AI TOOL PROFILE
Workbooks CRM: Software for Midsize Businesses
Pricing
Paid tiers start at £32 or $47 per user per month for the CRM edition, with a Business edition available at £67 or $97 per user per month. Billed annually on 1, 2, or 3-year subscriptions. A 30-day free trial is available.
At a glance
- Best for
- Mid-market companies, Sales teams, Customer service teams, Commercial operations managers
- Key use cases
- Sales Pipeline Management, Customer Support Operations, Commercial Operations, Marketing Campaign Execution
- Integrations
- Outlook, Microsoft 365, Google Workspace
- Official website
- Visit Workbooks official website
How AI is used
Workbooks is a CRM platform designed for mid-market companies. It combines sales tracking with commercial operations tools and customer service desk capabilities.
The software is designed for sales, marketing, and customer service teams who want to centralize customer intelligence. It provides modules for handling the transition from a sales lead to a processed order and invoice.
Beyond sales, the platform includes a service desk for incident resolution and a project management module to track resources and budgets. It also offers AI CRM features to support business workflows.
Buyers should consider their specific implementation needs, as the company offers different setup paths, including an option for deployment within 28 days.
Key Features
Sales Forecasting
Provides tools to track the sales pipeline and generate forecasting data to assist with business planning.
Customer Service Case Management
Includes a service desk with case automation, routing based on agent skills, and a self-service customer portal.
Marketing Automation
Supports campaign execution and lead generation through customer segmentation and email templates.
Order Processing
Allows users to manage contracts, invoices, and credit notes within the CRM.
Project Management
An optional module to manage projects, resources, and budget tracking.
AI CRM Features
Integrated AI capabilities designed to support CRM workflows.
SLA Monitoring
Tracks real time performance against Service Level Agreements to identify overdue cases.
Use Cases
Sales Pipeline Management
Tracking opportunities from lead generation through to deal closure and forecasting future revenue.
Customer Support Operations
Managing technical queries through a centralized knowledge base and multi-channel case tracking.
Commercial Operations
Handling the process of creating quotes, processing orders, and issuing invoices.
Marketing Campaign Execution
Using automated workflows to nurture leads and measure the ROI of marketing activities.
Integrations
- Outlook
- Microsoft 365
- Google Workspace
FAQ
What is the difference between the CRM and Business editions?
- The CRM edition focuses on core contacts, sales, marketing, and customer service. The Business edition adds the ability to manage orders, invoices, and contracts.
How long does it take to implement Workbooks?
- The company offers a JumpStart implementation option designed to get businesses up and running within 28 days.
Does Workbooks offer a free trial?
- Yes, a 30-day free trial is available without requiring a credit card or download.
Source category: Sales
Source subcategory: CRM
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