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© 2008-2012 Workbooks.com
Features
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FREE
FREE
2 Users Completely Free
Sign up
Free Online Support -
CRM
£19/user/month
30 Day Free Trial
Free Trial
Unlimited Users -
BUSINESS
£39/user/month
30 Day Free Trial
Free Trial
Unlimited Users
Contact Management
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| Feature | CRM FREE | CRM | BUSINESS |
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| People & Organisations | |
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| Activity Management | |
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| Notes & Attachments | |
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Sales Force Automation
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| Feature | CRM FREE | CRM | BUSINESS |
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| Sales Leads | |
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| Opportunities | |
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| Forecasts & Quotas | |
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| Configurable Sales Stages | |
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| 1-Click Quotation Creation (PDF) | |
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| Product Book | |
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Marketing Automation
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| Feature | CRM FREE | CRM | BUSINESS |
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| Web2Lead | |
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| Lead Assignment & Queues | |
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| Marketing Campaigns | |
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| Google Analytics & Adwords Integration | |
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| Email Templates | |
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| Email Marketing & Opt Out |  |
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| Integration with third-party party emailing systems (mailChimp, Dotmailer, etc.) | |
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| ROI Reporting | |
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Customer Support
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| Feature | CRM FREE | CRM | BUSINESS |
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| Case Management | |
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| Web2Case | |
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| Email Templates | |
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| Case Assignment & Queues | |
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| Reporting | |
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Order Management
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| Feature | CRM FREE | CRM | BUSINESS |
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| Customer Orders (PDF) | |
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| Supplier Management | |
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| Supplier Purchase Orders (PDF) | |
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| Customer & Supplier Pricing Schemes | |
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Invoicing & Credit Notes
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| Feature | CRM FREE | CRM | BUSINESS |
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| Invoice Creation (PDF) | |
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| Sales Tax Schemes (VAT) | |
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| Credit Notes (PDF) | |
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Reporting & Views
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| Feature | CRM FREE | CRM | BUSINESS |
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| Customisable Dashboards | |
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| Charting | |
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| Drill-Down Reporting | |
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| Filtering, Sorting & Grouping | |
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| Customisable Views | |
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Platform
| Restricted | |
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| Feature | CRM FREE | CRM | BUSINESS |
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| API Support | |
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| Automation Engine | |
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| Importing Wizard | |
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| Export to CSV & Excel | |
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| Email Dropbox | |
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| Custom Fields & Pick Lists | |
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| Custom Page Layouts | |
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| Custom Form Templates | |
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| Configurable PDF Output Documents | |
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| 99.5% SLA | |
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| Databases | 1 | 5 | 5 |
Support Options
| Restricted | |
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| Feature | CRM FREE | CRM | BUSINESS |
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| Support Forum | |
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| Email & Telephone Support | |
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Optional Add-ons
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| Feature | CRM FREE | CRM | BUSINESS |
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| Multi Company Extension | |
£3 per user/month | £3 per user/month |
| Multi Currency Extension | |
£3 per user/month | £3 per user/month |
| Advanced Security Extension | |
£3 per user/month | £3 per user/month |
| Audit Extension | |
£3 per user/month | £3 per user/month |
| Feature | CRM FREE | CRM | BUSINESS |
| Contract Management | |
£3 per user/month | £3 per user/month |
| Microsoft Outlook Connector | |
£3 per user/month | £3 per user/month |
Please note:
1. Although licenses are displayed as £19 per user per month for Workbooks CRM and £39 per user per month for Workbooks Business, customers will typically be required to pay for their licenses on an annual basis, in advance. To clarify, customers should expect to pay £228, per user, for Workbooks CRM and £468 per user, for Workbooks Business.
2. Certain add-ons must be purchased by all users. To clarify, the Multi-Currency Extension, Multi-Company Extension, Advanced Extension and Audit Extension must be purchased by all users. The Microsoft Outlook Connector and the Contract Management add-ons can be purchased only for those users who need them.