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Description
Act-on makes it easy to build lasting relationships with customers and measure your marketing successes. Act-On, a cloud-based marketing automation platform that has won numerous awards, aims to help businesses grow their brand, drive demand and expand customer relationships. Act-On is the only integrated workspace that allows marketers to combine multiple marketing tools into one application. This allows them to improve customer experience.
Web visitors typically decide to stay or leave a site within the first 20 seconds. Act-On’s AI agent, called Act-On InSite, ensures they stay engaged by delivering fast, accurate, and personalized content that addresses their needs, turning visitors into potential sales opportunities.
Description
At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey.
We call our approach Shared Success – your success is our success.
The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works:
1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software
2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price
3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you
That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.
API Access
Has API
No
API Access
Has API
Yes
Integrations
StarfishETL
Yes
Basecamp
No
Box
No
Callwise
Yes
Dubb
No
GoTo Meeting
No
Google Docs
No
Lead Forensics
No
LeadsRx Attribution
Yes
MIE Trak Pro
No
Integrations
StarfishETL
Yes
Basecamp
Yes
Box
Yes
Callwise
No
Dubb
Yes
GoTo Meeting
Yes
Google Docs
Yes
Lead Forensics
Yes
LeadsRx Attribution
No
MIE Trak Pro
Yes
Pricing Details
$900.00/month
Act-On pricing is based on tiers or contacts: $900 per month (for 2,500 active contacts, 3 marketing users, and 50 sales users) and $2,000 per month (for 2,500 active contacts, 6 marketing users, and 100 sales users).
Free Trial
Yes
Free Version
No
Pricing Details
$39.00 per user per month
Licenses are displayed as £25 / $39 / €30 per user per month for Workbooks CRM, £55 / $78 / €65 per user per month for Workbooks Business and £125 / $167 / €145 for Workbooks Events.
Customers pay for their licenses on an annual basis, in advance. To clarify, customers should expect to pay an annual price of £300 / $468 / €360 per user for Workbooks CRM, £660 / $936/ €780 per user for Workbooks Business and £1,500 / $2,004 / €1,740 per user for Workbooks Events.
Customers pay for their licenses on an annual basis, in advance. To clarify, customers should expect to pay an annual price of £300 / $468 / €360 per user for Workbooks CRM, £660 / $936/ €780 per user for Workbooks Business and £1,500 / $2,004 / €1,740 per user for Workbooks Events.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Act-On Software
Founded
2008
Country
United States
Website
www.act-on.com
Vendor Details
Company Name
Workbooks
Founded
2007
Country
United Kingdom
Website
www.workbooks.com
Product Features
Account Based Marketing
Analytics
No
Campaign Personalization
No
Customer Segmentation
No
Engagement Monitoring
No
Lead Nurturing
No
Lead Scoring
No
Progress Tracking
No
Prospecting Tools
No
Target Account Identification
No
Conversational Marketing
Appointment Scheduling
No
Audience Segmentation
No
Chatbot
No
Email Automation
No
Group Messaging
No
Human Handover
No
Lead Distribution
No
Lead Qualification
No
Mobile Messaging
No
Multi-Channel Communication
No
Product Recommendations
No
Video Chat
No
eCommerce Marketing
AB Testing
No
Abandoned Cart Email
No
Analytics / ROI Tracking
No
Customer Data Profiles
No
Dynamic Content
No
Email Marketing
No
Email Personalization
No
Facebook Ads
No
Google Ads
No
Product Recommendations
No
Push Notifications
No
Retargeting
No
SMS Marketing
No
Search Marketing
No
Segmentation
No
Signup Forms & Popups
No
Social Marketing
No
Triggered Emails
No
Website Visitor Tracking
No
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
No
CAN SPAM Compliance
No
Customer Surveys
No
Drip Campaigns
No
Dynamic Content
No
Event Triggered Email
No
Image Library
No
Landing Pages/Web Forms
No
Mailing List Management
No
Mobile Optimized Emails
No
Reporting/Analytics
No
Subscriber Management
No
Template Management
No
WYSIWYG Email Editor
No
Email Template Design
A/B Testing
No
Code From Scratch
No
Drag & Drop Editing
No
Image Library
No
Import HTML Code
No
Mobile-Friendly / Responsive
No
Potential Issue Identification
No
Premade Templates
No
Proofing
No
Reporting / Analytics
No
Text Editor
No
Theme Editor
No
Employee Advocacy
Content Controls / Compliance
No
Content Library Creation
No
Mobile Access
No
Post Scheduling
No
Push / Email Notifications
No
Reporting / Analytics
No
Social Sharing Gamification
No
Tiered User Permissions
No
Landing Page
A/B Testing
No
Analytics
No
Drag & Drop
No
Form Creation
No
Real Time Editing
No
Responsive
No
SEO Management
No
Templates
No
Lead Generation
Contact Discovery
No
Contact Import/Export
No
Lead Capture
No
Lead Database Integration
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Visitor Identification
No
Marketing Analytics
A/B Testing
No
Campaign Management
No
Channel Attribution
No
Customer Journey Mapping
No
Dashboard
No
Performance Metrics
No
Predictive Analytics
No
ROI Tracking
No
Social Media Metrics
No
Website Analytics
No
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
Yes
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
Yes
SMS Marketing
2-Way Messaging
No
Artificial Intelligence
No
Contact Management
No
MMS
No
Mass Texting
No
Message Personalization
No
Mobile Coupons
No
Mobile Keywords
No
Polls / Voting
No
Reporting/Analytics
No
Scheduled Messaging
No
Shortcodes
No
Text-to-Win
No
Social Media Management
Automated Publishing
No
Brand Tracking
No
Content Management
No
Customer Engagement
No
Multi-Account Management
No
Multi-User Collaboration
No
Post Scheduling
No
Reporting/Analytics
No
Social Media Monitoring
No
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Email Marketing
A/B Testing
Yes
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
Yes
Landing Pages/Web Forms
Yes
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
Yes
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
Yes
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
Yes
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
Yes
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
Yes
Appointment Scheduling
Yes
Call Logging
Yes
Comments / Notes
Yes
Custom Reports
Yes
Document Management
Yes
Email Templates
Yes
Interaction Tracking
Yes
Lead Management
Yes
Lead Scoring
Yes
Pipeline Management
Yes
Reporting / Analytics
Yes
Task Management
Yes
Social Media Management
Automated Publishing
Yes
Brand Tracking
Yes
Content Management
Yes
Customer Engagement
Yes
Multi-Account Management
Yes
Multi-User Collaboration
Yes
Post Scheduling
Yes
Reporting/Analytics
Yes
Social Media Monitoring
Yes
