Workbooks CRM
By Workbooks CRM
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
- ✓ Website Visitor Tracking
- ✓ Lead Nurturing
- ✓ Lead Management
- ✓ Landing Pages
- ✓ Email Drip Campaigns
- ✓ Channel Management
- ✓ Campaign Segmentation
- ✓ Analytics (ROI Tracking)
- ✓ Multivariate Testing
- Sales Management
- Marketing Managment
- Customer Service Management
- Platform Capability Account & Contact Management Workflows & Automation Custom Layouts & Data Objects Reports & Dashboards Location Intelligence Mobile Security Audit Trail Sandbox & Testing
- Account & Contact Management
- Workflows & Automation
- Custom Layouts & Data Objects
- Reports & Dashboards
- Location Intelligence
- Mobile
- Security
- Audit Trail
- Sandbox & Testing
- Marketing Automation Email Marketing Form - $72 per Month billed Yearly W
- Sales Management
- Marketing Managment
- Customer Service Management
- Order Management
- Platform Capability Account & Contact Management Workflows & Automation Custom Layouts & Data Objects Reports & Dashboards Location Intelligence Mobile Security Audit Trail Sandbox & Testing
- Account & Contact Management
- Workflows & Automation
- Custom Layouts & Data Objects
- Reports & Dashboards
- Location Intelligence
- Mobile
- Security
- Audit Trail
- Sandbox & Testing
- Includes features of Add-ons
- Sales Management
- Marketing
What do you like best? It is really easy to export contact lists into other programs What do you dislike? That the system does not automatically blind copy workbooks into each of our client emails. Therefore the team are not effectively ...
What do you like best? The workbooks helps to keep myself as well as all of our agents very organized, focused and on task when referring back to any potential clients. What do you dislike? Sometimes it can be glitchy when we use it. ...
What do you like best? It is able to handle our data and let us view it in manageable ways. It helps us to use the data we have collected. What do you dislike? At times it can be simplistic in it's handling and non-intuitive in its organ...
What do you like best? Fairly similar to Microsoft Office essentials What do you dislike? Standard with limited pricing but lesser known What problems are you solving with the product? What benefits have you realized? P...
What do you like best? I like the layout and ease of use, it runs well too What do you dislike? The UI is okay but could use work. I think it could use a modern touch. What problems are you solving with the product? What benefit...
Workbooks CRM offers 2 pricing plan(s):
- Standard CRM — USD39.00 /User/Month
- Business CRM — USD79.00 /User/Month
Workbooks CRM is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Yes, Workbooks CRM offers a 0-day free trial.
Workbooks CRM provides Online (Ticket) support.
Workbooks CRM is Cloud Hosted software.
Workbooks CRM provides Help Guides,Blogs,Video Guides for training.
