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Description
The NextOS platform integrates five essential business tools into a single interface, including CRM, phone services, live chat, surveys, and analytics. This integration allows users to effortlessly oversee their communication resources with just one login and account. By leveraging machine learning and artificial intelligence, NextOS provides businesses with a comprehensive understanding of each customer, positioning it as the most user-friendly platform available. Stay informed about customer sentiments at any time by monitoring every interaction with your business. Share crucial customer data instantaneously across your organization, enabling all team members to make informed decisions. Employ tailored automation to ensure that every individual feels valued and appreciated. Establish a framework of automated actions and alerts to connect with customers at the most opportune moments, delivering the ideal message. In doing so, you can surpass customer expectations without requiring additional effort from your team, ultimately enhancing overall satisfaction. The seamless integration of these functionalities makes NextOS an invaluable asset for any modern business.
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
Basecamp
No
Box
No
COZYROC SSIS+ Suite
No
Dropbox Sign
No
Google Docs
No
HubSpot Data Hub
No
HubSpot Marketing Hub
No
Jira
No
MIE Trak Pro
No
Integrations
Adobe Acrobat Sign
Yes
Basecamp
Yes
Box
Yes
COZYROC SSIS+ Suite
Yes
Dropbox Sign
Yes
Google Docs
Yes
HubSpot Data Hub
Yes
HubSpot Marketing Hub
Yes
Jira
Yes
MIE Trak Pro
Yes
Pricing Details
$35 per month (billed annually)
Nextiva Bundle Basic - $35/month
Nextiva Bundle Pro - $45/month
Nextiva Bundle Enterprise - $55/month
Nextiva Bundle Pro - $45/month
Nextiva Bundle Enterprise - $55/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.
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
Nextiva
Founded
2008
Country
United States
Website
www.nextiva.com/why-nextiva/nextos-platform.html
Vendor Details
Company Name
Workbooks
Founded
2007
Country
United Kingdom
Website
www.workbooks.com
Product Features
Artificial Intelligence
Chatbot
Yes
For Healthcare
No
For Sales
No
For eCommerce
No
Image Recognition
No
Machine Learning
No
Multi-Language
No
Natural Language Processing
Yes
Predictive Analytics
No
Process/Workflow Automation
Yes
Rules-Based Automation
No
Virtual Personal Assistant (VPA)
Yes
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
No
Business VoIP
Call Parking
No
Call Recording
No
Contact Management
Yes
Encryption
No
IVR / Voice Recognition
Yes
Ring Groups
No
SIP Trunking
No
Unified Communications
Yes
Voice Quality Enhancement
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
No
CAN SPAM Compliance
No
Customer Surveys
Yes
Drip Campaigns
No
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
No
Landing Pages/Web Forms
Yes
Mailing List Management
No
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
No
Template Management
No
WYSIWYG Email Editor
No
Live Chat
Canned Responses
Yes
Customizable Branding
No
Geo Targeting
No
Offline Form
No
Proactive Chat
Yes
Screen Sharing
Yes
Third Party Integration
Yes
Transfers / Routing
No
Website Visitor Tracking
Yes
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
No
Social Marketing
No
Website Visitor Tracking
No
Survey
Custom Survey URLs
Yes
Data Analysis Tools
No
Email Marketing
Yes
Mobile Survey
No
Offline Response Collection
No
Paper Survey
No
Question Branching
No
Question Library
No
Site Intercept Survey
No
Skip Logic
No
Supports Audio / Images / Video
No
Web Analytics
Campaign Management
Yes
Conversion Tracking
No
Form Analytics
No
Goal Tracking
No
Keyword Tracking
No
Multiple Site Management
No
Pageview Tracking
No
Referral Source Tracking
No
Site Search Tracking
No
Time on Site Tracking
No
User Interaction 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
