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What is Workbooks?

At Workbooks, we accompany you throughout your entire journey, providing CRM software and services from one reliable source. When you choose Workbooks, we demonstrate our commitment to your success by co-funding your CRM project as you progress. This philosophy, which we refer to as Shared Success, means that your achievements are intertwined with ours. The goal of Shared Success is to minimize the likelihood of your CRM project encountering issues and to lower the costs associated with its implementation. Here’s how we facilitate this process: 1. We begin by hosting a co-funded workshop to help you identify what you need to meet your business objectives before you commit to purchasing software. 2. Once you decide to invest in Workbooks, we contribute to your implementation, ensuring you receive a tailored CRM solution at a competitive price. 3. Additionally, our co-funded customer success program ensures that your business processes are adaptable and that your CRM evolves alongside your growth. This unique approach contributes to our clients’ loyalty, with an average retention period of over 10 years, and more than 1,000 businesses globally rely on Workbooks to enhance collaboration, efficiency, and operational effectiveness. Ultimately, we believe that your success fuels our own, creating a mutually beneficial partnership.

What is CPQSync?

While CPQSync from Cincom is relatively new to the market, the company itself has a rich legacy of over fifty years and has been involved in the CPQ field for approximately 25 years. This wealth of experience, which includes both triumphs and challenges, has played a crucial role in informing the development of CPQSync, allowing it to be enriched with significant insights and expertise. The combination of this seasoned knowledge with fresh, innovative concepts guarantees that users and clients benefit from impactful solutions tailored to their needs. CPQSync distinguishes itself as a solution that is both cloud-native and specifically designed for Microsoft Azure, representing a noteworthy advancement for Cincom. The shift to a cloud environment was motivated by our unwavering commitment to improving customer experiences regarding both quality and diversity of services offered. This cloud-centric strategy not only enhances our flexibility in product development but also allows us to respond effectively to evolving customer demands as the market continues to shift. Moreover, this transformation highlights our ongoing dedication to enhancing our offerings and ensuring customer satisfaction remains at the forefront of our mission. As a result, we are poised to meet future challenges with confidence and agility.

Media

Media

Integrations Supported

Microsoft Azure
Microsoft Dynamics 365
Basecamp
Constant Contact Lead Gen & CRM
Dropbox Sign
GatorMail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Kixie PowerCall & SMS
MIE Trak Pro
Microsoft Exchange
Microsoft Outlook
Microsoft Power Automate
Microsoft Power BI
QuickBooks Online Advanced
SAP ERP
StarfishETL
XaitCPQ

Integrations Supported

Microsoft Azure
Microsoft Dynamics 365
Basecamp
Constant Contact Lead Gen & CRM
Dropbox Sign
GatorMail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Kixie PowerCall & SMS
MIE Trak Pro
Microsoft Exchange
Microsoft Outlook
Microsoft Power Automate
Microsoft Power BI
QuickBooks Online Advanced
SAP ERP
StarfishETL
XaitCPQ

API Availability

Has API

API Availability

Has API

Pricing Information

$39.00 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workbooks

Date Founded

2007

Company Location

United Kingdom

Company Website

www.workbooks.com

Company Facts

Organization Name

Cincom Systems

Date Founded

1968

Company Location

United States

Company Website

www.cincom.com/us/products/cpqsync

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social Media Management

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

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