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
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
- Proactive Customer Retention
- Account Health Monitoring
- Churn Risk Analysis
- Multiple Perspectives
- Automated CSM Workflows
- Playbooks
- AI Digital Assistant
- Product Adoption
- Produce Usage Behavior
- Anomaly Detection
- Customer Relationship
- Upsell Opportunity Tracking
- Customer Onboarding
- CSM Portfolio Management
- Customer Segmentation
- Task Management
- Alerts
- SaaS Integrations
Pricing Info
CustomerSuccessBox provides three plans for users to choose from, including an enterprise pricing plan for SaaS businesses that want to improve customer success effort across multiple teams and products. Here are the details:
Grow – $499/month
- Designed for SaaS businesses having a small CSM team
- 1 SaaS product
- Customer communications
- Account health tracking
- Customer onboarding & CSM workflows
- CSM’s portfolio management
- Tasks & alerts
- Customer success journeys
- Predictive account analytics
- Revenue forecasts
- Standard SaaS system integrations
- Support via email
Business – by quote
- Suitable for SaaS businesses with a large CSM team and mature CSM practices
- All features in Grow Plan, Plus:
- Standard SaaS system integrations + customizable rules
- Support via live chat
Enterprise – by quote
- A CSM solution for SaaS businesses with a wide range of teams and products
- All features in Business Plan, Plus:
- Standard SaaS system integrations + customizable rules & two-way sync
- Multiple SaaS products
- Support via phone
Integrations
CustomerSuccessBox integrates with:
- Pipedrive
- Chargebee
- Infusionsoft
- Salesforce
- Salesforce Desk
- Zuora
- Chargify
- Microsft Dynamics CRM
- Zoho
- Stripe
- Braintree
- Capsule
- Jira
- WOOTRIC
- Close.io
- Nicereply
- AmoCRM
- Freshsales
- Freshdesk
- Promoter
- Ask Nicely
- Intercom
- GoCardless
- Uservoice
- 3Scale
- SalesforceIQ
- Zendesk
- GoToMeeting
- ChatMogul
- Capsule
- Kayako
- Segment
- Help Scout
- Recurly
- Intacct
- Insightly
- Zendesk
- Mixpanel
- Delighted
- Gmail
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Pipedrive, Hiver, Raken
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
CustomerSuccessBox is a customer success platform designed for SaaS CSM managers and teams to quickly and smartly solve issues in customer and revenue retention and churn.
Company Email
Contact No.
Company's Address
Promoto, Inc.
44 Tehama St, San Francisco, California 94105
USA
CustomerSuccessBox Comparisons
Popular CustomerSuccessBox Alternatives
No CRM Software will manate to solve all the requirements of a company. Though main functionalities of Workbooks and CustomerSuccessBox are obviously a priority you should also thoroughly study the integrations offered by each app. Very often your team will already be using various kinds of SaaS software in your company and it’s much better to opt for products that integrate well with each other. If you do that you can guarantee an effortless exchange of data between your teams and software used, which can considerably reduce time devoted to migrating between one app and the next.
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