Workbooks CRMCustomer Management
(based on 9 reviews)
webCRMCustomer Management
(based on 1 review)

Product Overview

Workbooks CRMCustomer Management

Workbooks is one of the fastest growing provider of CRM apps designed specifically for small and mid-size organisations. With headquarters in the UK, our suite of software enables our clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the quality of customer support they deliver.

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webCRMCustomer Management

Web-based CRM application with Outlook integration and Mobile access (iPhone, iPad, Android and other devices). Simple solution for SMB's.

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The Most Favorable Review

Workbooks CRMCustomer Management
Brian Walsh, BA/PM at Whoja LLC12th of June, 2014 04:13

Amazingly Simple

As a software service company we had been using crm that did a lot of what we needed but whose functionality didn't allow us to scale, and customer service was very difficult to get in touch with. After switching to Workbooks in early 2013 our company has grown, we have been able to automate nearly 60% of all processes, and have thus been able to focus on growth.

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webCRMCustomer Management

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The Most Critical Review

Workbooks CRMCustomer Management

No critical reviews found in the past 12 months

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webCRMCustomer Management

No critical reviews found in the past 12 months

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Features

Workbooks CRMCustomer Management
  • Sales - Lead & Opportunity Management, Forecast & Quotas
  • Marketing - Campaign Management, Campaign Membership
  • Customer Support - Case assignment, automatic ticket numbers
  • Sales Order Processing - Create Quotes, Orders & Invoices
  • Fully Featured Reporting Functionality
  • Unlimited Customisable Dashboards

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webCRMCustomer Management
  • Send personally addressed mass emails / SMS
  • Manage customers activities and notes
  • Customizable sales pipeline and budgets
  • Reusable e-mail & pdf templates
  • Shared calendar
  • Outlook two-way synchronization contacts, emails, tasks, cal

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Screenshots

Workbooks CRMCustomer Management

3 screenshots available

webCRMCustomer Management

1 screenshots available

Pricing Information

Workbooks CRMCustomer Management

Pricing model: Freemium, Subscription
Free Trial: Available

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webCRMCustomer Management

Pricing model: Subscription
Free Trial: Available

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Typical Customers

Workbooks CRMCustomer Management
  • Mid Size Business
  • Non Profits
  • Public Administrations
  • Small Business

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webCRMCustomer Management
  • Freelancers
  • Non Profits
  • Public Administrations
  • Small Business

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Support

Workbooks CRMCustomer Management

No information available

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webCRMCustomer Management

No information available

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Supported Devices

Workbooks CRMCustomer Management
  • Mac
  • Web-based
  • Windows

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webCRMCustomer Management
  • Android
  • Mac
  • RIM-BlackBerry
  • Web-based
  • Windows Phone
  • iPhone-iPad

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Workbooks CRMCustomer Management

webCRMCustomer Management

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