Product is delivered via a SaaS model. As a cloud-based system Workbooks required no hardware or software to install and maintain. Workbooks has highly configurable functionalities out-of-the-box, open APIs for ease of integration, highly secure UK datacenters and is ISO 27001 certified. Unlike traditional software vendors, Workbooks does not charge a large upfront license fee, instead solutions are provided on a renewable yearly subscription.
Vendor works with small and mid-sized organisations in a range of industries, such as Media & Publishing, Manufacturing, Engineering, Wholesale, Retail & Distribution, Construction, Professional Services, IT & Telecoms, Finance, Insurance, Transport & Logistics, not-for-profit organisations and Trade Associations.
Wild and Wolf, Soak.com, Russell Finex Ltd, The Exchange Lab, Hit Training
Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to also include order management and fulfilment, invoicing and supplier management, at a price which is typically 50-70% less than solutions such as Salesforce or Microsoft Dynamics.
Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.
About the Company
Since its founding in the UK in 2007, Workbooks.com has grown to be one of the fastest growing web-based CRM providers on the market. Workbooks.com helps organizations improve efficiency by streamlining business processes to increase performance and productivity. Workbooks.com is dedicated to delivering products that help their customers increase sales and improve service quality, while also reducing operational costs.
Export any report or view with a click of a button
Import Wizard – Get guidance throughout the data importing process
Extend almost every record type with custom fields
Support plain text, pick lists, currencies, dates, and numbers in custom fields
Easily change the appearance of Workbooks records to suit business and processes
Sort, group and filter your data with a feature-rich desktop interface
Create line charts, pie charts, and bar charts to provide more visual impact to reports
Build queries across record types to extract key data
Gain a complete history of records by viewing when they have been created, updated or deleted
Track critical business information with real-time management dashboards
Create up to 5 separate databases
Support more than one trading entity in a single account
Trade in Multiple Currencies and Tax Regimes while maintaining a consolidate view in the “home” currency
Workbooks CRM Screenshots
Workbooks CRM Videos
Workbooks CRM is built on a feature-rich interface that is easy to use thanks to the Windows-like system, improving user adoption rates.
Rich features in sales and marketing management provide greater visibility into the effectiveness of campaigns.
Workbooks can help automate all processes from a single dashboard.
Data presentation makes it a bit difficult to see how to build a relationship with a potential prospect or lead
The system does not allow for the splitting of functionality into user types, unlike other enterprise-scale CRM products
Workbooks CRM is truly an easy-to-use solution that delivers high-level functionality. The user interface is presented like a Windows desktop and the navigation is very simple. Its ease of use and feature-rich web interface make Workbooks CRM a very usable and robust solution to answer customer and sales needs.
White Papers and Demos
Drive Efficiency with Workbooks GatorMail White Paper provided by Workbooks Your email marketing and CRM systems are much like your sales and marketing teams - each has a defined role in a shared objective for your business. They may touch the same group of people in different ways and at different times, and are most effective when they work together. Workbooks combines CRM and email marketing in one solution. Part of the Workbooks suite, Workbooks GatorMail is an advanced email marketing tool enabling you to easily and efficiently send targeted marketing messages via email to any mailing list. How complex, dynamic or automated you want the message to be is defined by you!
Generate New Business with Web Insights White Paper provided by Workbooks Your business is always on the lookout for more leads to drive business growth. And like most organisations today, your website is probably a core element of your marketing strategy. But we all know that only a small percentage of your website visitors will actually make contact with you - many just look around and then leave.
Workbooks Packaged Services Datasheet White Paper provided by Workbooks Workbooks offers a variety of packaged services including Adobe Sign Integration, Xero Integration with Zapier, Reporting Workshop, Workbooks Helping Hands, Advisory Packs, and Customer Success Plus.