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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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Description | Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. The core functionality covers Marketing Automation, Salesforce Automation, Order Management & Invoicing and Customer Services Read more | Aurea CRM (customer relationship management) solution that lets you drive customer engagement tools deep into your sales organization. ACRM gives sales an AWS-powered holistic view of every interaction and every contact with deep analytic insights. The Aurea hybrid cloud deployment model utilizes the best of AWS to deliver improved availability over on-premise deployments, greater scalability, and lower TCO. Aurea’s mobile CRM solutions mean you can access customer information, process orders, and comprehensively manage your accounts wherever and whenever, whether on the road, at a point of sale, or in a meeting. These user-friendly mobile solutions are made for the mobile devices you use every day eg smartphones, tablets, iPads, and laptops. With 6x faster performance than the standard edition, streamlined UX, additional add-ons and integrations, and Platinum Support, it offers a superior platform for growth and innovation. With sales intelligence, sales reps know where to spend their time and how, using predictive analytics to identify deal threats and accelerators. Predictive CRM helps to rapidly identify your most promising prospects, built hyper-targeted segments, and personalize outreach at scale which results in a significant increase in conversion rates on inbound and outbound campaigns. Read more |
Pricing Options |
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SW Score & Breakdown |
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
SaaSworthy Awards | # 20 Most Popular |
Not Available
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Total Features |
25 Features
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5 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Flexible Customization, Excellent Reporting, Ease of Use, Great Customer Support Limited Mobile App Functionality, Lack of Specific Integrations, Occasional Slow Performance, Steep Learning Curve |
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Review Summary |
Overall, users find Workbooks easy to use and appreciate its customizable features. Many reviewers mention the excellent customer support as a major advantage. However, some users express concerns about its pricing and the occasional glitches in the system. Additionally, a few reviewers mention that the software can be complex and overwhelming for beginners. |
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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CRM Edition $43.00 $43.00 per user / month Business Edition $88.00 $88.00 per user / month Events Edition $183.00 $183.00 per user / month |
Aurea CRM Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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Videos |
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Company Details | Located in: Berkshire, England Founded in: 2009 | Located in: Austin, Texas Founded in: 2012 |
Contact Details |
+44 118-3030-100 |
Not available https://www.aurea.com/library/customer-relationship-management/ |
Social Media Handles |
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