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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Dashboard for quick overview
- Job Management with time tracking
- Advanced Scheduling and Calendar
- Bidding and Estimating
- Invoicing
- Customer Portal
- Credit Card Payments
- Customizable
- Mobile Access
- Drag-and-drop features
- File Attachments
- Custom fields and reports
- Custom Email Templates
- Import and export from and to Excel
- QuickBooks Online 2 way sync
- QuickBooks Desktop 2 way sync
- iCal feed for offline access
- Global Search
- Phone and Email Support
Pricing Info
Kickserv offers five packages to match staff size from proprietorship to enterprise level. Terms are on a month-to-month setup that you can cancel anytime with no contract to tie you up. All plans include standard features, including: business and time tracking; job management; advanced scheduling; notes attachments; and job charges.
- Free Trial (No Credit Card required): 14 days
- Lite ($47 per month): Includes 5 users and QuickBooks® Online integration.
- Standard ($119 per month): Includes all features from the Lite plan, plus 10 users, everything needed for a growing team and unlimited support.
- Business (most popular, $199 per month): Features everything in Standard, plus: 20 users, custom reports and more.
- Premium ($299 per month): Features everything in Business, plus: Unlimited users, GPS live tracking and more.
Integrations
API in REST style to integrate your own apps
QuickBooks® Online & Desktop
Stripe
Mailchimp
Podium
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Entry Systems, Sage Energy, Generation 3 Electric, AllWest Hood & Fire Services, Red Lab Digital, American Irrigation Repair, One Solution, Louisian Air Systems
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
Quickly manage your sales, job management, and invoicing with a few clicks to let your whole team focus on their work.
Company Email
support@kickserv.com
Contact No.
Company's Address
Kickserv, Inc.
533 Shasta Way
Mill Valley, CA 94941
Kickserv Comparisons
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Every time you choose a solution that you are sure will be an actual asset for your team you shouldn’t only limit yourself to what experts have to say about it. Very often individual experience with the software may be different, depending on your own goals and needs. This is why in our reviews we also provide our User Satisfaction Rating for each app to give you a reliable overview of how actual users of Workbooks and Kickserv evaluate their contact with the product. Our algorithm is built around complex analysis of product mentions on other sites, social networks as well as blogs, so you will receive a comprehensive and credible overview of what other clients think about every solution. In this case Workbooks has a total satisfaction rating at N/A% while for Kickserv N/A% of users claim they had a positive experience with it.
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