Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

Easy to use love the calendar. Really helps to combine all our thoughts in once place.

Zoho Social is a good platform for providing a solution for multiple social media handle in one place. A feature I liked most is scheduling posts for many coming days without any hassle.

You can schedule multi-page posts which is great. You can schedule videos, which is great.

The ease of use is the primary selling point of this app. As a new marketer, this app is intuitive, and I especially enjoy the ability to schedule posts in advance and monitor their performance.

I like the fact that it integrates into all the important social media app including Google business.

Sometimes the application would lag a bit or even glitch. I don't think that is a dealbreaker because most of the time they fixed the bugs or lag.

Zoho Social is a comprehensive platform for managing all social media activity in one place. I love the simplicity and effectiveness of the platform.

The best features that I like the most are the bulk scheduling and reports generating. Its a perfect app and does it so Professionally and easily.

And on top of everything it has got the best customer support ever encountered.

As a freelancer working on behalf of small & medium-sized charities /non-profits, this tool has been a blessing in helping to get their messages out and raise awareness.

The integration between all of Zoho's products is definitely a plus, however the user experience is easy to use and powerful with the products they present.

The only issue I am having is the inability to post multiple pictures to Instagram.

The best part about zoho is the easy of use, and the analytics that is shown about the health of the brand. Ui is probably the best and it is extremely price efficient.

Zoho as always provides excellent customer service and would always look after their customers. I am very much happy to be with Zoho.

Zoho is, so far, the leader. Their app is the most user friendly and robust with features.

I like that this software is easy to use not complicated like their competitors.

Love the reports for each channel. Responsive customer service who listens to suggestions.

Zoho was very easy to adopt without guidance from their customer support. The calendar feature is an excellent tool for visualizing posts.

It also supports more channels than any other app in its price range and has many advanced features like analytics, calendar post scheduling, content re-posting, and more.

We feel secure and in charge with the amazing tools available on Zoho. Thank you for a wonderful experience.

Overall my experience with Zoho, has been quite good. The experience is streamlined, simple to get into, easy to read, and very helpful.

It is the most economical and effective platform for managing all social networks. It is working great with reliable services.

I have a great experience with Zoho Social. I am happy with the service and product, especially, and will continue to be a customer for years.

The resizing of images and the inability to do that automatically is a pain.

The approach is consumer-friendly and easy to understand. Best analytical reports and easy to share and keep a record of.

I absolutely love the pricing and the abilities this has for scheduling and planning my social media and campaigns.

Best of the best when it comes to social media management your overall accounts will be monitored from one Zoho account.

Compared to other products in this space, Zoho Social is much easier to use, has more robust features and is more cost effective. Integration with other Zoho products is seamless.

Uploading images is difficult with mobile application it get stuck and error messages pops up sometimes. Doesn't work on my old mobile.

The best part of this software is the bulk scheduler that has built in analytics that lets you know if your post will reach your top engagers.

It is serving for a long time and giving uncountable benefits. My experience is good because of its being a user friendly tool.

Zoho Social is a nice tools, it makes you save time, effort and energy. It is a brilliant idea to get all your accounts together and manage them.

I like the ease of set up and the post creator simplicity. It is good for scaling up when you want to schedule posts and track mentions, as it is affordable.

US Dollar

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



LongDescription

Commenting/Notes

Cataloging/Categorization

Customer Surveys

Forecasting

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Lead Capture

Performance Management

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Leaderboards

Data Synchronization

Customer Segmentation

Rich Text Editor

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Electronic Signature

Calendar/Reminder System

Knowledge Management

Pipeline Management

Communication Management

Customer Database

Call Logging

Calendar Management

Call Management

Customizable Fields

Activity Management

Sales Trend Analysis

Data Import/Export

Email Tracking

Customer Support

Process/Workflow Automation

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Email Marketing

Mobile Access

Sales Reports

Sales Activity Management

Performance Metrics

Territory Management

Channel Management

Text Editing

Shared Contacts

Marketing Automation

Role-Based Permissions

Request Escalation

Social Media Integration

Lead Segmentation

Workflow Management

Email Management

Source Tracking

Event Triggered Actions

Field Sales Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Demographic/Firmographic Data

