Workbooks Review - why 4.4 stars?

Shlomi Lavi / updated: Jan 05, 2023

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What is Workbooks?

Workbooks CRM is a cloud-based customer relationship management software for small, medium, and large-sized organizations. Workbooks CRM is a one-stop solution for your business marketing campaign leading to higher revenues and sales.

The features offered by Workbooks CRM include an activity dashboard, communication management, calendar/reminder system, campaign analytics, alerts/notifications, appointment scheduling, calendar management, call logging, call management, campaign management, cataloging/categorization, channel management, commenting/notes, contact database, contact management, a self-service portal, shared contacts, social media integration, source tracking, task management, and territory management.

Workbooks CRM also offers a mobile app for users allowing them access to the system from anywhere at any time. Alfred Bauer and John Cheney are the founders of Workbooks CRM and which was founded in 2007.

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Who is it best for?

The typical customers include the following business size: Small businesses and start ups.

What is the actual cost?

Workbokos has two plans starting from $39 per user per month. The different plans are CRM and Business. There are only annual contracts available.

• CRM- Cost $39 per user per month.

• Business- Cost $79 per user per month.

ITQlick pricing score is 2 out of 10 (10 is most expensive). Access ITQlick pricing guide for Workbooks. You can also find here pricing information from Workbooks's website.

Pros

• The overall onboarding process is straightforward
• It is free for 2 users, therefore, if you are a sole entrepreneur, you can give it a try
• Workbooks CRM offers customization which gives users more independence with their data

Cons

• Third-party integrations can be tricky at times
• It does not have a built-in lead allocation function

How it stacks up?

Access a head to head analysis of Workbooks vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is Workbooks right for you or your business?

Workbooks CRM is a perfect fit for organizations that are looking for cost-effective CRM solutions for their business. It also offers third-party integrations. Therefore, users can opt for it without much hassle. They can use it with their current system instantly. It can also integrate with other tools to help you create a synchronized process. However, the competitors of Workbooks also offer similar features and support, so users have a wide variety to choose from. Hence, Workbooks CRM needs to create some distinction or USP for their business.