Workbooks CRM application is a robust cloud-based solution ideally designed for mid-sized businesses' sales, marketing, and commercial operations. It helps manage leads, close deals, and track online campaigns and keywords. While there may be intermittent slowdowns, Workbooks CRM application streamlines overall customization, task automation, and revenue growth.

WorkBooks CRM Application Specifications

Campaign Management

Lead Generation

Customer Segmentation

Email Marketing

View All Specifications

What is WorkBooks CRM Application?

Overview

Workbooks is a customer relationship management (CRM) application that allows sales-related persons such as sales leaders, salespeople, and marketers to create leads, tackle the sales channel, close deals, and make teams more creatively and efficiently. Workbooks is a cloud-based CRM software that helps businesses to manage sales, customer support, and marketing. It also manages operational work for finance and sales teams.

Workbooks is one of the best Customer Relation management software which is used by Indian businesses widely. Through Workbooks, users can keep a record of online campaigns. The platform allows the users to identify the keywords that generate the most leads.

Benefits: It keeps the record of all transactions, activities, and emails between people and their clients or with people they deal with. It also helps users to design future interactions by using the feature of customer service.

USP: Users can create different types of leads which can be allocated to the sales team. The whole work process can be traced for better performance.

Pricing: Workbooks is available for free but only for 2 users. CRM version comes at 30$ per month and the CRM pro comes at 50$ per month.

Support: Support is provided through email, phone, live support, tickets, and training.

Pros and Cons of WorkBooks CRM Application

Pros

  • It is modern, affordable and easy-to-use

Cons

  • It is modern, affordable and easy-to-use

WorkBooks CRM Application Reviews

Overall Rating

3.5

2 Review(s)

Rating Distribution

5

star

(1)

4

star

3

star

2

star

(1)

1

star

June 2022

Best Cloud based CRM tool

Ruban

Not Specified

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

Pros

The sales forecast and reporting features are the ones I use the most daily. These are definitely my favorites.

Cons

when I click a button it seems to respond slow sometimes. I hope they fix this soon. Other than that, I do not see any downsides.

July 2021

It tries to do too much

Anonymous

Not Specified

Ease of use

3

Value for money

5

Customer Support

3

Functionality

7

Pros

Integrating with other tools works really well, and it's fantastic to be able to add features like lead forensics to the lead generation app.

Cons

Moving clients through the customer journey can be clunky. It s easy to end up with duplicates, lose data, or set up a record and then not find the client later. Maybe its because we did not have the best features.