I enjoyed the templates provided and the ease of use. The selection of categories and templates was extensive and varied.

I like the integrated feature to make flyers and produce in .pdf format. It's nice to have a simple to use, built in feature for creating nice flyers to print out and leave at homes.

I liked LucidPress because it is straightforward and relatively easy to use, requiring only a short amount of study time before I was able to design a viable publication.

We enjoyed the flexibility of this software and the ability to share and edit documents with people across our community and across the state.

I feel that even with the premium account, that these options are limited.

They also have very responsive customer service.

Rearranging page order was not easy—need a bigger interface to drag and drop. Not enough fonts, sometimes glitchy.

I love how easy it is to put together flyers and advertisements. I am not a graphics designer and I cannot afford to have a marketing department so this service has been great for our small business.

The product is very easy to use, even for a first timer. The tools are nicely displayed and variety of each tool is amazing... inspires creativity.

Overall, LucidPress is a fantastic publishing program that will have you up and designing magazines, flyers, webpages, etc in no time at all.

Love the product for how we use it to create gorgeous documents. Really do need to look into more of the features and getting more licenses for the rest of the team.

It's easy to learn and much more reasonably priced than other, more popular software.

Fantastic experience and would highly recommend it to others. Your documents looks wonderfully professional without needing to purchase or install additional software.

Lucidpress allowed us to create several books and other projects with ease. The templates are terrific, the cost is perfect and the end result is stunning.

I hated the loading times, random crashing of my documents along with the horrible publishing software when trying to use this online.

The ability to collaborate and integrate into Google Classroom and Google Drive has also been very beneficial.

I highly recommend this for a team who might be down on designers but wants to spiff-up their assets.

Sometimes it was difficult to format the work done on LucidPress on my website. Sizing of images was somewhat complicated.

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

Marq is a cloud-based web-to-print solution that helps small to large enterprises improve sales processes via brochure printing, digital asset management and more. It enables users to design marketing materials using customizable templates and embed business logos into marketing prints. 


Businesses can utilize Marq data automation module to import templates in the system and update company directories, sales proposals or contracts. Managers can validate processed orders to ensure compliance with company mandates, streamlining approval processes. Additionally, it allows users to share printing materials or marketing content with team members, facilitating collaboration across the organization.


Marq facilitates integration with various third-party applications such as Slack, Canvas, Google Analytics, Zendesk and more. Pricing is based on the number of products to be printed and support is extended via live chat, documentation, forums and other online measures.



LongDescription

File Management

Content Import/Export

Commenting/Notes

Engagement Tracking

Content Delivery

Newsletters

Multi-Store Printing

Presentation Tools

Document Storage

Access Controls/Permissions

Data Storage Management

Templates

CAD Tools

Change Management

Magazines

Product Configurator

Order Management

Single Sign On

Listing Management

Approval Process Control

Categorization/Grouping

Digital Asset Management

Asset Sharing

Print Management

Collaboration Tools

Design Templates

Content Library

Full Text Search

Template Management

Content Publishing Options

ROI Tracking

Data Import/Export

File Conversion

Email Templates

Version Control

Asset Library

Content Management

Preview Functionality

Email Marketing

Screen Sharing

Training Management

Text Editing

Catalog Creation

Media Library

Proposal Management

Database Publishing

Role-Based Permissions

Social Media Integration

Artwork Management

Email Management

Image Editing

File Sharing

Reporting & Statistics

Asset Categorization

Customizable Templates

WYSIWYG Editor

Image Library

Layout & Design

Brand Guidelines

For Sales Teams/Organizations

Sales Onboarding & Training

Customizable Branding

Printing Services Integration

Fulfillment Distribution

Drag & Drop Editor

Approval Workflow

Newspapers

Quotes/Estimates

Drag & Drop

Archiving & Retention

Third-Party Integrations

Task Management

Campaign Management

Document Management

Search/Filter

Design Management

Custom Fonts

For Small Businesses

Property Management

Multi-Channel Campaigns

For Real Estate Agencies

Project Management

Workflow Management

Contact Management

Marq Free | Marq Pro | Marq Team: Marq Pro: as low as $10 USD per month | Marq Team: as low as $12 USD per month. Contact us for a business quote for more than 10 users. 

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

51-200

201-500

501-1000

1000+

Marq

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

Customizable Reports

Proposal Generation

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

Email Tracking

Customer Support

Process/Workflow Automation

Lead Generation

Self Service Portal

Opportunity Management

Configurable Workflow

Lead Management

Mobile Access

Sales Reports

Sales Activity Management

Performance Metrics

Territory Management

Channel Management

Shared Contacts

Marketing Automation

Request Escalation

Lead Segmentation

Source Tracking

Event Triggered Actions

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

Marq vs Workbooks

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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