Marg Workbooks CRM

Marg ERP 9+

. Workbooks' CRM platform is designed specifically for small & mid-size businesses. It covers Marketing Automation, Salesforce Automation, Order Management & Invoicing, and Customer Services.

Pricing of Marg ERP-Pharmaceutical Industry Software

Pricing plans

Introduce pricing plans

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Standard CRM

USD 39.00 //User/Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Sales Management
  • Marketing Managment
  • Customer Service Management
  • Platform Capability Account & Contact Management Workflows & Automation Custom Layouts & Data Objects Reports & Dashboards Location Intelligence Mobile Security Audit Trail Sandbox & Testing
  • Account & Contact Management
  • Workflows & Automation
  • Custom Layouts & Data Objects
  • Reports & Dashboards
  • Location Intelligence
  • Mobile
  • Security
  • Audit Trail
  • Sandbox & Testing
  • Marketing Automation Email Marketing Form - $72 per Month billed Yearly W

Business CRM

USD 79.00 //User/Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Sales Management
  • Marketing Managment
  • Customer Service Management
  • Order Management
  • Platform Capability Account & Contact Management Workflows & Automation Custom Layouts & Data Objects Reports & Dashboards Location Intelligence Mobile Security Audit Trail Sandbox & Testing
  • Account & Contact Management
  • Workflows & Automation
  • Custom Layouts & Data Objects
  • Reports & Dashboards
  • Location Intelligence
  • Mobile
  • Security
  • Audit Trail
  • Sandbox & Testing
  • Includes features of Add-ons
  • Sales Management
  • Marketing

Key Specification

Other Categories:
Deployment: Cloud Hosted
Customer Support: Online (Ticket)
Customization: No
Languages Support: English

Who uses Workbooks CRM

SMEs
SMEs

Company Details

  • Company Name: Workbooks CRM
  • Headquarter: Berkshire,

Workbooks CRM Description

Key Features & Specifications

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management
  • Quotes (Proposals)
  • Referral Tracking
  • Product Catalog
  • Website Visitor Tracking
  • Lead Nurturing
  • Lead Management
  • Landing Pages
  • Email Drip Campaigns
  • Channel Management
  • Campaign Segmentation
  • Analytics (ROI Tracking)
  • Multivariate Testing

Workbooks CRM Video

Keka HR Payroll Platform Screenshots

User Reviews

WRITE A REVIEW
quotes

What do you like best?

It is really easy to export contact lists into other programs

What do you dislike?

That the system does not automatically blind copy workbooks into each of our client emails. Therefore the team are not effectively using the system, as there is no accurate record of all client contact made, we have to blind copy dropbox in each time we send an email

What problems are you solving with the product? What benefits have you realized?

N/A

- Louise D

quotes

What do you like best?

The workbooks helps to keep myself as well as all of our agents very organized, focused and on task when referring back to any potential clients.

What do you dislike?

Sometimes it can be glitchy when we use it.

What problems are you solving with the product? What benefits have you realized?

Keep track of all our clients

- Agency in Professional Training & Coaching

quotes

What do you like best?

It is able to handle our data and let us view it in manageable ways. It helps us to use the data we have collected.

What do you dislike?

At times it can be simplistic in it's handling and non-intuitive in its organization.

What problems are you solving with the product? What benefits have you realized?

It helps us to have all our numbers and data in one location, rather than scattered across various elements.

- User in Computer Software

quotes

What do you like best?

Fairly similar to Microsoft Office essentials

What do you dislike?

Standard with limited pricing but lesser known

What problems are you solving with the product? What benefits have you realized?

Publishing and creating documentation

- Maxim S

quotes

What do you like best?

I like the layout and ease of use, it runs well too

What do you dislike?

The UI is okay but could use work. I think it could use a modern touch.

What problems are you solving with the product? What benefits have you realized?

Communications and streamlining.

- Administrator in Alternative Medicine

Keka HR Payroll Platform Key Clients

Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

Workbooks CRM has 2 plans,

  • Standard CRM USD 39.00 /User/Month
  • Business CRM USD 79.00 /User/Month

Workbooks CRM is the CRM Software used for the below functionalities.

Top 5 Workbooks CRM features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

Workbooks CRM provides Online (Ticket) support.

Workbooks CRM is allowed 0 Days Free Trial.

Workbooks CRM provides Help Guides,Blogs,Video Guides for the software training.

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