--- description: Detaillierte Informationen über Workbooks zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Workbooks Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/2/customer-relationship-management/software) > [Workbooks](/software/109648/workbooks-crm) # Workbooks Canonical: https://www.capterra.ch/software/109648/workbooks-crm Seite: 1 / 6\ Weiter: [Nächste Seite](https://www.capterra.ch/software/109648/workbooks-crm?page=2) > Nutzerfreundliche Online-Software zur Unterstützung des Geschäftslebenszyklus, einschließlich Vertrieb, Marketing, Kundenbetreuung und Verkaufsauftragsabwicklung. > > Bewertung: **4.3/5** von 112 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Workbooks? Die CRM- und Geschäftsanwendungen eignen sich für alle Branchen. ## 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) (Gratis Testen) - **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 - Aktivitäts-Dashboard - Angebote / Schätzungen - Anpassbare Berichte - Anpassbare Vorlagen - Aufgabenmanagement - Benutzer-Management - Catalog Management - Data Enrichment - Daten-Import / -Export - Demographic/Firmographic Data - Dokumentenspeicher - E-Mail Marketing - E-Mail-Management - Gemeinsame Kontakte - Kalender-/Erinnerungssystem - Kalenderverwaltung - Kampagnenmanagement - Kommentare / Notizen - Kommunikationsmanagement - Kontakt-Datenbank - Kontaktmanagement - Kundendatenbank - Kundenspezifisches Branding - Lead Segmentierung - Lead-Distribution - Lead-Erfassung - Lead-Pflege - Lead-Qualifizierung - Leadmanagement - Leistungskennzahlen - Mehrsprachig - Mobiler Zugriff - Multi-Channel-Kommunikation - Pipeline-Management - Rich-Text-Bearbeiter - Sales-Pipeline-Management - Segmentierung - Self-Service Portal - Stapelverarbeitung - Suchen / filtern - Terminplanung - Third-Party Integrations - Verfolgung von Interaktionen - Verkaufsberichte - Verkaufsprognose - Vertriebsaktivitätsmanagement - Werkzeuge zur Zusammenarbeit - Wissensmanagement - Workflow Automation - Workflow-Management ... und 7 weitere Funktionen ## 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.capterra.ch/directory/2/customer-relationship-management/software) ## Ähnliche Kategorien - [CRM-Systeme](https://www.capterra.ch/directory/2/customer-relationship-management/software) - [Online CRM Systeme](https://www.capterra.ch/directory/30072/online-crm/software) - [Lead Management Software](https://www.capterra.ch/directory/30017/lead-management/software) - [Sales Force Automation Software](https://www.capterra.ch/directory/12/sales-force-automation/software) - [Software für Vertriebsportale](https://www.capterra.ch/directory/32195/sales-engagement-platform/software) ## Alternativen 1. [HubSpot CRM](https://www.capterra.ch/software/152373/hubspot-crm) — 4.5/5 (4481 reviews) 2. [Zoho CRM](https://www.capterra.ch/software/155928/zoho-crm) — 4.3/5 (6993 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.ch/software/204998/bigin-by-zoho-crm) — 4.7/5 (742 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.ch/software/61368/salesforce) — 4.4/5 (18803 reviews) 5. [Dynamics 365](https://www.capterra.ch/software/157279/dynamics-365) — 4.4/5 (5846 reviews) ## Nutzerbewertungen ### "User friendly, customisable product" — 4.0/5 > **Joshua** | *19. November 2018* | Bau | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. März 2018* > > **Vorteile**: 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. > > **Nachteile**: 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. ----- ### "It tries to do too much" — 2.0/5 > **Verifizierter Rezensent** | *6. Juli 2021* | Marketing & Werbung | Empfehlungsbewertung: 4.0/10 > > **Vorteile**: Integration with other tools works well, and great to be able to add in things such as lead forensics into the lead generation application. > > **Nachteile**: 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 for 5 years" — 4.0/5 > **Adam** | *10. November 2017* | Computer-Software | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: Highly Customisable, and very easy to grant access to specific areas only to different staff members. Very good reporting tool. > > **Nachteile**: Sometimes picking apart the customisation to fix one small thing can be time consuming. Only being allowed two named support contacts is a little tedious sometimes. > > The use of automated invoice scripts saves several members of staff many hours each week. ----- ### "Good, all round CRM system" — 4.0/5 > **Mike** | *23. November 2018* | Non-Profit-Organisation Management | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: The level of customisation that we can carry out in house. The reporting suite is also pretty flexible. > > **Nachteile**: When reporting, linking to some table can really slow the reports down. Campaign membership being the main one > > We manage client support using cases and record those individuals in people records. Consent recording for data protection and recording of objections to processing is our most recent change ----- Seite: 1 / 6\ Weiter: [Nächste Seite](https://www.capterra.ch/software/109648/workbooks-crm?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/109648/workbooks-crm) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten