--- description: Workbooks : qu'en pensent les utilisateurs ? Lisez les avis clients sur Workbooks, consultez les prix, tarifs, abonnements et découvrez ses fonctionnalités grâce à Capterra Luxembourg. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Workbooks - Avis, notes, prix et abonnements - Capterra Luxembourg 2026 --- Breadcrumb: [Accueil](/) > [Logiciels d'expérience client](/directory/2/customer-relationship-management/software) > [Workbooks](/software/109648/workbooks-crm) # Workbooks Canonical: https://www.capterra.lu/software/109648/workbooks-crm Page : 1/6\ Suivant: [Page suivante](https://www.capterra.lu/software/109648/workbooks-crm?page=2) > Un logiciel en ligne et facile à utiliser pour prendre en charge le cycle de vie complet de votre entreprise, y compris les ventes, le marketing, le support client et le traitement des commandes. > > Conclusion : 112 utilisateurs lui ont donné la note de **4.3/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise Workbooks ? Des applications CRM et professionnelles conviennent à tous les secteurs d'activité. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.3/5** | 112 Avis | | Simplicité | 4.1/5 | D'après l'ensemble des avis | | Support client | 4.3/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.1/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.2/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 80% | (8/10 Probabilité de recommander le produit) | ## À propos de l'éditeur - **Société**: Workbooks - **Pays**: East Hartford, É.-U. - **Fondé**: 2007 ## Contexte commercial - **À partir de**: 45,00 $US - **Type de licence**: (Version gratuite disponible) (Essai gratuit) - **Public cible**: 11–50, 51–200, 201–500, 501–1.000 - **Déploiement et plateformes**: Cloud, SaaS, web, Mac (ordinateur), Windows (ordinateur), Android (mobile), iPhone (mobile), iPad (mobile) - **Langues**: allemand, anglais, espagnol, français - **Pays disponibles**: Allemagne, Australie, Canada, Espagne, France, Guernesey, Irlande, Jersey, Royaume-Uni, États-Unis, Île de Man ## Fonctionnalités - Accès mobile - Automatisation des processus et flux de travail - Base de données de clients - Base de données de contacts - Catalog Management - Communication multicanal - Contacts partagés - Demographic/Firmographic Data - Devis - Distribution de leads - Enrichissement de données - Gestion de la communication - Gestion des activités commerciales - Gestion des calendriers - Gestion des campagnes - Gestion des connaissances - Gestion des contacts - Gestion des e-mails - Gestion des flux de travail - Gestion des leads - Gestion des pipelines - Gestion des tâches - Gestion des utilisateurs - Gestion du pipeline de ventes - Lead nurturing - Mesure des performances - Modèles personnalisables - Notes et commentaires - Outils de collaboration - Planification des rendez-vous - Portail libre-service - Prise en charge de plusieurs langues - Prévision des ventes - Qualification de leads - Rapports de ventes - Rapports et analyses - Rapports personnalisables - Recherche/Filtre - Saisie de leads - Segmentation - Segmentation de leads - Stockage de documents - Stratégie de marque personnalisable - Suivi des interactions - Système de calendrier et de rappel - Tableau de bord d'activités - Third-Party Integrations - Traitement des lots - e-mail marketing - Éditeur de texte enrichi ... et 7 fonctionnalités supplémentaires ## Intégrations (10 au total) - Box - Dotdigital - Force24 - GoCardless - Google Docs - Mailchimp - Microsoft Outlook - Sage 50 - Xero - Zapier ## Ressources d'aide - Service client/e-mail - FAQ/forums - Base de connaissances - Support téléphonique - Support 24/7 (réponse directe) - Chat ## Category - [Logiciels d'expérience client](https://www.capterra.lu/directory/2/customer-relationship-management/software) ## Catégories connexes - [Logiciels d'expérience client](https://www.capterra.lu/directory/2/customer-relationship-management/software) - [Logiciels CRM en ligne](https://www.capterra.lu/directory/30072/online-crm/software) - [Gestion des leads](https://www.capterra.lu/directory/30017/lead-management/software) - [Logiciels de SFA (Sales Force Automation)](https://www.capterra.lu/directory/12/sales-force-automation/software) - [Logiciels d'engagement de ventes](https://www.capterra.lu/directory/32195/sales-engagement-platform/software) ## Logiciels similaires 1. [Zoho CRM](https://www.capterra.lu/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.lu/software/204998/bigin-by-zoho-crm) — 4.7/5 (727 reviews) 3. [Salesforce Sales Cloud](https://www.capterra.lu/software/61368/salesforce) — 4.4/5 (18768 reviews) 4. [HubSpot CRM](https://www.capterra.lu/software/152373/hubspot-crm) — 4.5/5 (4453 reviews) 5. [Dynamics 365](https://www.capterra.lu/software/157279/dynamics-365) — 4.4/5 (5812 reviews) ## Avis ### "Best Cloud based CRM tool" — 5.0/5 > **Ruban** | *16 juin 2022* | Services et technologies de l'information | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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* | Logiciels | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 > **Utilisateur vérifié** | *6 juillet 2021* | Marketing et publicité | Taux de recommandation : 4.0/10 > > **Avantages**: Integration with other tools works well, and great to be able to add in things such as lead forensics into the lead generation application. > > **Inconvénients**: 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* | Logiciels de construction | Taux de recommandation : 8.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 mars 2018* > > **Avantages**: 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. > > **Inconvénients**: 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. ----- Page : 1/6\ Suivant: [Page suivante](https://www.capterra.lu/software/109648/workbooks-crm?page=2) ## Liens - [Afficher sur Capterra](https://www.capterra.lu/software/109648/workbooks-crm) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées