Workbooks Guide – Read our In-Depth Workbooks Review

Workbooks is a fully functional Crm software platform.

This Workbooks review has been updated for 2021 by industry experts with years of business software experience in development, implementation and use.

We have collated thousands of datapoints for all of our Crm software reviews.

This Workbooks review contains the latest information about Workbooks.

If you're looking for new Crm software then so many details will be perplexing for you. Finding new Crm software demands expert analyzing skills and thorough understanding. You'll need to fully understand what each piece of Crm software can do to ensure it is a good fit for your business. For starters, you have to select the right Crm software provider who'll be transparent with you always.

In this fast-paced universe of business software, you'll need advice to make correct decisions. Workbooks is just one such piece of Crm software which will enhance your business. It's important that you understand all about Workbooks until you invest your money in their software.

Our full Workbooks Review covers everything you need to learn about their Crm software. A good piece of Crm software can ease multiple burdens within a business and provide you favorable ROI. If you want to make a good return on investment, you should use Crm products that aligns with your business needs.

There's absolutely no sure-fire method to ensure a good ROI; thus, you should carefully analyze any new Crm software before you select them. It is a common misconception that all Crm products are the same, but that's not correct. Wrong judgment, initially, can set your business back.

Workbooks is a provider of crm software that has forged its way successfully over the years and provides one of the best Crm software on the market. Within this review, we have attempted to collate a number of the vital facets of Workbooks. This review can help you to understand whether software from Workbooks is a fantastic match for your business or not. We've tried to breakdown all the features and charges for your convenience.

Workbooks Ratings

Workbooks Overall Rating
84%
Workbooks Ease Of Setup Rating
78%
Workbooks Ease Of Use Rating
83%
Workbooks Support Rating
85%

How To Choose The Best Crm Software For You

When deciding whether Workbooks is the best crm software for your business there are 5 things to consider and do to make the right choice:

  • Work out what you need to achieve from using Workbooks
  • Does Workbooks suit your needs as a full Crm platform?
  • Fully research the Workbooks crm platform and tools. Do the Workbooks tools and resources align with your business needs?
  • Detail Out the budget available to implement a new Crm solution and do the offerings from Workbooks offer the features you need within the budget.
  • Register for a account with Workbooks. Ask for a callback and demo to finally check that the solution is right for you.
  • Workbooks Review – Company Overview

    Full Company Name Workbooks
    Website URL http://www.Workbooks.com
    Workbooks Phone Number +44 (0) 118 3030 100
    Year Founded 2009
    Workbooks Address Reading, Berkshire
    Workbooks Employees (As per LinkedIn) 64
    Revenue Unknown
    Ownership Private
    Workbooks Twitter Handle @Workbooks
    Workbooks Twitter Followers 2863
    Workbooks LinkedIn https://www.linkedin.com/company/225937/
    Main Software Features Customization - CRM, Performance and Reliability - CRM, User, Role, and Access Mgmt. - CRM,

    Workbooks Pricing & Costs

    FREE Edition (2 users)

    Free user per month

    CRM Edition

    21 / $30 / 25 per month

    Business Edition

    46 / $65 / 54 per month

    What is Workbooks?

    Workbooks is a fully functional piece of crm software provided by Workbooks and is targeted for small to enterprise sized businesses.

    Workbooks was founded in 2009 in Reading, Berkshire.

    Workbooks.com delivers an intuitive, fast to implement CRM that empowers small to mid-size organisations.

    Workbooks Free Trial

    Workbooks does not offer a free trial.

    While creating this Workbooks review we found that it offers a lot of advanced crmfeatures with its paid plans. You can learn more about some of the Workbooks Crm features further on in this Workbooks review.

    Is Workbooks The Best Crm platform In The World?

    Crm suppliers range from one man bands to giant companies; There's a lot out there. However, when it comes to choosing a Crm solution, there are several factors that you must factor in. In order to make sure that Workbooks is the best Crm solution to your small business, check out our guide below.

