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Description
Organize and maintain your company's customer and contact details, as this serves as the foundation for all sales, marketing, and support efforts. Utilize marketing automation to enhance engagement throughout the customer journey, from initial awareness to eventual advocacy. Boost your operational efficiency and speed by fostering team collaboration across sales, marketing, and support functions. Break down geographical barriers by incorporating face-to-face video conferencing into your sales, marketing, support, and overall business operations. By effectively implementing these strategies, you can ensure a seamless flow of communication and collaboration within your organization. Embracing these advancements will lead to a more dynamic and responsive business environment.
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
Adobe Acrobat Sign
No
Box
No
COZYROC SSIS+ Suite
No
Constant Contact
No
GoTo Meeting
No
HubSpot Customer Platform
No
HubSpot Data Hub
No
Jira
No
Leadview.io
No
MIE Trak Pro
No
Integrations
Adobe Acrobat Sign
Yes
Box
Yes
COZYROC SSIS+ Suite
Yes
Constant Contact
Yes
GoTo Meeting
Yes
HubSpot Customer Platform
Yes
HubSpot Data Hub
Yes
Jira
Yes
Leadview.io
Yes
MIE Trak Pro
Yes
Pricing Details
$19 per month per user
$19 per month for the first user then $9 per month per additional user
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)
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
1400degrees
Founded
2015
Country
United States
Website
firebusinessplatform.com
Vendor Details
Company Name
Workbooks
Founded
2007
Country
United Kingdom
Website
www.workbooks.com
Product Features
Business Management
Billing & Invoicing
No
CRM
Yes
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
Yes
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Campaign Management
Channel Management
No
Contact Database
Yes
Email Marketing
Yes
Event Triggered Actions
Yes
Lead Management
Yes
Multi-Campaign
Yes
Collaboration
Brainstorming
Yes
Calendar Management
Yes
Chat / Messaging
Yes
Contact Management
Yes
Content Management
Yes
Document Management
No
Project Management
No
Real Time Editing
Yes
Task Management
Yes
Version Control
No
Video Conferencing
Yes
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
No
Social Media Integration
Yes
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
No
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
eCommerce
CRM
Yes
Catalog Management
Yes
Channel Management
Yes
Customer Accounts
Yes
Data Security
Yes
Email Marketing
Yes
Inventory Management
Yes
Kitting
Yes
Loyalty Program
Yes
Mobile Access
Yes
Multi-Store Management
No
Order Management
Yes
Product Configurator
Yes
Promotions Management
Yes
Returns Management
No
Reviews Management
No
SEO Management
Yes
Shopping Cart
Yes
Templates
Yes
Email Marketing
A/B Testing
Yes
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
No
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
Landing Page
A/B Testing
No
Analytics
Yes
Drag & Drop
Yes
Form Creation
Yes
Real Time Editing
Yes
Responsive
Yes
SEO Management
No
Templates
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Lead Nurturing
A/B Testing
Yes
Campaign Management
Yes
Drip Campaigns
Yes
Lead Capture
Yes
Lead Notifications
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Performance Metrics
Yes
Personalization
Yes
Pipeline Management
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
No
Search Marketing
No
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
No
Social Media Management
Automated Publishing
No
Brand Tracking
No
Content Management
Yes
Customer Engagement
Yes
Multi-Account Management
Yes
Multi-User Collaboration
Yes
Post Scheduling
Yes
Reporting/Analytics
Yes
Social Media Monitoring
Yes
Social Media Marketing
Analytics
Yes
Automated Publishing
No
Contact Management
Yes
Content Management
Yes
Conversion Tracking
Yes
Customer Targeting
Yes
Keyword Filtering
Yes
Multi-Account Management
Yes
Post Scheduling
Yes
Task Management
Collaboration
Yes
Create Subtasks
No
Gamification
No
Gantt Charts
Yes
Mobile Access
Yes
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
Yes
Spreadsheet View
Yes
Task Board View
No
Task Planning
No
Task Scheduling
No
Task Tracking
No
Time Tracking
Yes
To-Do List View
Yes
Video Conferencing
Electronic Hand Raising
Yes
Mobile Access
Yes
On-Demand Webcasting
No
Presentation Streaming
Yes
Presentation Tools
Yes
Private Chat
Yes
Real-Time Chat
Yes
Record & Playback Ability
No
Screen Sharing
Yes
Two-Way Audio & Video
Yes
Video Conferencing
Yes
Whiteboard
Yes
Web Conferencing
Electronic Hand Raising
Yes
Mobile Access
Yes
On-Demand Webcasting
No
Presentation Streaming
Yes
Presentation Tools
Yes
Private Chat
Yes
Real-Time Chat
Yes
Record & Playback Ability
No
Screen Sharing
Yes
Two-Way Audio & Video
Yes
Video Conferencing
Yes
Whiteboard
Yes
Webinar
Alerts/Notifications
Yes
Customizable Branding
No
Event Management
Yes
Live Chat
Yes
Multi-Presenter
Yes
On-Demand Webinars
No
Polls / Voting
No
Q & A
Yes
Reporting/Analytics
Yes
Screen Sharing
Yes
Social Media Promotion
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