workbooks.com Overview
This is a summary of the comprehensive capabilities and benefits of workbooks.com based on over 4450 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
workbooks.com, Maximizer CRM, Suitecrm, Copper, Vtiger all-in-one CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if workbooks.com is right for your needs? Our Cuspera AI engine can evaluate how workbooks.com fits your specific business needs, industry, and context. Get your personalized assessment report today.
workbooks.com supports business activities such as:
- Engagement Management
- Proposal & Quote Management
- Contact List Management
- Lead Tracking
- Campaign Management
workbooks.com can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Improve ROI, Improve Internal Communications, etc. As a solution, workbooks.com's capabilities include Recording, Dashboard, Personalization, etc.
workbooks.com Financial Services Vertical is its biggest customer base.
Reviews
"The Process Was Easier Than We Expected. Using Spreadsheets, We Consolidated All of the Data Across the Business. It Only Took Two Weeks to Populate the System With All the Names, Addresses, Emails, Phone Numbers, Relevant Documents and So on for Ou...r 700 Customers. And Then We Were Ready to Go. " - Adam Priestley
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well workbooks.com solved their CRM needs. Cuspera uses 4450 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using workbooks.com.
Use Cases
Peers recommend Engagement Management , Proposal & Quote Management , Contact List Management , as the business use cases that they have been most satisfied while using workbooks.com.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Engagement Management |
4.91/5 ★ |
"...Northdoor had been using Salesforce.com as its CRM system to manage customer engagement and track sales pipeline. ..." Case Study Northdoor |
| engaging and following up |
4.89/5 ★ |
"...We rarely miss an opportunity to follow up on new quotes or new business...." Peer review by Shane, 3BG Supply Co. |
| engaging with scheduling & cadence |
3.46/5 ★ |
"...Hoopla Many of these sales tools include popular features, such as contact management, social prospecting, data and list services, email engagement, phone dialers, and sales cadence features. ..." The Best Sales Management Software of 2020 |
| Proposal & Quote Management |
4.71/5 ★ |
"...Their procurement process dictates that a supplier quotation is required before a Purchase Order can be generated...." Case Study Northdoor |
| Contact List Management |
4.46/5 ★ |
"...We used to have to make and update lists of contacts in Excel and do a monthly report on our activities...." Peer review by Andrew E, Commercial Services Manager, Research |
| contacts history |
4.00/5 ★ |
"...The fact that it is cloud based and can be accessed anywhere, anytime which is helpful in meetings if I need to find out client order history there and then...." Peer review by Administrator |
| tracking contacts |
4.22/5 ★ |
"...com was fine for managing our customer contacts and tracking deals, however it didn t extend to include sales order processing. ..." Case Study Northdoor |
| creating contact list |
3.42/5 ★ |
"...Creating opportunities, contact and companies from Leads is very quick - much better than some other CRMs, and also the overall user experience is intuitive and efficient. ...." Peer review by Hernan G, Digital Insight Manager, Media Production |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management |
4.91/5 ★ |
"...Northdoor had been using Salesforce.com as its CRM system to manage customer engagement and track sales pipeline. ..." Case Study Northdoor |
|
| engaging and following up |
4.91/5 ★ |
| engaging with scheduling & cadence |
4.91/5 ★ |
| Proposal & Quote Management |
4.71/5 ★ |
"...Their procurement process dictates that a supplier quotation is required before a Purchase Order can be generated...." Case Study Northdoor |
|
| Contact List Management |
4.46/5 ★ |
"...We used to have to make and update lists of contacts in Excel and do a monthly report on our activities...." Peer review by Andrew E, Commercial Services Manager, Research |
|
| contacts history |
4.46/5 ★ |
| tracking contacts |
4.46/5 ★ |
| creating contact list |
4.46/5 ★ |
56+ more Business Use Cases
