Workbooks.com has great reporting functions and a stellar service team

10-second breakdown:

Packaged with customer interaction tracking and focused on small collaborative teams, Workbooks.com is a great CRM solution for small and medium companies.

Workbooks.com is used in small (0-50 employees) and medium (51-1,000 employees) companies.

The good:

Reporting functionality is one of the best in the industry. Generating the reports you need to monitor progress and improve your sales funnel is easy.

The support team from Workbooks.com is one of the most responsive in the industry and jump on any issue—big or small.

Email integration is well-done and can help you build your list with a number of third-party email service providers.

The bad:

There is a time investment that you (and your team) will need to make sure you understand how to use this CRM and customize it to fit your organization. But this is true for any tool you add to the sales stack.

Sometimes the software can load a little slow and there is no iOS applications for Mac fans.

How it works:

Workbooks.com is a CRM software at heart but they set out to do more than just that. They also offer a variety of tools designed to help your team collaborate more effectively. It’s entirely cloud-based, so your team can keep track of opportunity and sales information anywhere there’s an internet connection.

The design of Workbooks.com is extremely similar to the Windows operating system. There’s a desktop with icons on the left for applications and a start button on the bottom left with a search bar next to it. Even the start menu takes inspiration from Microsoft’s and lists out all of the features on the left, and some settings you can play around with on the right.

Despite taking more than just the occasional cues from Microsoft Windows, occasionally Workdbooks.com can be a little complicated. Finding the specific setting or report you want might be buried in an area you wouldn’t have thought of, making it a bit like a treasure hunt.

It’s not all rainclouds though, getting support for Workbooks.com is simple and can be quite fast. They have online tutorials that can show you where features are or help with onboarding new employees. In addition, there’s live chat, phone or email support you can use and even an online community forum you can post your questions or tips.

Among the many features, you’ll find all of the standard CRM tools to manage client interactions. There’s customer account portals, timelines, and workflow automation that can create follow-up activities based on your settings. There’s also file sharing built in and it’s in real time so multiple users can collaborate simultaneously.

The collaboration goes much further than just file sharing and editing though. Workbooks.com built in group inboxes, called ‘queues,’ and great audit tracking. It’s all designed to increase visibility and encourage cooperation in your team.

There are quite a few integrations you can plug into your Workbooks.com suite, including Google Docs, Box, Adobe Sign, Mail Chimp and more. Many of them, including Outlook, are native integrations built into the system by Workbooks.com themselves, making set up a cinch.

For employees on the go, Workbooks.com also offers a mobile app supported on both Android and iOS. As you would expect from a mobile app, it may not be as detailed as the desktop version but it comes with everything you need to get work done from the road like the ability to follow up with sales and view interaction reports.

Pricing for Workbooks.com is laid out plain and simple, and they have a clear comparison chart on their website to help you make up your mind. There are three tiers, one of which is free. The two paid ones do come with a 30-day trial though if you want to dip your toe in without fully committing.

The free version grants you up to 2 users and surprisingly comes with online forum support. This plan comes with all of the features detailed above and actually comes with two more modules that the cheaper paid option lack – order management and invoicing. If you do decide to give the free version a shot first, keep in mind those two modules will cost you extra if you opt for the cheaper paid plan.

Speaking of, the first of the two paid plans is Workbooks.com’s ‘CRM’ edition. This one comes with unlimited users and upgrades you to phone support, but cuts out the order management and invoicing modules. CRM comes out to $30 per user per month.

Workbooks.com’s last plan they offer is their ‘Business’ class. You still get unlimited users, and it comes with everything CRM offered. They also toss in the two modules you sampled in the free version, to make a complete package. It’s more expensive at $70 per user per month.

There are a few add-ons you can pay to add to your plan as well, including an audit extension, a security extension, contract management and more. If you like the sound of some of the add-ons, give Workbooks.com a call, they offer a few specialized packages that bundle in the add-on costs. You might be able to cut your monthly fee back a bit if the extras you are interested in are already bundled together.

One last note to keep in mind, Workbooks.com only bills out for at least a year. Although they may quote you at $30 per user per month, you will actually be billed for the entire year at $360 per user.

With some powerful marketing and sales tools, and lots of collaboration built-in, Workbooks.com offers an excellent CRM solution focused towards smaller businesses. If you’re looking to step up your customer-interaction game, Workbooks.com has your back.

For complete rankings of all CRM software, go here.

http://authority.org/crm-software/workbooks/

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