Wondering if Workbooks is the right CRM software for your business?
Then have a look at the user created reviews below, along with pricing and features.
Workbooks User Reviews
Workbooks Review Summary
0.0 out of 5 stars (based on 0 reviews)
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Workbooks Reviews
| Source | Review Score | Number of Reviews |
|---|---|---|
| Trustpilot | No Rating | No Review |
| iPhone App | 5 | 3 |
| Android App | No Rating | No Review |
Workbooks Prices
| Plan | Price |
|---|---|
| Free Plan | No |
| Free Trial | Yes |
| Free Trial Length | 30 day |
| Cheapest Plan: Standard | $43 / month |
| Mid-Tier Plan: NA | Not Listed / month |
| Top Plan: Business | $88 / month |
Workbooks Features
Standard Features
- Contact Management
- Pipeline Management
- Customer Service
- Marketing Automation
NA Features
NA
Business Features
- Contact Management
- Pipeline Management
- Customer Service
- Marketing Automation
- Order Processing
- Invoicing
- Credit Notes
- Supplier Purchase Orders
List of Workbooks Integrations
- Mailchimp
- Basecamp
- HubSpot
- FreshBooks
- Zapier
- Box
- Dropbox Sign
- Constant Contact
- Adobe Acrobat Sign
- Nextiva
Other Features
| Feature | Is It Included |
|---|---|
| API | Yes |
| Outlook Integration | Yes |
| Gmail Integration | No |
| QuickBooks Integration | No |
| Shopify Integration | No |
| WordPress Integration | No |
| Mailchimp Integration | Yes |
| WhatsApp integration | No |
| Facebook Integration | No |
| LinkedIn Integration | No |
| Twitter/X Integration | No |
| Google Calendar Integration | No |
| Excel Integration | No |
| Office 365 Integration | No |
| Google Sheets Integration | No |
| Xero Integration | No |
| Notion Integration | No |
| Asana Integration | No |
| Trello Integration | No |
| Zapier Integration | Yes |
| Invoicing | Yes |
| Marketing Automation | Yes |
| Email Marketing | Yes |
| SMS & Text Messaging | No |
| Project Management | No |
| AI | No |
| Voip & Telephony Integration | No |
| Dialer | No |
| Contract Management | Yes |
| Inventory Management | No |
| Quoting | Yes |
| Drip Marketing | No |
| Customer Portal | Yes |
| Appointment Scheduling | Yes |
| Workflow Automation & Management | Yes |
| ERP | No |
| Order Management | Yes |
| Ticketing System | No |
| Call Recording | Yes |
| Call Tracking | No |
| Task Management | Yes |
| Paypal & Payment Processing | No |
| Document Management | Yes |
| Shared Inbox | No |
| Create Landing Pages | No |
| Chat Function | Yes |
| Website Builder | No |
| Help Desk | Yes |
| GPS Tracking | No |
| Loyalty Program | No |
| Cloud Storage | Yes |
| Document Storage | Yes |
| Mapping | Yes |
Industry Specific CRM Solution
- Accountants & Accounting Firms: Yes
- Architects & Architecture Firms: No
- Automotive Industry: No
- Banks & Banking: No
- Call Centers: No
- Car & Auto Dealerships: No
- Charity & Non-profit: No
- Churches: No
- Cleaners & Cleaning Businesses: No
- Coaches: No
- Consultants & Consulting Firms: No
- Construction: No
- Contractors: No
- Co-working: No
- Credit Unions: No
- Customer Service: No
- Dentists: No
- Doctors: No
- Ecommerce: No
- Email Marketing: No
- Electricians & Electrical Contractors: No
- Engineers & Engineering Firms: No
- Event Management: Yes
- Field Service: No
- Financial Advisors & Services: No
- Freight Brokers & Forwarders: No
- Government & Public Sector: No
- Graphic Designers & Creatives: No
- Gyms: No
- Healthcare Providers: No
- Hotels & Hospitality: No
- HVAC: No
- Insurance Agents: No
- Investment Banking: No
- Landscapers: No
- Lawyers & Law Firms: No
- Logistics: Yes
- Manufacturing: Yes
- Marketing: No
- Mortgage Brokers & Loan Offices: No
- Movers & Moving Companies: No
- Museums: No
- Personal Trainers: No
- Photographers: No
- Plumbers: No
- Political Campaigns: No
- Private Equity: No
- Professional Services: Yes
- Property Management: No
- Real Estate: No
- Recruiting & Recruitment Agencies: No
- Restaurants: No
- Retail: No
- Roofers & Roofing: No
- SaaS: No
- Schools: No
- Senior Living: No
- Solar Businesses: No
- Sports Teams: No
- Staffing Agencies: No
- Telemarketing: No
- Therapists: No
- Tour Operators: No
- Travel Agents: No
- Universities, College & Higher Education: No
- Web Designers: No
- Wholesalers & Distributors: No
Workbooks Pros & Cons
Pros
- Easy to use and very efficient
- Automation capabilities
- In-depth reporting and dashboards
Cons
- Occasional Slowness and Downtime
- Some fields are locked
- Unintuitive and confusing process of building reports
Website: Workbooks website
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