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
- Sales pipeline
- Activity monitoring
- Goal tracking
- Built-in tracking
- Product management
- Deal management
- Sales workflow automation
- Data entry automation
- Contact management
- Team inbox
- Sales reports
- Sales forecasting
- Google CRM
- Integrations
Pricing Info
Salesmate has two affordable options for enterprise pricing that you can pay month-to-month or once a year. The details of these plans are as follows.
Starter – $15/month or $12/month/annual billing
- Contact management
- Company management
- Deal management
- Multiple pipeline handling
- Activity management
- Notes & follow-ups
- Calendar synchronization
- Customizations
- Email automation
- Voice & text communications
- Workflow management
- 10 workflows
- 250 emails per user per workday
- Standard reports & dashboard
- Multiple report types
- Insights
- Sales pipeline & funnel
- Call logs
- Chrome extension & mobile apps
- Add-ons & integrations
- Unlimited records
- 2 GB per user storage
- Security features
- 24/5 support
Growth – $30/month or $24/month/annual billing
- All Starter features
- Recurring activities
- Products & services management
- Goal management
- Email scheduling
- Email reminders
- Email metrics
- 3 team inboxes
- 25 workflows
- 500 emails per user per workday
- Custom reports & dashboard
- Email analytics
- Email template usage analytics
- 5 GB per user storage
- Custom security roles
Boost – $50/month or $40/month/annual billing
- All Growth features
- Teams
- 5 team inbox
- 10/user sequences
- 1000/user/day sequence emails
- Power Dialer (smart queue)
- Voicemail drop
- 50 workflows
- 1000/user/day emails
- Google Data Studio
- 10GB/user file storage
- IP restriction
Integrations
Salesmate makes your digital ecosystem more connected and streamlined with the following integrations:
- Google Apps
- Cognito Forms
- Shopify
- ActiveCampaign
- Squarespace
- WebMerge
- RingCentral
- Slack
- Gravity Form
- MailChimp
- Wufoo
- Clearbit
- Zapier
- WordPress
- Microsoft Calendar
- AWeber
- Mad Mimi
- Sendlane
- SendinBlue
- Formstack
- Harvest
- Woodpecker
- Invoice Ninja
- Livestorm
- PieSync
Salesmate also offers API access and is working towards integrating with Google Data Studio.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
RKA Ventures, LLC, HoldMyTicket, Airshark
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 comprehensive solution that lets sales teams engage communication tools with only a few clicks. These include in-app calling and texting tools, allowing agents to reach out to leads and customers instantly.
Company Email
Company's Address
Salesmate
RapidOps, Inc.
525 North Tryon Street, Suite 1600
Charlotte, NC 28202
USA
Salesmate Comparisons
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Every time you pick a service that you think will be an actual asset for your team you shouldn’t simply limit yourself to what experts have to say about it. Quite frequently personal experience with the software may be different, depending on your own preferences and work processes. That’s the reason why in our reviews we also offer our User Satisfaction Rating for each service to give you a quick overview of how real users of Workbooks and Salesmate rate their experience with the software. Our system is built around advanced analysis of product mentions on other sites, social networks as well as blogs, so you will receive a full and credible overview of what other people think about every product. In this case Workbooks got a total satisfaction rating at N/A% while for Salesmate 100% of users say they had a positive experience with it.
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