Wheelhouse Score
2.75/5
Above Average
Rating
4.40/5
Excellent
Features
2.22/5
Average
Pricing
Mid-Range

A common need in professional services firms, for large and small, is the availability of information systems that enable the organization to minimize management effort. Workbooks CRM can automate lifecycle management in an integrated and agile way. It is integrated in that it allows users to easily...

Overview

A common need in professional services firms, for large and small, is the availability of information systems that enable the organization to minimize management effort. Workbooks CRM can automate lifecycle management in an integrated and agile way. It is integrated in that it allows users to easily link between offers, projects, activities and billing. Its web interface is intuitive and agile, asking only for the necessary information without losing speed.

The Workbooks Software is an “All In One” solution for CRM, project and resource management, financial accounting, as well as collaboration and file sharing. The CRM software comes in three editions including:

  • Workbooks Free Edition (free for 2 users, including enhanced functionality)
  • Workbooks CRM Edition (includes Marketing, Sales and Service)
  • Workbooks Business Edition (includes CRM Edition + sales orders, purchase orders, invoicing)

The top 10 reasons why you should seriously consider Workbooks are:

  • Economic: Pay a monthly fee based on the number of active users
  • Fast: Commissioning in 2-3 weeks with installation in the cloud.
  • Decision Making: The integration of information allows greater clarity in management.
  • Financial Control: The Finance Module enables highly efficient control of billing and collections.
  • Visibility: The projects have a clear view of budgets, dedications and expenses.
  • Automation: The system automates the entry of hours and expenses and controls the inclusion of this data invoices.
  • Integrated: The system has full integration with mail, calendar and document management.
  • Configurable: Offers easily configurable reports.
  • Compatible: accessible from Internet Web solutions for PC and MAC.
  • Sharing Knowledge: The Input Panel makes it possible to use it as an intranet, including blogs associated with people, clients and projects.
  • Streamline business processes: The paid editions enable users to improve marketing execution, improve the quality of customer support, accelerate sales growth, and improve marketing performance.

The focus on customers, clear communication, and participation with its users make Workbooks CRM a complete offering.

Packages

CRM

  • Marketing Automation
    • Pipeline Management
    • Sales Pipeline
    • Sales Forecasting
    • Custom Dashboards
    • Built-In Dashboards
    • Account Management
    • Contact Management
    • Automated Workflows
    • Contract Management ($7)
    • Mapping ($8)
  • Customer Service Features
    • Email Management
    • Ticketing
    • Call Center Support
    • Case Management
    • Built-in Reports
    • Custom Reports
    • Web Forms
  • Integrations
    • Adobe Sign
    • DocuSign
    • Microsoft Exchange ($8)
    • Microsoft Outlook ($8)
  • System/Management Features
    • Role-Based Permissions
    • Data Imports
    • Data Exports
    • Data Migration
    • Mobile App
    • Custom Layouts
    • Sandbox/Testing
    • Multi Company Management ($7)
    • Multiple Currencies ($7)
    • Multilingual Capabilities ($7)
    • Advanced Role-Based Permissions ($7)
    • Version Control ($7)
    • Custom Records ($7)
  • Support Features
    • Forum
    • Email Support
    • Telephone Support
  • Compliance
    • GDPR

CRM Pro

  • Marketing Automation
    • Pipeline Management
    • Sales Pipeline
    • Sales Forecasting
    • Custom Dashboards
    • Built-In Dashboards
    • Account Management
    • Contact Management
    • Automated Workflows
    • Mapping ($8)
    • Contract Management
  • Customer Service Features
    • Email Management
    • Ticketing
    • Call Center Support
    • Case Management
    • Built-in Reports
    • Custom Reports
    • Web Forms
  • Integrations
    • Adobe Sign
    • DocuSign
    • Microsoft Exchange ($8)
    • Microsoft Outlook ($8)
  • System/Management Features
    • Role-Based Permissions
    • Data Imports
    • Data Exports
    • Data Migration
    • Mobile App
    • Custom Layouts
    • Sandbox/Testing
    • Multi Company Management
    • Multilingual Capabilities
    • Multiple Currencies
    • Advanced Role-Based Permissions
    • Version Control
    • Custom Records
  • Support Features
    • Forum
    • Email Support
    • Telephone Support
  • Compliance
    • GDPR

