LocaliQ is a marketing platform that helps businesses attract and retain ideal customers with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services.
N/A
Workbooks
Score 4.9 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
LocaliQ
Workbooks
Editions & Modules
No answers on this topic
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
LocaliQ
Workbooks
Free Trial
Yes
Yes
Free/Freemium Version
Yes
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Optional
Optional
Additional Details
LocaliQ offers both self-serve and premium solutions.
LocaliQ’s free, self-serve experience provides access to Free Website Grader, Free Inbound Call Recorder, Chatbot (free and $9.99/month options available), Scheduling Technology (free and $9.99/month options available), and Listings solutions ($9.99/month and $14.99/month options available).
For LocaliQ's premium solutions, users are partnered with a LocaliQ expert to create the best marketing plan for their businesses that utilizes a full suite of marketing products.
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More Pricing Information
Community Pulse
LocaliQ
Workbooks
Features
LocaliQ
Workbooks
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
LocaliQ
7.6
Ratings
3% above category average
Workbooks
-
Ratings
WYSIWYG email editor
7.30 Ratings
00 Ratings
Dynamic content
6.60 Ratings
00 Ratings
Ability to test dynamic content
8.00 Ratings
00 Ratings
Landing pages
6.70 Ratings
00 Ratings
A/B testing
8.00 Ratings
00 Ratings
Mobile optimization
7.30 Ratings
00 Ratings
Email deliverability reporting
9.00 Ratings
00 Ratings
List management
7.10 Ratings
00 Ratings
Triggered drip sequences
8.60 Ratings
00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
LocaliQ
7.6
Ratings
12% above category average
Workbooks
-
Ratings
Lead nurturing automation
8.40 Ratings
00 Ratings
Lead scoring and grading
6.70 Ratings
00 Ratings
Data quality management
8.20 Ratings
00 Ratings
Automated sales alerts and tasks
7.20 Ratings
00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
LocaliQ
7.8
Ratings
5% below category average
Workbooks
-
Ratings
Calendaring
9.50 Ratings
00 Ratings
Event/webinar marketing
6.00 Ratings
00 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
LocaliQ
7.8
Ratings
16% above category average
Workbooks
-
Ratings
Social sharing and campaigns
8.10 Ratings
00 Ratings
Social profile integration
7.60 Ratings
00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
LocaliQ
8.0
Ratings
16% above category average
Workbooks
-
Ratings
Dashboards
7.80 Ratings
00 Ratings
Standard reports
8.10 Ratings
00 Ratings
Custom reports
8.20 Ratings
00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
LocaliQ
9.0
Ratings
34% above category average
Workbooks
-
Ratings
Customizability
9.00 Ratings
00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.7
Ratings
0% below category average
Customer data management / contact management
00 Ratings
8.50 Ratings
Workflow management
00 Ratings
8.20 Ratings
Territory management
00 Ratings
7.70 Ratings
Opportunity management
00 Ratings
8.80 Ratings
Integration with email client (e.g., Outlook or Gmail)
00 Ratings
6.40 Ratings
Contract management
00 Ratings
7.20 Ratings
Quote & order management
00 Ratings
7.60 Ratings
Interaction tracking
00 Ratings
6.40 Ratings
Channel / partner relationship management
00 Ratings
8.40 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
6.3
Ratings
18% below category average
Case management
00 Ratings
6.20 Ratings
Call center management
00 Ratings
6.80 Ratings
Help desk management
00 Ratings
5.80 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.3
Ratings
4% below category average
Lead management
00 Ratings
8.00 Ratings
Email marketing
00 Ratings
6.60 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.5
Ratings
1% below category average
Task management
00 Ratings
7.70 Ratings
Billing and invoicing management
00 Ratings
6.80 Ratings
Reporting
00 Ratings
7.80 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
8.6
Ratings
13% above category average
Forecasting
00 Ratings
8.20 Ratings
Pipeline visualization
00 Ratings
8.80 Ratings
Customizable reports
00 Ratings
8.80 Ratings
Customization
Comparison of Customization features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.7
Ratings
3% above category average
Custom fields
00 Ratings
8.40 Ratings
Custom objects
00 Ratings
7.60 Ratings
Scripting environment
00 Ratings
7.50 Ratings
API for custom integration
00 Ratings
7.50 Ratings
Security
Comparison of Security features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
7.5
Ratings
10% below category average
Single sign-on capability
00 Ratings
7.00 Ratings
Role-based user permissions
00 Ratings
8.00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
6.6
Ratings
11% below category average
Social data
00 Ratings
6.00 Ratings
Social engagement
00 Ratings
7.30 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
LocaliQ
-
Ratings
Workbooks
6.9
Ratings
6% below category average
Marketing automation
00 Ratings
6.70 Ratings
Compensation management
00 Ratings
7.00 Ratings
Platform
Comparison of Platform features of Product A and Product B
LocaliQ is phenomenal at s multichannel marketing approach. It is incredibly effective and efficient to run all of these simultaneous campaigns through one company. As a small nonprofit, we would not have been able to have the reach LocaliQ gave us if we had opted to use multiple companies. It would have been too much for our staff to handle.
