| Vendor |
Workbooks CRM |
| CRM Software Comparison |
| Company Logo |
 |
| Product Name |
- Workbooks CRM
- Workbooks Business
|
| Customer Focus |
- Workbooks aims its CRM software towards small and mid-sized companies.
|
| Technology Model |
- Workbooks leveragesa completely Web-based, hosted system.
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| Price |
- Free 30 day trial
- Workbooks CRM- £360/user/year
- Workbooks Business- £600/user/year
|
| Highlights |
- Simple windows-like Web 2.0 interface - easier to use and quicker to adopt
- Web based: No hardware or software required
- Part of a suite of ‘prospect to cash’ online applications
- Based in UK
|
| CRM Functionality |
| Key Strengths |
- Workbooks CRM increases the flow of leads and accurately measures return on investment from marketing campaigns. Thus, boosting efficiency and effectiveness.
- By streamlining sales processes, Workbooks sales force automation (SFA) features improves sales team performance and productivity.
- Workbooks CRM software improves help desk activities by helping to implement best-practices in customer support to deliver consistent and efficient customer service.
- A complete prospect to invoice view lets users view and understand the health of their business quickly to improve decision-making
- Workbooks saves organizations time by reducing mistakes and improving cash collection by including quotations that can be easily converted into invoices and purchase orders.
- Workbooks helps mitigate risk by improving business performance through real-time key performance indicators (KPIs).
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| CRM Features |
- Sales Force Automation
- Marketing Automation
- Web-Based User Interface
- Lead Management
- Lead Qualification
- Web to Lead Capture
- Email Marketing
- Campaign Response Tracking
- Revenue Tracking
- Campaign Reporting
- Sales Forecasting
- Quote to Invoice Capability
- Sales Order Management
- Customer Service & Support
- Supplier Order Management
- Invoicing & Cash Collection
- Company Management
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