Workbooks CRM is a cloud-based CRM tool for small businesses. It enables users to perform various functions such as sales task management, lead management and scoring, and marketing automation. It also has some ecommerce capabilities including invoicing, order processing, and supplier management. In this article, we cover Workbooks CRM reviews and pricing. Ready to get started? Get a free trial.
What Workbooks CRM Does Well
Users who gave Workbooks CRM a positive review commented that it is very easy to install and customize. They also cited its highly functional reporting feature and excellent after-sales service.
“Workbooks CRM has very strong management features, as they ensure a successful implementation of their software with the help of their in-house team. The system itself is very functional as well as customizable. In addition, its reporting module is fantastic, although I have some difficulty in maximizing its potential. However, the support team is always available to resolve these issues.”
– Nick Jackson
What Workbooks CRM Does Not Do Well
Users who gave Workbooks CRM a negative review commented that some of the features, such as the importing tool, still need improvement. They also noted that it is clunky at times and there are frequent downtimes that affect its performance.
One user who gave Workbooks CRM a negative review on Capterra said that the software’s importing tool needs a more consistent and straightforward process to save time and effort. He also noted that there were times that it runs slowly, which is very frustrating, and has unresolved bugs. He further recommended an offline Native iOS or Android mobile app to make it more accessible.
Workbooks CRM Pricing
Workbooks CRM pricing includes a free subscription option and four paid annual plans ranging from $360 to $960 per user per year. The main difference between the plans is the availability of premium features such as order processing, invoicing, and events module.
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Workbooks CRM also offers customizable extensions and modules. Each extension costs $6.50 to $7.25 per user and includes multi-currency functions, advanced security, multi-language capabilities, custom records, and more.
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Workbooks CRM Features
Check out the list below of some of Workbooks CRM’s features:
- Marketing Automation
- Ecommerce Functionality
- Lead and Pipeline Management
- Contact Management
- Lead and Deal Scoring
Top Workbooks CRM Pick from Fit Small Business
6 Best CRM for Small Business in 2019 – CRM software helps businesses efficiently manage relationships with customers and prospects using sales pipelines and other organizational tools. We compared more than 20 products offering a range of options to determine the six best CRMs for small businesses in terms of price, features, customization, integrations, and reporting, arriving at the best overall CRM.
Workbooks CRM FAQ
What resources does Workbooks CRM offer its users?
Workbooks CRM offers FAQs, webinars, videos, white papers, and reports to enhance the knowledge of users.
Does Workbooks CRM offer add-on services?
Yes. Users can also check their Web Insights, Workbooks GatorMail, and their price matrix.
Here is a list of some of Workbooks CRM’s popular integrations:
Workbooks CRM Alternatives
Have you read these Workbooks CRM reviews and are still not sure if it’s the right fit for you? Read our reviews of all top CRM software providers or check out one of these three Workbooks CRM competitors.