Workbooks
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Products Management
- Quotes Management
- Order Management
- Invoicing
- Electronic Signature Support
- Recurring Billing
- Payments Management
- Reminders
- Profile & Contact Management
- Customer Activity Reports
- Service Requests & Orders
- Contract Administration
- Complaints & Cases Management
- Escalation Workflow
- Employee Management
- Service Planning & Analytics
- Customer Self-Service Portal
- Sales Forecasting
- Incentives & Commissions Management
- Opportunity Management
- Pipeline Analysis
- Document Management
- Campaign Management
- Customer Segmentation
- Lead Management
- E-Marketing
- Trade Promotions Management
- Marketing Planning & Analysis
- Statistics Dashboard & Reports
Pricing Info
Pricing Info
Boolment CRM is a robust application that allows you to cover different aspects of your business. If you are interested in making your business more organized and to increase conversions with this solution, you can request custom enterprise pricing from the sales team by phone, email, or web form.
Integrations
Integrations
You can integrate Boolment CRM with your existing third-party solutions such as ERPs, HRMS, inventory managers, and more.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Breeze Beauties Pvt. Ltd., ProgLogix Research & Development, TechandMate
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A multi-functional client, lead, and contact management software that offers marketing and analytics capabilities.
Company Email
Contact No.
Company's Address
Boolment Software Development Pvt. Ltd.
E-26, Block E, Sector 3
Noida, Uttar Pradesh 201301
India
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Campaign Membership
- Campaign Management
- Lead and Opportunity Management
- Quotas, and Forecast
- Case or ticket assignment
- Automatic ticket numbers
- Fully Featured Reporting Functionality
- Foreign Currency & Exchange Rates
- Manage Products and Pricing Schemes
- Sales Order Processing
- Unlimited Customizable Dashboards
- Notes, Activities and Notifications
- Capacity to send Outbound Emails
- Account & Contact Management
- Sales Management & Automation
- Marketing Management
- Customer Service Management
- Order Processing
- Invoicing & Credit Notes
- Automation Engine & Workflows
- Customizable Layouts
- Security
- Data Management
- Reporting & Dashboards
- Mobile
- Sandbox & Testing
- Events Management
Pricing Info
Workbooks offers the following enterprise pricing plans, choose what’s best for your business:
Free Plan – $0
- 2 users completely free
- Free online support
- Contact management
- Sales force automation
- Marketing automation
- Customer support
- Order management
- Invoicing & credit notes
- Reporting & views
Workbooks.com CRM – $30/user/month
- Most free package features
- Unlimited users
- Optional Add-ons
Workbooks.com Business – $65/user/month
- All features from previous packages
- Unlimited users
- Unlimited platform and support options
Integrations
Workbooks integrates with the following software and applications:
- Adobe Sign
- Barbour ABI
- Basecamp
- Box
- Campaign Master
- Constant Contact
- Creditsafe
- dotdigital
- Eventbrite
- EventHQ
- GoCardless
- GoogleDocs
- GoToMeeting
- Hellosign
- Hubspot
- Import/Export
- Lead Forensics
- Loqate
- MagneticOne Mobile
- MailChimp
- Microsoft Azure
- Microsoft Exchange Server
- Microsoft Outlook
- Microsoft SQL Server
- Mondago
- MPZ Mail
- MySQL
- Piesync
- Quickbooks
- Sage
- Wolters Kluwer
- Xero
- Zapier
- Zendesk
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Amstore, ClinkClink, Megatech Ltd
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Workbooks helps sales leaders, sales people, and marketers with the necessary tools to create leads, handle the sales pipeline and close more deals.
Company Email
Contact No.
Company's Address
Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading, Berkshire RG6 1AZ,
United Kingdom
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All the data, information and experiences that we provided in this comparison were collected from official company pages, promotional materials available online, actual experience from real users as well as our individual everyday use of each product by an expert. We put a lot of effort to extensively test each product, as a result we not only study it on our own, but we also correlate our results with experiences of other users from the B2B community.
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