    Workbooks Features

    Workbooks offers advanced crm festures like Customization - CRM, Performance and Reliability - CRM, User, Role, and Access Mgmt. - CRM,

    Workbooks Review - Sales Force Automation Features & Rating

    Sales Force Automation Features Rating
    Contact & Account Management
    84%
    Partner Relationship Mgmt. (PRM)
    80%
    Opportunity & Pipeline Mgmt.
    81%
    Task / Activity Management
    82%
    Territory & Quota Management
    78%
    Desktop Integration
    80%
    Product & Price List Management
    79%
    Quote & Order Management
    80%
    Customer Contract Management
    81%

    Workbooks Review - Marketing Automation Features & Rating

    Marketing Automation Features Rating
    Email Marketing
    78%
    Campaign Management
    78%
    Lead Management
    80%
    Marketing ROI Analytics
    80%

    Workbooks Review - Customer Support Features & Rating

    Customer Support Features Rating
    Case Management
    84%
    Customer Support Portal
    80%
    Knowledge Base
    81%
    Call Center Features
    81%
    Support Analytics
    82%

    Workbooks Review - Reporting & Analytics Features & Rating

    Reporting & Analytics Features Rating
    Reporting
    82%
    Dashboards
    80%
    Forecasting
    80%

    Workbooks Review - Mobile & Social Features & Rating

    Mobile & Social Features Rating
    Social Collaboration Features
    78%
    Social Network Integration
    78%
    Mobile User Support
    76%

    Workbooks Review - Platform Features & Rating

    Platform Features Rating
    Customization
    85%
    Workflow Capability
    83%
    User, Role, and Access Management
    85%
    Internationalization
    80%
    Sandbox / Test Environments
    83%
    Document & Content Mgmt.
    78%
    Performance and Reliability
    85%
    Output Document Generation
    83%

    Workbooks Review - Integration Features & Rating

    Integration Features Rating
    Data Import & Export Tools
    82%
    Integration APIs
    81%
    Breadth of Partner Applications
    77%

    Alternatives To Workbooks

    Workbooks not quite right for you? A Lot of people want crm software to aid their business goals. What's difficult is finding out whether or not a piece of software you choose is right for your business. We have compiled a list of crm software that our reviewers voted best overall compared to Workbooks. Based on thousands of datapoints, you can see how Workbooks matches up to the competition, and find the best fit for your needs.

    The Top 20 Workbooks alternatives are listed below

    SpinOffice

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About SpinOffice

    SpinOffice was founded in 1999 in Buxton, United Kingdom.

    Ceate a central spot for all your mail, business relationships, appointments, tasks, projects and folders, documents, files, and notes. And best of all, you share all information with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business.

    SAN PHARMA SFE

    Overall rating 76%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About SAN PHARMA SFE

    SAN PHARMA SFE was founded in 2002 in Nandanam, India.

    SAN SFE enables pharmaceutical companies in being ahead of the changing market dynamics. It is a robust way to effectively pursue and achieve its business objectives. The key competencies of field force can be assessed for better performance.

    eZnet CRM

    Overall rating 80%
    Setup Rating 50%
    Ease Of Use Rating 83%
    Support Rating 40%
    About eZnet CRM

    eZnet CRM was founded in 2014 in Mary, FL.

    A Cloud-based CRM software provides a number of benefits such as scalability, flexible integration, collaboration, and secure data backup. This allows your organization to utilize technology that exists in the cloud.

    Centra Hub CRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Centra Hub CRM

    Centra Hub CRM was founded in 2015 in Wilmington, USA.

    The solution enables users to effectively convert leads and opportunities into revenue-paying customers with its powerful engine. It helps organizations to boost operations with features such as sales lifecycle stages (including estimation), quotation management, authorizations, calendars & activity trackers and many more power-packed options through its robust, easy-to-use and comprehensive platform that is agile enough to suit the size and scale requirements of any business.

    123Coimbatore CRM Software

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About 123Coimbatore CRM Software

    123Coimbatore CRM Software was founded in 2008 in Coimbatore, India.

    This Customized CRM is a web based solution which assists to increase more sales by assigning, automating and effectively tracking the leads. Complete customized CRM, in a few approaches, to outfit your accurate business requirements.

    Keap

    Overall rating 82%
    Setup Rating 62%
    Ease Of Use Rating 68%
    Support Rating 82%
    About Keap

    Keap was founded in 2001 in Chandler, Arizona.

    Small business CRM, e-commerce, email and social marketing solution all in one place

    aACE

    Overall rating 78%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About aACE

    aACE was founded in 2002 in New York,,United States.

    aACE business management software provides the flexibility to make adjustments and enhancements to the core software in order to tailor a solution that meets the needs of any small to mid-size business.

