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
- Built-in Calling and SMS
- Email Integration
- Automated Follow-ups
- Lead Management and Pipeline Tracking
- Task and Activity Management
- Customizable Dashboards
- Sales Analytics and Reporting
Pricing Info
Close provides four enterprise pricing plans designed to help businesses leverage the power of the Close platform without going beyond budget. Choose annual billing to save up to 35%. Users may also opt for a solo plan.
- Unlimited contacts and leads
- Multiple pipelines
- Advanced lead and activity filters
- Built-in email, calling, and SMS
- Centralized inbox and task list
*Workflows not included
Growth – $99/seat/month
- Everything in Essentials +
- Automated workflows
- Power dialer
- AI email assistant
- Custom activities
Scale – $139/seat/month
- Everything in Growth +
- Role-based access and permissions
- Lead visibility rules
- Predictive dialer
- Unlimited call recording
Solo – $9/month
- Everything in Essentials but
- Limited to 1 user
- Limited to 10,000 leads
*Workflows not included
Integrations
Close supports integrations with the following business systems and applications:
- 99Inbound
- Alice
- Allegow
- AppInsights
- Balto
- Better Proposals
- COZYROC
- Calendly
- Clay
- Close GPT
- Complily
- Conversify
- Convin
- Copyfactory
- Custify
- Customer.io
- Databar
- Digioh
- Driftrock
- Drip
- Dripify
- DropFunnels
- Enthu.AI
- Findymail
- Fireflies
- Fivetran
- FrontRace
- GAConnector
- Geckoboard
- GetAccept
- Glances
- Gmail
- Gong
- Google Calendar
- Help Scout
- Helpwise
- Hightouch
- Hotglue
- HubSpot
- Hyperise
- Integrately
- InvoiceBerry
- iClosed
- Jiminny
- JustCall
- journy.io
- Kennected/LinkedFusion
- Klavis AI
- KlickTipp
- KrispCall
- Latenode
- Lead Mapper
- LeadFuze
- Leadinfo
- LeadsBridge
- LinkClose
- LinkMatch
- Linked Helper
- LiveAgent
- Magic Sales Bot
- Make
- Master Metrics
- Microsoft 365
- Missive
- Pabbly
- Palette
- Plecto
- Poper
- Prelo
- Process Street
- QuotaPath
- Reform
- Reply
- Retool
- Ringover
- SavvyCal
- Scoop Analytics
- ScriptCaller
- SeekWell
- Segment
- Sendspark
- Sequin
- Setter
- SignWell
- Signable
- Skyvia
- SnapAddy
- Spiff
- Stitch
- SyncSpider
- TAMI
- UpLead
- Voila Norbert
- viaSocket
- Whalesync
- Zapier
- Zoom
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Branch, MakeSpace, toggl
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
Close is a potent sales automation tool that helps sales teams handle leads, track pipelines, and communicate more effectively.
Company Email
support@close.com
Contact No.
Company's Address
Close
California
USA
Close Comparisons
Popular Close Alternatives
Almost as important as useful features and client support responsiveness are pricing options made available by Workbooks and Close. Although price should not be the only factor it’s definitely an important thing to think about. You should look for a flexible pricing package that can be adjusted to your team size and easily scaled up when your company expands. Make sure you don’t select packages that have additional tools that you won’t use and always make an effort to contact with the vendor directly as big companies can usually count on discounts. You should also give a chance to a free trial or demo of each software to spend at least some time on actual work with the system. It’s a useful experience that doesn’t require you to spend any money and gives you a solid overview of what it feels like to work with Workbooks and Close.
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