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Workbooks CRM

Brand: Workbooks

  • 4.3

  • 16 Ratings & 10 Reviews

It is easy to use, affordable, and one of the best online CRM software solutions for Indian businesses.

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$43

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Starting at $43

Workbooks CRM Software Overview

What is Workbooks CRM?

Workbooks CRM helps companies boost productivity, enhance client interaction, and drive better sales. Businesses can customise this CRM system to meet their specific requirements thanks to its user-friendly and customisable features. It uses real-time data to help you make better decisions.

From prospecting to after-sales assistance, Workbook's feature set ensures that all aspects of customer relationship management are covered. Because of its scalability and versatility, the platform is perfect for companies trying to expand and optimise their processes.

Why Choose Workbooks Software?

  • User-Friendly Interface: Workbooks provide easy to use features with a simple dashboard for quick access and easy navigation.
  • Automation & Workflow Tools: Users can automate repetitive sales tasks, save time and improve team efficiency with single platform.
  • Customizable Platform: Sales, Marketing and Customer Service teams can personalize workflows and reports to fit their requirements.
  • Advanced Analytics: Workbooks CRM allows real-time reporting and insights. Businesses can track performance and make data-driven decisions for their teams.
  • Seamless Integrations: This CRM software easily connects with third-party apps. Workbooks integrate with calendar, email, and social media platforms to reduce your manual work.

Workbooks Pricing

Workbooks CRM offers three plans, i.e., CRM edition, Business edition and Events edition. It provides flexible pricing plans and lets users customize their licences as per business requirements. Workbook pricing starts from:

  • CRM Edition: $43 per user/month
  • Business Edition: $88 per user/month
  • Events Editions:$183 per user/month

For more information, please reach out to our product team.

Read more

Workbooks Company Details

Founded Year:  2009

Workbooks is a CRM SaaS platform used by growing companies to run their business and engage effectively with their customers.

Director/Founders Workbooks
Company Size 101-500 Employees

Workbooks CRM Pricing & Plans

Workbooks CRM
Key Features
  • Sophisticated CRM to help manage contacts, activit
  • Create and send quotations
  • Market-leading customer support by phone and onlin
  • Office365 integration, including SharePoint connec
Starting at $43
    • Licenses

      Licenses
      Licenses
    • Monthly

      Monthly
      Monthly

Key Features

  • Sophisticated CRM to help manage contacts, activit

  • Create and send quotations

  • Market-leading customer support by phone and onlin

  • Office365 integration, including SharePoint connec

Workbooks CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management
    Store, organize, and access detailed information about individual customers (contacts)
  • icon_check Account Management
    Store, organize, and access detailed information about companies that contacts belong to (accounts)
  • icon_check Customer Profiles
    Centralized customer profiles with detailed information and interaction history.
  • icon_check Contact Segmentation
    Advanced segmentation tools for targeted marketing and sales strategies.
  • icon_check Activity History
    Complete interaction history tracking for better customer insights.

Sales Management

  • icon_check Workflow Automation and Management
    Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Lead Management
    Comprehensive lead management for higher conversion rates.
  • icon_check Territory Management
    Efficient territory management for optimal coverage.
  • icon_check Order Management
    Manages orders through the entire sales pipeline.
  • icon_check Quote Management
    Easy quote management with templates.
  • icon_check Sales Forecasting
    Advanced sales forecasting for strategic planning.
  • icon_check Deal Management
    Streamlined deal management for efficient cycles.
  • icon_check Opportunity & Pipeline Management
    Streamlined pipeline management for better forecasting.
  • icon_check Contract Management
    Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Sales Automation
    Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Marketing Automation

  • icon_check Email Marketing
    Robust email marketing capabilities for effective campaigns.
  • icon_check Campaign Management
    Advanced campaign management for strategic marketing.
  • icon_check Lead Nurturing
    Advanced lead nurturing for higher conversion rates.
  • icon_check Customer Journey Tracking
    Comprehensive customer journey tracking for better insights.
  • icon_check Customer Segmentation
    Advanced segmentation tools for targeted marketing and sales strategies.
  • icon_check Event-Triggered Workflows
    Comprehensive touchpoint monitoring for improved engagement.
  • icon_check Automated Campaigns
    Robust automated campaigns for efficient marketing.

Data Sourcing / Integrations

  • icon_check Data Import/Export
    Import and export data easily for integration.
  • icon_check Social Media Integration
    Connect with social media platforms for broader customer engagement.
  • icon_check API Access
    Provides API access for integrating with external systems.
  • icon_check Calendar Integration
    Integrate with calendars for streamlined scheduling and planning.
  • icon_check Third Party Integrations
    Manage accounting and billing processes with integrated tools.
  • icon_check Email Marketing Tools Integration
    Integrate with various marketing tools for enhanced campaign management.
  • icon_check Marketing Tools Integration
    Integrate with various marketing tools for enhanced campaign management.
  • icon_check eCommerce Integrations
    Easily integrates with eCommerce platforms for sales.
  • icon_check Interactive Voice Response (IVR) Integration
    Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Task / Activity Management
    Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Omnichannel Support & Engagement
    Omnichannel support for unified experience.
  • icon_check Team Communication
    Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage
    Store and share important files, documents, and customer resources easily.

