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Gallery Workbooks CRM – CRM software with co-funded implementation
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play Workbooks CRM – CRM software with co-funded implementation
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Workbooks CRM

Brand : Workbooks

Starting at $ 43

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Workbooks CRM Pricing & Plans

Workbooks CRM
  • Sophisticated CRM to help manage contacts, activit
  • Create and send quotations
  • Market-leading customer support by phone and onlin
  • Office365 integration, including SharePoint connec
    • Licenses
    • Monthly
Starting at $ 43

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Workbooks CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access detailed information about individual customers (contacts)
  • icon_check Account Management Store, organize, and access detailed information about companies that contacts belong to (accounts)
  • icon_check Customer Profiles Centralized customer profiles with detailed information and interaction history.
  • icon_check Contact Segmentation Advanced segmentation tools for targeted marketing and sales strategies.
  • icon_check Activity History Complete interaction history tracking for better customer insights.

Sales Management

  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Lead Management Comprehensive lead management for higher conversion rates.
  • icon_check Territory Management Efficient territory management for optimal coverage.
  • icon_check Order Management Manages orders through the entire sales pipeline.
  • icon_check Quote Management Easy quote management with templates.
  • icon_check Sales Forecasting Advanced sales forecasting for strategic planning.
  • icon_check Deal Management Streamlined deal management for efficient cycles.
  • icon_check Opportunity & Pipeline Management Streamlined pipeline management for better forecasting.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Marketing Automation

  • icon_check Email Marketing Robust email marketing capabilities for effective campaigns.
  • icon_check Campaign Management Advanced campaign management for strategic marketing.
  • icon_check Lead Nurturing Advanced lead nurturing for higher conversion rates.
  • icon_check Customer Journey Tracking Comprehensive customer journey tracking for better insights.
  • icon_check Customer Segmentation Advanced segmentation tools for targeted marketing and sales strategies.
  • icon_check Event-Triggered Workflows Comprehensive touchpoint monitoring for improved engagement.
  • icon_check Automated Campaigns Robust automated campaigns for efficient marketing.

Data Sourcing / Integrations

  • icon_check Data Import/Export Import and export data easily for integration.
  • icon_check Social Media Integration Connect with social media platforms for broader customer engagement.
  • icon_check API Access Provides API access for integrating with external systems.
  • icon_check Calendar Integration Integrate with calendars for streamlined scheduling and planning.
  • icon_check Third Party Integrations Manage accounting and billing processes with integrated tools.
  • icon_check Email Marketing Tools Integration Integrate with various marketing tools for enhanced campaign management.
  • icon_check Marketing Tools Integration Integrate with various marketing tools for enhanced campaign management.
  • icon_check eCommerce Integrations Easily integrates with eCommerce platforms for sales.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Omnichannel Support Omnichannel support for unified experience.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.

Security & Compliance

  • icon_check Data Encryption Robust data encryption for secure information management.
  • icon_check Backup & Disaster Recovery Ensures backups are available for data protection.
  • icon_check GDPR & Data Privacy GDPR and CCPA compliance for data privacy.
  • icon_check Audit Trail Track changes and updates within the system for enhanced security and transparency.
  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Campaign Performance Tracks campaign results to optimize marketing efforts.
  • icon_check Sales Performance Reports Provides performance reports to assess sales success.
  • icon_check Customer Insights Advanced sales forecasting for strategic planning.
  • icon_check Performance Tracking Comprehensive performance tracking for better outcomes.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Sends notifications triggered by important events.
  • icon_check Custom Workflow Alerts Triggers custom workflow alerts for user-defined conditions.
  • icon_check System Errors/Failures Identifies system errors and failures for resolution.
  • icon_check Customer Interaction Alerts Alerts for customer interactions to ensure prompt responses.
  • icon_check Workflow Trigger Alerts Automates workflow with event-based triggers and alerts.
  • icon_check SLA Violations Monitors SLA compliance and flags violations when needed.
  • icon_check Lead Activity Alerts Import and export data easily for integration.