Our AI advisor, Wyz, harnessed 4450 insights from peers and experts to help you assess how these workbooks.com use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
The Process Was Easier Than We Expected. Using Spreadsheets, We Consolidated All of the Data Across the Business. It Only Took Two Weeks to Populate the System With All the Names, Addresses, Emails, Phone Numbers, Relevant Documents and So on for Our 700 Customers. And Then We Were Ready to Go. Testimonial By Adam Priestley |
|
We can now monitor and evaluate all of our information, at the click Of a button … with workbooks we now have a full understanding of All the different stakeholders and the relationship they have with Caba. Testimonial By Natalie Worth |
|
Even with Discounted Licence Prices, the Cost of Staying With Salesforce Was Quickly Becoming Prohibitive. So We Had to Look for a More Cost-effective and Superior Solution and a Crm Consultant Recommended Workbooks. Testimonial By Craig Abrahart |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Adam Priestley Business Development Manager Palagan |
The Process Was Easier Than We Expected. Using Spreadsheets, We Consolidated All of the Data Across the Business. It Only Took Two Weeks to Populate the System With All the Names, Addresses, Emails, Phone Numbers, Relevant Documents and So on for Our 700 Customers. And Then We Were Ready to Go. Testimonial By Adam Priestley |
|
Natalie Worth Head Of Finance And Administration Caba |
We can now monitor and evaluate all of our information, at the click Of a button … with workbooks we now have a full understanding of All the different stakeholders and the relationship they have with Caba. Testimonial By Natalie Worth |
|
Craig Abrahart Managing Director Not Going To Uni |
Even with Discounted Licence Prices, the Cost of Staying With Salesforce Was Quickly Becoming Prohibitive. So We Had to Look for a More Cost-effective and Superior Solution and a Crm Consultant Recommended Workbooks. Testimonial By Craig Abrahart |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
|
Case Study CABARead More |
|
Case Study Helen BrettRead More |
|
Case Study Forum of Private BusinessRead More |
Frequently Asked Questions(FAQ)
for workbooks.com
What is workbooks.com?
What is workbooks.com used for?
What are the top features of workbooks.com?
Who uses workbooks.com?
What are workbooks.com alternatives?
Where is workbooks.com located?
Popular Business Setting
for workbooks.com
Top Industries
- Financial Services
- Computer Software
- Non-Profit Organization Management
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used workbooks.com to Enhance customer relationships and Acquire customers
workbooks.com Alternatives
Peer and Expert Opinion on Features
for workbooks.com
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (179) |
| Dashboard | Read Reviews (96) |
| Personalization | Read Reviews (68) |
| Templates | Read Reviews (27) |
| Ticketing | Read Reviews (11) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (179) |
| Dashboard | Read Reviews (96) |
| Personalization | Read Reviews (68) |
| Templates | Read Reviews (27) |
| Ticketing | Read Reviews (11) |
IT and Other Capabilities
for workbooks.com
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (360) |
| Data Import | Read Reviews (719) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (360) |
| Data Import | Read Reviews (719) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Phone Support | Read Reviews (80) |
| Chat Support | Read Reviews (65) |
| 24/7 Support | Read Reviews (624) |
| Email Support | Read Reviews (83) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Phone Support | Read Reviews (80) |
| Chat Support | Read Reviews (65) |
| 24/7 Support | Read Reviews (624) |
| Email Support | Read Reviews (83) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (6) |
| Analytics | Read Reviews (86) |
| Custom Reports | Read Reviews (649) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (6) |
| Analytics | Read Reviews (86) |
| Custom Reports | Read Reviews (649) |
Software Failure Risk Guidance
?for workbooks.com
Overall Risk Meter
Top Failure Risks for workbooks.com
Vendor Profile Details
Company Name
Workbooks
Company Website
https://www.workbooks.com/HQ Location
330 Roberts Street, Suite 402, East Hartford, CT 06108, United States
Employees
11-50
Social
Financials
SEED
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