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Don’t settle for project management software with CRM as an add-on. Get the full package with Workbooks.
With us, there’s no overly complex pricing, no unreliable support, and no hidden extra costs.
Comparing CRM costs shouldn’t be difficult. We’ve made it easy with our simple pricing calculator.
Unlike other providers, we offer a co-funded Shared Success workshop to map out your needs and how a CRM
would work for you, before you sign a contract.
Our customizable software can be tailored to fit your needs as you grow – that's why customers stay with
us for over 10 years on average.
Ditch long wait times and third-party support. Our support teams are based in the UK and US and are
on-hand to help when you need them.
Check out some of the key Workbooks and Monday.com advantages and disadvantages.
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| TechRadar rankings | Rated #2 CRM and best for midsized businesses. | Rated #5 CRM. |
| No phone support | UK and US based teams available on the phone, via email and through our portal. | No phone support. Longer wait times for support to email back. |
| Different purposes | Workbooks is a CRM tool which means it is much more customizable. It has project management functionality built-in, so you get the best of both worlds. | Monday.com was built as a project management tool for project managers. The CRM aspect is in its infancy – so functionality is bolted onto an existing platform. |
| Automation | Full suite of marketing automation from segmentation to personalized email workflows. | Limited marketing automation, basic mass email functionality. |
| Scalability | Low-cost implementation options available like JumpStart, easy to add functionality on when you need. | Low cost, basic functionality but as you grow you'll likely need extensive customization and integrations which are more expensive over time. |
| Custom reporting templates | Build customized reports, take snapshots, automate tasks based on reporting data like activity reminders, easily filter and share reports. | Need to find add-ons in the marketplace to download and send reports via email. Harder to filter data to get the views you need. |
One size doesn’t fit all when it comes to marketing automation. Tell us how many user licenses, sends and contacts you’ll need, and we’ll create a quote for you.
“I've launched a lot of CRM software in my time and moving always feels bit too complicated. I think the stand-out benefit of Workbooks for me, is the implementation process. It was a very personal process. The team understood our organization and I felt like we had a lot of customization.”
A lot of CRM solutions offer similar experiences – they’re designed to help you manage all interactions with customers and prospects. When comparing Monday.com and Workbooks, think about who they’re designed for. Monday.com is primarily a project management tool built for project managers. Workbooks is designed to help sales, marketing, operations, and customer services with CRM.
The best way to decide which CRM is right for you is to compare providers on the following:
Price: Do I have to pay for everyone to be on the same license? Are the long-term costs going to skyrocket after a big initial discount? Will I be paying for functionality I don’t need?
Support: Do you want support based in the same location as you to ensure faster response times? Do they have a number you can call if you need urgent help? Have you checked out reviews of CRM providers’ support?
Implementation: Would you prefer to work with a CRM provider that understands your business and then implements your software themselves with one point of contact? Or would you prefer to work with a provider that passes this onto a third-party with extra costs?
Customization: How will you get the functionality you need from your CRM provider? Do they provide workshops to help you map out what’s needed? Have you compared the costs of these workshops?
Owain Williams, Editor, TechRadar, recently rated Workbooks #1 CRM for midsize businesses for these reasons:
Ease of use:
“As someone who has used a variety of CRM platforms over the years, I found that Workbooks offers one of the smoothest user experiences in the market. The layout is clean and uncluttered. It’s gentle enough for new users to get up and running quickly, while still providing robust features for power users and administrators. I was able to start using basic functions with minimal training.”
Implementation:
“It is clear that Workbooks is one of the best CRM platforms on the market. This is a fully-integrated CRM solution, not just a collection of modules. It provides tools for sales, marketing, support, order management, and more in a unified interface.
What really sets Workbooks apart is their hands-on approach to implementation and support. They work closely with each customer to tailor the system to their unique needs and provide ongoing consulting to ensure they get the most out of the platform.”
Support:
“Workbooks offers a comprehensive range of support channels to ensure that users can get help whenever and however they need it. customers feel that Workbooks go above and beyond when it comes to supporting them in getting the most from their CRM.”
Many CRM providers deliberately make pricing complicated to drive prospects into meetings because there’s a much higher chance of them making commitments face-to-face. If it’s hard to understand, it’s also easier to add additional costs on later in the process once you’ve signed the contract.
At Workbooks, we want to help you. That means there are no tactics like this. And if we don’t think Workbooks is the best fit for your business, we’ll tell you.
30-day FREE trial. No credit card or download required.
Sign up today to explore how our platform can streamline your sales, marketing, and customer service processes. Once activated, you'll have access to all core functionalities, including:
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