--- description: Scopri le funzionalità di Workbooks, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Workbooks - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Software CRM](/directory/2/customer-relationship-management/software) > [Workbooks](/software/109648/workbooks-crm) # Workbooks Canonical: https://www.capterra.it/software/109648/workbooks-crm Pagina: 1/6\ Avanti: [Pagina successiva](https://www.capterra.it/software/109648/workbooks-crm?page=2) > Software online di facile utilizzo che supporta il ciclo di vita aziendale, comprese vendite, marketing, assistenza clienti ed elaborazione degli ordini di vendita. > > Conclusione: valutazione di **4.3/5** stelle assegnate da 112 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza Workbooks? Sistema CRM e applicazioni aziendali perfetti per ogni settore. ## Statistiche e valutazioni | Parametro | Valutazione | Dettaglio | | **Nel complesso** | **4.3/5** | 112 Recensioni | | Facilità d'uso | 4.1/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 4.3/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 4.1/5 | Sulla base delle recensioni complessive | | Funzionalità | 4.2/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 80% | (8/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: Workbooks - **Area geografica**: East Hartford, USA - **Anno di fondazione**: 2007 ## Contesto commerciale - **Prezzo di partenza**: 45,00 USD - **Modello tariffario**: (Versione gratuita disponibile) (Versione di prova gratuita (free trial)) - **Pubblico target**: 11-50, 51-200, 201-500, 501-1.000 - **Implementazione e piattaforme**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (mobile), iPhone (mobile), iPad (mobile) - **Lingue supportate**: francese, inglese, spagnolo, tedesco - **Paesi disponibili**: Australia, Canada, Francia, Germania, Guernsey, Irlanda, Isola di Man, Jersey, Regno Unito, Spagna, Stati Uniti ## Funzionalità - Accesso da dispositivi mobili - Acquisizione di potenziali clienti - Archiviazione di documenti - Automazione dei processi e dei flussi di lavoro - Branding personalizzabile - Catalog Management - Commenti/Note - Comunicazione multi-canale - Contatti condivisi - Creazione di report/analisi - Data enrichment - Database clienti - Database contatti - Demographic/Firmographic Data - Distribuzione di potenziali clienti - Editor di testo RTF - Elaborazione di batch - Email Marketing - Gestione contatti - Gestione dei calendari - Gestione del flusso di lavoro - Gestione della campagna - Gestione della pipeline di vendita - Gestione della posta elettronica - Gestione delle attività - Gestione delle attività di vendita - Gestione delle comunicazioni - Gestione delle conoscenze - Gestione delle pipeline - Gestione di potenziali clienti - Gestione utenti - Lead Nurturing - Lead Qualification - Modelli personalizzabili - Parametri prestazionali - Portale self-service - Preventivi/Stime - Previsione di vendita - Programmazione appuntamenti - Quadro della attività - Relazioni sulle vendite - Report personalizzabili - Ricerca/Filtro - Segmentazione - Segmentazione della clientela potenziale - Sistema di calendari e promemoria - Sistema plurilingue - Strumenti collaborativi - Third-Party Integrations - Tracciamento delle interazioni ... e altre 7 funzionalità ## Integrazioni (10 in totale) - Box - Dotdigital - Force24 - GoCardless - Google Docs - Mailchimp - Microsoft Outlook - Sage 50 Accounting - Xero - Zapier ## Opzioni di supporto - Email/Help desk - FAQ/Forum - Knowledge Base - Assistenza telefonica - Assistenza diretta 24 ore su 24 - Chat ## Categoria - [Software CRM](https://www.capterra.it/directory/2/customer-relationship-management/software) ## Categorie correlate - [Software CRM](https://www.capterra.it/directory/2/customer-relationship-management/software) - [Software CRM online](https://www.capterra.it/directory/30072/online-crm/software) - [Software per lead management](https://www.capterra.it/directory/30017/lead-management/software) - [Software per automazione della forza vendita](https://www.capterra.it/directory/12/sales-force-automation/software) - [Software per coinvolgimento delle vendite](https://www.capterra.it/directory/32195/sales-engagement-platform/software) ## Alternative 1. [Zoho CRM](https://www.capterra.it/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.it/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 3. [Salesforce Sales Cloud](https://www.capterra.it/software/61368/salesforce) — 4.4/5 (18768 reviews) 