Workbooks CRM is a comprehensive Customer Relationship Management solution for small to medium businesses. It allows you to manage your prospects and customers, call management, marketing, sales and more - in one easy-to-use cloud solution.
Disclaimer: Pricing information for Workbooks CRM is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
Workbooks has emerged as a versatile, robust, and highly customizable CRM solution, particularly well-suited for small to medium-sized enterprises (SMEs). Praised for its flexibility, intuitiveness, and feature-rich platform, Workbooks allows businesses to streamline and integrate their operations across sales, marketing, account management, support, and finance. ...Read more
Workbooks CRM pros and cons
Highly customizable platform, enabling users to tailor the CRM to fit specific business processes and goals.
Affordable and ideal for small to medium-sized businesses, with no hefty costs for essential functionalities.
Streamlines business operations across departments, connecting sales, marketing, and finance on one unified platform.
Intuitive user interface, making it easy to learn and navigate, even for non-tech-savvy users.
Excellent data organization and accessibility, allowing user-friendly reporting and real-time insights for smarter decision-making.
Configuration and setup can be time-consuming, and a learning curve exists, especially for creating customized reports.
Limited out-of-the-box integrations with popular tools like Tableau, SurveyMonkey, or BI platforms, which restricts advanced connectivity.
Mobile app performance is suboptimal compared to the desktop version, with slow processing and occasional bugs.
User Review
AU
Anonymous User
09/20/23
5 out of 5
"Exceptional CRM Software for Business Growth"
What do you like best about Workbooks?
I’ve been a user of Workbooks CRM for around 4 years now, and I must say, this CRM software has exceeded my ...
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SK
Stephanie K
09/20/23
5 out of 5
"Can't do without it...."
What do you like best about Workbooks?
Allows us to build whatever report we need, add custom fields, and is fundamental to our business processes for ...
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AU
Anonymous User
08/29/23
5 out of 5
"Great product, great customer services"
What do you like best about Workbooks?
As a marketing manager, Workbooks has a clean UX design thats easy to use and train new members on. We've had a ...
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SE
Soren E
08/29/23
5 out of 5
"Highly configurable CRM with a great support team"
What do you like best about Workbooks?
Workbook's CRM offers exceptional efficiency through its intuitive interface, streamlining customer ...
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Workbooks CRM is a CRM Software. Workbooks CRM offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.
Some top alternatives to Workbooks CRM includes monday.com, Pipedrive, HubSpot CRM, Freshsales and CRM.io by 500apps.
