Workbooks
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Omnichannel Lead Generation
- BANT Lead Qualification
- Social Profile Analysis
- Email Integration
- Multiple Pipelines & Stages
- Custom Data Fields
- Kanban, List, & Calendar Views
- Communication History
- Activity & Task Planning
- Task Linking
- Calendar Sync
- Overdue Task Reminders
- Task Reassignment
- Sales Team Management
- Lead, Deal, & Task Assignment
- Progress & Performance Analytics
- Contact Management
- Standard & Customized Reports
- Metrics Dashboards
Pricing Info
Pricing Info
ToolsonCloud offers an enterprise pricing plan for business sales teams and medium startups. One-person startups, self-employed professionals, and freelancers can also use the CRM software for free. Here are the details:
Startup – $0/user/month
- For one-person startups, self-employed professionals, & freelancers
- 1 user
- Prospect management
- Opportunity management
- Activity &Task management
- Contact management
- Reports
- Meetings
- Leag generation forms
- Support via email
Business – $9.99/user/month
- For business sales teams & medium startups
- Unlimited users/team members
- All features in Startup Plan, Plus:
- Sales team management
- Collaboration
- Email integration
- Multiple custom pipelines
- Multiple custom pipeline stages
- Support via email, call, chat, & video
Integrations
Integrations
ToolsonCloud integrates with:
- Google Cloud Platform
- Google Calendar
- Yahoo Mail
- Gmail
- Outlook
- GoDaddy Business Email
- Microsft Excel
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
ToolsonCloud is a CRM tool that simplifies prospect, opportunity, and activity management and sales collaboration and reporting for business, startup, and freelance salespeople.
Company Email
contact@toolsoncloud.com
Company's Address
ToolsOnCloud
India
ToolsonCloud Comparisons
Popular ToolsonCloud Alternatives
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
info@workbooks.com
Contact No.
Company's Address
Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading, Berkshire RG6 1AZ,
United Kingdom
Workbooks Comparisons
Popular Workbooks Alternatives
Almost as essential as features and customer support quality are pricing packages offered by ToolsonCloud and Workbooks. Although cost should not be the sole factor it’s without a doubt a key thing to consider. You should expect a flexible pricing package that can be matched with your business size and effortlessly scaled up when your business expands. Be sure that you don’t choose pricing plans that have additional functionalities that you won’t find useful and always try to contact with the vendor directly because enterprises can usually benefit from more affordable prices. You should also check out a free trial or demo of every service to spend at least some time on actual work with the system. It’s a valuable experience that doesn’t require you to invest any money and provides you with a practical overview of what it feels like to work with ToolsonCloud and Workbooks.
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