Greetings, dear reader! This article is geared towards helping you understand the costing of Workbooks CRM in detail. We understand that choosing the right CRM software can be a daunting task, but with this article, you will be informed about how much Workbooks CRM costs and what features are included in its various pricing plans.
Why Workbooks CRM?
Before diving into the pricing, it’s essential to understand why choosing Workbooks CRM can benefit your business. Workbooks CRM is an award-winning software that provides your business with advanced tools to manage your customers and sales pipeline, giving you a customer-centric approach to sales management.
Workbooks CRM has been designed for mid-sized and growing businesses, providing them with powerful tools to streamline their sales processes and drive revenue growth. With solutions that range from sales and marketing to customer support, Workbooks CRM is an all-in-one solution that helps businesses achieve their goals.
Features of Workbooks CRM
The features of Workbooks CRM include:
| Features | Description |
|---|---|
| Opportunity Management | Manage your sales pipeline and track your opportunities |
| Sales Forecasting | Forecast your sales revenue and set achievable goals |
| Marketing Automation | Create and manage marketing campaigns, track results and measure ROI |
| Customer Support | Manage customer support requests and track response times |
| Invoicing/Billing | Create and manage invoices and billing within the software |
Understanding Workbooks CRM Pricing
Workbooks CRM offers three pricing plans: Business, Professional, and Enterprise. The pricing plans are designed to cater to businesses of different sizes and with varying requirements.
Business Plan
The Business plan is designed for small businesses that require a CRM software to manage their sales processes. This plan costs £30 per user per month and includes:
- 500 MB storage per user
- 250,000 API calls per month
- Standard support
- Opportunity management
- Sales forecasting
- Marketing automation
- Customer support
- Invoicing/Billing
Professional Plan
The Professional plan is designed for growing businesses that require more features to manage their sales processes. This plan costs £50 per user per month and includes:
- 1 GB storage per user
- 500,000 API calls per month
- Standard support
- Opportunity management
- Sales forecasting
- Marketing automation
- Customer support
- Invoicing/Billing
- Quotes management
- Purchase orders management
- Case management
- Project management
- Reports and Dashboards
Enterprise Plan
The Enterprise plan is designed for larger businesses that require advanced features to manage their sales processes. This plan is priced based on the number of users and includes:
- 2 GB storage per user
- 1,000,000 API calls per month
- Standard support
- Opportunity management
- Sales forecasting
- Marketing automation
- Customer support
- Invoicing/Billing
- Quotes management
- Purchase orders management
- Case management
- Project management
- Reports and Dashboards
- Customized fields and forms
- Data migration tools
- Advanced workflow automation
- API customization
- Training and consulting services
Frequently Asked Questions (FAQs)
1. Is Workbooks CRM pricing based on users or features?
Workbooks CRM pricing is based on both users and features. The pricing plans have different features based on the size of the business and its requirements.
2. Is there a free trial available for Workbooks CRM?
Yes, Workbooks CRM offers a free trial for 14 days.
3. Can I change my pricing plan if my business requirements change?
Yes, you can change your pricing plan if your business requirements change. You can upgrade or downgrade your plan anytime.
4. Is there any discount available for Workbooks CRM?
Workbooks CRM offers discounts for larger businesses and nonprofits. Contact their sales team for more information.
5. Is there any limit on the number of contacts I can have on Workbooks CRM?
No, there is no limit on the number of contacts you can have on Workbooks CRM.
6. Can I import data from another CRM to Workbooks CRM?
Yes, Workbooks CRM provides data migration tools to import your data from another CRM.
7. Can I integrate Workbooks CRM with other software?
Yes, Workbooks CRM integrates with popular software like Outlook, Google Apps, and Mailchimp.
8. What kind of support is available for Workbooks CRM?
Workbooks CRM offers standard support for all pricing plans, with additional support options available for an additional cost.
9. Can I cancel my Workbooks CRM subscription anytime?
Yes, you can cancel your Workbooks CRM subscription anytime. However, there are no refunds for the remaining period of your subscription.
10. Can I use Workbooks CRM on mobile devices?
Yes, Workbooks CRM has mobile apps available for both Android and iOS devices.
11. Is Workbooks CRM GDPR compliant?
Yes, Workbooks CRM is GDPR compliant.
12. Can I customize Workbooks CRM to suit my business requirements?
Yes, Workbooks CRM provides customized fields and forms to tailor the software to your business requirements.
13. Does Workbooks CRM offer training and consulting services?
Yes, Workbooks CRM offers training and consulting services for an additional cost.
Conclusion
Workbooks CRM is an excellent CRM software that can help your business streamline its sales processes and drive revenue growth. The pricing plans are designed to cater to businesses of different sizes and requirements, making it an affordable option for small businesses and an advanced solution for larger enterprises.
Don’t wait any longer! Sign up for the free trial and see how Workbooks CRM can help your business achieve its goals.
Disclaimer
The information provided in this article is accurate at the time of writing. However, Workbooks CRM reserves the right to change their pricing and features at any time. We recommend checking their website for the most up-to-date information.