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features
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support

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Description

The NextOS platform integrates five essential business tools into a single interface, including CRM, phone services, live chat, surveys, and analytics. This integration allows users to effortlessly oversee their communication resources with just one login and account. By leveraging machine learning and artificial intelligence, NextOS provides businesses with a comprehensive understanding of each customer, positioning it as the most user-friendly platform available. Stay informed about customer sentiments at any time by monitoring every interaction with your business. Share crucial customer data instantaneously across your organization, enabling all team members to make informed decisions. Employ tailored automation to ensure that every individual feels valued and appreciated. Establish a framework of automated actions and alerts to connect with customers at the most opportune moments, delivering the ideal message. In doing so, you can surpass customer expectations without requiring additional effort from your team, ultimately enhancing overall satisfaction. The seamless integration of these functionalities makes NextOS an invaluable asset for any modern business.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Basecamp
COZYROC SSIS+ Suite
Constant Contact
GatorMail
GoTo Meeting
HubSpot Operations Hub
Jira
Kixie PowerCall & SMS
Lead Forensics
Mailchimp
Microsoft 365
Microsoft Exchange
MySQL
QuickBooks Online
SQL Server
Sage 50
XaitCPQ
Xinix
dotdigital Engagement Cloud

Integrations

Basecamp
COZYROC SSIS+ Suite
Constant Contact
GatorMail
GoTo Meeting
HubSpot Operations Hub
Jira
Kixie PowerCall & SMS
Lead Forensics
Mailchimp
Microsoft 365
Microsoft Exchange
MySQL
QuickBooks Online
SQL Server
Sage 50
XaitCPQ
Xinix
dotdigital Engagement Cloud

Pricing Details

$35 per month (billed annually)
Free Trial
Free Version

Pricing Details

$39.00 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Nextiva

Founded

2008

Country

United States

Website

www.nextiva.com/why-nextiva/nextos-platform.html

Vendor Details

Company Name

Workbooks

Founded

2007

Country

United Kingdom

Website

www.workbooks.com

Product Features

Artificial Intelligence

Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business VoIP

Call Parking
Call Recording
Contact Management
Encryption
IVR / Voice Recognition
Ring Groups
SIP Trunking
Unified Communications
Voice Quality Enhancement

CRM

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

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Web Analytics

Campaign Management
Conversion Tracking
Form Analytics
Goal Tracking
Keyword Tracking
Multiple Site Management
Pageview Tracking
Referral Source Tracking
Site Search Tracking
Time on Site Tracking
User Interaction Tracking

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

CRM

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

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Tracking

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

Social Media Management

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

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