Security & Compliance

  • icon_check Data Encryption
    Robust data encryption for secure information management.
  • icon_check Backup & Disaster Recovery
    Ensures backups are available for data protection.
  • icon_check GDPR & Data Privacy
    GDPR and CCPA compliance for data privacy.
  • icon_check Audit Trail
    Track changes and updates within the system for enhanced security and transparency.
  • icon_check Role-Based Access Control (RBAC)
    Control user access based on their roles, limiting access to sensitive data.

AI & Machine Learning

  • icon_check Predictive Analytics
    Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring
    Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots
    Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Campaign Performance
    Tracks campaign results to optimize marketing efforts.
  • icon_check Sales Performance Reports
    Provides performance reports to assess sales success.
  • icon_check Customer Insights
    Advanced sales forecasting for strategic planning.
  • icon_check Performance Tracking
    Comprehensive performance tracking for better outcomes.
  • icon_check Predictive Analytics
    Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards
    Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Real Time Analytics
    Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Forecasting & Trends
    Use historical data to forecast future sales and trends for improved business planning.

Alerts & Notifications

  • icon_check Event-Triggered Notifications
    Sends notifications triggered by important events.
  • icon_check Custom Workflow Alerts
    Triggers custom workflow alerts for user-defined conditions.
  • icon_check System Errors/Failures
    Identifies system errors and failures for resolution.
  • icon_check Customer Interaction Alerts
    Alerts for customer interactions to ensure prompt responses.
  • icon_check Workflow Trigger Alerts
    Automates workflow with event-based triggers and alerts.
  • icon_check SLA Violations
    Monitors SLA compliance and flags violations when needed.
  • icon_check Lead Activity Alerts
    Import and export data easily for integration.

Others

  • icon_check Budget Tracking
    Comprehensive budget tracking for financial control.
  • icon_check Touchpoint Monitoring
    Comprehensive touchpoint monitoring for improved engagement.
  • icon_check Landing Pages & Forms
    Customizable templates for emails and documents.
Workbooks CRM Demo Video play icon

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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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Workbooks CRM Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows MacOS MacOS Linux Linux
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs MSMBs
Customer Support
Email Communities Forums
Language
English
Training Resources
Webinars Videos

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Workbooks CRM Reviews

4.3

Out of 5

img

Overall Rating

Based on
10 Verified Reviews

Rating Breakdown

  • Features 4.4
  • Value for Money 4.2
  • Ease of Use 4.4
  • Customer Support 4.1

87% Recommend this Product

Add Review

Pros

  • "It is a fair value for money. I feel like I am getting the value that I have paid for, given all its features."

    Kabita TitungFeb 26, 2025

  • "It keeps my data sage and I do not have to worry about compliance issues. It has secure and GDPR compliant."

    Imran Feb 21, 2025

  • "It has in-built email marketing and campaign tracking features. I do not need separate tools for them."

    Huzefa EngineerFeb 18, 2025

Cons

  • "It is not the best for large enterprises. If my company scaled quickly, I would outgrow Workbooks and need a larger solution."

    Kabita TitungFeb 26, 2025

  • "Their AI has limited capabilities. It does not have the fancy AI-powered insights that some competitors offer."

    Imran Feb 21, 2025

  • "Email templates work but they are not sleek as I would like them to be."

    Huzefa EngineerFeb 18, 2025

Kabita Titung

Human Resources

Industry: Staffing and Recruiting User since: 1-2 years

4.2

Reviewed on: Feb 26, 2025

Techjockey Verified

“Great Value but Not Ideal for Large Enterprises”

One major benefit is that I feel like I am receiving a lot of features for the money. But it is not designed for big businesses. I would require a more scalable system if my business expanded rapidly.

Pros

It is a fair value for money. I feel like I am getting the value that I have paid for, given all its features.

Cons

It is not the best for large enterprises. If my company scaled quickly, I would outgrow Workbooks and need a larger solution.

Switched from Nutshell CRM

Reason to switch

Workbooks CRM provided more value for the same cost so I made the switch.

Huzefa Engineer

Administrator

Industry: Marketing and Advertising User since: 1-2 years

4.1

Reviewed on: Feb 18, 2025

Techjockey Verified

“Built-in Marketing Features but Basic Email Templates”

I like that Workbooks CRM includes email marketing and campaign tracking by default, eliminating the need for other tools. It maintains everything in one location and simplifies things. Though they function well, the email templates are not as slick or contemporary as I would want.

Pros

It has in-built email marketing and campaign tracking features. I do not need separate tools for them.

Cons

Email templates work but they are not sleek as I would like them to be.

Switched from Zendesk Sell

Reason to switch

Zendesk Sell was good but it lacked strong marketing features that I wanted.

Imran

Human Resources

Industry: Market Research User since: 1-2 years

4.2

Reviewed on: Feb 21, 2025

Techjockey Verified

“Secure and Compliant but Lacks AI Features”

I like that Workbooks CRM complies with GDPR regulations and protects my data. Knowing that compliance is not a problem provides me comfort. The AI features are restricted as it would have been good if it had the insights that some other CRMs provide.

Pros

It keeps my data sage and I do not have to worry about compliance issues. It has secure and GDPR compliant.

Cons

Their AI has limited capabilities. It does not have the fancy AI-powered insights that some competitors offer.

Switched from Pipeline CRM

Reason to switch

Pipeline CRM did not feel as secure as Workbooks CRM.

See All Workbooks CRM Reviews

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.