Business

Most Popular
  • Marketing Automation
    • Pipeline Management
    • Sales Pipeline
    • Sales Forecasting
    • Custom Dashboards
    • Built-In Dashboards
    • Account Management
    • Contact Management
    • Automated Workflows
    • Contract Management ($7)
    • Mapping ($8)
    • Order Processing
  • Customer Service Features
    • Email Management
    • Ticketing
    • Call Center Support
    • Case Management
    • Built-in Reports
    • Custom Reports
    • Web Forms
  • Integrations
    • Adobe Sign
    • DocuSign
    • Microsoft Exchange ($8)
    • Microsoft Outlook ($8)
  • System/Management Features
    • Role-Based Permissions
    • Data Imports
    • Data Exports
    • Data Migration
    • Mobile App
    • Custom Layouts
    • Sandbox/Testing
    • Multi Company Management ($7)
    • Multiple Currencies ($7)
    • Multilingual Capabilities ($7)
    • Advanced Role-Based Permissions ($7)
    • Version Control ($7)
    • Custom Records ($7)
  • Support Features
    • Forum
    • Email Support
    • Telephone Support
  • Compliance
    • GDPR

Business Pro

Most Popular
  • Marketing Automation
    • Pipeline Management
    • Sales Pipeline
    • Sales Forecasting
    • Custom Dashboards
    • Built-In Dashboards
    • Account Management
    • Contact Management
    • Automated Workflows
    • Mapping ($8)
    • Order Processing
    • Contract Management
  • Customer Service Features
    • Email Management
    • Ticketing
    • Call Center Support
    • Case Management
    • Built-in Reports
    • Custom Reports
    • Web Forms
  • Integrations
    • Adobe Sign
    • DocuSign
    • Microsoft Exchange ($8)
    • Microsoft Outlook ($8)
  • System/Management Features
    • Role-Based Permissions
    • Data Imports
    • Data Exports
    • Data Migration
    • Mobile App
    • Custom Layouts
    • Sandbox/Testing
    • Multi Company Management
    • Multiple Currencies
    • Multilingual Capabilities
    • Version Control
    • Custom Records
    • Advanced Role-Based Permissions
  • Support Features
    • Forum
    • Email Support
    • Telephone Support
  • Compliance
    • GDPR

Events

  • Marketing Automation
    • Pipeline Management
    • Sales Pipeline
    • Sales Forecasting
    • Custom Dashboards
    • Built-In Dashboards
    • Account Management
    • Contact Management
    • Automated Workflows
    • Contract Management ($7)
    • Mapping ($8)
    • Order Processing
  • Customer Service Features
    • Email Management
    • Ticketing
    • Call Center Support
    • Case Management
    • Built-in Reports
    • Custom Reports
    • Web Forms
  • Integrations
    • Adobe Sign
    • DocuSign
    • Microsoft Exchange ($8)
    • Microsoft Outlook ($8)
  • System/Management Features
    • Role-Based Permissions
    • Data Imports
    • Data Exports
    • Data Migration
    • Mobile App
    • Custom Layouts
    • Sandbox/Testing
    • Multi Company Management ($7)
    • Multiple Currencies ($7)
    • Multilingual Capabilities ($7)
    • Advanced Role-Based Permissions ($7)
    • Version Control ($7)
    • Custom Records ($7)
    • Event Management
  • Support Features
    • Forum
    • Email Support
    • Telephone Support
  • Compliance
    • GDPR

Events Pro

  • Marketing Automation
    • Pipeline Management
    • Sales Pipeline
    • Sales Forecasting
    • Custom Dashboards
    • Built-In Dashboards
    • Account Management
    • Contact Management
    • Automated Workflows
    • Mapping ($8)
    • Order Processing
    • Contract Management
  • Customer Service Features
    • Email Management
    • Ticketing
    • Call Center Support
    • Case Management
    • Built-in Reports
    • Custom Reports
    • Web Forms
  • Integrations
    • Adobe Sign
    • DocuSign
    • Microsoft Exchange ($8)
    • Microsoft Outlook ($8)
  • System/Management Features
    • Role-Based Permissions
    • Data Imports
    • Data Exports
    • Data Migration
    • Mobile App
    • Custom Layouts
    • Sandbox/Testing
    • Event Management
    • Multi Company Management
    • Multiple Currencies
    • Multilingual Capabilities
    • Custom Records
    • Version Control
    • Advanced Role-Based Permissions
  • Support Features
    • Forum
    • Email Support
    • Telephone Support
  • Compliance
    • GDPR

Media

Pricing

Request a custom quote for your business

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