Workbooks
UnclaimedNo-bullshit CRM software for midsize businesses with expert implementation and reliable support.
Visit WebsiteTL;DR - Workbooks
- Comprehensive CRM for midsize businesses, offering a Salesforce/HubSpot alternative.
- Integrates sales, marketing, commercial operations, and customer service functions.
- Includes AI features for meeting summarization, sales coaching, and prospect research.
Pricing: Paid only
Best for: Enterprises & pros
Pricing Plans
CRM Edition
$45 PUPM
- Manage opportunities and pipeline
- Create and send quotations
- Support customers with ticketing and case management
- Integrate CRM with Office 365
Business Edition
$92 PUPM
- Manage orders and finance
- Raise invoices and credit notes
- Integrate CRM with accounting and ERP software
About Workbooks
Workbooks is a comprehensive CRM software designed specifically for midsize businesses, offering a compelling alternative to larger platforms like Salesforce and HubSpot. It provides a centralized hub for managing customer relationships, streamlining sales processes, and gaining actionable insights across various departments.
The platform aims to boost sales, improve operations, and enhance marketing campaign results by offering a suite of features from sales forecasting to in-depth reporting. Workbooks emphasizes customized solutions, affordable pricing, and reliable support, with a focus on fast implementation and avoiding common CRM pain points like hidden costs and complex UIs. It caters to sales, marketing, commercial operations, and customer service teams, and is adaptable for various industries including media, professional services, manufacturing, IT, transportation, logistics, and accounting.
Workbooks also integrates AI capabilities to automate mundane tasks and simplify complex processes. Its AI features include Scribe for meeting transcription and summarization, Sales Coach for recommending next steps and strategies, Sales Hygiene for ensuring data accuracy in opportunity records, and Research for gathering prospect intelligence and assessing fit.
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Workbooks FAQ
Workbooks is a comprehensive CRM software designed for midsize businesses. It provides a centralized platform to manage customer relationships, streamline sales and marketing processes, optimize commercial operations, and enhance customer service, with integrated AI features to automate tasks and provide insights.
Workbooks offers personalized quotes based on specific business needs. Users can get a quick, personalized quote using their online pricing calculator or by requesting a demo. They emphasize affordable pricing without hidden costs.
Workbooks is not free; it is a paid CRM solution. However, they offer an interactive demo that users can try without any login or personal information required to experience the platform firsthand.
Workbooks is primarily designed for midsize businesses across various industries, including media, professional services, manufacturing, IT, transportation, logistics, and accounting. It caters to sales, marketing, commercial operations, and customer service teams looking for a robust and customizable CRM solution.