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Workbooks Logo

Workbooks

A made-to-measure CRM for an off-the-shelf price.

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Workbooks Pricing, Features, Reviews and Alternatives

Workbooks product overview

Price starts from

39

/user

Per year

What is Workbooks?

Workbooks provides sales people, sales leaders and marketers with the tools they need to create leads, manage the sales pipeline, close deals and ensure their teams are productive.

Key benefits of using Workbooks

1. Workbooks has a rich user interface, with a 'Windows-like' feel to the system, making the system extremely easy-to-use and user adoption very quick.

2. Our 'joined up' business processes model, enables you to have full visibility from prospect to cash, helping you to streamline and automate many of your processes.

3. With the ability to assign invoices to marketing campaigns, Workbooks enables you to accurately calculate ROI, based on real costs, rather than just estimates.

4. Workbooks is a UK provider for UK SME businesses. This means all our support and engineering are local, enabling us to respond to our customers immediately.

5. Cost effective - As Workbooks is an online service, there is no large capital commitment for hardware and software and you only pay for the users you need.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Email/Help Desk
Chat
FAQs/Forum
24/7 (Live rep)
Phone Support

Training options

Live Online
Videos
Webinars
In Person
Documentation

Workbooks pricing information

Value for money

4.1

/5

107

Starting from

39

/user

Per year

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Workbooks features

Functionality

4.2

/5

107

Total features

101

9 categories

Most valued features by users

Reporting/Analytics
Reporting & Statistics
API
Third Party Integrations
Activity Dashboard
Alerts/Notifications
Data Import/Export
Email Marketing

Workbooks users reviews

Overall Rating

4.4

/5

107

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.21/10
Rating distribution

5

4

3

2

1

57

40

8

1

1

Pros
The service was great and the staff was knowledgeable and friendly. Would definitely recommend it.

GS

Gergana S.

Easy to use and very efficient- Until a year ago was not used to using a system like this at all but was very easy to learn and it is a fantastic tool for the job I do.

CH

Claire H.

There are a big numbers of features that can help your organization or company to do the best work.
AvatarImg

Cesar A S.

Cons
And if you have spent the time implementing, embedding these in your business process and training your staff, you will have a huge disruption to your business if they disappear.

TT

Trevor Townsend

I dislike the fact that some fields are locked.

MB

Matt B.

Runs very slowly at times, this makes for frustration on a busy support desk.

JT

Jane T.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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TDS Workbooks review

Reviewed 3 years ago

I have always loved working with Workbooks. All of their staff have never failed to be as helpful as they can be, and they are very quick to support us with any issues or queries that we may have. Their CRM package is very different to the kind of platform that a company like TDS would require but they have always helped us customize our databases so that we are able to support our products as best we can. Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

Pros

Workbooks is easy to use and intuitive. We have customised our databases heavily to support our products and this has only made Workbooks better for us as a company. It is largely a self-service platform and means that we have a lot more control of our data than we had with our previous provider.

Cons

I would like more information when I receive errors when creating reports, or a bit more content on the Knowledge Base about this so that I do not need to refer my queries to Support as often.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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An ok start but strong development & quickly becoming reliant on its versatility once understood

Reviewed 5 years ago

The ability to move towards a single, powerful platform which streamlined business processes from marketing to sales and order processing and gave each area of the business full and powerful reporting.

Pros

Support: Workbooks have a very strong and capable support team which really helps outweigh any of the slightly frustrating areas of the CRM. They are very quick to respond via email and very few problems taking longer than a single phone call to resolve. Capability / Flexibility: The system is extremely flexible. It allows a huge amount of different areas of the business to be logged, controlled and...

Cons

Capability / Flexibility: Although this is in the pros, it is not without its frustrations. The flexibility of the platform, in particular 'how' you make it fit what you need, also makes it difficult to understand. It is not immediately intuitive to customize and if you add modules after using it for some time, (like the advanced security) it can be extremely painful. Some areas of the platform seem...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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It tries to do too much

Reviewed a year ago

As a publisher, we were looking to get this to do everything from flat planning, through to media booking and accounts. Due to not having one of the top packages it meant that the product couldnt meet our needs. This wasn't Workbooks fault. I did find that the integrations with things such as Outlook broke regularly which was slightly frustrating

Pros

Integration with other tools works well, and great to be able to add in things such as lead forensics into the lead generation application.

Cons

Moving clients through the customer journey is too clunky, you can easily end up with duplications, lose the data, or sometimes set the record up only to not be able to find the client at a later date. This could perhaps be due to the fact we didn't have the top functionality.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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A software for project’s financial management to have a crystal-clear view of productivity

Reviewed 6 months ago

It is an integrated end-to-end business solution package for project management, financial management, and resource management. Its features help to boost productivity and generate revenue. It gives real-time insight to the data at every phase of the project thus enabling user to monitor productivity and profit.

Pros

It is a leading customer relation management tool with high flexibility that enables the user to develop the platform according to requirements. Its navigation and interface are easy that helps in standardizing the working ways through the business. Everything is simple enough to be understood by a new user and the domains where help is needed, their customer support is extremely active and always ready to help. Its target marketing and task scheduling are two best features to help speedup processes.

Cons

It takes to long for installing and setting up workbook. The errors reported while creating content are vague and need more information to be debugged properly. Although it is flexible, but its customization is really confusing. To make it fit best to your requirements and how to achieve is a difficult concept to grasp. It needs some more working when it comes to case handling. It should be more intuitive in regard to customer handing.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Workbooks Review

Reviewed 4 years ago

With the Workbooks system we are able to capture the sales to order process and actively record this live data.Workbooks have a great support team who are always on hand to help and support our business when changes are required. This could be from a small field change through to a complete new pdf document.

Pros

Workbooks allows our company to capture data and record the sales progress of our enquires through to order. It also allows us to create marketing campaigns and be able to understand the response rate of our campaigns. The reporting aspect of the workbooks is also very powerful and they run as live data which enable us as a business to monitor growth and orders as and when the data is created in workbooks. As a cloud based system this system allows are external users to have access to the workbooks system no matter there location.

Cons

I would like more ability to be able to change layouts of PDF's so I can make changes as and when the business needs it.

Workbooks FAQs and common questions

Q. What type of pricing plans does Workbooks offer?

Workbooks has the following pricing plans:
Starting from: $39.00/year
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)


Q. Who are the typical users of Workbooks?

Workbooks has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Workbooks support?

Workbooks supports the following languages:
English, French, German, Spanish


Q. Does Workbooks support mobile devices?

Workbooks supports the following devices:
Android, iPad, iPhone


Q. Does Workbooks offer an API?

Yes, Workbooks has an API available for use.


Q. What other apps does Workbooks integrate with?

Workbooks integrates with the following applications:
HubSpot Marketing Hub, Constant Contact, Microsoft Outlook, Adobe Acrobat Sign, Mailchimp Transactional Email, Zapier, Google Docs, Box, FreshBooks, Sage 50cloud Accounting, HelloSign, GoCardless, dotdigital Engagement Cloud, Basecamp, Mailchimp, Operations Hub


Q. What level of support does Workbooks offer?

Workbooks offers the following support options:
Knowledge Base, Email/Help Desk, Chat, FAQs/Forum, 24/7 (Live rep), Phone Support

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