Workbooks CRM

Workbooks CRM is a system aimed at medium sized sales teams looking to implement a feature-rich CRM solution.

Integration with third party software is another key facet; pre-built integrations include Google docs, Microsoft Outlook and Adobe Sign. Zapier integrations such as Eventbrite and SqlServer are also supported plus a web services API access.

Quotation generation, invoicing, sales automation and targeted marketing are all available out-of-the-box, in addition to features such as auditing, multi-currency reporting, and international tax templates. Workbooks also offer a six stage implementation cycle, which takes clients from planning through go-live. A team of consultants works with each client to plan, build and migrate existing data onto the Workbooks system. Testing, training, and support are offered as part of the package thereafter.

Workbooks CRM is a cloud- based solution with a web app for desktops and a mobile app for Android and iOS. Pricing is based on a per-user, per month basis although the billing period is annual.

Software features

  • API Access
  • Contact Management
  • Contract Management
  • Database Management
  • Funnel Reporting
  • Integrations
  • Performance Reporting
  • Pipeline Management
  • Quotation Handling
  • Cloud

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Quick spec

Product details

Supplementary Features

  • Customer Service Automation
  • Marketing Automation

Customer Size

  • Small (1-50 users)
  • Medium (51-200 users)
  • Enterprise (201+ users)

Other Features

  • Multiple Locations
  • Multiple Currency
  • Customizable

Hosting Method

  • Cloud

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Workbooks CRM

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