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Workbooks.com - CRM

  • Deployment:
  • Company Size:SML
  • Features:
  • Platforms:
  • Pricing:

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Details

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.

Features

Deployment
  • Hosted (Cloud)
  • On-Site (Premise)
Features
  • Mobile App
  • Dialer Integration
  • Invoicing
  • Email Marketing
  • Marketing Automation
  • Analytics
  • Knowledge Database
Pricing Model
  • Monthly subscription per user
  • Yearly subscription per user
  • Metered per minute
  • Monthly site license
  • Yearly site license
  • Flat fee
  • Monthly subscription
  • Percentage-based (% of collections or claims)
  • Fee-based (fixed $/claim)
  • Hybrid (combination of % and fixed amount/claim)
Target Company Size
  • Startup
  • Small-to-Medium Business
  • Enterprise
Service Terms Offered
  • Commitment Free
  • Free Setup
  • Free Cancellation
  • Money Back Guarantee
  • Month-to-Month Option
  • Keep Original Number
  • Customizable Plans
  • Free In-Network Calls
  • Unlimited Minutes
  • International Calls
  • Reduced Price for Multiple Users
  • Account Manager
Mobile Apps Offered
  • None
  • iOS
  • Android
Installation Options
  • Self-Installation
  • Professional Installation
Service Level Agreement
  • Yes
  • No
Support Features
  • FAQs Section
  • Tutorials
  • Telephone Support
  • Email Support
  • 24/7 Support
  • Online Chat
  • Forum
  • In-Person Training
  • Social Media
  • Knowledge Base
  • Webinars
Compatible Operating System(s)
  • Windows
  • iOS
  • Linux
  • Mac
  • Android
Deployment
  • Hosted/Cloud
  • On-Premise
  • Mobile
Salesforce Automation
  • Account Management
  • Call Management
  • Contact Management
  • Customer Interactions
  • Document Management
  • File Sharing
  • Inventory Management
  • Invoicing
  • Lead Management
  • Opportunity Management
  • Order Tracking
  • Partner Management (PRM)
  • Product Purchase Reports
  • Sales Analytics
  • Sales Collaboration
  • Sales Quotes
  • Territory / Quota Management
  • Workflow Automation
  • Funnel management
Marketing Automation
  • Email Marketing
  • Competitor Tracking
  • Campaign Management
  • Lead Management
  • Marketing ROI and Analytics
  • Drip Campaigns
  • Landing Pages & Signup Forms
  • Auto-Responders
  • Social Activity Automation
  • Shopping Cart Abandonment
  • Conversion Tracking
  • Link Tracking
Customer Service Features
  • Email Management
  • Customer Portal/Account
  • Self-Service
  • Real Time Sharing
  • Chat/IM
  • Case Management
  • Knowledge Management
  • Escalation
  • Call Center Support
  • Custom Reports
  • Built-in Reports
  • Ticketing
System / Management Features
  • Employee Tracking & Support Applications
  • Group Calendar
  • Performance Reviews
  • Employee Profiles
  • Knowledge base
  • Social CRM
  • Project Management
  • Event Management
Integrations
  • Outlook
  • Constant Contact
  • GetResponse
  • Web Dialer
  • Facebook
  • Twitter
  • LinkedIn
Price
  • 1 - Inexpensive
  • 2
  • 3 - Moderate
  • 4
  • 5 - Expensive
Features
  • 1 - Limited features
  • 2
  • 3 - Moderate
  • 4
  • 5 - Full featured

Pricing

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