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features
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support

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Description

Avoid purchasing leads and instead focus on cultivating relationships. The most valuable opportunities arise from your existing network. Establish a solid reputation, keep your pipeline full, and effortlessly generate new business. Time is a valuable resource, and while other marketing platforms may require extensive training, often taking up to 30 hours, OutboundEngine allows you to start effectively within just one hour. Furthermore, this efficiency continues to save you time consistently every week and month. Rather than simply providing a tool, we handle your marketing needs entirely. Our team creates high-quality, timely, and industry-relevant content that positions you as an authority and enhances your online presence. We ensure your business reaches the appropriate audience every time by utilizing the most effective marketing channels. Plus, you can track engagement with your content and respond promptly using personalized templates available through our convenient mobile app, making engagement effortless. Ultimately, this approach allows you to focus on what truly matters while we manage the marketing intricacies for you.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
QuickBooks Online
Act!
Debitoor
FastBill
GatorMail
Google Analytics
Google Contacts
Microsoft Azure
Microsoft Exchange
Ortto
SAP ERP
SQL Server
WooCommerce
XaitCPQ
Zoho CRM
dotdigital Engagement Cloud

Integrations

HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
QuickBooks Online
Act!
Debitoor
FastBill
GatorMail
Google Analytics
Google Contacts
Microsoft Azure
Microsoft Exchange
Ortto
SAP ERP
SQL Server
WooCommerce
XaitCPQ
Zoho CRM
dotdigital Engagement Cloud

Pricing Details

$199 per month
Free Trial
Free Version

Pricing Details

$39.00 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Elm Street Technology

Founded

2016

Country

United States

Website

www.outboundengine.com

Vendor Details

Company Name

Workbooks

Founded

2007

Country

United Kingdom

Website

www.workbooks.com

Product Features

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Landing Page

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Local Marketing

Advertising Management
CRM
Email Marketing
Feedback Management
Live Chat
NAP Management (Name/Address/Phone)
Online Listings Management
PR Management
Reporting / Analytics
Review Management
SEO Management
Social Media Management
Store Locator
Website Management

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Reputation Management

Campaign Management
Gamification
Response Management
Review Generation
Review Monitoring
Sentiment Analysis
Social Media Metrics
Social Media Monitoring
White Label

Review Management

Campaign Management
Dashboard
Negative Feedback Management
Response Management
Review Monitoring
Review Notification
Review Request
Sentiment Analysis
Social Sharing
White Label

Social Media Advertising

Ad Buying
Ad Creation
Bulk Advertising
Campaign Management
Collaboration Tools
Comment / Reply Moderation
Digital Asset Management
Reporting / Analytics
Retargeting
Roles / Permissions

Social Media Management

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social Media Management

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

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