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workbooks.com: Use-Cases, Insights and Reviews | 2025 Cuspera

4.36 5

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(4450)

Workbooks | A platform to manage your business, designed and priced for the mid-market

workbooks.com Overview

Workbooks offers a free interactive CRM demo with no login required. It is an affordable, feature-rich CRM tailored to boost business efficiency.

Use Cases

Customers recommend Engagement Management, Proposal & Quote Management, Contact List Management, as the business use cases that they have been most satisfied with while using workbooks.com.

Other use cases:

Lead Tracking
Campaign Management
Workflow Management
Helpdesk Management
Lead Management
Contract Management
Forecasting

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using workbooks.com.

Other priorities:

Increase Sales & Revenue
Improve ROI
Improve Internal Communications
Grow Market Share
Improve Efficiency
Scale Best Practices
Build Brand Awareness
Improve Stakeholder Relations
Improve Consistency
Improve Visibility
Improve Brand Engagement
Enter New Markets Internationally Or Locally
Launch New Products
Improve Digital And Social Presence

See all business priorities See less business priorities

workbooks.com Use-Cases and Business Priorities: Customer Satisfaction Data

workbooks.com's features include Recording, Dashboard, Personalization, etc. and workbooks.com support capabilities include Phone Support, Chat Support, 24/7 Support, etc. also workbooks.com analytics capabilities include Analytics, and Custom Reports.

Reviews

"This Process Became Too Arduous and Time-consuming So We Wanted a System That Could Hold All of the Data and Enable Us to Quickly Find the Right People When We Needed to." - Clive Stelfox

workbooks.com, Less Annoying CRM, Teamgate CRM, monday sales CRM, ClickUp, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for workbooks.com

Top Industries

Financial Services
Computer Software
Non-Profit Organization Management

Popular in

Small Business
Mid Market
Enterprise

workbooks.com is popular in Financial Services, Computer Software, and Non-Profit Organization Management and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on workbooks.com Use Cases

What Are the key features of workbooks.com for Engagement Management?

The platform helps businesses track customer interactions, manage sales leads, and automate follow-up activities. The platform also provides in-depth reporting and dashboards to monitor business progress. Although the platform provides valuable features for engagement management, it lacks full mobile functionality.

"...Member engagement run the Forum helpline and speak to members day-to-day...." Case Study Forum of Private Business

How can workbooks.com enhance your Proposal & Quote Management process?

Workbookscom offers a comprehensive proposal and quote management solution, enabling users to create, track, and manage quotes, orders, and invoices seamlessly. The system integrates with customer relationship management (CRM) functionalities, streamlining workflows and providing improved visibility into sales pipelines. A limitation of Workbookscom is that its quotation module may not be suitable for all businesses, especially those with complex requirements.

"...Having a rep able to select product items, issue a preformatted PDF quote and when the order closes for it to kick off an automatic logging of a renewal contract and scheduled renewal reminders phased over time...." Peer review by User

How does workbooks.com address your Contact List Management Challenges?

Workbooks provides a comprehensive system for managing contacts, including storing contact details, tracking communication history, and organizing contacts within companies. Workbooks is a cloud-based platform, granting users access to contact information from any location at any time. Although Workbooks does not currently integrate with Outlook for contact history recording, this feature is under development.

"...When entering client/contact details it is highlighted which areas you need to fill in to complete your entry...." Peer review by Nikki T., Accounting

Why is workbooks.com the best choice for Lead Tracking?

Workbookscom can track leads and opportunities throughout the sales process. This system helps businesses understand how prospects become customers. Workbookscom also provides tools to track and manage financial areas like sales orders, invoicing, and purchasing.

"...Some CRM systems can deal with lead tracking and customer tracking, but Workbooks very easily deals with this as well as all financial areas of the business sales orders, invoicing, purchasing and more...." Peer review by Rob, Osirium

How can workbooks.com optimize your Campaign Management Workflow?

Workbooks enables businesses to manage their marketing campaigns effectively. The software streamlines business processes, improving visibility over marketing and sales activities. Workbooks helps businesses track campaign success, measure return on investment, and manage data.

"...My advice is to call support when you have a question or concern, because the software is difficult to use sometimes, it is good that you have customer support at your disposal to clarify any doubts and help you better manage the program...." Peer review by Elizabeth L, Sales And Marketing Specialist, Marketing and Advertising

11 buyers and buying teams have used Cuspera to assess how well workbooks.com solved their CRM needs. Cuspera uses 4450 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Clive Stelfox Head of Client Relationship Management Multrees	This Process Became Too Arduous and Time-consuming So We Wanted a System That Could Hold All of the Data and Enable Us to Quickly Find the Right People When We Needed to. Testimonial By Clive Stelfox
John Glover Sales & Marketing Director Kahootz	We Didn’t Find (Microsoft Dynamics) Particularly Good at Managing Relationships Between Organisations, Each With Different Business Units and Various Contacts Within Each. It Was a Nightmare to Navigate And Manage the Numerous Sales Contacts, Contracts and Licenses. We Needed to Find Another Soluti...on - Our Business Was Growing in Scale And Complexity. Testimonial By John Glover
Adam Priestley Business Development Manager Palagan	The Process Was Easier Than We Expected. Using Spreadsheets, We Consolidated All of the Data Across the Business. It Only Took Two Weeks to Populate the System With All the Names, Addresses, Emails, Phone Numbers, Relevant Documents and So on for Our 700 Customers. And Then We Were Ready to Go. Testimonial By Adam Priestley

