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 CRM is one of many CRMs targeted at SMEs, but there are many that think the software has become outdated, unable to keep up with the fast-moving sector it has positioned itself in.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

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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

Vs.
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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Lower the cost and risk of switching CRM image

Lower the cost and risk of switching CRM

With our proven migration path, moving your data into Workbooks CRM is easy and low-risk.

With Workbooks, you’ll create a shared vision of what success looks like for your business. Working closely with our in-house team of experts, you’ll identify your most important outcomes and work out the best way to achieve them using our platform, before right-sizing your CRM project.

Our white paper, 6 Steps to Switching CRM, guides you step-by-step through everything you need to have in place to make the switch from your current CRM.

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With Workbooks, you're in safe hands image

With Workbooks, you're in safe hands

Workbooks CRM helps marketing, sales, finance and service teams work better, together, and in the right way with a single cloud-based system.

  • NO need to spend hundreds of pounds to cover all your customer-facing departments’ needs. Our licence fee starts at £25 per user per month and most features come straight out-of-the-box to cover marketing, sales, order processing and invoicing, and customer service
  • NO third party influences and no hidden costs during implementation. You can trust our UK-based team to help get you up-and-running and make sure 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

Book your call with us to learn more about why Workbooks is your perfect partner on your CRM journey.

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