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.

I like the Instant Meeting function the most. It is so easy to invite a colleague to join a meeting quickly, which really improves the efficiency.

It is a comfortable experience, as user and IT help desk doing troubleshoot to this application, easy to use and easy for the user.

This is best software for communication. It is highly recommend for video calls because the video quality is higher than other softwares.

I was very happy with the customer service we received as we were deciding to upgrade our account, and I love that I can use it on my phone but also as an app on my computer.

What I like most about this software is that it is reliable and provides a much better user experience than the competition.

It offers better quality in video calls. Cloud storage for recordings is an awesome feature of the software.

It's amazing what a clean, clear interface can do to provide clarity before a meeting or conference call. That is not what Zoom offers.

Great and easy to use overall. Love the ability to integrate it into Outlook and use that as a means to book meetings and join them.

This could be very frustrating as some attendees are disruptive whether that is on purpose or not. This makes it very hard for some people to learn and to teach etc.

Everyone knows how to use it, you can use it on any device because you have specific apps and it works seamlessly. So it's kind of the most popular meeting software which everyone knows how to use it.

I think its a great software to facilitate meetings and  feel like you are in the same room as others. I love using the different backgrounds.

I love he fact that its free for 40 minute meetings. I love gathering my team for training on this lovely app.

The integration with Outlook and Slack is a game-changer. The ease of use for our customers and other folks (like our board members!) helps us look professional and reliable.

It has been very helpful in conducting meetings during the pandemic. The voice and video clarity is great.

They make it super easy to use, the video and audio quality are great, and the chatbox to type in is a great additional feature.

BUT with 2020 and organizing remote events for large audiences, Zoom has been great and a life-saver.

When we switched to online learning at the beginning of the pandemic, I was so thrilled that this software was easy to use.

The ability to seamlessly involve hundreds of participants at the same time  as well as easy UI makes Zoom an amazing alternative to other competitors.

I think we were so overwhelmed by the zoom at this bad time that there is nothing to worry about.

We love being able to hold meetings and the ease of inviting and logging on is worth the money spent on this service.

My favorite thing about this software is the price: FREE. You can't beat that, but not only is the software free the basic functionality that come with the free account are great.

Nothing so much to complain about the tool but sometimes the integration with google calender does not work properly.

I love how user friendly this application is. It was a breeze to purchase and sign up, the customer service is amazing.

This is the most user friendly platform of its kind and it is very reliable to work all throughout the day.

The experience was great and good product but the price isn't where it needs to be for small and medium-sized businesses to take advantage.

If you have set it to 9.30am, if somebody has technical problems at their end they will miss it because one cannot change the time from 9.30am to later.

Calls were often hacked and weird things would occur. This was hands down scary, created paranoia, and just an overall bad vibe.

Ease of use (even my elderly mom can use it!), no fee for 40 min option, good quality, well-known & respected; screen share option is nice; polls are nice.

The integration to select browsers has been a life-saver and I'd say the price is more affordable than other software in its category.

It's very easy to use, I just literally just click a button to start and that was it, the quality was great.

Was simple to integrate into Outlook so scheduling meetings is a breeze. Connection quality is superb even internationally.

I love that I can give my students the ability to write and draw on the screen, which can create more of a sense of community within the class as well.

Recently I read that Zoom had a security vulnerability, I'm worried about that and about the info hackers could get from my computer.

The ability to integrate external video devices is great for connecting broadcast equipment and have better quality meetings.

If your wifi connect is bad it can cut in and out. Whenever someone enters the meeting a sound plays that can be very annoying when your trying to listen to a presentation and someone joins late.

I honestly am not sure if it is one of the users in the meeting or if it internet related or what. However, the sound sometimes echos really bad and then the delay can be frustrating.

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

Zoom Workplace brings communication, employee engagement, spaces, and productivity solutions together on a single platform with Zoom AI Companion capabilities woven throughout. Streamline communications with AI-powered tools that work together effortlessly through solutions like Meetings, Team Chat, Phone, Mail & Calendar, and Scheduler. Elevate a chat to a meeting or phone call to get to a resolution faster. Improve productivity with products that are built for modern work through solutions like Whiteboard, Clips, Notes, Surveys, and Docs.

Optimize office experiences and hybrid work collaboration with flexible workspace solutions like Rooms, Workspace Reservation, Visitor Management, and Digital Signage. Whether you’re reserving your desk with Workspace Reservation, preparing for a client visit with Visitor Management, or finding your workstation with our wayfinding feature, you can do it all from the Workspaces tab.

Reimagine how your teams work with your AI-powered collaboration platform. Streamline communications, improve productivity, optimize in-person time, and increase employee engagement, all with Zoom Workplace. Fueled by AI Companion, included at no additional cost.

File Management

Whiteboard

Split/Multi-Screen

Meeting Management

Real Time Screen Sharing

Two-Way Audio & Video

Presentation Tools

On-Demand Webcasting

Session Recording

Video Chat

SSL Security

Real Time Editing

Multistreaming

Single Sign On

Basic - for personal meetings: Free 

Pro - for small teams: $14.99/month/host

Business - for small & medium sized businesses: $19.99/month/host (min 10 hosts)

Enterprise - for large enterprises: $19.99/month/host (min 100 hosts)

Workbooks vs Zoom Workplace

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