Workbooks
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Manage contacts
- Custom contact fields
- Import records
- View deals
- Manage deals
- Filter deals
- Bulk actions
- Workflow automation
- Dashboards
- Customizable webforms
- Manage products
- Tasks
- Events
- Built-in telephony
- Log-a-Call
- Send emails
- Mass emails
- Email templates
- Twitter channel
- Data backup
- Audit logging
Pricing Info
Available pricing plans:
Free – $0
- One Pipeline
- One User
- 500 Records
- Import 250 records per batch
- 50 List View records
- Three Workflow Rules
- One Webform
Express – $9/user/month ($7 if billed annually)
- Five Pipelines
- Multiple Users
- 50,000 Records
- Import 10,000 records per batch
- 100 List View records
- 25 Workflow Rules
- Five Webforms
- 10 Custom Dashboards
- Two data backups per month
- Audit Logging
Integrations
- Zoho Desk
- Zoho Meeting
- Zoho Campaigns
- Zoho Card Scanner
- Office 365
- Zapier
- Gmail
- Zoho Flow
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HireXP, Antech Micro systems Pvt Ltd., Bedrock Success Consulting
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 quality all-in-one CRM designed for small businesses to keep track of prospects and visualize pipelines.
Company Email
support@bigin.com
Contact No.
Company's Address
Estancia IT Park,
Plot No. 140 & 151, GST Road,
Vallancherry Village,
Chengalpattu Taluk,
Kanchipuram District 603 202
India
Bigin Comparisons
Popular Bigin Alternatives
You should keep in mind that while both Workbooks and Bigin may have a top quality range of features every app could be designed for a different company size. If you are studying different apps you should focus on a company type they are catering to. Some functionalities could scale up well for huge enterprises but if you have a small or mid-sized business it’s often more sensible to avoid paying for advanced functionalities that you might never have a chance to use.
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