InTouch Drive has many features that would be perfect for clubs where sales people sit at desks in front of computers most of the day and love mostly tech stuff.

Frustrating that I cannot do things quickly. Complicated to teach as there are many steps to each process.

The new design was a bit hard for me to understand. I miss when we had flash - I had become very familiar with the old set up and have not enjoyed slowly relearning.

Does not fully match how our business runs. Integration does not go both directions so there is a lot of manual work to cancel members then put them back in to any sales pipeline.

Front-end scaling isn't that great on my laptop. Search feature is absolutely HORRENDOUS and has always been that way.

Having said that, the customer support staff is super helpful and a pleasure to deal with. I also like the upgrades to their email creation features.

I have used this since day one with the company I’m at and I’ve been pretty happy with it.

How easy it is to keep my updated on daily task.

Can't set alerts for contacting leads. Just generally slow and weird to use.

I like how quickly incoming leads are updated and the team is notified and I like how easy it is to track who we have contacted.

I like that it interacts with Motion Soft now. Took a long time though.

Settling in but good at what it does. Would love to provide feedback on build outs.

I would recommend to anyone who is looking for something like this for their business not matter how big or small. Keeps you on track, organized daily and smooth to use.

Heading over on pleasant experience, it's very easy to use.

I am displeased that there is no function in order to text all leads a mass text message.

The product is extremely easy to use. Each feature does exactly what we need and its simple to navigate which is fantastic when you want to do things in a speedy fashion for your clients.

Too intricate, too small (difficult to see and click), too many unnecessary steps, schedule disappears when going back to calendar.

Intially it was very frustrating due to some software changes. When the kinks were worked out it did become easier.

Fairly easy to use once you understand the flow. Legacy reporting is good.

Fast input and organized. Easy updates straight to my emails via text and voicemails.

Captures prospect information and helps to engage them right away and consistently AUTOMATICALLY.

It is a little difficult to switch owners of leads in bulk.

I do think in touch for what it's worth is great for lead organization, and tasks, as well as general communication.

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

InTouch is a software that allows businesses in the health and fitness industries to manage their customer engagement in an easy and effective way. It is a cloud-based application that can be accessed anywhere and on any device.

InTouch has many different functionalities, including the ability to create and send automated emails, manage leads and contacts, send SMS messages, and collaborate with other users in real-time messaging. It also lets users track follow-up activities and monitor the performance of individuals against defined goals.

InTouch allows businesses to create onboarding and retention plans and use the centralized dashboard to track key performance indicators (KPIs) via actionable analytics. Other features include reporting, campaign management, presentation creation, scheduling, and more.

LongDescription

Lead Notifications

Sales Analytics

Personalization

Lead Engagement

Lead Capture

Document Storage

Activity Tracking

Customer Segmentation

Drip Campaigns

Customer Database

Calendar Management

Sales Trend Analysis

Campaign Scheduling

Template Management

ROI Tracking

Data Import/Export

Campaign Segmentation

Email Tracking

Lead Generation

Email Templates

Lead Management

Email Marketing

Mobile Access

Sales Reports

Real Time Data

Performance Metrics

Click Tracking

Multi-Channel Communication

Marketing Automation

Landing Pages/Web Forms

Social Media Integration

Lead Segmentation

Real-Time Notifications

Customizable CTAs

Email Management

Event Triggered Actions

Customization

Activity Dashboard

Alerts/Notifications

SMS Marketing

Reporting & Statistics

Segmentation

Reminders

Chat/Messaging

Customizable Templates

Lead Nurturing

Interaction Tracking

Web Forms

Customizable Branding

Campaign Analytics

Customizable Forms

Drag & Drop

Auto-Responders

Pipeline Reports

Third-Party Integrations

Sales Forecasting

Prospecting Tools

Campaign Management

Contact sales at 206-279-3993 for details.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

InTouch

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.



Commenting/Notes

Cataloging/Categorization

Customer Surveys

Forecasting

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Performance Management

Customizable Reports

Proposal Generation

Access Controls/Permissions

Leaderboards

Data Synchronization

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

Call Logging

Call Management

Customizable Fields

Activity Management

Customer Support

Process/Workflow Automation

Self Service Portal

Contact Management

Opportunity Management

Configurable Workflow

Sales Activity Management

Territory Management

Channel Management

Text Editing

Shared Contacts

Role-Based Permissions

Request Escalation

Workflow Management

Source Tracking

Field Sales Management

Demographic/Firmographic Data

Calendar Sync

Mobile App

Dashboard

Multi-Language

Mobile Interface

Real Time Reporting

Goal Setting/Tracking

Reporting/Analytics

Contact Database

Batch Processing

Lead Qualification

Quotes/Estimates

Appointment Scheduling

Task Management

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

InTouch vs Workbooks

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