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features
design
support

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Write a Review

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
Adobe Acrobat Sign No 
Constant Contact No 
Constant Contact Lead Gen & CRM No 
Dropbox Sign No 
HubSpot Data Hub No 
HubSpot Marketing Hub No 
Lead Forensics No 
Leadview.io No 
Missive Yes 
Nimble Yes 
PrestaShop Yes 
QuickBooks Online Advanced No 
StarfishETL No 
Teldrip Insights No 
Xinix No 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
Adobe Acrobat Sign Yes 
Constant Contact Yes 
Constant Contact Lead Gen & CRM Yes 
Dropbox Sign Yes 
HubSpot Data Hub Yes 
HubSpot Marketing Hub Yes 
Lead Forensics Yes 
Leadview.io Yes 
Missive No 
Nimble No 
PrestaShop No 
QuickBooks Online Advanced Yes 
StarfishETL Yes 
Teldrip Insights Yes 
Xinix 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) Yes 
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) Yes 
In Person No 

Types of Training

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

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 No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email No 
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 

Landing Page

A/B Testing No 
Analytics No 
Drag & Drop No 
Form Creation No 
Real Time Editing No 
Responsive No 
SEO Management No 
Templates No 

Live Chat

Canned Responses No 
Customizable Branding No 
Geo Targeting No 
Offline Form No 
Proactive Chat No 
Screen Sharing No 
Third Party Integration No 
Transfers / Routing No 
Website Visitor Tracking No 

Local Marketing

Advertising Management No 
CRM No 
Email Marketing No 
Feedback Management No 
Live Chat No 
NAP Management (Name/Address/Phone) No 
Online Listings Management No 
PR Management No 
Reporting / Analytics No 
Review Management No 
SEO Management No 
Social Media Management No 
Store Locator No 
Website Management No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Reputation Management

Campaign Management No 
Gamification No 
Response Management No 
Review Generation No 
Review Monitoring No 
Sentiment Analysis No 
Social Media Metrics No 
Social Media Monitoring No 
White Label No 

Review Management

Campaign Management No 
Dashboard No 
Negative Feedback Management No 
Response Management No 
Review Monitoring No 
Review Notification No 
Review Request No 
Sentiment Analysis No 
Social Sharing No 
White Label No 

Social Media Advertising

Ad Buying No 
Ad Creation No 
Bulk Advertising No 
Campaign Management No 
Collaboration Tools No 
Comment / Reply Moderation No 
Digital Asset Management No 
Reporting / Analytics No 
Retargeting No 
Roles / Permissions No 

Social Media Management

Automated Publishing No 
Brand Tracking No 
Content Management No 
Customer Engagement No 
Multi-Account Management No 
Multi-User Collaboration No 
Post Scheduling No 
Reporting/Analytics No 
Social Media Monitoring 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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