--- description: Workbooks : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. 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 Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels CRM](/directory/2/customer-relationship-management/software) > [Workbooks](/software/109648/workbooks-crm) # Workbooks Canonical: https://fr.capterra.ca/software/109648/workbooks-crm Page : 1/6\ Suivant: [Page suivante](https://fr.capterra.ca/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 du vendeur - **Entreprise**: Workbooks - **Pays**: East Hartford, É.-U. - **Entreprise fondée en**: 2007 ## Contexte commercial - **À partir de**: 45,00 $ US - **Type de licence**: (Version gratuite disponible) (Version d’essai gratuite) - **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 - 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 courriels - Gestion des flux de travail - Gestion des leads - Gestion des pipelines - Gestion des tâches - Gestion des utilisateurs - Gestion du pipeline de ventes - Importation et exportation de données - Lead nurturing - Marketing par courriel - 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 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 - Workflow Automation - 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/courriel - FAQ/forums - Base de connaissances - Support téléphonique - Support 24/7 (réponse directe) - Chat/Clavardage ## Category - [Logiciels CRM](https://fr.capterra.ca/directory/2/customer-relationship-management/software) ## Catégories connexes - [Logiciels CRM](https://fr.capterra.ca/directory/2/customer-relationship-management/software) - [Logiciels CRM en ligne](https://fr.capterra.ca/directory/30072/online-crm/software) - [Logiciels de lead management](https://fr.capterra.ca/directory/30017/lead-management/software) - [Logiciels de forces de vente](https://fr.capterra.ca/directory/12/sales-force-automation/software) - [Logiciels d'engagement commercial](https://fr.capterra.ca/directory/32195/sales-engagement-platform/software) ## Logiciels similaires 1. [Salesforce Sales Cloud](https://fr.capterra.ca/software/61368/salesforce) — 4.4/5 (18804 reviews) 2. [HubSpot CRM](https://fr.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4481 reviews) 3. [Zoho CRM](https://fr.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6993 reviews) 4. [Bigin by Zoho CRM](https://fr.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (742 reviews) 5. [Dynamics 365](https://fr.capterra.ca/software/157279/dynamics-365) — 4.4/5 (5846 reviews) ## Avis ### "User friendly, customisable product" — 4.0/5 > **Joshua** | *19 novembre 2018* | 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. ----- ### "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 for 5 years" — 4.0/5 > **Adam** | *10 novembre 2017* | Logiciels | Taux de recommandation : 8.0/10 > > **Avantages**: Highly Customisable, and very easy to grant access to specific areas only to different staff members. Very good reporting tool. > > **Inconvénients**: 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 novembre 2018* | Gestion d'organisme à but non lucratif | Taux de recommandation : 7.0/10 > > **Avantages**: The level of customisation that we can carry out in house. The reporting suite is also pretty flexible. > > **Inconvénients**: 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 ----- Page : 1/6\ Suivant: [Page suivante](https://fr.capterra.ca/software/109648/workbooks-crm?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/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