--- 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 - Berichterstattung / Analyse - Catalog Management - Data Enrichment - 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 - Prozess-/Workflow-Automatisierung - 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-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 (4453 reviews) 2. [Zoho CRM](https://www.capterra.ch/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.ch/software/204998/bigin-by-zoho-crm) — 4.7/5 (725 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.ch/software/61368/salesforce) — 4.4/5 (18768 reviews) 5. [Dynamics 365](https://www.capterra.ch/software/157279/dynamics-365) — 4.4/5 (5811 reviews) ## Nutzerbewertungen ### "Best Cloud based CRM tool" — 5.0/5 > **Ruban** | *16. Juni 2022* | Informationstechnologie & -dienste | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. November 2017* | Computer-Software | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 > **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 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. ----- 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