Workbooks CRM vs iService Comparison

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

Workbooks CRM

CRM Software

4.8 15 user ratings

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80% 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

iService

CRM Software

5 1 user ratings

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Overview

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	iService is a revolutionary platform that provides a seamless and efficient process for customer service interactions. It connects customers to suitable agents at the right time and through the right channel, streamlining interactions with customers, prospects, and operational systems. The platform offers advanced productivity tools, including an automated email queuing and assignment system, an intuitive user interface, and a comprehensive knowledge base. iService Chat enables website visitors to engage in real time, improving the quality of service and closing sales. By using iService, businesses can save time and resources while providing high-quality customer service. Read more
Pricing Options	Free Trial Available Starts at $43.0.	Free Trial Not Available Offers Custom plan.
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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 99% Reviews 74% Momentum 67% Popularity 74%	80% 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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 83% Reviews 61% Momentum 62% Popularity 67%
SaaSworthy Awards	# 20 Most Popular	Not Available

Features

Total Features	25 Features	13 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 18 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 8 More - Show Less
Unique Features	Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - iOS	SaaS/Web/Cloud Mobile - iOS
Modes of Support	Online	Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.8/5 15 user ratings	5/5 1 user ratings
Rating Distribution	Excellent 80% Very Good 20% Average 0% Poor 0% Terrible 0%	Excellent 100% Very Good 0% Average 0% Poor 0% Terrible 0%
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	Not Available
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.	Not Available
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Pricing

Pricing Options	Free Trial Available Starts at $43.0.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	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	iService Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

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