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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 Coravue Marketing Automation?

The Coravue® CRM system is specifically crafted to help mid-sized businesses build and nurture profitable customer relationships from the very first point of contact. Many companies struggle to meet their revenue goals due to the disconnection between marketing and sales teams, which frequently operate in isolation rather than as an integrated force. However, with the launch of a unified marketing and sales solution, organizations can now address modern challenges by allowing their teams to collaborate effortlessly from any location, customizing their strategies to fulfill the unique requirements of each customer concerning information, products, and services. Coravue Connect provides an extensive range of online customer relationship management tools, equipping marketing and sales teams to manage customer interactions effectively from almost anywhere. The platform simplifies the lead capture process from various marketing efforts, supports continuous lead nurturing through targeted campaigns, and guarantees efficient allocation of leads to sales representatives and channel partners. Additionally, it features a sales automation module that enables detailed tracking of contact data and sales opportunities, which boosts the overall efficiency of the sales process. By implementing this advanced solution, businesses can markedly enhance their ability to coordinate efforts and respond to customer demands, thus paving the way for increased success in a competitive landscape. Ultimately, this integration fosters a more collaborative environment that can lead to sustained growth and improved customer satisfaction.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Box
COZYROC SSIS+ Suite
Campaign Monitor
Dropbox Sign
GatorMail
GoTo Meeting
HubSpot CRM
HubSpot Customer Platform
Jira
MIE Trak Pro
Microsoft Azure
QuickBooks Online
SQL Server
Teldrip Insights
XaitCPQ
Xinix
Zapier
dotdigital Engagement Cloud

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$39.00 per user per month
Licenses are displayed as £25 / $39 / €30 per user per month for Workbooks CRM, £55 / $78 / €65 per user per month for Workbooks Business and £125 / $167 / €145 for Workbooks Events.

Customers pay for their licenses on an annual basis, in advance. To clarify, customers should expect to pay an annual price of £300 / $468 / €360 per user for Workbooks CRM, £660 / $936/ €780 per user for Workbooks Business and £1,500 / $2,004 / €1,740 per user for Workbooks Events.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Workbooks

Date Founded

2007

Company Location

United Kingdom

Company Website

www.workbooks.com

Company Facts

Organization Name

Coravue

Company Location

United States

Company Website

www.coravue.com

Categories and Features

CPQ

Not specified

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
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

Not specified

Marketing Automation

A/B Testing
Analytics / ROI Tracking
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

Not specified

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

Marketing Automation

Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Sales Intelligence
Segmentation
Website Visitor Tracking

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