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Workbooks

Score4.9 out of 10

30 Reviews and Ratings

What is Workbooks?

Headquartered in Reading, UK, with an office also in Connecticut, US, Workbooks offers growing companies a SaaS platform to run their business and engage with customers. Its core CRM services are aimed specifically at mid-market organisations and extend beyond sales, marketing and customer services to include a full suite of marketing automation tools, as well as event management, order management and fulfilment, invoicing and supplier management functionalities.

The vendor states Workbooks is not a departmental solution, but rather a true end-to-end CRM. Workbooks designs, develops and implements its own software, which is used by customers to grow revenues, streamline business processes, get insights and improve engagement with clients.

Awards

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Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, American English, French, German, Spanish

FAQs

What is Workbooks?
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.
What are Workbooks's top competitors?
NetSuite ERP, Sugar Sell (SugarCRM), and HubSpot Marketing Hub are common alternatives for Workbooks.
What is Workbooks's best feature?
Reviewers rate Opportunity management, Pipeline visualization, and Customizable reports highest, with a score of 8.8.