Workbooks

Workbooks

22 Reviews

What is Workbooks?

Headquartered in Reading, United Kingdom, Workbooks offers growing companies a SaaS platform to run their business and engage effectively with their customers – at an affordable price. Its core CRM services are aimed specifically at mid-market organisations and extend beyond sales, marketing and customer services to include a full suite of marketing automation tools, as well as event management, order management and fulfilment, invoicing and supplier management functionalities.

This is not a departmental solution, but a true end-to-end CRM solution. Workbooks designs, develops and implements its own software, which is used by customers to grow revenues, streamline business processes, get insights and improve their engagement with clients.

PRICE: Workbooks is less expensive both in terms of licences and implementation costs - minimum 50% less than mainstream alternatives. We offer a price per user model for CRM software and a volume based pricing model for Marketing Automation. Details of our pricing can be found on our website.

APPROACH: Workbooks has developed a unique consultative approach to on-boarding clients called ‘Shared Success’. This approach involves a discovery workshop with prospective clients, before they commit to buy our solution. The workshop is always run with the prospects senior management team in order to define the business case and how it can be achieved using CRM. Once the engagement is complete, the prospect has a clear understanding of how to achieve a return on their investment and a complete CRM roadmap for their business.

Our unique approach to on-boarding and the quality of our platform are the main reasons we have a high customer satisfaction rating (source G2). The Workbooks platform has won numerous awards and is highly rated by users.

Our approach to product development recognises that mid-sized organisations often have the complexity of enterprise accounts, but don’t have the budgets or IT expertise to implement and ‘glue-together’ lots of different systems. We focus on ensuring our technology enables customers to get value quickly, by ensuring their common business processes can be quickly deployed inside our platform.

Serchen Index

81.64
67
Employees
118
Subscribers
2,801
Followers
1,740
Likes

Workbooks Key Features

CRM

Marketing Automation

Order Processing

Invoicing

Customer Service

Open API

What is Workbooks?


Countries Workbooks Services Available In

UK, USA, Germany and Australia


Workbooks Free Trial Information

Workbooks offers a free 30 day trial with no credit card required. Our team can even take you through the demo environment to give you the best view of the software.


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Workbooks Reviews

4.8

Excellent!

22 Reviews

Last reviewed on
06 March 2014

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Friday, March 7, 2014

Great Web based CRM solution. Workbooks really does the trick and I was impressed by how easy it is taking everything online and streamlining major tasks. Trust me, you won't be disappointed.

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Friday, August 9, 2013

Workbooks is the best CRM product on the market at this price. You will not be disappointed in this purchase as you will witness how beneficial this program is for your business.

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Monday, August 5, 2013

I love this product! I am going to recommend it from now on!

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Monday, July 29, 2013

Workbook is a great piece of work and is bar-none the best CRM product out there today! I would recommend this product to any company that is looking for a CRM

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Thursday, July 25, 2013

Workbooks is easy to customise, no need for an expert. Affordable pricing. Great and friendly support team. Could be implemented within a short period of time.

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Thursday, July 25, 2013

I absolutely love this software. Most of the people that work for my company are spread across the country. However, with this product it's easy for all of us to work together.

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Friday, July 19, 2013

Workbooks are a great CRM solution for start-ups and growing companies. They provide an easy-to-use but incredibly powerful way of keeping on top of order, invoices and campaigns. Highly recommended.

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Wednesday, July 17, 2013

Couldn't be better for keeping contact information up to date, and linking various contacts together.

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Tuesday, June 11, 2013

Workbooks is a great, cost effective CRM system which is also intuitive to use. It not only gives you all the usual CRM functions you would expect, but also provides "business" functionality, allowing you to manage things like Quotes, Orders, Invoices, Credit Notes & Contracts all within the same system. So it really bridges the gap between your sales & marketing functions and what is really being billed from customers. It is also UK based, owned and supported, with all of your data being held in the UK.

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Friday, June 7, 2013

We moved across from another provider to Workbooks and it has really changed the way we use our systems. The other company didn't work for us at all. Workbooks has transformed the way we all work - we are now truly automated across departments!

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