Workbooks - 2026 Pricing, Features, Reviews & Alternatives

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.

Lead Management:

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Create different forms to capture different types of leads

Automatically assign leads to queues and notify people

Capture the source and campaign of the lead and any other information you need to track

Distribute Leads

Efficiently distribute leads to your sales team through Workbooks’ ‘Assigned To’ functionality, helping you to manage your lead flow process more effectively.

Assign leads to the correct person and schedule follow up activities for your colleagues to ensure your leads are being actioned. You can even create reports to show which leads haven’t been progressed promptly to ensure sales opportunities aren’t lost.

Integrate with Google Adwords

Workbooks integrates with Google Adwords enabling you to track which of your online campaigns are the most effective.

Track ‘Organic’ and ‘Pay per click’ leads

Identify which keywords generate the most leads

Monitor which Google Adwords campaigns and ad-groups are most effective

<strong>Organisations & People Management</strong>

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With Workbooks you can see all the Activities, Emails, Cases, Opportunities and transactions you have ever had with a customer, giving you full visibility of all the people and organisations you deal with, at a glance. This 360⁰ view of your contacts can significantly help you to shape your future customer interactions appropriately, notably contributing towards improving your customer service.

Workbooks also has the functionality that enables you to;

Track relationships between People and Organisations

Segment your customer data based on criteria, such as account manager, or location or sales team.

Increase your Productivity

Assign activities to your colleagues to quickly and clearly get the message across.

Use standard Email Templates across your business to reduce the amount of time spent on writing repetitive emails.

Full integration with Outlook means you can send and receive emails all from within Workbooks, without the need to keep switching applications.

<strong>Integrated Customer Support</strong>

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Case Management

Workbooks Case Management system allows you to integrate your support teams with the rest of the business. Using Case Management support teams can log trouble tickets, assign cases to users and Queues, set priorities and track the progress of the case.

Case Management includes the following features:

Automatic creation of case references

Case priorities

Assign cases to users or Queues

Store Notes and Attachments against the Case Record

Set Activities and Reminders to ensure following actions are not missed

Custom Fields to allow you to track additional information