19 reviews
WH Score

Workbooks Overview

What is Workbooks?

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.

Links:App Store

Workbooks Recent Reviews

Reviewed on 30 October 2023

Fully-Fledged CRM Platform

Workbooks has been essential in our marketing and sales departments, enabling the development of successful marketing strategies. With features like advertising mailings, social network integration, territorial management, and prospect evaluation, Workbooks has proven to be an effective tool for establishing customer relationships, managing sales, and executing marketing campaigns.

  • It consolidates all sales, marketing, service, and other business data in one centralized location, providing invaluable insights into customer behavior, marketing trends, and product feedback
  • The mobile applications offered by Workbooks don't match the efficiency and profitability of the web-based program

Reviewed on 30 October 2023

Flexible CRM with Integration Benefits

The system is highly customizable to cater to the specific needs of each company. It seamlessly integrates with our marketing platform, Spotler, providing significant advantages.

  • It seamlessly integrates with our marketing platform, Spotler, which proves to be incredibly advantageous for our operations.
  • The user interface's look and feel could benefit from an update.

Workbooks Pricing

per user / per month
Workbooks Pricing Details

Workbooks Key Features

Customer Management
  • Case Management
  • Pipeline Management
Lead Management
  • Lead Generation
  • Lead Aggregation
  • Lead Augmentation
Supported Channels
  • Voice
  • SMS
  • Email
  • Social Media
Workbooks Features Details

Workbooks Media


Workbooks Wheelhouse Score

What is this?

The Average Wheelhouse score for the CRM category is 7.8

Workbooks Scores

  • Ease of Use
  • Meets Requirements
  • Learning Curve
  • Setup & Support
  • Quality of Support
  • Ease of Admin

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