Workbooks

Workbooks

22 Reviews · Last reviewed on 06 March 2014

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
115
Subscribers
2,847
Followers
1,750
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

What do you think?

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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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Wednesday, June 5, 2013

We use Workbooks for creating and chasing up on quotations. It is very good for keeping these in line, and as it's cloud based, it means that we can access them from anywhere

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Tuesday, June 4, 2013

Workbooks is a great, cost effective CRM system which is 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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Tuesday, June 4, 2013

Workbooks has proved to be an excellent CRM system for our business. With the help of customer service and the admin training course, implementation was easy and very fast. The options to customise have meant that not only does it meet our business needs now but it will continue to do so as our needs change. I highly recommend Workbooks.

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Monday, May 20, 2013

I appreciated the knowledge base that Workbooks.com provided to help me use their CRM software. In addition the free trial and live chat made me love their customer service department.

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Monday, April 29, 2013

I have spent years implementing business systems and picked workbooks due to size of business, and I am very happy so far. The system admin course was brilliant and the implementation team have been fantastic, and have gone above and beyond.

1 of 1 people found this review helpful.
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Monday, April 29, 2013

We are more than happy with Workbooks - it's really changed the game for our business.

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Wednesday, April 24, 2013

I have been using Workbooks for almost 3 years now - it’s a fantastic CRM solution. It has revolutionised the way we work and made our company far more effective with our new business activity! The attentive customer service and technical support provided by Workbooks has also been excellent!

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Wednesday, April 3, 2013

You only need to trial Workbooks to see why its winning all the reviews and awards recently. So much more intuitive than others I have used. It is also much cheaper and offers excellent support when its needed. Really appreciate the email options too of Outlook integration and Dropbox so I can use it from all my email accounts and on the move with ease.

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Wednesday, January 9, 2013

Workbooks.com is by far the easiest CRM system to customise to your specific business requirements. As well as being easy for end users to work with due to the intuitive interface. The support if needed, is immediate and very helpful. Therefore, I am recommending that my clients use Workbooks for their CRM solution.

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Monday, January 7, 2013

Workbooks has fast become a business critical system for us during a period of rapid growth. We have been able to design and customize the system ourselves to suit our industry specific requirements. We heavily rely on it to take us through the sales life cycle and beyond through to our operational case management. Workbooks have provided fantastic fast and reliable support since day one and I wouldn't hesitate in recommending this product.

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Thursday, January 3, 2013

Workbooks.com is a great CRM. We used to use another software until we found everything we wanted to do was a charge. Workbooks.com is easy to work with and the support is great. It was designed for small-medium sized businesses by people that have lived through the difficulties with other software.

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Thursday, January 3, 2013

Easy to use and great CRM that I am recommending it to my clients.

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This page was last updated 23 January 2020 06:25