Customer Relationship Management

Response
Distribution
2Reviews

Workbooks

Workbooks CRM

Developed by a team of entrepreneurs based in the UK, Workbooks is a robust SaaS-based CRM system offering Marketing and Sales Automation, Customer Service and Support, and a host of other useful business and customer relationship applications. The system is used by small and mid-sized companies in a variety of verticals, including consulting, healthcare, media, and professional services.

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Composite Score

Composite
Score

6.5

CX Score

CX
Score

+54

Emotional Footprint

Emotional
Footprint

61%

Likeliness to Recommend

Likeliness
to Recommend

Customer Relationship Management

Response
Distribution
2Reviews
Category Features
  • Account and Contact Management
  • |
  • Activity and Workflow Management
  • |
  • Analytics and Reporting
  • |
  • Collaboration
  • |
  • Customer Service Management
  • |
  • Lead Management
  • |
  • Marketing Management
  • |
  • Mobile
  • |
  • Quote Contract and Proposal
  • |
  • Sales Management
  • |
  • Telephony and Call Center Management

Sample Report

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  • Version and Module Satisfaction Levels
  • Comparisons by Organization Size, Usage, and Role
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