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
- Easy integration and synchronization of contacts from Outlook or Excel
- Efficient storage of meeting notes
- Quick document and contract management
- Efficient contact management
- Effective proposal tracking
- Effective deal tracking
- Easy access of contacts on an iPhone or Android phone
- Efficent task management within the team
- Easy tracking of employee reviews
- Task reminders via email/SMS on your mobile
- Quick access to all communications with your investors
Pricing Info
Here are the Highrise CRM cost details:
Highrise CRM offers a 30-day free trial on all accounts. It offers three main plans:
Basic ($24/month)
- Good for small groups
- Up to 6 users
- 5 GB storage
- 10 deals
- 5,000 contacts
- Enhanced security
Plus ($49/month)
- Most popular plan
- Up to 15 users
- 15 GB storage
- Unlimited deals
- 20,000 contacts
- Enhanced security
Premium ($99/month)
- For power users
- Up to 40 users
- 30 GB storage
- Unlimited deals
- 30,000 contacts
- Enhanced security
Highrise also offers two special plans:
Free plan
- 2 users
- No files
- 250 contacts
Solo plan ($29/month)
- 1 user
- 5 GB file storage
- Unlimited deals
- 20,000 contacts
Integrations
It has the following add-ons:
Iphone Applications
- Highrise for iPhone
- CatchApp
Customer Service & Support
- HelpSpot
- Zendesk
- TeamSupport
- Dispatch
- LiveChat
- SnapEngage
- Zopim
- Ringio
- Olark
- One Call Now
- Get Satisfaction
- Ecquire
- ClickDesk
- Userlike
- Hipmob
- OggChat
- Support Bee
- Help Scout
- LiveAgent
- Live2Support
- Freshdesk
- MakePlans
- HappyFox
Iphone Optimized & Mobile
- CompanionLink
- PieSync
- Glyder
Sales & Marketing
- Formstack
- MailChimp
- Sendloop
- Prefinery
- electionbuddy
- Wufoo
- FreshBooks
- RedCritter
- zferral
- WP Highrise Contact
- proposable
- Hubspot
- Constant Contact
- Bidsketch
- Tout
- LiveChat
- SnapEngage
- Zopim
- ActiveCampaign
- Context Promotions
- Gravity Forms
- DirectIQ
- Quote Roller
- Olark
- ExactTarget
- Act-On
- Infusionsoft
- VerticalResponse
- RunMyProcess
- Socket
- Swapley
- Formidable
- Contactually
- We Love Highrise
- Mimiran
- Billomat
- writethat.name
- OnSIP
- Direct Mail Manager
- SyncApps® by Cazoomi
- JotForm
- OSI Affiliate Software
- Benchmark Email
- SalesClic
- Ecquire
- Yesware
- Hipmob
- Tracks
- NiftyQuoter
- Mad Mimi
- Just Add Content
- FonB
- E-goi
- Osmosis
- Proposify
- SalesDials
- InInbox
Business Productivity & Reporting
- Less Accounting
- Pulse
- Feeds
- Harvest
- Easy Insight
- Hojoki
- ChatPast
- OneSaas
- Ballpark Online Invoicing
- SaveYourCall.com
- VendorRisk
- Collabspot
- Xero Accounting Software
- Beesboard
- SyncAce
- Mirror42
- eazyBI
- Image Relay
- 300.mg
- Contactually
- Outsight App
- DashStack
- Zapier
- 77reports
- Leftronic
- Unifyo
- CloudWork
- Yarooms
- Briefcase
- Task Guard
- Opina
- Geckoboard
- Auto Task Templates
- FonB
- Centreli
- fetchflow
- Flowdock
- Cloutex
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Effectively manages your customers and contacts as well as keep track your of business deals and proposals.
Company Email
support@basecamp.com
Company's Address
Chicago, IL, United States
Highrise CRM Comparisons
Popular Highrise CRM Alternatives
If you test different CRM Software solutions you shouldn’t only analyze their features list and available pricing packages. Consider that the app must be matching your standards and business so the more flexible their offer the better. Check what platforms are supported by Workbooks and Highrise CRM and ensure you will obtain mobile support for whatever devices you work on in your company. It may also be a good idea to find out which languages and countries are supported, as this might be a critical factor for many firms.
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