Workbooks
Workbooks
19 reviews
WH Score
8.6

Top Workbooks Features

What are the Best Workbooks Features?


Customer Management

  • Case Management
  • Pipeline Management

Lead Management

  • Lead Generation
  • Lead Aggregation
  • Lead Augmentation

Supported Channels

  • Voice
  • SMS
  • Email
  • Social Media

Language & Speech

  • Multilingual Interface

Accounting Features

  • Invoicing & Billing
  • Estimates & Quotations
  • Sales & Purchase Orders

Reporting & Analytics

  • Forecasting
  • Lead Scoring

Customizable Items

  • Custom Forms
  • Custom Layouts

File Management

  • Contract Lifecycle Management

Drag-and-Drop Builders/Designers

  • Campaign Builder

Systems/Administrative

  • Storage
  • Sandbox
  • Multiple Currencies

Third-Party Integrations

  • MailChimp

Microsoft 365

  • Microsoft Outlook

Course Management

  • Course Library

After-Sales Service

  • Phone Support
  • Email Support
  • Chat Support
  • Forum
  • Product Guide/Manual

Workbooks Top Features Related Review


A
Agatha
Reviewed on 27 March 2023

A lot of value for the price

We've finally got all our data in one place thanks to Workbooks, which means we can get stuff done faster. And because it's so flexible, we could change it to fit our work processes exactly how we wanted.

Pros
  • I love how flexible it is, with really cool features that are easy to use straight out of the box
  • Unlike other solutions, it's super easy to customize the interface and what data you collect
  • If you get some training on reporting, you can do pretty much anything with it.
Cons
  • The pricing info is a bit confusing, and even though we told them, they still haven't fixed some of it on their website
  • Like, you need the Advanced Security Extension for single sign-on, but they don't mention that anywhere.

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