Workbooks Web Insights Overview

Workbooks is an automated marketing CRM that helps businesses execute campaigns and measure ROI. Effective strategies are supported by its comprehensive tools.

Use Cases

Customers recommend Generation Of New Leads, Lead Management, Order Management, as the business use cases that they have been most satisfied with while using Workbooks Web Insights.

Other use cases:

  • Engaging And Following Up
  • Lead Qualification: Demographic
See all use cases See less use cases

Business Priorities

Improve ROI and Acquire Customers are the most popular business priorities that customers and associates have achieved using Workbooks Web Insights.

Other priorities:

See all business priorities See less business priorities

Workbooks Web Insights Use-Cases and Business Priorities: Customer Satisfaction Data

Workbooks Web Insights works with different mediums / channels such as Website.

Peer review evidence (same sources as the product rating summary)

"...Web Insights reports include: Hot new prospects on your website...." Web Insights
"...And all the online activities information is automatically recorded in Workbooks CRM against Organizations, Leads and People, giving you in context actionable insights to transform your sales engagement...." Web Insights
"...Order Management. ..." Web Insights

Workbooks Web Insights Customer wins, Customer success stories, Case studies

What benefits does Workbooks Web Insights offer for Generation Of New Leads?

Inseto - Wholesale - Small

Andover, UK

Workbooks CRM helped Inseto, a specialist distributor, replace spreadsheets and a legacy CRM with a single platform. The integration with SAP Business One improved sales opportunity management and fo...recasting. Inseto gained real-time reporting, better customer response times, and reduced manual work. The platform enabled multi-entity and multi-currency management. User adoption was strong across the business.

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APL Media - Media & Publishing - Small

London, UK

APL Media used Workbooks CRM to improve its sales process. Before, their CRM only handled order processing and did not connect with finance or production. The sales team of 35 needed better tools to ...track and grow revenue from newspapers, magazines, and events. Workbooks CRM helped them join up their business and support sales growth. The new system made it easier for teams to work together.

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Rotary Corporation - Consumer Goods - Large

Workbooks CRM helped Rotary Corporation move away from Salesforce. Rotary needed a CRM that fit their business better. Workbooks gave them a targeted customer approach. Rotary now has a CRM that matc...hes their needs. This change improved how they work with customers.

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Forum Events - Events Services

Workbooks CRM helped Forum Events move from spreadsheets to a single platform. The company gained clear visibility across the business. Business processes are now streamlined. Forum Events chose Work...books for its easy-to-use platform and strong implementation services. The solution improved business-wide operations in the events services sector.

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IR Media - Media & Publishing

Workbooks CRM helped IR Media move away from spreadsheets and an old CRM. The new system made their sales process faster. IR Media saw an increase in revenue after using Workbooks. The company now tr...acks sales more easily. Workbooks CRM supports better sales management for media businesses.

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TCMM Shutter Group - Manufacturing - Medium

Workbooks CRM helped TCMM Shutter Group, a leading UK window shutter provider, integrate business systems and manage five brands. Before Workbooks, TCMM struggled with multiple platforms and spreadsh...eets. The new CRM solution delivered £1m in revenue growth with no increase in headcount. The company gained better control over its data and operations. Workbooks CRM supported business-wide integration and efficiency.

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Workbooks Web Insights Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.16/5 ★

Read Reviews (16)
Custom Reports

3.54/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.16/5 ★

Read Reviews (16)
Custom Reports

3.54/5 ★

Read Reviews (3)

Workbooks Web Insights Integrations

Workbooks Web Insights integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

3.69/5 ★

Read Reviews (2)
Data Export

3.40/5 ★

Read Reviews (2)

FullContact

4.29 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Dubb

4.58 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Aweber

4.24 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Feefo

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Zapier

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for Workbooks Web Insights

Slack

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Comm100 Multi-Channel

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Alchemer Enterprise Feedback Management Platform

4.42 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Salesforce Marketing Cloud

4.22 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Dialpad Sell

4.47 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Workbooks Web Insights

Top Failure Risks for Workbooks Web Insights

Workbooks Online Limited News

Awards

Workbooks wins PPA Tech Partner of the Year

Workbooks has been awarded the PPA Tech Partner of the Year, recognized for its strong client relationships, excellent retention rates, and customer-focused approach. The award highlights Workbooks' ability to help publishing teams streamline their software and leverage data to enhance subscriptions, event revenue, and advertiser relationships.

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Awards

ISG name Workbooks CRM as an Exemplary Provider for customer experience

Workbooks CRM has been recognized by ISG as an Exemplary Provider for customer experience, achieving the highest performance score of 15.4% and a B++ grade. This accolade highlights Workbooks' commitment to delivering superior customer support, responsive service, and successful implementations. The recognition underscores Workbooks' focus on providing clear, user-friendly CRM solutions without hidden complexities or costs.

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Financial

BGF invests 16.6m in Workbooks to accelerate growth of its No-BS CRM platform

BGF has invested 16.6m in Workbooks to enhance its CRM platform's growth. The funding will accelerate go-to-market strategies and product development, focusing on integrated workflows across sales, operations, and finance. Workbooks aims to expand its US presence while maintaining its customer-first approach. BGF will hold a minority stake and a board seat.

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Product

Workbooks Takes On CRM Giants With Plain-English AI

Workbooks has launched an AI-enabled CRM designed for mid-market companies, addressing the slow AI adoption in CRM systems. The platform offers seamless integration and actionable insights without the complexity of enterprise solutions. Key features include AI agents like Sales Coach and Research Agent, which provide tailored sales strategies and prospect scoring. The CRM operates natively within Workbooks, with future plans for broader integration.

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Workbooks Online Limited Profile

Company Name

Workbooks Online Limited

Company Website

https://www.workbooks.com/

HQ Location

330 Roberts Street, Suite 402, East Hartford, CT 06108, United States

Employees

11-50

Social

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Financials

SEED