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features
design
support

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Write a Review

Description

RIB costX® is used by many different quantity surveying, commercial/residential construction and subcontracting firms around the world because of its superior electronic takeoff capabilities and integrated workbooks.

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 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Basecamp No 
Box No 
Constant Contact No 
Constant Contact Lead Gen & CRM No 
GatorMail No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jira No 
Lead Forensics No 
Leadview.io No 
Microsoft Excel Yes 
Microsoft Outlook No 
QuickBooks Online No 
SAP ERP No 
Spotler No 
Teldrip Insights No 
XaitCPQ No 
dotdigital Engagement Cloud No 

Integrations

Adobe Acrobat Sign Yes 
Basecamp Yes 
Box Yes 
Constant Contact Yes 
Constant Contact Lead Gen & CRM Yes 
GatorMail Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jira Yes 
Lead Forensics Yes 
Leadview.io Yes 
Microsoft Excel No 
Microsoft Outlook Yes 
QuickBooks Online Yes 
SAP ERP Yes 
Spotler Yes 
Teldrip Insights Yes 
XaitCPQ Yes 
dotdigital Engagement Cloud Yes 

Pricing Details

No price information available.
Free Trial No 
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.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) No 
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

RIB Software

Founded

1961

Country

Germany

Website

www.itwocostx.com

Vendor Details

Company Name

Workbooks

Founded

2007

Country

United Kingdom

Website

www.workbooks.com

Product Features

Construction Estimating

Accounting Integration Yes 
Audit Trail Yes 
Bid Management Yes 
Billing & Invoicing No 
Building Product Database Yes 
Calculators Yes 
Change Orders No 
Contract Management No 
Cost Database Yes 
Customer Management No 
Customizable Templates Yes 
Electrical Estimating Yes 
HVAC Estimating Yes 
Historical Database Yes 
Job Costing Yes 
Plumbing Estimating Yes 
Price Data / Price Books Yes 
Project Management Yes 
Quote Management Yes 
Reporting/Analytics Yes 
Scheduling No 
Subcontractor Management Yes 
Takeoff Yes 
What-if Analysis Yes 

Takeoff

3D View Yes 
Assembly Takeoff No 
Cross Section Creation No 
Electronic Plans Yes 
Elevation Checking Yes 
Error Checking Yes 
Site Balancing No 
Slope Routines No 
Subcontractor Management Yes 

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 

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