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
- Contacts Database
- Call/Email Record
- Lead Management
- Opportunity Management
- Products/Services Management
- Quotation Management
- SMS Integration
- Purchase Orders
- Invoicing
- Helpdesk Management
- Document Management
Pricing Info
CloudYogi offers three plans that will suit varying needs and budget. Contact CloudYogi for their complete enterprise pricing details and other product information.
Silver
- Contacts Database
- Call/Email Record
- Lead Management
- Opportunity Management
- Products/Services Management
- Quotation Management
- SMS Integration
- 3 Support Tickets per Month
Gold
- All Silver features
- Purchase Orders
- Invoicing
- 5 Support Tickets per Month
Platinum
- All Gold features
- Helpdesk Management
- Document Management
- Unlimited Support Tickets
Integrations
CloudYogi integrates with the following business systems and applications:
- Docusign
- Exotel IVR
- Solution Infini
- Gmail
- Outlook
- EPBX
- MailChimp
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Stay Connect, Viktorianz, Prakash Inscript
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 cloud-based CRM (customer relationship management) software designed to help you manage all your business contacts, create and maintain fruitful relationships with clients and potential customers, and become fully aware of how they interact with your business.
Company Email
info@cloudyogi.com
Company's Address
CloudYogi
Quayside Tower Birmingham B1 2HF
United Kingdom
CloudYogi Comparisons
Popular CloudYogi Alternatives
When you select a software that you are sure will be an actual asset for your company you shouldn’t just limit yourself to what reviewers have to say about it. Quite frequently personal experience with the product will vary, depending on specific preferences and work processes. That’s the reason why in our reviews we also give our User Satisfaction Rating for each service to give you a reliable overview of how actual users of Workbooks and CloudYogi rate their experience with the app. Our algorithm is based on detailed analysis of product mentions on other sites, social media and blogs, so you are going to receive a comprehensive and credible overview of what other people think about every software. In this case Workbooks got a total satisfaction rating at N/A% while for CloudYogi N/A% of users express they had a positive experience with it.
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