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Gallery Workbooks CRM – CRM software with co-funded implementation
Workbooks dashboard Workbooks marketing Workbooks customer
play Workbooks CRM – CRM software with co-funded implementation
Workbooks dashboard
Workbooks marketing
Workbooks customer

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 Audit Trails Maintains a detailed audit trail of all actions and changes.
  • 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 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:
  • Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Medium Business, SMBs, SMEs, MSMBs
  • Phone, Email, Forums
  • In Person
  • English

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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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