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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 Jaxx?

Our committed team has devoted numerous years to creating and perfecting digital marketing strategies tailored for a wide array of businesses, including prominent companies like Blackbaud (NASDAQ: BLKB) and mid-sized entities such as MeetMe (NASDAQ: MEET), as well as a plethora of fast-growing small businesses spanning different industries. We excel in amplifying your visibility on social media platforms including LinkedIn, Instagram, and Twitter, generally resulting in an audience increase of at least 6,000 within the initial six months. Clients have witnessed extraordinary growth, with some elevating their revenues from zero to over $1 million, while others have surged from $10 million to as high as $100 million, reaching goals they once deemed unattainable. A number of our clients have even gained recognition on ABC’s Shark Tank, unlocking their potential for growth with the strategic guidance we provide. Our methodology includes a tailored partnership with you, alongside the implementation of our Jaxx tool, which integrates six essential modules of digital marketing, enabling you to thrive in the digital arena. By collaborating closely, we guarantee that your digital marketing strategies are not only effective but also designed for sustainability and long-term success. Moreover, our track record shows that we consistently grow your audience by a minimum of 6,000 in the first six months, establishing a robust foundation for your brand's ongoing journey. Ultimately, our goal is to transform your vision into reality and help you navigate the complexities of the digital marketing landscape with confidence.

Media

Media

Integrations Supported

Campaign Monitor
Constant Contact
GatorMail
GoTo Meeting
Google Docs
HubSpot Data Hub
HubSpot Marketing Hub
Kixie PowerCall & SMS
Microsoft Azure
Microsoft Dynamics 365
Microsoft Exchange
MySQL
SQL Server
Xinix
dotdigital Engagement Cloud

Integrations Supported

Hedgehog
LinkedIn
X (Twitter)
ZenLedger

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

$399 per user, per month

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

Workbooks

Date Founded

2007

Company Location

United Kingdom

Company Website

www.workbooks.com

Company Facts

Organization Name

AppJaxx

Date Founded

2002

Company Location

United States

Company Website

appjaxx.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

Email Marketing

Auto-Responders
CAN SPAM Compliance
Drip Campaigns
Dynamic Content
Image Library
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Lead Management

Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Pipeline Management
Prospecting Tools

Marketing Automation

Drip Campaigns
Social Marketing

Social Media Management

Automated Publishing
Content Management
Customer Engagement
Multi-Account Management
Post Scheduling
Reporting/Analytics

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