    Second CRM

    Overall rating 70%
    Setup Rating 50%
    Ease Of Use Rating 83%
    Support Rating 40%
    About Second CRM

    Second CRM was founded in 2010 in Cyberjaya , Malaysia.

    Second CRM is a business automation solution designed to make small to mid-market businesses profitable, by automating their business operations, using Internet and mobile technologies.

    AquaCRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About AquaCRM

    AquaCRM was founded in 2009 in Mumbai, India.

    AquaCRM Software allows users to organize and manage leads. Managers can use reporting tools to monitor performance and analyze sales trends. The dashboard provides a 360 view of the complete sales cycle to users.

    CRM Database Manager

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About CRM Database Manager

    CRM Database Manager was founded in 2017 in Stratford, Canada.

    An easy-to-use, yet powerful CRM database manager allowing you to track and manage the people who drive your organization.

    Platformly

    Overall rating 90%
    Setup Rating 82%
    Ease Of Use Rating 82%
    Support Rating 94%
    About Platformly

    Platformly was founded in 2017 in Tortola, British Virgin Islands.

    Intelligent marketing automation for your online business. Big business dashboards, CRM, tracking, marketing automation, lead capture, analytics & reporting... Small business price tag! Platformly makes growing your online business more simple and easy than ever before.

    karmaCRM

    Overall rating 76%
    Setup Rating 89%
    Ease Of Use Rating 73%
    Support Rating 88%
    About karmaCRM

    karmaCRM was founded in 2010 in Ann Arbor, MI.

    karmaCRM is the fully customizable solution for building better customer relationships through clarity and efficiency

    Funnel CRM

    Overall rating 94%
    Setup Rating 50%
    Ease Of Use Rating 90%
    Support Rating 100%
    About Funnel CRM

    Funnel CRM was founded in 2018 in Portland, OR.

    Funnel is an easy-to-use, simple tool that can help your small business or freelance practice without the bloat of features popular and complicated systems bring. Funnel is a tool anyone who receives work inquiries from their website could benefit from.

    webCRM

    Overall rating 80%
    Setup Rating 50%
    Ease Of Use Rating 67%
    Support Rating 17%
    About webCRM

    webCRM was founded in 2005 in Copenhagen, Denmark.

    webCRM ensures you never forget to call your customers and that you always follow up on all your opportunities with targeted activities and offers before it's too late.

    Kapture CRM

    Overall rating 96%
    Setup Rating 50%
    Ease Of Use Rating 83%
    Support Rating 100%
    About Kapture CRM

    Kapture CRM was founded in 2011 in Bangalore,INDIA.

    Kapture is a business automation platform that helps organisations manage sales, operations and customer service through a simple interface.

    Soffront

    Overall rating 80%
    Setup Rating 83%
    Ease Of Use Rating 81%
    Support Rating 79%
    About Soffront

    Soffront was founded in 1992 in Las Vegas, NV.

    The Soffront CRM application is comprised of Marketing Automation, Sales Automation, Customer Support, Employee Support, Defect Tracking, Knowledge Management, Order Processing, Asset Management, CRM Portal, Mobile CRM and more.

    XLR8

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About XLR8

    XLR8 was founded in 2010 in Plano,USA.

    XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.

    Sales Agility

    Overall rating 84%
    Setup Rating 81%
    Ease Of Use Rating 81%
    Support Rating 79%
    About Sales Agility

    Sales Agility was founded in 2005 in Stirling, United Kingdom.

    SuiteCRM is a free and open source alternative to Salesforce, Dynamics and other proprietary software. Feature rich, powerful, flexible and user-friendly, it is one of the most popular CRM applications globally .

    Clienteer

    Overall rating 100%
    Setup Rating 50%
    Ease Of Use Rating 100%
    Support Rating 100%
    About Clienteer

    Clienteer was founded in 1998 in New York, NY.

    Clienteer is a CRM platform designed specifically for hedge funds & other asset managers to assist in the workflows related to investor relations, sales & marketing, operations, and compliance.

    PlanPlus Online

    Overall rating 94%
    Setup Rating 50%
    Ease Of Use Rating 97%
    Support Rating 76%
    About PlanPlus Online

    PlanPlus Online was founded in 2003 in Salt Lake City, UT.

    PlanPlus Online BUSINESS Edition makes it easy to manage Customers, Contacts, Sales Opportunities, Leads, Marketing Campaigns, Projects, Documents, Individual and Group Calendaring, Task Management, Planning and Goal-Setting.