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features
design
support

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Description

WeLevel is a comprehensive platform that utilizes AI to enhance marketing and customer relationship management, enabling businesses to transform prospects into dedicated customers through an efficient and automated process. The platform includes various tools for lead capture, such as managing social media, a website chat widget, forms and surveys, and options for online appointment scheduling. It further engages leads with automated nurturing sequences, marketing via email and SMS, a consolidated inbox, a phone system equipped with an autodialer, and streamlined task automation. When it comes to closing deals, users have access to a CRM that provides visibility into the sales pipeline, facilitates invoicing and payment handling, manages reputation and reviews, and offers built-in reporting and analytics. Additionally, the platform includes features for creating websites and funnels, all aimed at eliminating workflow interruptions and enhancing operational efficiency. With such a robust set of tools, WeLevel not only helps businesses grow but also supports them in building lasting relationships with their clients.

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

Adobe Acrobat Sign
Basecamp
Constant Contact
Constant Contact Lead Gen & CRM
Dubb
HubSpot CRM
HubSpot Operations Hub
Jira
Mailchimp
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft Outlook
QuickBooks Online
Sage 50
XaitCPQ
Xinix
Zapier
dotdigital Engagement Cloud

Integrations

Adobe Acrobat Sign
Basecamp
Constant Contact
Constant Contact Lead Gen & CRM
Dubb
HubSpot CRM
HubSpot Operations Hub
Jira
Mailchimp
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft Outlook
QuickBooks Online
Sage 50
XaitCPQ
Xinix
Zapier
dotdigital Engagement Cloud

Pricing Details

$999 per month
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

WeLevel

Country

United States

Website

welevel.net

Vendor Details

Company Name

Workbooks

Founded

2007

Country

United Kingdom

Website

www.workbooks.com

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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

Social Media Management

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

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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