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
Dave15th of March 12:09

Fantastic UI/UX

I'm about two weeks into using Workbooks and I have to say that I'm extremely impressed with the product. One thing I can stop thinking about is the desktop-style UI, with the movable windows, file icons, and pop-up start menu, all work just as well as Mac OS or Windows (Pre-W8) desktop.

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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
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 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
  • 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

Read more about webCRM

Last Updated

Workbooks CRMCustomer Management

webCRMCustomer Management

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