Others

  • icon_check Budget Tracking Comprehensive budget tracking for financial control.
  • icon_check Touchpoint Monitoring Comprehensive touchpoint monitoring for improved engagement.
  • icon_check Landing Pages & Forms Customizable templates for emails and documents.

Workbooks CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs
  • Email, Communities, Forums
  • Webinars, Videos
  • English

Workbooks CRM Reviews

87%

Have recommended this product

Overall Score

4.3/5
Based on 10 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

Pros

pros_icon “It is a fair value for money. I feel like I am getting the value that I have paid for, given all its features.” Kabita Titung - Feb 26, 2025

pros_icon “It keeps my data sage and I do not have to worry about compliance issues. It has secure and GDPR compliant.” Imran - Feb 21, 2025

pros_icon “It has in-built email marketing and campaign tracking features. I do not need separate tools for them.” Huzefa Engineer - Feb 18, 2025

Cons

cons_icon “It is not the best for large enterprises. If my company scaled quickly, I would outgrow Workbooks and need a larger solution.” Kabita Titung - Feb 26, 2025

cons_icon “Their AI has limited capabilities. It does not have the fancy AI-powered insights that some competitors offer.” Imran - Feb 21, 2025

cons_icon “Email templates work but they are not sleek as I would like them to be.” Huzefa Engineer - Feb 18, 2025

KT

Kabita Titung

Verified reviewer:linkedin_verify

Human Resources, Staffing and Recruiting

501-1000 Employees

Software user since: 1-2 years

Reviewed on: Feb 26, 2025

4.2/5

“Great Value but Not Ideal for Large Enterprises”

One major benefit is that I feel like I am receiving a lot of features for the money. But it is not designed for big businesses. I would require a more scalable system if my business expanded rapidly.

Pros :

Cons :

Switched from : Nutshell CRM

Reason to switch : Workbooks CRM provided more value for the same cost so I made the switch.

Features

4.5/5

Value for Money

4.5/5

Customer Support

4/5

Ease of Use

4/5

Likely to Recommend

8/10
HE

Huzefa Engineer

Verified reviewer:linkedin_verify

Administrator, Marketing and Advertising

501-1000 Employees

Software user since: 1-2 years

Reviewed on: Feb 18, 2025

4.1/5

“Built-in Marketing Features but Basic Email Templates”

I like that Workbooks CRM includes email marketing and campaign tracking by default, eliminating the need for other tools. It maintains everything in one location and simplifies things. Though they function well, the email templates are not as slick or contemporary as I would want.

Pros :

Cons :

Switched from : Zendesk Sell

Reason to switch : Zendesk Sell was good but it lacked strong marketing features that I wanted.

Features

4.5/5

Value for Money

4/5

Customer Support

4/5

Ease of Use

4/5

Likely to Recommend

8/10
I

Imran

Verified reviewer:linkedin_verify

Human Resources, Market Research

501-1000 Employees

Software user since: 1-2 years

Reviewed on: Feb 21, 2025

4.2/5

“Secure and Compliant but Lacks AI Features”

I like that Workbooks CRM complies with GDPR regulations and protects my data. Knowing that compliance is not a problem provides me comfort. The AI features are restricted as it would have been good if it had the insights that some other CRMs provide.

Pros :

Cons :

Switched from : Pipeline CRM

Reason to switch : Pipeline CRM did not feel as secure as Workbooks CRM.

Features

4/5

Value for Money

4.5/5

Customer Support

4/5

Ease of Use

4.5/5

Likely to Recommend

9/10

Workbooks Company Details

Brand Name Workbooks
Information Workbooks is a CRM SaaS platform used by growing companies to run their business and engage effectively with their customers.
Founded Year 2009
Director/Founders Workbooks
Company Size 101-500 Employees

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