Workbooks

Deployment

AndroidiPhone/iPadWeb-based

Best for

SmallMediumLarge

Overview

About Workbooks

Workbooks provides an affordable, feature-rich and cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. Workbooks helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management.

At a glance

Software information

Industries served, licensing and the support Workbooks provides.

Licensing

  • Monthly Payment
  • Annual Subscription
  • Free
  • Free version

Support

  • Phone
  • Email
  • Online (Ticket)

Training

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Infographics
  • Whitepapers

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Infographics
  • Whitepapers
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Capabilities

Workbooks features

The full feature set, grouped by module.

CRM Software

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Email Integration
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation

Sales Force Automation Software

  • Account Management
  • Contract Management
  • Customer Communications
  • Email Marketing
  • Lead Management
  • Performance Metrics
  • Sales Forecasting
  • Workflow and Approvals

Marketing Automation Software

  • Campaign Management
  • Email Marketing
  • Lead Management
  • Sales Intelligence
  • Segmentation and Targeting

Plans

Workbooks pricing

Price Type
Month
Free Version
Yes
Payment Frequency
Monthly Payment, Annual Subscription, Free

Media

Screenshots & video

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