CUSTOMERS	TESTIMONIALS
Clive Stelfox Head of Client Relationship Management Multrees	This Process Became Too Arduous and Time-consuming So We Wanted a System That Could Hold All of the Data and Enable Us to Quickly Find the Right People When We Needed to. Testimonial By Clive Stelfox
John Glover Sales & Marketing Director Kahootz	We Didn’t Find (Microsoft Dynamics) Particularly Good at Managing Relationships Between Organisations, Each With Different Business Units and Various Contacts Within Each. It Was a Nightmare to Navigate And Manage the Numerous Sales Contacts, Contracts and Licenses. We Needed to Find Another Soluti...on - Our Business Was Growing in Scale And Complexity. Testimonial By John Glover
Adam Priestley Business Development Manager Palagan	The Process Was Easier Than We Expected. Using Spreadsheets, We Consolidated All of the Data Across the Business. It Only Took Two Weeks to Populate the System With All the Names, Addresses, Emails, Phone Numbers, Relevant Documents and So on for Our 700 Customers. And Then We Were Ready to Go. Testimonial By Adam Priestley

Case Studies

Financial Services

CASE STUDY XPS Pensions Group

XPS Pensions Group needed better support for their CRM system. They chose Workbooks to help improve their processes. Workbooks provided a solution that made their CRM easier to use. The team at XPS P...ensions Group saw better support and smoother operations after using Workbooks.

Read more →

Education

CASE STUDY Not Going To Uni

Not Going To Uni wanted to lower their software costs. They switched from Salesforce to Workbooks. This change helped them cut their license costs in half. The company found Workbooks easier to use. ...They also got better support from Workbooks. The switch made their work simpler and saved them money.

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Information Technology and Services

CASE STUDY Kahootz

Kahootz wanted to make its sales process easier. They used Workbooks to help with this. Workbooks helped Kahootz automate many sales tasks. This made their work simpler. Kahootz could focus more on t...heir customers. The sales process became less complex.

Read more →

Media Production

CASE STUDY Ultima Media

Workbooks CRM helped Ultima Media find more new prospects. The company used the CRM to improve lead generation. They saw five times more new prospects. The solution made their sales process better. U...ltima Media now has more chances to grow their business.

Read more →

Manufacturing

CASE STUDY Russell Finex

Russell Finex switched from Salesforce to Workbooks to manage sales operations. The company wanted a better way to handle sales processes. Workbooks helped them improve sales management and efficienc...y. The new system made it easier for the team to track leads and close deals. Russell Finex saw better results after making the change.

Read more →

Manufacturing

CASE STUDY Saacke

Workbooks CRM helped Saacke move away from spreadsheets. The company used the CRM to manage sales and customer data. Saacke saw a 9% increase in orders after using Workbooks CRM. The new system made ...their sales process faster and more organized. Saacke improved how they track and follow up with customers. The CRM helped the team work better together.

Read more →

More workbooks.com Customer Stories...

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Frequently Asked Questions(FAQ)

for workbooks.com

What is workbooks.com?

Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services.

Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.

Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

What is workbooks.com used for?

workbooks.com is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engagement Management, Proposal & Quote Management and Contact List Management .

What are the top features of workbooks.com?

Recording, Dashboard and Personalization are some of the top features of workbooks.com.

Who uses workbooks.com?

workbooks.com is used by Financial Services, Computer Software and Non-Profit Organization Management among other industries.

What are workbooks.com alternatives?

Less Annoying CRM, Teamgate CRM, Monday Sales CRM and ClickUp are popular alternatives for workbooks.com.

Where is workbooks.com located?

workbooks.com is headquartered at 330 Roberts Street, Suite 402, East Hartford, CT 06108, United States.

lightning

Peers used workbooks.com for engagement management and proposal & quote management

workbooks.com Competitors

More workbooks.com Alternatives...

workbooks.com Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	3.28/5 ★ Read Reviews (6)
Analytics	4.77/5 ★ Read Reviews (86)
Custom Reports	3.88/5 ★ Read Reviews (649)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	3.28/5 ★ Read Reviews (6)
Analytics	4.77/5 ★ Read Reviews (86)
Custom Reports	3.88/5 ★ Read Reviews (649)

Software Failure Risk Guidance

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for workbooks.com

Overall Risk Meter

Low Medium High

Top Failure Risks for workbooks.com

Workbooks Online Limited Profile

Company Name

Workbooks Online Limited

Company Website

https://www.workbooks.com/

HQ Location

330 Roberts Street, Suite 402, East Hartford, CT 06108, United States

Employees

11-50

Social

Financials

SEED