WorkBooks is a valuable tool for small to medium size businesses. This application can handle many functions. Users can organize contacts, both individuals and other businesses or organizations. The information listed can include notes on interests and relation to the company. Scheduling features are also included that allow users to manage activities and meetings and include notes and attached files when necessary. Users can also track relationships between contacts to see how everyone relates to one another. Workbooks is also equipped with a global search tool that allows the user to search their entire database for specific criteria. Outbound email can be sent and HTML email templates can be used to keep each message professional and easy to read. Overall, Workbooks presents a full spectrum of solutions to suit the needs of any business in many different industries.Show more screenshots »
WorkBooks was designed to give businesses a better CRM solution. By offering a web based tool, WorkBooks helps cater to the small to medium size company. Users can take care of almost every basic business function using the many features included in WorkBooks. The creators kept is simple by providing users with a fast transition. The user does not have to do any installation or extensive set up. All they have to do is sign up and start using WorkBooks online. Today, WorkBooks has provided a helpful CRM solution for many businesses.
There are many CRM options out there, but WorkBooks excels in many areas. First, WorkBooks is entirely web based which eliminates the need for installations and streamlines the set up process. The collection of tools included cover just about everything the user could want to do, from maintaining contacts and relations with those contacts to monitoring schedules and sending emails. For the most part, WorkBooks can handle almost every basic function a business could possibly want it to.
WorkBooks stays very professional and low key with a light blue and white color scheme. Each tool is presented in an easy to read manner, with lists that are accented by color icons. Although these icons are small, they make it easy to identify specific items. Color highlighting also help enhance readability and allow the user to wade through a great deal of information in a short amount of time. For the most part, any user can quickly adapt to WorkBooks and begin maintaining their business online.
A new user can begin a 30 day free trial of WorkBooks by clicking on the yellow free trial button along the left hand side of the homepage. The user can choose from CRM or Business trial options. After clicking the corresponding blue or grey button, the user is asked for a first and last name, position in the company, email address, telephone number, location details, URL, and project information such as number of users and time frame.
WorkBooks offers users two membership options. The first is the CRM account, which costs about $42. This membership type allows the user to manage contacts, integrate email, manage leads and marketing campaigns, integrate Google Adwords, use dashboards and reports, access quoting tools and produce books, review opportunities and forecasts, and use help desk and case management. The second account type is the Business membership which allows sales order processing, order fulfillment, supplier ordering and management, advanced pricing schemes, and invoice and credit notes and runs about $70.
WorkBooks is intended for small to medium size businesses, so naturally this is the user group it can best serve. Businesses can find many helpful tools that allow them to manage their contacts as well as many other aspects of operating a company. The price of WorkBooks is reasonable, although a very small business may have a hard time justifying the cost.