Workbooks offers great support, as do ( in our experience) local partners. It works really well for our sales and marketing departments. Workbooks is really effective in tracking our marketing campaigns. It also keeps tabs on existing clients, and gives insight on how quickly potentials are turned to customers.
As with all CRM it strongly depends on how well it is being maintained and used by the user. We have found that with the ease of use of Workbooks its become much less of an issue. Where as before we didn't only look at the data produced but actually had to keep track of the system being used accurately. We constantly needed to keep tabs on the actual level of maintaining.
The fact that we see data being produced organically (naturally being updated and tracked) to me is a testament of the user friendly nature of workbooks.
ThriveHive is a smaller marketing team dedicated to helping small to medium sized businesses perfect their marketing messages. ThriveHive is particularity good at understanding how Google, and other search engines work, and have been instrumental in helping my company to grow and evolve.
With ThriveHive, you get a dedicated coach who is matched to your type of business. This experience with similar businesses gives your coach a better understanding of your business and the challenges your company faces.
My coach is very good at responding to my needs within 1 to 2 business days. Email contacts are fluent and as often as I need, to discuss ideas or questions. I can only speak of my relationship with my coach, and I am very pleased.
I feel that ThriveHive makes every effort to take excellent care of their clients, and makes you feel like you are their most important customer. I definitely believe that this is one of ThriveHives' greatest assets.
Sales process management from enquiry to delivery of product
This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
The FD loved it
The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
The email content editor could use some additional bells and whistles, it cannot handle some more advanced functions, but for the basics it is more than adequate.
Options for website creation are a bit limited and the turnaround time can be a bit lengthy at times because of the volume they do.
Tracked phone lines can be a bit pricey, but not exorbitant.
We use it for support but find it difficult to easily link support emails that arrive to organisations, it requires a lot of manual input to open/close a case
The flexibility can be a hindrance as it can be difficult to work out exactly what you wish to see, especially in reports. Sometimes a simple report is all thats required but it provides a lot of information
Can sometimes be a little slow and goes down from time to time but this is fairly rare
the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Overall usability pretty good. If we would have gotten better return on our advertising dollar I would have continued with them - their dashboard was very easy to use and the recaps they provided were helpful. They try to put data in bite-sized pieces for the client that are understandable (unlike google's reporting page itself which can be a bit difficult to understand at times). Their team was friendly, semi-responsive, and provided explanations when requested
LocaliQ is more economical that marketing agencies we've used in the past. Our dollar goes farther. We've also used services from phonebook providers that were getting into the online advertising field. At the time, it was just being introduced so the reps knowledge on the topic was quiet limited.
Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design highly specific workflows, the functionality out of the gates is a tremendous asset for most businesses
As mentioned prior, their ability to utilize and maximize our resources so that we receive the best results on all avenues of marketing and advertising. We see better lead generation, brand recognition and top of mind awareness due to LocaliQ efforts