Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhance your connections with customers by personalizing their experiences to foster deeper relationships. By refining customer communication and creating fluid customer journeys, Dynamics 365 Marketing empowers sales teams and nurtures leads effectively. Effortlessly design individualized multichannel pathways that convey the appropriate message at the optimal time and platform, thus cultivating meaningful connections. Leverage marketing automation, integrated data, and business processes linked to Dynamics 365 Sales to efficiently nurture leads and boost opportunities within the customer pipeline. Elevate the performance of your automated marketing efforts using AI-driven insights, lead scoring, and tailored dashboards, while also obtaining a comprehensive view of customers through integration with Dynamics 365 Customer Insights. The ability to personalize and augment Marketing's functionalities is simplified by connecting it with the existing apps and services you rely on. Additionally, built-in privacy features ensure compliance with GDPR regulations, allowing you to focus on building trust with your audience. This holistic approach ultimately leads to stronger customer loyalty and sustained business growth.

Description

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Kixie PowerCall & SMS Yes 
Microsoft Dynamics 365 Yes 
AXtension Content Gate Yes 
CELUM Yes 
GoTo Meeting No 
Google Docs No 
Leadview.io No 
MIE Trak Pro No 
Mailchimp No 
Microsoft 365 No 
Microsoft Dynamics 365 Finance Yes 
Microsoft Outlook No 
QuickBooks Online Advanced No 
Robo-Commodity Yes 
SAP ERP No 
SSIS Integration Toolkit Yes 
Sage 50 No 
Sage Intacct No 
Zapier No 

Integrations

Kixie PowerCall & SMS Yes 
Microsoft Dynamics 365 Yes 
AXtension Content Gate No 
CELUM No 
GoTo Meeting Yes 
Google Docs Yes 
Leadview.io Yes 
MIE Trak Pro Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Finance No 
Microsoft Outlook Yes 
QuickBooks Online Advanced Yes 
Robo-Commodity No 
SAP ERP Yes 
SSIS Integration Toolkit No 
Sage 50 Yes 
Sage Intacct Yes 
Zapier Yes 

Pricing Details

$1500 per month
Free Trial No 
Free Version No 

Pricing Details

$39.00 per user per month
Licenses are displayed as £25 / $39 / €30 per user per month for Workbooks CRM, £55 / $78 / €65 per user per month for Workbooks Business and £125 / $167 / €145 for Workbooks Events.

Customers pay for their licenses on an annual basis, in advance. To clarify, customers should expect to pay an annual price of £300 / $468 / €360 per user for Workbooks CRM, £660 / $936/ €780 per user for Workbooks Business and £1,500 / $2,004 / €1,740 per user for Workbooks Events.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com/en-us/marketing/overview/

Vendor Details

Company Name

Workbooks

Founded

2007

Country

United Kingdom

Website

www.workbooks.com

Product Features

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Social Media Management

Automated Publishing Yes 
Brand Tracking Yes 
Content Management Yes 
Customer Engagement Yes 
Multi-Account Management Yes 
Multi-User Collaboration Yes 
Post Scheduling Yes 
Reporting/Analytics Yes 
Social Media Monitoring Yes 

Alternatives

Alternatives

BIGContacts Reviews

BIGContacts

ProProfs
HubSpot CRM Reviews

HubSpot CRM

HubSpot