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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 HubSpot Marketing Hub?

HubSpot Marketing Hub is designed to enhance your website traffic, convert prospective leads, and demonstrate your return on investment effectively. This comprehensive marketing platform equips brands and marketers with the tools necessary to initiate and sustain impactful campaigns that elevate their visibility. Its features encompass SEO techniques, blog writing, content management systems, and the utilization of various social media platforms, including Facebook, LinkedIn, and Twitter. By utilizing Marketing Hub, you and your team can not only boost traffic and convert leads but also monitor your entire sales funnel efficiently. You can easily create professional email templates and landing pages using drag-and-drop functionality. The platform allows for the swift publication of blog posts, establishing your credibility in any subject area and enhancing your online presence. Furthermore, your content is designed to be responsive, ensuring that it is accessible across all devices. With real-time SEO suggestions and an adaptable content strategy for contemporary search trends, this tool is indispensable for modern marketing efforts. Additionally, you can explore numerous resources and insights to maximize your marketing impact.

Media

Media

Integrations Supported

Campaign Monitor
Constant Contact
Dropbox Sign
Dubb
HubSpot CRM
HubSpot Customer Platform
HubSpot Operations Hub
Mailchimp
Microsoft 365
Microsoft Exchange
Microsoft Outlook
QuickBooks Online
Sage Intacct
Zapier
dotdigital Engagement Cloud
Gleam
INFUSE
Local Line
Looker
ONEcount

Integrations Supported

Campaign Monitor
Constant Contact
Dropbox Sign
Dubb
HubSpot CRM
HubSpot Customer Platform
HubSpot Operations Hub
Mailchimp
Microsoft 365
Microsoft Exchange
Microsoft Outlook
QuickBooks Online
Sage Intacct
Zapier
dotdigital Engagement Cloud
Gleam
INFUSE
Local Line
Looker
ONEcount

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$50 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

HubSpot

Date Founded

2006

Company Location

United States

Company Website

www.hubspot.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

Blog

Analytics
Collaborative Writing
Comment Moderation
File Sharing
Group Posting
Monetization Tools
Post Management
Search
WYSIWYG Rich Text Editing

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Content Marketing

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management

eCommerce Marketing

AB Testing
Abandoned Cart Email
Analytics / ROI Tracking
Customer Data Profiles
Dynamic Content
Email Marketing
Email Personalization
Facebook Ads
Google Ads
Product Recommendations
Push Notifications
Retargeting
SMS Marketing
Search Marketing
Segmentation
Signup Forms & Popups
Social Marketing
Triggered Emails
Website Visitor Tracking

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

Landing Page

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

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

SEO

A/B Testing
Artificial Intelligence (AI)
Auditing
Competitor Analysis
Content Management
Dashboard
Google Analytics Integration
Keyword Research Tools
Keyword Tracking
Link Management
Localization
Mobile Search Tracking
Rank Tracking
Revenue Management
User Management

Social Media Advertising

Ad Buying
Ad Creation
Bulk Advertising
Campaign Management
Collaboration Tools
Comment / Reply Moderation
Digital Asset Management
Reporting / Analytics
Retargeting
Roles / Permissions

Social Media Marketing

Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Keyword Filtering
Multi-Account Management
Post Scheduling

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