AudyenseWorkbooks CRM
Customer Support · www.workbooks.com/us
Overview
Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to also include order management and fulfilment, invoicing and supplier management, at a price which is typically 50-70% less than solutions such as Salesforce or Microsoft Dynamics. Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition. About the Company Since its founding in the UK in 2007, Workbooks.com has grown to be one of the fastest growing web-based CRM providers on the market. Workbooks.com helps organizations improve efficiency by streamlining business processes to increase performance and productivity. Workbooks.com is dedicated to delivering products that help their customers increase sales and improve service quality, while also reducing operational costs. Workbooks CRM provides integrated business applications, rather than separate solutions, to enable businesses to gain a consistent view of customer <div> <h5>Product Pricing</h5> <ul> <li>CRM: $30 per user per month</li> <li>CRM Pro: $45 per user per month</li> <li>Business: $65 per user per month</li> <li>Business Pro: $80 per user per month</li> </ul> <h5>Technology</h5> <p>Product is delivered via a SaaS model. As a cloud-based system Workbooks required no hardware or software to install and maintain. Workbooks has highly configurable functionalities out-of-the-box, open APIs for ease of integration, highly secure UK datacenters and is ISO 27001 certified. Unlike traditional software vendors, Workbooks does not charge
The problem Workbooks CRM solves
Customer support teams need to replace disconnected systems and manual handoffs with a repeatable workflow that improves operational visibility and execution. Workbooks CRM is relevant because the researched product page documents workbooks delivers cloud-based crm and marketing automation applications to the mid-market, at an affordable price. Buyers should validate current pricing, integrations, data handling, and fit before committing.
Best for
- B2B teams evaluating customer support software
- Teams that need documented workflow capabilities and fit guidance
- Organizations willing to validate implementation and plan limits
Not a fit if
- Teams seeking a workflow outside the product's documented focus
- Teams requiring a permanent free tier
- Organizations that cannot validate implementation effort or vendor claims
Why it’s listed
- Adds a distinct customer support workflow to the directory
- Product page documents positioning, capabilities, and operational fit
- Provides comparison context for customer support buyers
Pricing
Starting plan
$30 per monthPublic product research lists a starting price of 30 USD; confirm billing period and limits.
- Group prospects together to target marketing activities
- Measure expenditures by associating purchase orders and costs against campaigns
- Gain a true measure of your marketing investment by tracking which leads convert to orders and invoices
- Track close dates, opportunity stages, and percentages
- Assign opportunities to queues or sales reps
- Store individual product line items against an opportunity
- Record the people involved in the decision making process
- Customize opportunity stages to fit any sales process
Higher tiers
Custom pricingHigher tiers and enterprise terms should be confirmed with the vendor.
- Gain a true measure of your marketing investment by tracking which leads convert to orders and invoices
- Track close dates, opportunity stages, and percentages
- Assign opportunities to queues or sales reps
- Store individual product line items against an opportunity
- Record the people involved in the decision making process
- Customize opportunity stages to fit any sales process
- Record, categorize, and sort information about the people and organizations users conduct business with
- See all interactions, such as activities, emails, cases, opportunities, orders and invoices in a single screen
Features
Pros & cons
Pros
- Product page documents a concrete business workflow
- Documented capability: Group prospects together to target marketing activities
- Documented capability: Measure expenditures by associating purchase orders and costs against campaigns
- Documented capability: Gain a true measure of your marketing investment by tracking which leads convert to orders and invoices
- Documented capability: Track close dates, opportunity stages, and percentages
Cons
- Pricing and usage limits should be checked against the exact plan
- Implementation effort depends on the team's data and process maturity
- Reported outcomes should be validated with the buyer's own data
What the record shows
Independent product research describes workbooks delivers cloud-based crm and marketing automation applications to the mid-market, at an affordable price.
Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.
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