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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 LightningCAD?

Experience a user-friendly and dynamic design that is accessible directly through your browser. Instantly obtain estimates, parts lists, shopping carts, and files ready for 3D printing. The output you require is at your fingertips. This software is tailored to align with your specific business rules. Your expertise is effectively captured and programmed, enabling your team to concentrate on the more challenging aspects of their tasks while the system handles everything else. There’s no steep learning curve involved; the visual design process is as simple as dragging and dropping. This feature empowers you to delegate control to your sales team, customers, or anyone else you designate. Your engineering resources should be utilized when necessary, not when they are compelled to be. With a cloud-based design platform, LightningCAD systems are straightforward and do not necessitate any installation, fostering collaboration both internally and externally. You can design, share, and create seamlessly. Your personalized system is capable of generating anything from detailed construction blueprints to fully prepared 3D surgical toolkits. Furthermore, it operates swiftly and intuitively, ensuring that it remains automatically updated as you work on new projects. This continual enhancement allows your team to remain agile and responsive to changing demands.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Basecamp
Box
Campaign Monitor
Constant Contact Lead Gen & CRM
Dropbox Sign
Dubb
Google Docs
HubSpot Marketing Hub
HubSpot Operations Hub
Lead Forensics
Microsoft Dynamics 365 Business Central
Microsoft Exchange
Microsoft Outlook
SQL Server
Sage 50
Sage Intacct
Spotler
Xinix
dotdigital Engagement Cloud

Integrations Supported

Adobe Acrobat Sign
Basecamp
Box
Campaign Monitor
Constant Contact Lead Gen & CRM
Dropbox Sign
Dubb
Google Docs
HubSpot Marketing Hub
HubSpot Operations Hub
Lead Forensics
Microsoft Dynamics 365 Business Central
Microsoft Exchange
Microsoft Outlook
SQL Server
Sage 50
Sage Intacct
Spotler
Xinix
dotdigital Engagement Cloud

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

RoleModel Software

Company Location

United States

Company Website

lightningcad.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

CAD

2 1/2-Axis Milling
2D Drawing
3-Axis Milling
3D Modeling
4-Axis Milling
5-Axis Milling
Civil
Collaboration
Database Connectivity
Design Analysis
Design Export
Document Management
Electrical
Hole Making
Mechanical
Mechatronics
Presentation Tools
Simulate Cycles
Spiral Output
Structural Engineering
Toolpath Simulation
User Defined Cycles

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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