Workbooks

Workbooks are the most popular CRM for small businesses to midsize businesses because of its multiple features and price. It has multiple features including Campaign Membership, Campaign Management, Lead and Opportunity Management, Quotas and Forecast, Case or Ticket Assignment, Automatic Ticket Numbers and lots more for running businesses smoothly. It’s integrated with Google Adwords, allowing you to track your online campaigns. It has three different plans. Free plan is completely free for two users and you will get the features included free online support, Contact Management, Sales Force Automation, Marketing Automation, Customer Support, Order Management, Invoicing and Credit Notes, Reporting and Views. The second plan cost $30 per user per month and features include Unlimited Users, Optional Add-On and most free package features. The third plan cost $70 per user per month and feature includes Unlimited Users, Unlimited Platforms and all features from previous package. Workbooks supports verity of technologies including windows, android, iphone/ipad, Mac, web based and windows mobile. Overall it has great features to run the businesses.

Workbooks CRM has a great potential to manage your business process but to manage the CRM, end users should trained properly about the multi functionality of CRM. Integration of Google Calendar need to managed and there are small things that can be improved but it’s not a big deal. Finally your business process and budget decide the software application for your business.

Workbooks is a known CRM around the world and one of the favorite CRM among the businesses. It has the lots of modern features that can suit your business. Trial and paid version are also available so you can check the trial version and can move ahead for paid version.It support all kind of technologies and devices to access from any where. The customer service and other response from the company is also initiative.