Segmentation

Reminders

Customizable Templates

Calendar Sync

Mobile App

Lead Nurturing

Interaction Tracking

Dashboard

Web Forms

Multi-Language

Mobile Interface

Real Time Reporting

Customizable Branding

Goal Setting/Tracking

Reporting/Analytics

Contact Database

Batch Processing

Campaign Analytics

Lead Qualification

Quotes/Estimates

Pipeline Reports

Third-Party Integrations

Appointment Scheduling

Task Management

Campaign Management

Sales Forecasting

Document Management

Web-based Deployment

Mac OS

Web browser (OS agnostic)

Windows 8

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

Workbooks

In Person

Live Online

Webinars

Documentation

Videos

Euro

Zoho Social is a holistic social media management tool that lets you effortlessly expand and grow your social media presence from one platform. Zoho Social supports major social media platforms such as Facebook, Instagram, Twitter, LinkedIn, Pinterest, GMB (Google My Business), and TikTok (not available for India due to the ongoing regulatory restrictions on the platform). Zoho Social's major features include scheduling, monitoring, collaboration, and analytics. Below is a brief overview of what each of the features covers:

1) Scheduling
Schedule, preview, and reschedule posts with Zoho Social. Schedule multiple posts in one go with bulk scheduling or plan your content mix with the content calendar feature and save time. Zoho Social makes rescheduling hassle free; all you need to do is drag and drop.

2) Monitor
Stay on top of every mention or discussion around your brand using the Social Monitor feature. It lets you create specific listening columns for hashtags, mentions, and more to help you track who has engaged with your brand from live streams and respond directly to messages.
 
3) Collaborate
Coordinating between teams for your social media marketing activities is the most significant practice a business or agency should prioritize. With Zoho Social, you can define workflows to manage content drafts, assign roles to ensure responsible team members are involved whenever required, and initiate team discussions to stay on track with your brand's social media marketing plans.
 
4) Analytics
With Zoho Social's powerful analytics feature, you can have a clear understanding of how your brand is performing on social media. You can also get channel-specific insights to help you drill down important data such as demographics. You can view stats, get metrics, generate customized reports, and schedule automated reports at a desired frequency. 

Zoho Social Agency version
           
Zoho Social also comes with an Agency plan that is built around specific agency requirements to help manage social media profiles for client needs. Here are some feature highlights:

1) A unique dashboard that lets you see all your clients' social media accounts in one place.
2) Manage multiple clients as brands.
3) Invite teams to collaborate and work together. You can also add clients to discussions to ensure they are always informed.
4) Schedule posts with the help of a content calendar and SmartQ. Zoho Social's SmartQ is of a standout feature that predicts the best time for you to post.
5) Monitor activity and view who has engaged with your brand. You can also research trends.
6) View and generate custom reports by choosing metrics that matter for your brand.
 
Integration

The feasibility to integrate multiple products with Zoho Social eases the burden of shifting across for other activities. Zoho Social enables you to integrate with Zoho CRM, making it easy to coordinate between your sales and marketing teams. You can also integrate with Zoho Desk to stay in sync with customer support. Along with these integrations, you can also integrate with Canva to easily design graphics.


Engagement Tracking

Multi-Channel Marketing

Multi-Channel Management

Mobile Alerts

Brand Tracking

Real-Time Monitoring

Multi-Account Management

Sentiment Analysis

Automated Publishing

Collaboration Tools

Campaign Scheduling

Content Management

Social Media Monitoring

Dashboard Creation

Multi-Channel Data Collection

Real Time Data

FREE: includes 1 team member, 1 brand, default Zoho Social URL shortener, and zShare browser plugin.
 
Standard: $15/month (or $10/month when billed annually) for 2 team members, 1 brand (7 channels), 6 social channels (1 Twitter profile, 1 Instagram profile, 1 Facebook page, 1 LinkedIn company page, 1 LinkedIn profile, and 1 Google My Business listing.), and standard features.
 
PROFESSIONAL: $35/month (or $25/month when billed annually) for 3 team members, 1 brand (7 channels), 8 social channels, Standard features + publishing calendar, custom audience targeting, bulk scheduler, and more.
 
AGENCY: $275/month (or $200/month when billed annually) for 10 brands (60 channels), 5 team members, Professional features + agency name, logo, favicon, and custom domain, personalized client invite emails, agency-branded reports, and more.
 
AGENCY PLUS: $400/month (or $300/month when billed annually) for 20 brands (120 channels)
5 team members, and all Agency features.

Workbooks vs Zoho Social

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