Workbooks

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Overview

Logo for Workbooks
Overview

Workbooks is one of the best CRM tools for Indian business. It is easy to use, affordable and best online CRM software solutions. It won CRM software of the Year 2014 & 2013. 

Pricing of Workbooks

Click here to get detailed pricing as per your requirements.

FREE
USD 0  User/Month
2 users only
Contact Management
Sales Team Automation
Marketing Automation
Customer Service Management
Order Processing
Invoicing & Credit Notes
Workbooks Forum Support
CRM
USD 30  User/Month
Contact Management
Sales Team Automation
Marketing Automation
Customer Service Management
Automation Engine
Customisable Layouts
Workbooks Forum Support
Workbooks Phone/Email Support
CRM Pro
USD 50  User/Month
CRM+
Multi Company Extension
Multi Currency Extension
Advanced Security Extension
Multi Language Extension
Audit Extension
Contract Management Module
Business
USD 70  User/Month
CRM Pro+
Order Processing
Invoicing & Credit Notes
Business Pro
USD 86  User/Month
Business+
Multi Company Extension
Multi Currency Extension
Advanced Security Extension
Multi Language Extension
Audit Extension
Contract Management Module
Workbooks Exchange Server Sync

Key Features Have

check Accounting

check Appointment Management

check Cloud Computing

check Contact Manager

check Contract Management

check CRM & Sales Dashboards

check CRM & Sales Reports

check Customer Support

check Document Management

check Email Integration

check Email Marketing / SMS Marketing

check Expense Management

check Interaction Tracking

check Inventory Management

check Landing Pages

Key Features Have Not

close Access Monitoring

close Call Center Management

close Campaign Management

close Capture Leads from Twitter/Facebooks

close Case Management

close CRM Analytics

close Customer DataBase

close Customization

close Dashboard

close Developer API

close Email Templates

close Field Sales Management

close Gamification

close Import & Export Data

close Inquiry Management

Specifications

Deployment    Web Base
Payment    SAAS
API    Yes
Customization    Yes
Mobile Support    Yes
Mobile App    Yes
Other Categories CRM Software
Languages support English
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Base
Web Base and Installed
Api
Both (SAAS & One time)

Who uses Workbooks

Personal StartUps SMEs Agencies Enterprises

Platforms

Web App Windows Macintosh

Mobile Platforms

iOS Android WinPhone BlackBerry
Personal
StartUps
SMEs
Agencies
Enterprises
WebApp
Windows
Macintosh
iOS
Android
Windows Phone
BlackBerry

DownloadWorkbooks Brochure

Company Details

Company Name WorkBooks
 Website Visit Website

Workbooks Screenshots (9)

Workbooks Video

Workbooks Slideshare

Customers

Customers

Workbooks Customers
Workbooks Customers
Workbooks Customers
Workbooks Customers

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Workbooks User Reviews (4)


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Workbooks User Reviews (4) Ask a question

Best CRM software

Chirag Jadhav

star star star star star_border     2016-09-16
star star star star star_border    2016-09-16

Workbooks is the best CRM software. I have been using this in my business since the past few years and it has stood its test of time. It has never let me down in any case and my business growth has been fabulous since its incorporation. I would like to thank the team for such a brilliant piece of software.

Excellent and Reduces Input Time

Jashvant Roy

star star star star star     2016-08-29
star star star star star    2016-08-29

Workbooks Customized easily for my needs and industry. I love the support I get from the Workbooks support team, Workbooks is very user friendly, I started seeing how valuable this product was after just a few days of using it. Basically Workbooks is web based best customer relationship management software design for small to large scale of firms. Also Workbooks  extends traditional customer relationship management software to include order processing, contract management and invoicing so you can easily manage customer information in single place. I definitely recommended this product to all my friends. Please try Workbooks free demo before make any decision.

Awesome CRM Solutions.

Imtiyaz Bloch ,  sales manager  Farma tech

star star star star star     2016-03-29
star star star star star    2016-03-29

I am about 6 month into using workbooks and I would like to say that I am totally impressed with the product. We use Workbooks to keep track of all our members, volunteers, sponsors and providers; communication and managing all activities. It is also free up to 2 users, which is amazing value for a voluntary project or small business. Apart of this Workbooks provide easy to convert over the data from our existing Works database. I highly recommended.

CRM solution

Rajendra Solanki

star star star star star_border     2016-03-02
star star star star star_border    2016-03-02

It is easy of use, set up and is cost effective. Morover, Workbooks a comprehensive CRM solution as it reduces confusion and provides authentic customer relation-ship in comparison to other well known brands in the market. It is truly fantastic!!


FAQs of Workbooks

Below are some frequently asked questions for Workbooks.

Q. What are the main features of Workbooks?

The key features of Workbooks are as follows:

label Accounting

label Appointment Management

label Cloud Computing

label Contact Manager

label Contract Management

label CRM & Sales Dashboards

label CRM & Sales Reports

label Customer Support

label Document Management

label Email Integration

label Email Marketing / SMS Marketing

label Expense Management

label Interaction Tracking

label Inventory Management

label Landing Pages

label Lead Generation

label Lead Management

label Lead Scoring

label List Management

label Manage Quotations

label Marketing Automation

label Mobile App

label On-Demand (SaaS)

label Opportunity Management

label Product Catalog

label Product Database

label Project management

label Proposal Management

label Quotes Management

label Sales Dashboards & Reports

label Sales Force Automation

label Sales Forecasting

label Survey Management

label Territory Management

label Web Forms

label Workflow Management

Q. How much do the Workbooks cost?

The Workbooks has 5 plans - FREE USD 0 (User/Month),CRM USD 30 (User/Month),CRM Pro USD 50 (User/Month),Business USD 70 (User/Month),Business Pro USD 86 (User/Month).

Free trial : Available (no card required).

Q. Who are the typical users of Workbooks?

Workbooks has the following typical customers: Startups, SMEs, Agencies.

Q. Which mobile platform does Workbooks support?

Workbooks supports the following devices: IOS, Android

Q. Which operating system does Workbooks support?

Workbooks support the following operation system : Web App, Windows

Q. What payment method does Workbooks support?

Workbooks support the following payment methods : SAAS.

Q. What is the deployment type?

Workbooks has deployment type : Web Base.

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