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
You don’t want exclusively a broad range of functionalities and adjustable pricing from a reliable CRM Software. Almost as crucial as core features is a top-notch customer support. You want to guarantee that when you have any questions about ToolsonCloud or Workbooks, or you struggle with some problems, or maybe you’ll need to request a certain update or functionality beneficial to your business you can count on a responsive and helpful customer support. Examine whether solutions such as phone support, tickets or live chat are offered. Additionally, it’s a significant advantage if you can enjoy individual training or at the very least a knowledge base you can use.
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