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
- Lead & Opportunity Management
- Sales Pipeline Optimization
- Task Management
- Time Sheet Module
- Email & SMS Campaigns & Reminders
- Instant Invoices/Estimates
- Meetings
- Revenue Forecasting
- Document Management
- Client Portal
- Reporting
- Custom Entities
Pricing Info
FinCRM provides different plans for users to choose from, including enterprise pricing plans for companies and firms with a larger user base.
Starter – ₹750/user/month (₹675 if billed annually)
- For startups with up to 5 users
- 200 SMS messages/month
- 10 GB disk storage
- Accounts & Contacts Management
- Lead Management
- Opportunity Management
- Revenue Forecasting
- Entity Creation
- Pipeline Visualization & Optimization
- Task Management
- Daily Employee Time Sheets
- Automated Lead Capturing
- Marketing Campaigns
- Emal & SMS Reminders
- Data Import & Export
- Meetings & Calendars
- Reports
- Client Portal
- Instant Invoices/Estimates
- Document Management
- Knowledge Base
Essential – ₹700/user/month (₹630 if billed annually)
- For SMEs with up to 10 users
- 500 SMS messages/month
- 25 GB disk storage
- All features in Starter Plan
Enterprise – ₹600/user/month (₹540 if billed annually)
- For firms with up to 20 users
- 1,000 SMS messages/month
- 60 GB disk storage
- All features in Essential Plan
Ultimate – ₹500/user/month (₹450 if billed annually)
- For large companies with up to 50 users
- 2,500 SMS messages/month
- 150 GB disk storage
- All features in Essential Plan
Integrations
FinCRM integrates with the following lead sources:
- Google Ads
- Facebook Ads
- 99acres.com
- Indiamart.com
- Justdial.com
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Vrushali Thorat, Ajay Gaikwad, Vrushali Thorat
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
FinCRM is a CRM tool that allows centralized and efficient management of leads, tasks, campaigns, meetings, and documents.
Company Email
sales@fincrm.net
Contact No.
Company's Address
FINCRM
Mayfair Towers, Office No 1, Tower No 2,
Wakadewadi, Shivajinagar, Pune,
Maharashtra, India 411005
FinCRM Comparisons
Popular FinCRM Alternatives
It may not always be enough to simply compare Workbooks and FinCRM with each other. Although useful functionalities, pricing plans and customer comments are all important and should be considered when making a final choice, you should also check out the recognition and awards merited by every product. Very often a less known software may turn out to be an amazing choice that was distinguished with B2B awards such as our Experts’ Choice Award which proves that regardless of smaller market popularity it’s a significant rival to the apps that dominate the market.
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