Workbooks CRM
More than just a CRM.
Overview
Workbooks is a cloud-based CRM platform that extends beyond traditional sales automation to include marketing automation, order management, and customer service. While a general-purpose CRM, its customizability and service modules make it a viable option for IT service providers to manage their customer lifecycle.
✨ Key Features
- Sales Force Automation
- Marketing Automation
- Customer Service & Support
- Order Management & Billing
- Reporting & Dashboards
🎯 Key Differentiators
- UK-based company with strong local support
- More affordable than enterprise CRM giants
- Integrated sales, marketing, and service
Unique Value: Delivers an affordable, integrated CRM platform that aligns sales, marketing, and service teams, backed by strong UK-based support.
🎯 Use Cases (4)
✅ Best For
- Managing sales pipelines and forecasting
- Running marketing campaigns
- Handling customer support cases
💡 Check With Vendor
Verify these considerations match your specific requirements:
- MSPs needing integrated RMM
- Small businesses needing a simple CRM
🏆 Alternatives
Provides a more cost-effective and less complex solution than Salesforce or Dynamics 365 for mid-market companies.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Business tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
Free tier: 2 users, basic CRM
📊 Market Info
Customers: NA
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