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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

With our streamlined one-click schema deployment, you can effortlessly save hours by distributing content to all necessary machines with just a single push of a button. In addition to guiding you through the use of our software, we also provide valuable insights into effective email marketing strategies. This process combines both creative and analytical elements, resulting in improved outcomes. Foster ongoing engagement with your leads to cultivate relationships that can ultimately boost your sales. Our professional services team taps into decades of expertise, assisting you in crafting a top-tier online presence that draws in and captivates your ideal customers on their journey to conversion. Whether you require swift solutions to concentrate on your core business activities or seek the fresh perspective an external partner can offer, we are here to support your efforts. Our commitment to your success is unwavering, ensuring that every step of the way, you have the tools and guidance necessary to thrive in the digital landscape.

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

Zapier Yes 
ActiveCampaign Yes 
Axis LMS Yes 
Basecamp No 
Box No 
Connectio.io Yes 
Dubb No 
GatorMail No 
GoTo Meeting No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
MIE Trak Pro No 
Microsoft Dynamics 365 Business Central No 
Microsoft Outlook No 
MySQL No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Sage Intacct No 
XaitCPQ No 

Integrations

Zapier Yes 
ActiveCampaign No 
Axis LMS No 
Basecamp Yes 
Box Yes 
Connectio.io No 
Dubb Yes 
GatorMail Yes 
GoTo Meeting Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
MIE Trak Pro Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Outlook Yes 
MySQL Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
XaitCPQ Yes 

Pricing Details

$199 per month
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 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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Genoo

Website

www.genoo.com

Vendor Details

Company Name

Workbooks

Founded

2007

Country

United Kingdom

Website

www.workbooks.com

Product Features

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 No 
Lead Scoring No 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking 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 

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