Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Odoo Reviews & Ratings
    1,641 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    134 Ratings
    Company Website
  • Klaviyo Reviews & Ratings
    5,228 Ratings
    Company Website
  • ActiveCampaign Reviews & Ratings
    17,148 Ratings
    Company Website
  • Attentive Reviews & Ratings
    1,435 Ratings
    Company Website
  • GetResponse Reviews & Ratings
    1,767 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,550 Ratings
    Company Website
  • Adzooma Reviews & Ratings
    254 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,191 Ratings
    Company Website

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 Genoo?

Our one-click schema deployment feature allows you to save significant time by effortlessly distributing content to all required machines in just one push. Beyond assisting you with our software, we also share valuable insights into effective email marketing techniques. This approach blends creativity with analytical thinking, leading to enhanced results. It's essential to nurture ongoing engagement with your leads to develop relationships that can effectively elevate your sales. Our dedicated professional services team leverages decades of experience to help you build a standout online presence that attracts and engages your ideal customers throughout their conversion journey. Whether you need rapid solutions to focus on your core business functions or are looking for the fresh perspective that an external partner can provide, we are here to bolster your initiatives. Our steadfast commitment to your success guarantees that you will have the resources and guidance needed to excel in the competitive digital landscape. Remember, your growth is our priority, and we are dedicated to empowering you at every stage of your journey.

Media

Media

Integrations Supported

Zapier
Adobe Acrobat Sign
Axis LMS
Basecamp
Box
Connectio.io
Constant Contact
Constant Contact Lead Gen & CRM
Dropbox Sign
Dubb
HubSpot Marketing Hub
Kixie PowerCall & SMS
Lead Forensics
QuickBooks Online Advanced
Sage 50
Sage Intacct
StarfishETL
Teldrip Insights
UpViral

Integrations Supported

Zapier
Adobe Acrobat Sign
Axis LMS
Basecamp
Box
Connectio.io
Constant Contact
Constant Contact Lead Gen & CRM
Dropbox Sign
Dubb
HubSpot Marketing Hub
Kixie PowerCall & SMS
Lead Forensics
QuickBooks Online Advanced
Sage 50
Sage Intacct
StarfishETL
Teldrip Insights
UpViral

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$199 per month
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

Genoo

Company Website

www.genoo.com

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

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

Popular Alternatives

BIGContacts Reviews & Ratings

BIGContacts

ProProfs

Popular Alternatives

SAM.AI Reviews & Ratings

SAM.AI

SAM AI
Saphyte Reviews & Ratings

Saphyte

Loyica
HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot
OptKit Reviews & Ratings

OptKit

sendgrowth