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
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
Download more information
Workbooks CRM
Download your extended software profile for Workbooks CRM. Get more information about features and pricing.
DownloadRelated articles
-
Conga releases updates for Composer, ActionGrid, Novatus products
Business productivity software company Conga announces updates to three of its products
-
A guided tour of Salesbox's latest updates
Salesbox CEO Andreas Lalangas talks us through all of his CRM product's latest updates
-
CRM requirements gathering: your complete guide
All you need to know about how to draw up a list of CRM requirements, and how to communicate thes...
Workbooks CRM
Pricing Guide
Workbooks CRM
Download your pricing guide by completing the form below.
Workbooks CRM
Price Quote
Workbooks CRM
Complete the form below to access a video demo of this software.
Quickly Compare with Similar CRM Systems
Other Users often Compare these Four Solutions
-
Workbooks CRM
-
Lasso CRM
-
Microsoft Dynamics 365 for Sales
-
Daylite CRM
Get Your CRM Software Comparison
Download your bespoke report in a single pdf.
Workbooks CRM
Extended Software Profile
Workbooks CRM
Get your extended software profile by completing the form below.
Workbooks CRM
Extended Software Profile