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

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
Trevor Townsend15th of March 16:49

Make your choice carefully, the cost is not the software

When selecting a CRM you should not only be concerned about the license and implementation cost, both of which are important, but you should be equally concerned about the long term viability of the first supplying the CRM. There are 100's of small and cheaps CRM's that will not survive for very long.

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webCRMCustomer Management

No positive reviews found in the past 12 months

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The Most Critical Review

Workbooks CRMCustomer Management
Brian Walsh, BA/PM at Whoja LLC12th of June 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

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

Learn more about Workbooks CRM pricing

webCRMCustomer Management

Pricing model: Subscription
Free Trial: Available

Learn more about webCRM pricing

Integrations

Workbooks CRMCustomer Management

No information available

webCRMCustomer Management

No information available


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Typical Customers

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

Read more about Workbooks CRM

webCRMCustomer Management
Freelancers
Mid Size Business
Non Profits
Public Administrations
Small Business

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Support

Workbooks CRMCustomer Management

Read more about Workbooks CRM

webCRMCustomer Management

Read more about webCRM

Supported Devices

Workbooks CRMCustomer Management
Android
iPhone-iPad
Mac
RIM-BlackBerry
Web-based
Windows
Windows Phone

Read more about Workbooks CRM

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

Read more about webCRM

Last Updated

Workbooks CRMCustomer Management

webCRMCustomer Management

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