It was an amazing experience using this program. Will definitely use it again and recommend to anyone who needs a program like it.

I like the ability to search up previous tickets that could help me review issues that occurred before.

I had a great experience using this software. It was a joy in teaching y sales team how to use it and they all had great feedback.

I often have trouble locating previous tickets using the search feature.

TeamSupport is a great solution for managing helpdesk tickets for our organization and the pricing is reasonable for the functionality.

Team Support is excellent when it comes to keeping track of tickets and responding timely to customers. Their support team has been fabulous as well.

There are a lot of useful features and customization, which is important for a software like this. Easy to align my team with our goals.

The configuration and setup is very non-intuitive and confusing.

The poor performance of the searching feature: From my personal experience, I had difficulties to find particular tickets to support customers.

I appreciate the ability to have documented correspondence available to all users at all times.

Ease of use and comprehensive knowledge base, both internal and customer facing. The Dashboard is very intuitive and easy to access key reports and information.

The CDI score allows users to see the overall satisfaction of the client based on customizable metrics. I also like the ability of Suggested Solutions when client are opening tickets.

I like a program that just plain works. In that respect, TeamSupport does its job.

The search functionality in TeamSupport is excellent and extremelu user friendly. Chat functionality is convenient.

Reports are a little difficult and confusing to set up.

Its hard to read the numbers of the tickets on the page, and a lot of the pages have cluttered information on them.

However, the frustrating part of Team Support is the reporting section.

The ability to work with the API to enhance functionality in our situation. The help from the staff has been excellent.

I like the ease of use the most, easy to claim and respond to tickets. The customization is nice as well.

TeamSupport has wonderful customer service and the team is always there to assist.

Helps in following up the ticket as well, interface is also good.

Better Ticket Routing scenario and it can track better with products. Very good especially on CRM integration.

Team Support's reporting capabilities are my favorite feature of the software. We are able to extract all metrics and KPIs needed to run an efficient customer care department.

Despite that, there are the odd instances of slowness or degraded performance.

A software solution that truly gives you the ability to easily assist your clients or work teammates. Customer support made easy.

Our Rep at TeamSupport was wonderful. He gave ideas but allowed us to make our own decisions.

Great CRM tool, especially if you're looking to reduce cost while improving efficiency.

It offers an improved customer experience, and improves efficiency. It is easy to use and a great product for customer service.

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.

US Dollar

TeamSupport is a robust customer support solution designed to improve customer satisfaction, simplify workflows, and make agents’ lives easier. We empower teams of all sizes to consolidate channels, shorten time to resolution, collaborate with external departments, and garner valuable customer insights in one intuitive dashboard. TeamSupport is here to help agents tackle their most pressing challenges with a nimble solution that’s easy to learn and implement. 


LongDescription

Commenting/Notes

Support Ticket Management

Real Time Analytics

Case Management

Surveys & Feedback

Multi-Channel Management

Application Management

Email Alerts

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Customer Segmentation

IT Asset Management

SMS Messaging

Real-Time Monitoring

Customer Service Analytics

Workflow Configuration

SSL Security

Change Management

Single Sign On

Project Management

Rules-Based Workflow

Customer Database

Calendar Management

Customizable Fields

Collaboration Tools

Automated Routing

Assignment Management

Call Center Management

Data Import/Export

Customer Complaint Tracking

Problem Management

Email Templates

Contact Management

Customer Experience Management

Help Desk Management

Configurable Workflow

Social Media Monitoring

Wiki

Real Time Data

Performance Metrics

Routing

Issue Scheduling

Issue Management

Multi-Channel Communication

Queue Management

Support Ticket Tracking

Role-Based Permissions

Client Portal

Real-Time Notifications

Forms Management

Workflow Management

Real-Time Updates

Email Management

Website Integration

Ticket Management

Event Triggered Actions

Recurring Issues

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Network Monitoring

Real-Time Chat

Service Level Agreement (SLA) Management

Chat/Messaging

Customizable Templates

Issue Tracking

Macros/Templated Responses

Interaction Tracking

Dashboard

Alerts/Escalation

Real Time Reporting

Customizable Branding

Asset Lifecycle Management

Chatbot

Reporting/Analytics

Contact Database

Widgets

Monitoring

Prioritization

Feedback Management

Customizable Forms

Appointment Management

Incident Management

Drag & Drop

Auto-Responders

Customer History

Tagging

Corrective and Preventive Actions (CAPA)

Issue Auditing

Third-Party Integrations

Multiple User Accounts

Online Forums

Task Management

Release Management

Live Chat

Mac OS

Web browser (OS agnostic)

For the unique challenges of B2B businesses, the TeamSupport products are designed to help you manage your most important asset - your customers. Pricing starts at $49

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

51-200

201-500

501-1000

1000+

TeamSupport

In Person

Live Online

Webinars

Documentation

Videos

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.



Cataloging/Categorization

Customer Surveys

Forecasting

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Lead Capture

Performance Management

Proposal Generation

Leaderboards

Data Synchronization

Rich Text Editor

Sales Pipeline Management

Referral Tracking

Contract/License Management

Electronic Signature

Calendar/Reminder System

Knowledge Management

Pipeline Management

Communication Management

Call Logging

Call Management

Activity Management

Sales Trend Analysis

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

TeamSupport vs Workbooks

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Pricing

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Advisor Recommendations & User Awards

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