. Workbooks allows companies to centralize customer information, automate key sales and marketing processes, and provides detailed reporting for improved business visibility.
This platform is ideal for small to medium-sized enterprises (SMEs) across various industries that aim to improve their sales processes, increase customer engagement, and achieve operational excellence. Its user-friendly interface and customizable options enable businesses to tailor the software to their unique needs, making it an essential tool for companies looking to grow efficiently.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
Codex Technologies
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Located In
United Kingdom
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Website
workbooks.com
Starting from:
$28 user/month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
Workbooks CRM pricing offers tailored plans to meet different business needs. The CRM Edition starts at £28 per user per month, the Business Edition is £61 per user per month, and the Events Edition is £137 per user per month. Additional features like audit trails and multi-currency documents are available for £6 per user per month.
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- API
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Analytics
- Campaign Management
- Cataloging/Categorization
- Client Portal
- Client Management
- Collaboration Tools
- Communication Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Document Management
- Document Storage
- Email Management
- Email Marketing
- Email Templates
- Event Triggered Actions
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Segmentation
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Quotes/Estimates
- Real-Time Reporting
- Referral Tracking
- Reporting & Statistics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Workflow Management
Additional Features
- Appointment Scheduling
- Batch Processing
- Call Logging
- Channel Management
- Configurable Workflow
- Data Enrichment
- Demographic/Firmographic Data
- Electronic Signature
- Email Tracking
- Field Sales Management
- Goal Setting/Tracking
- Knowledge Management
- Leaderboards
- Mobile App
- Mobile Interface
- Multi-Language
- Performance Management
- Pipeline Reports
- Process/Workflow Automation
- Product Catalog
- Proposal Generation
- Reminders
- Rich Text Editor
- Role-Based Permissions
- Sales Activity Management
- Sales Trend Analysis
- Search/Filter
- Self Service Portal
- Source Tracking
- Text Editing
- Third-Party Integrations
- User Management
- Web-based Deployment
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