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Workbooks CRM – Your Alternative To Act! CRM

Act! CRM is one of many CRMs targeted at SMEs, but there are many that think the software has become outdated, unable to keep up with the fast-moving sector it has positioned itself in.

The three most common reasons for switching are:

  1. Licence Cost – With the most basic license with limited functionality starting at £20 pupm, license costs can quickly ramp up
  2. Core Functionality – Workbooks’ core functionality extends beyond marketing, sales and customer service to include marketing automation, order management and fulfilment, invoicing, supplier management and event management – all out of the box
  3. Co-Funded Implementation – Workbooks lowers the cost of implementation with co-funded implementation services
Workbooks CRM – Your Alternative To Act! CRM

Compare Workbooks with Act!

Feature Title
Workbooks' open API can integrate with a wide range of different platforms. From accounting to ERP, Workbooks can integrate with everything you need to run your business effectively. We also have native integrations, for example with our Marketing Automation partner Spotler that gives you full marketing automation capabilities.
Act! has only very recently introduced some API features to let you integrate other systems, but as a whole it's very hard to integrate with other systems. This leaves you looking for data in multiple systems in order to run your business effectively.
Workbooks is highly rated by users for customisation, workflow capability, test environment, internationalisation, content and document management, and performance and integration.
Whilst Act! can be customised to a degree at a basic level, you can't get the full level of customisation offered by Workbooks, for example features such as custom fields to personalise records.
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 Act! directly for your licenses, you're often left to deal with a third party partner for implementation and any future support.
Streamlined Processes
Workbooks can be used by all the teams in your business – not only that, but 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.
Without the ability to integrate systems, it can be very hard to keep processes streamlined when departments may need to pull in information from multiple places. This means that processes can become fragmented, with even the simplest task being time-consuming and labour-intensive.
Workbooks CRM – Your Alternative To Act! CRM image

Workbooks CRM – Your Alternative To Act! CRM

G2 is the world’s leading B2B software and services review site. Its influential Grid® Report for CRM ranks products based on reviews posted by real-life users, including more than 500 active Workbooks users.

According to reviewers:

  • 85% would recommend Workbooks
  • 86% think Workbooks meets their requirements
  • 92% rated Workbooks 4 or 5 stars

As well as rating Workbooks highest for overall satisfaction, reviewers also highlighted our exceptional payback period. On average, reviewers saw a return on their investment in Workbooks in only 12 months.

Download your copy for a complete breakdown of how our users rate Workbooks.

With other vendors, you
  • Pay one company for software and pay another to implement it​

  • Are pressured into buying software before understanding the true cost of implementation

  • Pay full cost for implementation of the cloud CRM software

With Workbooks you can
  • Get CRM software and implementation from a single vendor​

  • A co-funded workshop before you buy software to ensure it meets your needs​

  • Get free consulting days to co-fund your implementation

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