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
"A Lot of Data Was Being Kept in People Head’s or in Personal Files. This Made Us Feel Vulnerable as a Business and It Became Clear That Act! Wasn’t Adequate as a Long Term Solution and It Wasn’t Scalable." - Kevin Jones
Peer review evidence (same sources as the product rating summary)
"...Don't self implement, engage in a full implementation with professionals to get the maximum benefit of a CRM...." Peer review by Mandy A, Business Development Manager
"...The ease of transition from Opportunity to Quote to Order to Purchase Order to Invoice..." Peer review by Doug, 3BG Supply
"...Good system for tracking customers and contacts, opportunities etc......" Peer review by User
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.
workbooks.com Customer wins, Customer success stories, Case studies
How can workbooks.com optimize your Engagement Management Workflow?
How can workbooks.com optimize your Proposal & Quote Management Workflow?
What Are the key features of workbooks.com for Contact List Management?
How can workbooks.com optimize your Lead Tracking Workflow?
What benefits does workbooks.com offer for Campaign Management?
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.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
A Lot of Data Was Being Kept in People Head’s or in Personal Files. This Made Us Feel Vulnerable as a Business and It Became Clear That Act! Wasn’t Adequate as a Long Term Solution and It Wasn’t Scalable. Testimonial By Kevin Jones |
|
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. |
|
We Quickly Realised That We Needed to Implement a System That Could Act as a Job Database, Providing a Simple Way of Storing and Referencing Jobs. Testimonial By Gary Jordan |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Kevin Jones Sales Manager CSols Ltd |
A Lot of Data Was Being Kept in People Head’s or in Personal Files. This Made Us Feel Vulnerable as a Business and It Became Clear That Act! Wasn’t Adequate as a Long Term Solution and It Wasn’t Scalable. Testimonial By Kevin Jones |
|
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. |
|
Gary Jordan Operations Manager Clinkclink Ltd |
We Quickly Realised That We Needed to Implement a System That Could Act as a Job Database, Providing a Simple Way of Storing and Referencing Jobs. Testimonial By Gary Jordan |
More of What You Need
Frequently Asked Questions (FAQ)
What buyers ask before choosing 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 Online Limited News
Workbooks wins PPA Tech Partner of the Year
Workbooks has been awarded the PPA Tech Partner of the Year, recognized for its strong client relationships, excellent retention rates, and customer-focused approach. The award highlights Workbooks' ability to help publishing teams streamline their software and leverage data to enhance subscriptions, event revenue, and advertiser relationships.
ISG name Workbooks CRM as an Exemplary Provider for customer experience
Workbooks CRM has been recognized by ISG as an Exemplary Provider for customer experience, achieving the highest performance score of 15.4% and a B++ grade. This accolade highlights Workbooks' commitment to delivering superior customer support, responsive service, and successful implementations. The recognition underscores Workbooks' focus on providing clear, user-friendly CRM solutions without hidden complexities or costs.
BGF invests 16.6m in Workbooks to accelerate growth of its No-BS CRM platform
BGF has invested 16.6m in Workbooks to enhance its CRM platform's growth. The funding will accelerate go-to-market strategies and product development, focusing on integrated workflows across sales, operations, and finance. Workbooks aims to expand its US presence while maintaining its customer-first approach. BGF will hold a minority stake and a board seat.
Workbooks Takes On CRM Giants With Plain-English AI
Workbooks has launched an AI-enabled CRM designed for mid-market companies, addressing the slow AI adoption in CRM systems. The platform offers seamless integration and actionable insights without the complexity of enterprise solutions. Key features include AI agents like Sales Coach and Research Agent, which provide tailored sales strategies and prospect scoring. The CRM operates natively within Workbooks, with future plans for broader integration.
Workbooks Online Limited Profile
Company Name
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
