I've started using Bright Pod since early September and it's been pretty cool. I like how the graphics and structure make it easy to identify things that have to be done this week and next week.

They have very helpful forums and walk you through every step. It is a nice way to track how multiple team members of my department are up do with out micromanaging.

Great for marketing teams, but lacks some integrations.

It's easy to use, provides good analytics and the customer service and openness to suggested improvements is fantastic.

This system is super easy to use, at this point I can add tasks with my eyes closed. I love the support we receive, always an answer almost instantly to any questions we have.

Of interest to consultants and freelancers, a great feature is the ability to track budgeted time, assign clients and attached team lead(s) to each pod.

As the owner of a small, but growing agency, Brightpod's price point and offerings are a great fit for my small business.

Everyone on the team picked up the software quickly and enjoyed the clean layout. It has made  organizing and collaborating much easier.

The scrolling on the pods can be a little annoying if it's a particularly full pod.

The best part is that it integrates with Google Drive and Dropbox making it quick and easy to transfer documents online.

But we also have the ability to drill down by client or project as necessary. Overall, a great platform.

The main problem I had with Brightpod was its UI.

Inability to move task lists into another pod so that all data, files, and comments go with it.

You have a full overview of everything that is going on and good tracking functionalities, great when you're dealing with different time zones and different clients.

I love that there is a collaboration tool like Brightpod that is so focused on marketing project details.

We initially started with small projects and have quickly branched out into cross-functional and staff projects and it is very easy to use and we love the Google and Outlook integration.

The main thing I don't like the fact that this software has no accompanying app.

If you hate project management systems, this is the one for you.

Easy to use, centralizes all of our projects, shows how much time is spent on each project, easy to track progress of projects.

Sahil is lovely and we have had awesome customer support. Very much looking forward to seeing how Brightpod grows and develops.

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

We needed a comprehensive tool, easy to operate which all our UK Franchise owners could use. Workbooks fitted the bill perfectly and at a price acceptable to everyone.

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 admire the support offered by Workbooks, they are efficient and happy to help.

US Dollar

Brightpod from Synage, is a cloud-based project management solution suited for businesses of all sizes. It is primarily used by marketing agencies or the marketing teams of businesses in a variety of industries.


In Brightpod, projects are called "pods," and users add workflows—made up of task lists, goals and milestones to them. Tasks can also be assigned a priority level. Visual indicators include progress bars, green thumbnail outlines to indicate the project lead and project color-coding options.


Pre-built marketing workflows include an SEO checklist, an email marketing workflow, a workflow for setting up a website in WordPress and more. Users can also create and reuse customized workflows.


Additional features include adding new users with roles and permissions, including clients and assigning people to a project or task by dragging their thumbnail image to it. Users can choose different views, including the "flow" view, where tasks can be dragged and moved as they are completed.


Brightpod offers a monthly subscription with three pricing plans. Upgrades include extra storage, additional users, projects and time tracking and reporting features.



LongDescription

A/B Testing

Social Marketing

Marketing Calendar

Project Planning/Scheduling

Project Management

Projections

Communication Management

Brainstorming

Calendar Management

Collaboration Tools

Template Management

ROI Tracking

Mobile Access

Discussions/Forums

Agile Methodologies

Marketing Automation

Landing Pages/Web Forms

Dynamic Content

File Sharing

Segmentation

Time & Expense Tracking

Reporting/Project Tracking

Customizable Templates

Billing & Invoicing

Kanban Board

Prioritization

Task Management

All our plans come with a 30-day free trial. This will give you enough time to test out all the features and see if this is right for your team. We do not require you to enter your credit card at the time of signup. 

Here are the list of plans:

Free
Professional - $25/month
Plus - $49/month
Power - $99/month

All plans include email reminders, reporting, time tracking, branding, backup & personalized email support.


24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Brightpod

Live Online

Documentation

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.



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

Customer Database

Call Logging

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

Sales Reports

Sales Activity Management

Performance Metrics

Territory Management

Channel Management

Text Editing

Shared Contacts

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

Reminders

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

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

Brightpod vs Workbooks

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Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

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