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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 OutboundEngine?

Rather than investing in purchased leads, concentrate on nurturing relationships, as the most promising opportunities emerge from your current connections. By building a strong reputation and maintaining a full pipeline, you can seamlessly attract new business. Time is an essential asset, and while other marketing methods often demand considerable training—sometimes up to 30 hours—OutboundEngine enables you to kick off effectively in just an hour. This time-saving efficiency persists, providing consistent weekly and monthly benefits. Instead of merely offering a tool, we take care of all your marketing requirements. Our dedicated team produces high-quality, timely, and industry-specific content that establishes you as an expert and boosts your online visibility. We guarantee your business consistently reaches the right audience by leveraging the most efficient marketing channels available. Additionally, you can monitor engagement with your content and respond swiftly using personalized templates accessible through our user-friendly mobile app, simplifying the engagement process. Ultimately, this strategy empowers you to prioritize what truly matters, allowing us to handle the complexities of marketing on your behalf, ensuring you can focus on growing your business. This comprehensive support not only maximizes your efficiency but also enhances your overall success in the marketplace.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
QuickBooks Online
Drift
Dubb
Facebook
PrestaShop
SAP ERP
Sage 50
Salesforce
Shift4Shop
Shopify
Spotler
Wave Accounting
XaitCPQ
Xinix
Zapier

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
QuickBooks Online
Drift
Dubb
Facebook
PrestaShop
SAP ERP
Sage 50
Salesforce
Shift4Shop
Shopify
Spotler
Wave Accounting
XaitCPQ
Xinix
Zapier

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

Elm Street Technology

Date Founded

2016

Company Location

United States

Company Website

www.outboundengine.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

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

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Local Marketing

Advertising Management
CRM
Email Marketing
Feedback Management
Live Chat
NAP Management (Name/Address/Phone)
Online Listings Management
PR Management
Reporting / Analytics
Review Management
SEO Management
Social Media Management
Store Locator
Website Management

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

Reputation Management

Campaign Management
Gamification
Response Management
Review Generation
Review Monitoring
Sentiment Analysis
Social Media Metrics
Social Media Monitoring
White Label

Review Management

Campaign Management
Dashboard
Negative Feedback Management
Response Management
Review Monitoring
Review Notification
Review Request
Sentiment Analysis
Social Sharing
White Label

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 Management

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

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