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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
DK
Dave K.
05/09/2024
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

The easiest CRM, wherever you are

Workbooks is an easy to use, fully cloud based CRM solution perfect for Small and Mid-sized organisations alike. Easy to setup with no installing or server required allows for Workbooks to be accessed from anywhere easily irregardless of role and working requirements. Support is quick to respond and many helpful resources online to help resolve or identify different approaches to take.
Peter J.
PJ
Peter J.
General Manager at Wizard Systems
04/17/2024
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great Product with great features and competitive price

Easy and intuative to use. All the features you would expect to help with the lead to Cash workflow. Easy to cinfigure and customise. Great customer service from a UK software author.
Verified User in Events Services
AE
Verified User in Events Services
03/05/2024
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Good CRM for small business

Workbooks is easy to use with great support. Updating records is easy. Searching for anything is quick. Workbooks handles all reporting and forecasting as well as standard Company and people data.

About

Contact

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