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Product Quick Facts
About Workbooks CRM
Workbooks provides a feature-rich and cloud-based CRM) solution that enables small to mid-market organizations to efficiently acquire, convert and retain customers.
Workbooks helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction.
Workbooks extends beyond sales, marketing, and customer support to include marketing automation, order management, fulfillment, invoicing, supplier management, and integration with other business systems, resulting in streamlined business processes, reduced costs and improved business intelligence.
Workbooks owns, provides and delivers the technology. Requirements discovery, implementation, training and ongoing support are all carried out by in-house Professional Service and Customer Support teams, not third-party channel partners. This approach typically results in a shorter implementation schedule.
Workbooks offers growing companies a SaaS platform to run their business and engage effectively with their customers – at an affordable price. Its core CRM services extend beyond sales, marketing and customer services to include powerful marketing automation, event management, order management and fulfillment, invoicing and supplier management functionalities — at a price that is competitive to the alternatives.
Workbooks unites the entire business around data and processes, promoting teamwork and collaboration. It provides a single 360-degree view of customers and the information is accessible to all customer touch-points. Productivity increases, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against its competition.
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Alternatives to Workbooks CRM
Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.
1 Kintone
Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.
2 HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.
3 Really Simple Systems CRM
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.
(Last updated on 03/07/2022 by Pam VanLoon)