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Workbooks

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577 reviews
  • 7 profiles
  • 10 categories
Average star rating
4.3
Serving customers since
2009

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Workbooks

574 reviews

Workbooks.com delivers an intuitive, fast to implement CRM that empowers small to mid-size organisations.

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Workbooks Web Insights

1 review

Your marketing team are always on the lookout for more leads to drive growth, and your website is probably a core element of your marketing strategy. But only a small percentage of your website visitors make contact with you – many just look around and then leave. Who are those people? What are they interested in? What are they looking at on your website? Getting this information is easy with Workbooks Web Insights. Web Insights is a web analytics tool that identifies your website visitors and tracks what they are looking at (pages viewed). And all the online activities information is automatically recorded in Workbooks CRM against Organisations, Leads and People, giving you ‘in context’ actionable insights to transform your sales engagement.

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Workbooks GatorSurvey

1 review

GatorSurvey allows you to easily build surveys using a drag and drop editor. With a variety of question types and customisation options, you can create any survey for any audience. It’s the ideal tool for marketers who want genuine feedback from their employees, customers and prospects. From customer satisfaction to pre/post/live events attendee feedback, from employee engagement to market research, you can choose the question type, logic and a variety of page options to create your own custom survey and get the actionable insight you need to make better decisions and drive your business forward.

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Workbooks CPQ

1 review

Workbooks CPQ enables organisations to simplify and automate complex quotation processes, empowering sales teams to build quotations quickly and accurately, using a guided quotation process. Workbooks CPQ is a new module in the Workbooks Suite and incorporates technology from XaitCPQ (previously BlueprintCPQ), a market leading cloud vendor of Configure, Price, Quote software. Workbooks CPQ is fully integrated into the Workbooks platform, enabling you to manage complex pricing and configuration from Opportunities, Quotations or Order records.

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Workbooks GatorSocial

0 reviews

GatorSocial allows you to easily manage and publish content across all your social media channels. This intuitive tool helps you to keep on top of your schedule and increase your social media presence. With a powerful Autoposter you can schedule all your content in no time, with everything sent at the optimal times, filling up any gaps in your calendar.

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MKBCloud

0 reviews

Based in the Netherlands, MKBCloud provides online CRM packages specifically for SMEs and mid market organizations. MKBCloud delivers the complete range of implementation, training and support services to deliver successful CRM projects to their customers.

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Workbooks GatorPopUp

0 reviews

GatorPopUp are easily customisable website pop-ups that you can launch in minutes. You can choose the type, format, layout and behaviour behind your popup; you can display your popup after a particular action has been performed by a website visitor – you decide. GatorPopUps appear as a box that overlays part of your website. They hold a particular message to encourage visitors toward a more important location on your site or where a call to action is waiting for them. GatorPopUps are used to generate and nurture leads by directing them onto more valuable content, drawing your visitors’ attention to the information you really want them to see, and encouraging them to take actions (register for an event, download a whitepaper, subscribe to your newsletter, opt-in to your mailing list and much more). With GatorPopUp, you can engage with your leads at the right time, catch them before they’re about to head off and push them further down the funnel.

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Workbooks Reviews

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Profile Name
Star Rating
320
207
43
2
5
Verified User in Events Services
UE
Verified User in Events Services
08/29/2023
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
Incentivized Review

Great product, great customer services

As a marketing manager, Workbooks has a clean UX design thats easy to use and train new members on. We've had a positive experience with different teams in workbooks, from initial on-boarding, our client relations manager to the help desk. Communications surrounding updates are concise and very useful!
JW
Justyna W.
08/17/2023
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Stable and constantly evolving CRM solution with great customer service behind it.

Workbooks is a user frieldy online CRM platform which gives variety of solutions and is flexible enough to cover the needs of the business. Behind the platform seats a professional customer service team who is very helpful and responsive which is extremely important when dealing with technical or set-up issues or implementing new solutions. Workbooks is constantly adding new functionality to its portfolio so we are looking forward to what it will bring to the table next.
HB
Harry B.
08/16/2023
Validated Reviewer
Verified Current User
Review source: Organic

A CRM With Almost No Limits

The greatest thing about Workbooks in my opinion is the near limitless level of customisability, which puts the restrictions of the software in the users hands rather than the software itself. Because of this, if you are able to dedicate some time to learn the intricacies of the system, such as reporting, plugins and custom records, you are able to create a completely unique and customised CRM; enabling any business to have a system which is fit for them. Even though this sounds complex to begin with, the user interface of Workbooks is extremely easy to understand, and Workbooks provides fantastic resources to learn, such as their training videos and their Knowledge Base. Additionally, their customer support is extremely helpful and knowledgeable, which makes the experience of workbooks even easier to learn and understand. I have been using Workbooks for just over a year, and have not yet found a problem which I have had to say 'Workbooks cant do this' due to the vast amount of options, support and customisability the system offers.

About

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Phone:
+44 (0) 118 3030 100
HQ Location:
Reading, Berkshire

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@Workbooks

What is Workbooks?

Founded by a successful team of entrepreneurs, Workbooks.com is a rapidly growing provider of web-based CRM and Business Applications.

Details

Year Founded
2009