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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 Workbookly?

Workbookly transforms the way students engage with YouTube videos by converting any selected video or its accompanying transcript into interactive worksheets with a simple click. It generates a variety of learning activities such as multiple-choice questions, fill-in-the-blank tasks, and matching exercises, which content creators can easily customize and approve prior to publication. These engaging exercises are neatly organized into user-friendly PDFs or featured as workbooks on a personalized creator hub, enabling learners to interact with the content online or to download and print for offline study at their convenience. The setup is user-friendly, made possible through a Chrome extension or by directly entering a URL or transcript, and the AI is versatile enough to support multiple languages, adapting seamlessly to the language of the transcript provided. With just one click, content creators can design, publish, and share captivating workbooks that facilitate hands-on learning, ensuring students remain actively engaged in their studies. This innovative method not only fosters a deeper understanding of the material but also enhances the educational journey, making it more enjoyable and effective for learners. Moreover, this approach encourages collaboration among students, as they can discuss and work through the exercises together, further enriching the learning experience.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Box
Campaign Monitor
Constant Contact
Dropbox Sign
Google Chrome
Google Docs
HubSpot CRM
Jira
Kixie PowerCall & SMS
Mailchimp
Microsoft Azure
Microsoft Dynamics 365
Microsoft Outlook
MySQL
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Zapier

Integrations Supported

Adobe Acrobat Sign
Box
Campaign Monitor
Constant Contact
Dropbox Sign
Google Chrome
Google Docs
HubSpot CRM
Jira
Kixie PowerCall & SMS
Mailchimp
Microsoft Azure
Microsoft Dynamics 365
Microsoft Outlook
MySQL
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$19 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

Workbookly

Date Founded

2025

Company Location

United States

Company Website

workbookly.app/

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

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