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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using workbooks.com.
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
"Even with Discounted Licence Prices, the Cost of Staying With Salesforce Was Quickly Becoming Prohibitive. So We Had to Look for a More Cost-effective and Superior Solution and a Crm Consultant Recommended Workbooks." - Craig Abrahart
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
How does workbooks.com address your Engagement Management Challenges?
How efficiently Does workbooks.com manage your Proposal & Quote Management?
Why is workbooks.com the best choice for Contact List Management?
What benefits does workbooks.com offer for Lead Tracking?
How efficiently Does workbooks.com manage your Campaign Management?
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 |
|---|---|
|
Even with Discounted Licence Prices, the Cost of Staying With Salesforce Was Quickly Becoming Prohibitive. So We Had to Look for a More Cost-effective and Superior Solution and a Crm Consultant Recommended Workbooks. Testimonial By Craig Abrahart |
|
We were very keen to move to a system we could use straight out of the Box. We wanted something that would need one or two tweaks rather Than the heavily customised system we were used to. We knew that using A system that was as near standard as possible would mean we’d be Able to keep it up to dat...e much more easily. |
|
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 |
|---|---|
|
Craig Abrahart Managing Director Not Going To Uni |
Even with Discounted Licence Prices, the Cost of Staying With Salesforce Was Quickly Becoming Prohibitive. So We Had to Look for a More Cost-effective and Superior Solution and a Crm Consultant Recommended Workbooks. Testimonial By Craig Abrahart |
|
Jane Connors Finance Director Forum Of Private Business |
We were very keen to move to a system we could use straight out of the Box. We wanted something that would need one or two tweaks rather Than the heavily customised system we were used to. We knew that using A system that was as near standard as possible would mean we’d be Able to keep it up to dat...e much more easily. |
|
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 |
|---|---|---|
|
NA |
Case Study Dains AccountantsRead More |
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NA |
Case Study Dains AccountantsRead More |
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Non-Profit Organization Management
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Non-Profit Organization Management |
Case Study Forum of Private BusinessRead More |
Video
More of What You Need
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?
What are the top features of workbooks.com?
Who uses workbooks.com?
What are workbooks.com alternatives?
Where is workbooks.com located?
Peers used workbooks.com for engagement management and proposal & quote management
workbooks.com Competitors
workbooks.com Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (6) |
| Analytics | Read Reviews (86) |
| Custom Reports | Read Reviews (649) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (6) |
| Analytics | Read Reviews (86) |
| Custom Reports | Read Reviews (649) |
Software Failure Risk Guidance
?for workbooks.com
Overall Risk Meter
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
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