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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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75% 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 | With CRM and Deals for Zendesk, can revolutionize sales process. This powerful add-on enables customer service team to close deals right from their tickets. They can now keep track of leads easily, view customer profiles with all the data in one place, and always be up to date on the most recent customer interactions to ensure higher satisfaction ratings. It provides real-time insights so that customers are better informed about new offers or discounts that might interest them, making sure no opportunity is lost. Moreover, conversion is smoother than ever with the simplest lead management system imaginable! Plus, this add-on has an integrated analytics feature to help understand which deals were closed and where prospects fall off in the process. Make it easier to improve sales efficiency with CRM and Deals for Zendesk today! Read more |
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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
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75% 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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SaaSworthy Awards | # 20 Most Popular |
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Total Features |
25 Features
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4 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 |
Lite $6.00 $6.00 per user / month Pro $9.00 $9.00 per user / month Enterprise $59.00 $59.00 per user / month |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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+ 3 More
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Videos |
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Company Details | Located in: Berkshire, England Founded in: 2009 |
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Contact Details |
+44 118-3030-100 |
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Social Media Handles |
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