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support

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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 

Screenshots View All

Screenshots View All

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 
Mailchimp No 
Microsoft Dynamics 365 No 
MySQL No 
QuickBooks Online No 
SAP ERP No 
SQL Server No 
Sage Intacct No 
Teldrip Insights No 
Zapier 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 
Mailchimp Yes 
Microsoft Dynamics 365 Yes 
MySQL Yes 
QuickBooks Online Yes 
SAP ERP Yes 
SQL Server Yes 
Sage Intacct Yes 
Teldrip Insights Yes 
Zapier 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.
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 

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