I love that I can check if or when did prospects read my emails. Also it is helpful to know how many times they opened my emails.

Great outreach management tool, especially for companies not using one.

It is very intuitive, and there is great customer support. I love using Groove to maximize my productivity.

The hovering over email addresses can be annoying at times if it takes awhile to update the record or if you accidentally hover over someone else's email address.

It can be difficult to integrate new teammates into this software.

The simplicity of this product is outstanding. It helps in tracking the open rate and response rate of emails.

Their Support team is great and our CSM is very responsive at answering questions. The Flows are also very practical so that makes day to day outreach easier.

I like the ease of use, its very intuitive and helpful to have the on line for quick questions.

I have had a great overall experience with Groove. Their customer service is impeccable and my user base enjoys the program.

Sometimes the admin features can be a little weird- it can be difficult to login as another user if you are trying to diagnose a problem since groove tries to login through gmail.

The ease of use, great UI, and thorough analytics make this tool everything it needs to be. Integration with SalesForce is awesome and reliable.

Being able to send to salesforce is a plus. Solid value for the price point.

The ease of use to send quantity number of emails while keeping them feeling quality is important.

It seamlessly integrates into Gmail and Salesforce and offers a lot of easy to use tools for daily work. Especially the Groove Dialer with its integrated logging tool is awesome.

User friendly and good price point from what I remember.

I love so many things about this software. One of my favorite things is the calendar link that I can include in my email so that my customers can book time on my calendar at anytime.

I think this is more of an organization issue, but our pre-defined templates are a mess.

The amount od music in it, the easy of setup and claryti also the ability to play on other devices that is something useful.

We love the ability to integrate Salesforce into Gmail as well as  provide our service team members with tools to make their lives easier when it comes to communicating with our clients.

Groove Flow is the best automation tool that our company has used - it is intuitive with a friendly UI and strong integration with SalesForce.

It was a very positive experience with Groove and I would highly recommend the product as a communication tool.

I love the integrates and how I can work very efficient.

Customer support is very helpful, and it's been a great tool at work.

I thought Groove was a good tool the features suited our needs as an organization.

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

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. 

Groove’s sales engagement platform drives more revenue through connected and consistently great sales execution. It makes your sales strategy actionable, reinforces your custom playbook, and applies AI-driven insights that help sellers learn, evolve, and win.

Groove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020.

To learn more, visit https://groove.co.  

LongDescription

Commenting/Notes

Real Time Analytics

Engagement Tracking

AB Testing

Meeting Management

Lead Capture

Performance Management

Customizable Reports

Access Controls/Permissions

Activity Tracking

Drip Campaigns

Sales Pipeline Management

Strategic Planning

Auto-Dialer

Multi-Campaign

Pipeline Management

Communication Management

Customer Database

Call Recording

Call Logging

Calendar Management

Call Management

Customizable Fields

Collaboration Tools

Sales Trend Analysis

Template Management

Data Import/Export

Email Tracking

Campaign Planning

Process/Workflow Automation

Email Templates

Contact Management

Opportunity Management

Content Management

Lead Management

Email Marketing

Sales Reports

Sales Activity Management

Real Time Data

Call Scheduling

Performance Metrics

Territory Management

Workflow Management

Email Management

Event Triggered Actions

Field Sales Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Sales Automation

Customizable Templates

Business Process Automation

Mobile App

Team Management

For Sales Teams/Organizations

Interaction Tracking

Dashboard

Real Time Reporting

Customizable Branding

Reporting/Analytics

Campaign Analytics

Lead Qualification

Client Management

Third-Party Integrations

Call Tracking Metrics

Appointment Scheduling

Task Management

Campaign Management

Prospecting Tools

Search/Filter

For Insurance Industry

Web browser (OS agnostic)

Pricing is tailored based on team requirements.
Standard Package: Groove Core
Optional Upgrade: Unlimited Groove Flow
Optional Add-on: Groove Dialer

Email/Help Desk

Knowledge Base

Phone Support

Chat

51-200

201-500

501-1000

1000+

Groove

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

Document Storage

Proposal Generation

Leaderboards

Data Synchronization

Customer Segmentation

Rich Text Editor

Customer Service Analytics

Referral Tracking

Contract/License Management

Electronic Signature

Calendar/Reminder System

Knowledge Management

Activity Management

Customer Support

Lead Generation

Self Service Portal

Configurable Workflow

Mobile Access

Channel Management

Text Editing

Shared Contacts

Marketing Automation

Role-Based Permissions

Request Escalation

Social Media Integration

Lead Segmentation

Source Tracking

Demographic/Firmographic Data

Segmentation

Calendar Sync

Lead Nurturing

Web Forms

Multi-Language

Mobile Interface

Goal Setting/Tracking

Contact Database

Batch Processing

Quotes/Estimates

Pipeline Reports

Sales Forecasting

Document Management

Web-based Deployment

Windows XP

Mac OS

Windows 8

Windows 10

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

Groove vs Workbooks

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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