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
- Be in sync with your phone and calendar
- Built-in appointment scheduling and services menu
- Client interactions management
- Contact form Facebook plugin
- Customizable forms, and styles text and fields
- Forms for any web platform
- HTML contact form generator
- Manage your calendar on any device
- Minimize “no shows”, simplify rescheduling
- Perfect fit to Facebook, mobile, and websites
- Predefined services and meeting options
- Proactive contact form choices for your website
- Reminders, email confirmation, and autoresponder
- Schedule with multiple employees
- Secure an online payment upfront
- Self-service appointment scheduling for your clients
- CRM
- Email and SMS marketing
- Invoicing
- Client portal
Pricing Info
vcita offers 3 plans as well as a 14-day free trial.
Essentials – $19/month ($29/month when billed monthly)
- Online scheduling plan: $12/Month
- All Free features, plus:
- Online appointment booking & event registration
- Online payments
- 1,000 clients
- Email support
- Single user
Business – $45/month ($59/month when billed monthly)
- All Essentials features, plus:
- Email marketing and SMS campaigns
- Coupons
- Client text messages (SMS)
- Client tags & follow-ups
- 3rd party integrations & analytics
- 5,000 clients
- Free onboarding session, email & phone support
Platinum Solo- $75/month ($99/month when billed monthly)
- All Business features, plus:
- Auto-assign rules
- Custom email & SMS notifications per service
- Set your own LiveSite domain
- Unlimited clients
- Free onboarding session, priority support
Platinum 2 to 4 staff members – $91/month ($119/month when billed monthly)
- All Business features, plus:
- Staff roles & permissions
- Auto-assign rules
- Custom email & SMS notifications per service
- Set your own LiveSite domain
- Unlimited clients
- Free onboarding session, priority support
Integrations
vcita supports the following integrations:
- Wix
- Weebly
- WordPress
- Duda
- Square
- Drupal
- Gmail
- Google Calendar
- Constant Contact
- Mailchimp
- PayPal
- Stripe
- Zapier
- Quickbooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Silicon Valley Research Group, Landmark Tax Group, MDV Custom Cakes
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 multi-featured customer service and business management software for service providers and professionals such as consultants, accountants, lawyers, and others. This solution utilizes essential tools to manage everyday tasks such as calendar and online scheduling, email and SMS marketing, client portal and management, lead generation, and billing and invoicing.
Company Email
Contact No.
Company's Address
10777 Main Street
Suite 203
Bellevue, WA 98004
vcita Comparisons
Popular vcita Alternatives
You shouldn’t count on simply a broad array of useful tools and adjustable pricing packages from a popular CRM Software. Almost as significant as core features is a trustworthy customer support. You want to ensure that if you have any questions about Workbooks or vcita, or you struggle with some problems, or perhaps you’ll want to ask for a certain change or feature useful to your company you can trust in a responsive and helpful customer support. See if options such as phone support, tickets or live chat are offered. What is more, it’s a significant advantage if you are able to profit from individual training or at the very least an FAQ you can use.
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