Project Description

WORKBOOKS: THE ALTERNATIVE TO PIPEDRIVE

Piepdrive is a CRM targeted purely at sales management. If you are looking for a solution to give you a 360 degree view of your business, from marketing to sales to sales operations to customer support, Pipedrive can only help with one part of the entire process.

  • Licence Cost: With the most basic license with limited functionality starting at £12.50/pupm, license costs can quickly ramp up – especially as separate systems will be needed for departments other than sales.

  • Breadth and depth of functionality: Workbooks core CRM services extend beyond sales, to marketing and customer services including powerful marketing automation, event management, reporting, order management and fulfilment, invoicing and supplier management functionalities – all out of the box.

  • Failed Implementation:  Any CRM solution can be poorly deployed and adopted, Pipedrive is no exception.

COMPARISON WORKBOOKS VS PIPEDRIVE CRM

Customisation

The Workbooks platform is highly rated by users for customisation, with the ability to fully customise the system to your needs from custom fields on records to security settings tailored to individuals or departments. 

Whilst Pipedrive can be customised to a degree at a basic level you cannot get the full level of customisation offered by Workbooks. Features such as custom fields to personalise records cannot be achieved.

Support & Implementation We develop and implement the software ourselves, ensuring you get value quickly. Our local team of consultants and engineers help make implementation and set-up a fast and smooth process.

Our customers highly value our ‘can do attitude’, and the quality of our support and knowledge base.

As much as you deal with Pipedrive directly for your licenses and support, there is little help when starting out with the system and a lack of account management to make sure you’re using the system to the best of its ability.
Streamlined Processes

Workbooks can be used by all the teams in your business but not only that all the manual tasks that they once had to complete are now automatic and streamlined. From lead to cash and beyond you have a complete view of your business all in one place.

By not being able to have all teams on one system this can lead to processes becoming long winded and manual as people look for things in different systems. Especially if you can’t integrate them.

INTRODUCTION TO WORKBOOKS

Our customers typically use Workbooks CRM solution for:

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SWITCHING CRM DOESN’T HAVE TO BE HARD

Download our 6 steps guide to switching CRM.

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Think switching CRM is a long winded, time consuming and painful process? Then think again. With more and more organisations turning to Workbooks, we have made it easy and risk-free.

We help you crystallise what success looks like for your business. We define your most important outcomes, help set out the best way to achieve those using our platform and scope your project with you. With our proven migration path, moving your data into Workbooks CRM becomes easy and pain free.

And you can tap into our in-depth knowledge, experience and best practices. Workbooks technical architects, engineers and consultants help you build automations and integrations to external systems that fit perfectly around your business processes and help streamline your operations. From training to on-going support, we accompany you, step by step, throughout your entire journey, to ensure that you quickly get and continue getting value.

The buck stops with us! Our mission, is to make you successful, as individuals and as a business.

WITH WORKBOOKS, YOU’RE IN SAFE HANDS.

By using Workbooks award winning CRM you are guaranteed success.

  • NO need to spend hundreds of pounds to cover all your customer-facing departments’ needs. Our licence fee starts at £21 per user per month and most features come straight out-of-the-box to cover marketing, sales, order processing & invoicing and customer support.

  • NO third party influences and no hidden costs during implementation. You can trust our UK (Reading) based team to help get you up and running and ensure you get value quickly.

  • NO vast amount of training is needed to become an expert. Designed for SMEs, Workbooks CRM is intuitive for fast and wide adoption.

  • NO bother. You know you have made the right choice with Workbooks, the solution with the highest NPS score of all major vendors.

  • You’re NO longer a small fish in a big pond. You have direct access to Workbooks’ executive team and you can influence the product direction and roadmap.

TAKE A LOOK AROUND OUR SOFTWARE

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