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Workbooks
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Workbooks CRM is a cloud-based system that helps businesses improve collaboration and work efficiency across all departments. It offers secure access across all devices and integrates seamlessly with current systems. Workbooks provides a 360-degree view of customers, allowing teams to focus on the right things and make informed decisions. It helps businesses build lasting, profitable relationships with customers and grow long-term revenue sustainably.
Website
http://www.Workbooks.com
Developer
Workbooks
Category
CRM
HQ Location
Reading, Berkshire
Year Founded
2009
Number of Employees
54
Twitter
@Workbooks
Strengths
  • Customizable

    Allows for tailored solutions to meet specific business needs

  • Integrated

    Offers a suite of integrated tools for sales, marketing, and customer service

  • User-friendly

    Easy to use interface and intuitive navigation

Weaknesses
  • Limited third-party integrations

    May not integrate with all necessary business tools

  • Limited reporting capabilities

    May not offer advanced reporting features for data analysis

  • Limited mobile app functionality

    Mobile app may not offer all features available on desktop version

Opportunities
  • Potential to expand into new industries or geographic regions
  • Opportunity to partner with other SaaS tools to offer more comprehensive solutions
  • Opportunity to enhance reporting and data analysis capabilities
Threats
  • May face competition from larger, more established players in the market
  • Potential impact on sales and revenue during economic downturns
  • Increased scrutiny on data privacy and security may impact customer trust

Ask anything of Workbooks with Workflos AI Assistant

http://www.Workbooks.com
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Review Distribution

  • 👍
    High - rated users

    The software is easy to use and fully featured.The mobile tools could be improved.

  • 🤔
    Average - rated users

    Workbooks allows for lots of options to create reports and analyze sales data and customer behavior.Certain things can be finicky, such as setting up reports and displaying tables in a particular way.

  • 👎
    Low - rated users

    Integration with other tools works well.Moving clients through the customer journey is too clunky and can result in duplications or lost data.

Media

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Workbooks Plan

Workbooks offers a tiered pricing strategy with three versions, starting at $30/user/month, with increasing features and capabilities.
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