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

"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, Contra...cts and Licenses. We Needed to Find Another Solution - Our Business Was Growing in Scale And Complexity." - John Glover

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?

How can workbooks.com optimize your Proposal & Quote Management Workflow?

What solutions does workbooks.com provide for Contact List Management?

What Are the key features of workbooks.com for Lead Tracking?

How does workbooks.com address your Campaign Management Challenges?

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

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

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
workbooks.com testimonial

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
CUSTOMERS TESTIMONIALS
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

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
workbooks.com testimonial

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

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.

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.

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.

Manufacturing

CASE STUDY Rotary Corporation

Rotary Corporation had high costs with their old system. They needed a CRM that fit their needs. They chose Workbooks for a custom solution. The new CRM helped them save money. It also matched their ...business better. Rotary Corporation is now happier with their CRM.

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.

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.

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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 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 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