4. [HubSpot CRM](https://www.capterra.it/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 5. [Dynamics 365](https://www.capterra.it/software/157279/dynamics-365) — 4.4/5 (5811 reviews) ## Recensioni ### "Best Cloud based CRM tool" — 5.0/5 > **Ruban** | *16 giugno 2022* | Servizi e tecnologie dell'informazione | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: Sales forecast and the reporting are the two feature that really helped me on a daily basis with this software. These are the features I liked the most. > > **Inconvenienti**: Some time I feel when clicking an a button is slow to respond. I hope there will a fix for it sooner. Apart from that I dont see any cons. > > Overall workbooks has helped me to reduce the time I spend maintaining all the details related to customers and sales. Now this tool has helped me to organise and bring out more details from that. The account management and forecast has really helped me to do planning. ----- ### "I couldn't do my job without Workbooks. It's the first thing I log into every day." — 5.0/5 > **Dianne** | *10 novembre 2017* | Software informatici | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: The task scheduling feature helps me keep on top of all my sales activities so I never miss an opportunity to keep in touch with prospects. I also like the marketing features that enable us to target specific types of customers and prospects with tailored offerings. > > **Inconvenienti**: The only area we would like to see improved is Case handling. I think the software could be a little more intuitive and automated when is comes to customer communications. > > It helps me sell. We capture leads directly from our Website and track the prospect from initial enquiry right through to final sale and beyond using workbooks. ----- ### "It tries to do too much" — 2.0/5 > **Utente Verificato** | *6 luglio 2021* | Marketing e pubblicità | Tasso di raccomandazione: 4.0/10 > > **Vantaggi**: Integration with other tools works well, and great to be able to add in things such as lead forensics into the lead generation application. > > **Inconvenienti**: Moving clients through the customer journey is too clunky, you can easily end up with duplications, lose the data, or sometimes set the record up only to not be able to find the client at a later date. This could perhaps be due to the fact we didn't have the top functionality. > > As a publisher, we were looking to get this to do everything from flat planning, through to media booking and accounts. Due to not having one of the top packages it meant that the product couldnt meet our needs. This wasn't Workbooks fault. I did find that the integrations with things such as Outlook broke regularly which was slightly frustrating ----- ### "User friendly, customisable product" — 4.0/5 > **Joshua** | *19 novembre 2018* | Industria edilizia | Tasso di raccomandazione: 8.0/10 > > **Vantaggi**: Workbooks has a great amount of customisation, allowing us to create bespoke form layouts for various record types and really control the data we have as a business. > > **Inconvenienti**: Customer service can vary from staff who just point you to a website page and seem to understand the product less than you, to someone who genuinely pays attention and does a great job going through the issue. I've also had to chase a couple of times for minor paid developments to be completed > > We are primarily using Workbooks at the moment to record our sales opportunities and using the information here, along with other data brought from different software, creating useful reports to forecast how we expect to do and spot areas where the sales team can improve ----- ### "Workbooks makes keeping track of orders easy" — 4.0/5 > **Rioghan** | *27 marzo 2018* > > **Vantaggi**: Its very user friendly and has an interface that's easy to understand and use. Its easy to customize layouts views etc. The quality of service delivered to customers has improved. Overall it has helped the company to grow and continue to do so. > > **Inconvenienti**: We needed a specific function and were told that it would be available in a future release. We changed a process in the business and then the feature came out sooner. ----- Pagina: 1/6\ Avanti: [Pagina successiva](https://www.capterra.it/software/109648/workbooks-crm?page=2) ## Link - [Visualizza su Capterra](https://www.capterra.it/software/109648/workbooks-crm) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Dati strutturati