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

"The service and support shortcomings of our previous CRM system were particularly frustrating. If we had an issue we’d have to email the support team and wait for a response. Because they were based on the US west coast, we’d usually get a reply in ...the middle of the night, which really slowed things down." - Charlotte West

workbooks.com, Maximizer CRM, Suitecrm, Copper, Vtiger all-in-one CRM, 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

How efficiently Does workbooks.com manage your Engagement Management?

What benefits does workbooks.com offer for Proposal & Quote Management?

Why is workbooks.com the best choice for Contact List Management?

How does workbooks.com address your Lead Tracking Challenges?

How can workbooks.com enhance your Campaign Management process?

56+ more Business Use Cases

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
workbooks.com testimonial

Charlotte West

XPS Pensions Group

The service and support shortcomings of our previous CRM system were particularly frustrating. If we had an issue we’d have to email the support team and wait for a response. Because they were based on the US west coast, we’d usually get a reply in the middle of the night, which really slowed thing...s down.

Testimonial By Charlotte West
workbooks.com testimonial

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
workbooks.com testimonial

John Gillespie

Financial Controller

Capital Access Group

Although Spreadsheets Seemed Adequate at First, as Our Business Grew, It Became Apparent That We Needed a More Centralised System to Streamline Our Processes. Testimonial By John Gillespie
CUSTOMERS TESTIMONIALS
workbooks.com testimonial

Charlotte West

XPS Pensions Group

The service and support shortcomings of our previous CRM system were particularly frustrating. If we had an issue we’d have to email the support team and wait for a response. Because they were based on the US west coast, we’d usually get a reply in the middle of the night, which really slowed thing...s down.

Testimonial By Charlotte West
workbooks.com testimonial

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
workbooks.com testimonial

John Gillespie

Financial Controller

Capital Access Group

Although Spreadsheets Seemed Adequate at First, as Our Business Grew, It Became Apparent That We Needed a More Centralised System to Streamline Our Processes. Testimonial By John Gillespie

Case Studies

COMPANY INDUSTRY CASE STUDIES
workbooks.com case study
Financial Services
Financial Services
Case Study Multrees

Find out How implementing Workbooks, Multrees have complete visibility of their pipeline and can manage the progress of their opportunities

Read More
workbooks.com case study
NA
Case Study Multrees

Improved Sales Pipeline Management And Enhanced Client Engagement, Resulting In A 50% Increase In Sales Pipeline Visibility And A 20% Reduction In Administrative Tasks.

Read More
workbooks.com case study
NA
Case Study Eilersen

Achieved A 30% Reduction In Lead Times And Improved Customer Satisfaction Through The Implementation Of Workbooks Crm.

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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?

Maximizer CRM, Suitecrm, Copper and Vtiger All-In-One CRM 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 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

?

for workbooks.com

Overall Risk Meter

Low Medium High

Top Failure Risks for workbooks.com

Workbooks Profile

Company Name

Workbooks

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