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workbooks.com: Use-Cases, Insights and Reviews | 2024 Cuspera

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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

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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

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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 Sales Staff Dragged Their Feet Initially but After 2-3 Weeks We Started Getting a Lot of Praise From the Team and Have Had Really Good Feedback. The Workbooks Team Have Been Very Efficient and Responsive. Workbooks Has Gone Above and Beyond and ...It’s Been a Great Relationship for Us." - Brett Kolinek

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 does workbooks.com address your Engagement Management Challenges?

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.

"...As a consultancy business we are most interested in following up the performance of your introducer partners ...." Peer review by Administrator

How does workbooks.com address your Proposal & Quote Management Challenges?

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.

"...As Kahootz is a SaaS model, managing contracts, renewals and quotes could be a headache, but because Workbooks automates renewal notices, invoice generation and documents contract finalisation, it is a seamless process. ..." Case Study Kahootz

How can workbooks.com optimize your Contact List Management Workflow?

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.

"...I can quickly look up records, history, pricing and calculate profit margins and turnover in a few clicks - fundamental for running a business...." Peer review by Lorna B., Information Technology and Services

What benefits does workbooks.com offer 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.

"...Forecasting and tracking opportunites from prospect through to sale..." Peer review by Mike

What solutions does workbooks.com provide for Campaign Management?

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.

"...Everything from managing sales campaigns to monitoring support contracts...." Peer review by Becky P, Internal Operations, Media Production

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
Brett Kolinek Director of Corporate Operations Helen Brett	The Sales Staff Dragged Their Feet Initially but After 2-3 Weeks We Started Getting a Lot of Praise From the Team and Have Had Really Good Feedback. The Workbooks Team Have Been Very Efficient and Responsive. Workbooks Has Gone Above and Beyond and It’s Been a Great Relationship for Us. Testimonial By Brett Kolinek
Lorraine Blackwell Customer Services Manager Northdoor	With Workbooks We Can Quickly and Easily Convert a Customer Quotation Into a Sales Order and Then Seamlessly Create a Supplier Purchase Order … We Can Now Process Orders in Half the Time. Testimonial By Lorraine Blackwell
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. Testimonial By Jane Connors

CUSTOMERS	TESTIMONIALS
Brett Kolinek Director of Corporate Operations Helen Brett	The Sales Staff Dragged Their Feet Initially but After 2-3 Weeks We Started Getting a Lot of Praise From the Team and Have Had Really Good Feedback. The Workbooks Team Have Been Very Efficient and Responsive. Workbooks Has Gone Above and Beyond and It’s Been a Great Relationship for Us. Testimonial By Brett Kolinek
Lorraine Blackwell Customer Services Manager Northdoor	With Workbooks We Can Quickly and Easily Convert a Customer Quotation Into a Sales Order and Then Seamlessly Create a Supplier Purchase Order … We Can Now Process Orders in Half the Time. Testimonial By Lorraine Blackwell
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. Testimonial By Jane Connors

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Dains Accountants	NA	Case Study Dains Accountants Improved Productivity By 10% And Reduced Reporting Time By 50% Read More
Ultima Media	NA	Case Study Ultima Media Generated Five Times More New Prospects Read More
CABA Non-Profit Organization Management	Non-Profit Organization Management	Case Study CABA Learn How Workbooks helped CABA with improved intelligence and enhanced marketing, bringing each department of the company together. Read More

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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 Competitors

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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 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