--- description: Ausführliche Erfahrungsberichte zu Workbooks mit detaillierten Infos zu Funktionen, Preisen und Bewertungen. Verschaff dir einen schnellen Überblick zu Benutzerfreundlichkeit, Vor- und Nachteilen & vergleiche Workbooks mit ähnlichen Produkten. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Workbooks Erfahrungen, Kosten & Bewertungen | GetApp Deutschland 2026 --- Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/230/crm/software) > [Workbooks](/software/9531/workbooks-crm) # Workbooks Canonical: https://www.getapp.de/software/9531/workbooks-crm Seite: 1 / 6\ Weiter: [Nächste Seite](https://www.getapp.de/software/9531/workbooks-crm?page=2) > Workbooks ist der Anbieter von CRM-Anwendungen für kleine und mittlere Unternehmen. Mit Hauptsitz in Großbritannien ermöglicht die Software-Suite es Kunden, das Umsatzwachstum zu beschleunigen, die Marketingabwicklung zu verbessern, Geschäftsprozesse zu rationalisieren und die Kundenbetreuung zu verbessern. > > Bewertung: **4.3/5** von 112 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.3/5** | 112 Nutzerbewertungen | | Bedienkomfort | 4.1/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.3/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.1/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.2/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 80% | (8/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Workbooks - **Region**: East Hartford, USA - **Gegründet**: 2007 ## Gewerblicher Kontext - **Startpreis**: 45,00 $ - **Preismodell**: (Kostenlose Version verfügbar) (Kostenlose Testversion) - **Zielgruppe**: 11–50, 51–200, 201–500, 501–1.000 - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Deutsch, Englisch, Französisch, Spanisch - **Verfügbare Länder**: Australien, Deutschland, Frankreich, Guernsey, Irland, Isle of Man, Jersey, Kanada, Spanien, Vereinigte Staaten, Vereinigtes Königreich ## Funktionen - AI Copilot - API - Aktivitäts-Dashboard - Aktivitäts-Verfolgung - Alarmfunktion / Benachrichtigungen - Angebote / Schätzungen - Angebotserstellung - Anpassbare Berichte - Anpassbare Felder - Anpassbare Vorlagen - Anrufprotokoll - Aufgabenmanagement - Aufgabenmanagement - Benutzer-Management - Berichterstattung / Analyse - Berichterstattung und Statistik - Bestenlisten - CRM - Catalog Management - Chancenmanagement ## Integrationen (10 insgesamt) - Box - Dotdigital - Force24 - GoCardless - Google Docs - Mailchimp - Microsoft Outlook - Sage 50 Accounting - Xero - Zapier ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - 24/7 Live-Support - Chat ## Category - [CRM-Systeme](https://www.getapp.de/directory/230/crm/software) ## Ähnliche Kategorien - [CRM-Systeme](https://www.getapp.de/directory/230/crm/software) - [Kontaktmanagement Software](https://www.getapp.de/directory/337/contact-management/software) - [Sales Force Automation Software](https://www.getapp.de/directory/338/sales-force-automation/software) - [Lead-Management-Software](https://www.getapp.de/directory/339/lead-management/software) - [Online CRM Systeme](https://www.getapp.de/directory/232/online-crm/software) ## Alternativen 1. [HubSpot CRM](https://www.getapp.de/software/102533/hubspot-crm) — 4.5/5 (4482 reviews) 2. [Zoho CRM](https://www.getapp.de/software/9908/zoho-crm) — 4.3/5 (6994 reviews) 3. [Bigin by Zoho CRM](https://www.getapp.de/software/142099/bigin-by-zoho-crm) — 4.7/5 (742 reviews) 4. [Salesforce Sales Cloud](https://www.getapp.de/software/90378/salesforce) — 4.4/5 (18806 reviews) 5. [Dynamics 365](https://www.getapp.de/software/90844/dynamics-365) — 4.4/5 (5846 reviews) ## Nutzerbewertungen ### "Workbooks is great for sales cycles and orders, easy to use and plenty of features\!" — 4.0/5 > **Jenny** | *31. Oktober 2017* | Computer-Software | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: I only use workbooks for sales administration work, keeping track of the sales team opportunities and leads. The filter function and all the information you can store in a single record is ideal when you have lots of records. > > **Nachteile**: The search tool is not ideal, it could be better, needs more advanced options. I also think creating a report is a lot more complicated than it needs to be, different criteria and views makes it hard to use. ----- ### "Exceptional ease of use" — 5.0/5 > **Verifizierter Rezensent** | *30. Oktober 2017* | Hausmeisterservice > > **Vorteile**: The configuration is simple and straightforward and yet at the same time is really powerful as you can easily add report cells, meaning that it gives a much broader view of the client. I like the mapping module and again you can customer this to show the information that you need as a business. Integration with Web Insights and Gatormail plus the workflow means that you have a platform that offer marketing automation. Easy to set up new users but also very secure, if you use the the security features. The service offered by the support team is second to none - always patient, exceptionally knowledgeable and always solution oriented. I could not do my job without Workbooks > > **Nachteile**: Need to make sure that you do not use Internet explorer, especially with the gator mail add-on as it is then very slow but runs brilliantly on other browsers. The knowledge base is good but if would be helpful to have printable pdfs of the pages so that you can use them as manual when printed out ----- ### "Slugish and painful but gets the job done" — 3.0/5 > **Verifizierter Rezensent** | *21. November 2017* | Computer-Software | Empfehlungsbewertung: 3.0/10 > > **Vorteile**: It allows us a company to run our business. We can track support cases and organisational contracts. Saas system means no server maintenance, upgrades take place at night so little downtime. > > **Nachteile**: So many windows to click and wait for things to open. At times it can take minutes for windows to open. Its not built as a support system, so it's only logging the emails which are sent with categorisations. Contact their support team can be complex as they only allow 2 authorised contacts, so if your 2 colleagues happen to be off they won't answer your call. > > Integrated accounting and support systems. We can see if a company has an active contract before we provide support. Everything is logged and whole team can login to see the status of the cases. ----- ### "I like the customisability of the application." — 5.0/5 > **Verifizierter Rezensent** | *3. November 2017* | Telekommunikation | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I like the way you can pretty much create anything using there API and PHP based script database. There GITHub site gives pointers but anyone with minor knowledge of workbooks and PHP skills can start to be clever and automate process's. > > **Nachteile**: It would be great to be able to give the ticketing aspect (ITSM) different referance's at system level for incidents/problems/changes. There is very little that i dis-like about this software as any issues can be raised and put into development. Often issues are experienced by multiple customers and work arounds are certainly possible. > > increased efficiency through automation Increased monitoring and reporting Increased infomation to better understand our business ----- ### "It is easy to use and cutomise." — 5.0/5 > **Teresa** | *27. Oktober 2017* | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: This was a big step for our business as our processes were all done manually. This has revolutionised the business as almost everything is system generated. It is a fanatic piece of software. > > **Nachteile**: The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great\! > > No more manual processes\! Real time reporting on quotes, orders and invoicing. Management dashboards. Tracking Sales against targets Following up on opportunities. The list is endless :) ----- Seite: 1 / 6\ Weiter: [Nächste Seite](https://www.getapp.de/software/9531/workbooks-crm?page=2) ## Links - [Auf GetApp anzeigen](https://www.getapp.de/software/9531/workbooks-crm) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Strukturierte Daten