Workbooks Review

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Workbooks Review

ITQlick rating
(4.4/5)

Starting from $46 per user/month

Workbooks is a SaaS-based marketing software that enables marketers to manage lead generation and campaigns, as well as automating the process of capturing leads from websites using forms and assigning them to applicable campaigns.

  • ITQlick score: 91/100

    Main category: CRM

    Sub categories (4/6):

    • Business performance management
    • CRM
    • Online CRM
    • Email Marketing

    Typical customer size: Small business

Shlomi Lavi / updated: Jul 16, 2020

We publish unbiased reviews, our opinions are our own and are not influenced by payments from advertisers. Learn more in our advertiser disclosure.

What is Workbooks Used For?

Workbooks is a SaaS-based marketing software that enables marketers to manage lead generation and campaigns, as well as automating the process of capturing leads from websites using forms and assigning them to applicable campaigns. It also allows them to oversee the individual elements within a campaign and send target emails using related templates.

The main features of Workbooks include marketing automation, pipeline management, performance monitoring, and dashboards & analytics. Workbooks is a private information technology and services founded in 2009; it has its main location at Reading, Berkshire, UK, and currently has a workforce of about 50 employees.

Average Rating -

The rating of Workbooks is 4.4 stars out of 5. The rating is based on ITQlick expert review.

Typical Customers

The typical customers include the following business size: Small business.

Workbooks 3 Pros

  • Workbooks can integrate with GatorMail
  • The database function of this software can be navigated using record types
  • Workbooks has an open API

Workbooks 2 Cons

  • Some users have had difficulties with the importing function of this software
  • It does not have a built-in lead allocation function

Competitors & Alternatives

Popular Alternatives to Workbooks: Pipedrive, Salesforce, Zoho CRM, Nimble, Keap, Nutshell, HubSpot CRM, Microsoft Dynamics CRM, Capsule CRM, JobNimbus.

Workbooks Pricing Information

The cost of license starting from $46 per user/month. The CRM experts at ITQlick has reviewed Workbooks pricing and gave the software a total cost of ownership (TCO) rating of 2 out of 10. Custom price cost for your business is available upon request.

Questions to ask the vendor during a demo

Schedule a demo and access 25 must ask questions for the vendor while watching Workbooks in action

Is it the right software for you?

Workbooks is ideal for small establishments in accounting, media & publishing, technology, and manufacturing industries. Organizations seeking to link their departments together using data and processes would find Workbooks suitable for their use. Activereach, Amstore, ClinkClink, and CSols are some of the customers of Workbooks.

Workbooks Categories

Business performance management
CRM
Online CRM
Email Marketing
Marketing Automation
Knowledge Management

Specifications

Company:
Address: Berkshire, United Kingdom
Customers: Small business
Business Area: Cross Business Areas
Platforms: Cloud
Operating Systems: Mac OS, Windows, Linux

Workbooks Vs. Alternatives

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Hosting
Functionality score
Fit small business
Fit medium business
Fit large business
Software review
Compare
Workbooks
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
91/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$46 per user/month
Hosting
On premise and Cloud
Functionality score
6
Fit small business
Fit medium business
Fit large business
Software review
Pipedrive
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
99/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$12 per user/month
Hosting
On premise and Cloud
Functionality score
19
Fit small business
Fit medium business
Fit large business
Software review
Salesforce
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
98/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
3/10
License pricing license pricing (if provided by the software vendor)
$25 per user/month
Hosting
On premise and Cloud
Functionality score
28
Fit small business
Fit medium business
Fit large business
Software review
Zoho
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
98/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$12 per user/month
Hosting
On premise and Cloud
Functionality score
36
Fit small business
Fit medium business
Fit large business
Software review
Nimble
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
97/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$19 per user/month
Hosting
On premise and Cloud
Functionality score
31
Fit small business
Fit medium business
Fit large business
Software review
Author
Shlomi Lavi - admin

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.