Workbooks Alternatives & ReviewsUsed by 75% Professionals

Workbooks Overview

Paid

4.2

/5

(Alternatives.Co rating)
  • Linux
  • Windows

Workbooks is a cloud-based CRM software with co-funded implementation. Businesses can use Workbooks to connect all of their marketing, finance, sales, and customer service teams through cloud-based CRM software for improved workflow and output. You can also easily generate and close leads.

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Starts at

$39/Month

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About Workbooks

Workbooks Features

  • Workbooks FeaturesMarketing Management : Captures leads, segments data, auto-assigns opportunities, and measures marketing ROI.
  • Workbooks FeaturesSales Management : Displays all prospects-related interactions, passes leads for follow-up, and converts qualified leads.
  • Workbooks FeaturesOrder Management : Generates orders and invoices, while supporting digital signature solutions and tax calculations.
  • Workbooks FeaturesCustomer Service Management : Tracks support calls, customer enquiries, and project delivery in one place.
  • Workbooks FeaturesAutomation Engine & Workflows : Allows building simple no-code workflows as well as complex workflows using scripts.
  • Workbooks FeaturesEvent Management : Manages all aspects of events from online ticket purchasing to driving attendee communication.

Workbooks Ratings and ReviewsWorkbooks Ratings and Reviews

Alternatives.Co has rated
Workbooks as 4.2

4.2

/5

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    4.3
Top Reviews
  • Simon J.Architecture & Planning

    5.0

    /5

    It did everything we asked of it. We have integrated it with our back end systems to provide a single version of the "truth" - the API was very easy to use and the integration very quick to do. We also esily integrated with other SAAS software such as MailChimp and Survey Monkey

  • Joshua S.Construction

    4.0

    /5

    Customer service can vary from staff who just point you to a website page and seem to understand the product less than you, to someone who genuinely pays attention and does a great job going through the issue. I've also had to chase a couple of times for minor paid developments to be completed

Workbooks PricingWorkbooks Pricing

Basic CRM
StartingUSD 39/moBilled Monthly
Business CRM
StartingUSD 79/moBilled Monthly