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.

Best Offer Applied
Starts at

$39/Month

Try For Free

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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    4.2
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    4.3
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    3.9
  • Capterra
    4.3
Top Reviews
  • Anonymous ReviewerPublishing

    5.0

    /5

    I really like the ease of customisation, making it work the way i need it to

  • AbdulRahman N.Technical Project Manager

    2.5

    /5

    Not always straight forward to input data and edit data Review collected by and hosted on G2.com.

Workbooks PricingWorkbooks Pricing

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