Summary/ Overview
WorkBook company is a powerful CRM-based platform where they invest by joining up marketing, and sales with you to get CRM success. For growing your small business you may spare lots of time to achieve your mission so what if you have someone who will invest and will assist you and cater to all your business needs? With Workbooks, you can.
The workbook is such a CRM-based software company that is known to provide every single need a business owner needs for their particular company. The workbook is one such company that will help its users in increasing their sales and it also can track all business information.
The workbook is the best platform for business, it can help any small to mid-sized business to enhance its business strategies and customer services also. It is the best solution for any business platform to help your agency grow as it gives better control.
You can get access to your inbox and view every required task, it is a communication-free tool so you can communicate easily with your team. This is all from the convenience of your mobile device to use further, just get the app downloaded on your device.
Main Introduction
The workbook was launched in October 2009, it is one of the fastest-growing software providers in Europe. About 1300 organizations run their business on Workbooks. It's the best CRM-based software company for client satisfaction with the highest NPS score. This company has clients in over 36 different industries. Like, such as wholesale and retail industries, manufacturing industries, engineering, and business industries. The workbook has ranked top in most categories achieved by their independent user reviews. Workbooks have improved the customer's experience.
It is also popular among business owners as a cloud-based marketing and CRM software. It helps you to track key business information and hence provides the right information to you at the right time to improve in decision making. To gain an increase in customer satisfaction they provide integrated tools from marketing to sales. The workbook is thus an extremely scalable company. They have enabled a few company users to many thousand users just to invest in this solution so that it will support you in your business growth. Within this software, you get an easy online presence along with streamlining the payment process.
Workbooks solutions are very fast and easy to use to implement your data anywhere with a secured internet connection. With each passing day, they have always tried to meet their customer's expectations though it is tough for anyone to do it. There is a matter to worry about when you have Workbook by your side. Now the company is in great hands and it can be seen through the statistics of its gradual growth. The main advantage of this platform is that all the marketing tactics can be implemented in a single place without worrying about any interconnection among the tasks that need to be done by the user.
Company Service/ Facilities
- Product management and scheduling
The company engages in providing access to manage products in the portfolio of a company and enables tweaking it for more customization to the details and current scenario of the product. These can be automated to be done at a specific time for better management.
- Use of CRM
It is used to keep track of other organizations' sales processes at every stage, starting with demand management and client communication. The team never misses fresh chances thanks to the cloud-based business software. It provides Contact Management, Web Interfaces for Lead Generation, Potential and Sales Pages, Email and Telecommunication Integrations, and Marketing Automation Technologies.
- The platform can be useful for communicating with coworkers and outside users about projects, assignments, deals, and clients. It will always keep informed, whatever happens. One can transform their group into a productive machine focused on a single objective. Project Chat, Post and Intercom, Reviews and Mentions, Instant Notifications, and Client Portal are all included.
- Workbook provides a dashboard where their user preference is applied, and it can also be customized. A few features like sales orders are also available in the workbook. It offers about 30 days free trial for its users, where their users themselves can test the software before use. They have improved their digital payments. This software can also be helpful for all your payment worries. You will not have to worry about any different software to cater to your payment needs. It also makes payment processing easier than it existed. You can also experience swift credit card processing with the workbook.
Pros and Cons
Here are some pros of Workbook :
- It gives a 30-day free trial to its users. like in integration services and in the freemium version too.
- Their workflow management is so unique
- Their systems are of great flexibility. You can manage screens and set up task reports in the way you wish. Also allows you to hide information that is not important enough.
- It provides great support when you are doing your custom integration.
- It is very easy to use. It simply makes your way simple.
- Using workbook software you can often send weekly emails to the sales team just to know your target.
- Workbook software has a dashboard feature in it so that you may ever check the status of your sales pipeline in the upcoming months and quarters.
- They have one nice feature you can see key reports of your sales on every login.
- Workbooks are made with clarity, consistency, and transparency regarding every stage of your project.
- Their search functionality for sales, marketing, and finance is given in the advanced form.
Here are some cons of the workbook :
- Their mobile device offering is so poor because their customization availability leads it very difficult to perform.
- Though a workbook is an excellent CRM software, sometimes it becomes a little slow and thus it requires a lot of manual input to open and close any case.
- When it comes to managing support cases in workbooks it lacks.
- Workbook needs more data spaces for every user and also a better indexing library page.
- Their search functionality like sales, marketing, and finance could be more advanced.
- Though Workbook has solid CRM, mastering it may take a longer time for it.
Conclusion
A workbook is an excellent software consisting of three integrated systems. And that is CRM, financial management, and project management. Their pricing, features, speed, and usability are accurate. Using a workbook can help to grow your small business to a high level of productivity. Always make sure what Software you are using for your business. Make a wise decision for your business.