Workbooks
Workbooks is a comprehensive CRM software designed specifically for midsize businesses, offering a compelling alternative to larger platforms like Salesforce and HubSpot.
Our verdict
Who it's for
No-bullshit CRM software for midsize businesses with expert implementation and reliable support.
Who should look elsewhere
Specific pricing not publicly listed, requires using a calculator or requesting a quote.
Pros
- +Tailored for midsize businesses with customized solutions.
- +Affordable pricing with transparent quotes.
- +Reliable and direct customer support.
- +Fast implementation (JumpStart program aims for 28 days).
- +Comprehensive features for sales, marketing, operations, and customer service.
Cons
- −Specific pricing not publicly listed, requires using a calculator or requesting a quote.
- −May require initial setup and customization through 'Shared Success' workshops.
Key features
- ✓Sales Pipeline Management
- ✓Automated Marketing Campaigns
- ✓Order, Contract & Supplier Management
- ✓Customer Service CRM Tools
- ✓Sales Forecasting
- ✓In-depth Reporting and Analytics
- ✓Customizable Platform
- ✓AI-powered Meeting Transcription (Scribe)
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| CRM Edition | $45 | month | Manage opportunities and pipeline; Create and send quotations; Support customers with ticketing and case management |
| Business Edition | $92 | month | Manage orders and finance; Raise invoices and credit notes; Integrate CRM with accounting and ERP software |