Workbooks CRM

CRM For Small and Medium Businesses
(102 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Forum Forum
Knowledge Base Knowledge Base
Online Support Online Support
Phone Support Phone Support
Video Tutorials Video Tutorials

Pricing

Pricing

Starting From

Starting From

US$30.00/month
Free Free
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Activity Dashboard Activity Dashboard
Auditing Auditing
Authentication Authentication
Campaign Management Campaign Management
Case Management Case Management
Client Portal Client Portal
Configurable Workflow Configurable Workflow
Contact Management Contact Management
Custom Charts Custom Charts
Custom Fields Custom Fields
Customisable Reporting Customisable Reporting
Dashboard Creation Dashboard Creation
Data Import Data Import
Data Import/Export Data Import/Export
Data Mapping Data Mapping
Duplicate Detection Duplicate Detection
Email Integration Email Integration
Email Templates Email Templates
Estimating Estimating
Geographic Maps Geographic Maps
Goal Setting / Tracking Goal Setting / Tracking
Invoice Management Invoice Management
Lead Management Lead Management
Microsoft Outlook Integration Microsoft Outlook Integration
Multi-Company Multi-Company
Multi-Currency Multi-Currency
Multi-Language Multi-Language
Order Management Order Management
Quote Management Quote Management
Reporting & Statistics Reporting & Statistics
Scheduled Reporting Scheduled Reporting
Summary Reports Summary Reports
Third Party Integration Third Party Integration
User Management User Management
Workflow Management Workflow Management

Integrations

Integrations

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Campaign Monitor Campaign Monitor
Constant Contact Constant Contact
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HubSpot Marketing HubSpot Marketing
MIE Trak Pro MIE Trak Pro
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PieSync PieSync
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