---
description: Tudo sobre Workbooks: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários. Saiba mais!
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title: Workbooks - Preço, avaliações e classificação - Capterra Brasil 2026
---

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# Workbooks

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> Software online e fácil de usar para dar suporte ao ciclo de vida dos negócios, incluindo vendas, marketing, suporte ao cliente e processamento de pedidos de vendas.
> 
> Conclusão: 112 usuários atribuíram a nota **4.3/5**. Melhor classificado para **Probabilidade de recomendação**.

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## Resumo

### Quem usa o Workbooks?

Os aplicativos de CRM e negócios são adequados para todos os setores.

## Estatísticas e notas

| Métrica | Classificação | Detalhes |
| **Geral** | **4.3/5** | 112 Avaliações |
| Praticidade | 4.1/5 | Com base em avaliações gerais |
| Suporte ao cliente | 4.3/5 | Com base em avaliações gerais |
| Relação qualidade/preço | 4.1/5 | Com base em avaliações gerais |
| Recursos | 4.2/5 | Com base em avaliações gerais |
| Porcentagem de recomendação | 80% | (8/10 Probabilidade de recomendação) |

## Sobre o fornecedor

- **Empresa**: Workbooks
- **Localização**: East Hartford, EUA
- **Fundada**: 2007

## Contexto comercial

- **Preço inicial**: US$ 45,00
- **Modelo de preços**:  (Versão gratuita disponível) (Teste grátis)
- **Público-alvo**: 11–50, 51–200, 201–500, 501–1.000
- **Implantação e plataformas**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Android (celular), iPhone (celular), iPad (tablet)
- **Idiomas**: alemão, espanhol, francês, inglês
- **Países disponíveis**: Alemanha, Austrália, Canadá, Espanha, Estados Unidos, França, Guernsey, Ilha de Man, Irlanda, Jersey, Reino Unido

## Recursos

- Acesso para Celular
- Agendamento de compromissos
- Armazenamento de documentos
- Banco de dados de contatos
- Banco de dados do cliente
- Captura de leads
- Catalog Management
- Comentários/notas
- Comunicação multicanal
- Contatos compartilhados
- Demographic/Firmographic Data
- Distribuição de leads
- Editor de rich text
- Enriquecimento de dados
- Ferramentas de colaboração
- Gerenciamento de contatos
- Gerenciamento de e-mails
- Gerenciamento de usuários
- Gestão da atividade de vendas
- Gestão da comunicação
- Gestão de calendários
- Gestão de campanhas
- Gestão de leads
- Gestão de tarefas
- Gestão do conhecimento
- Gestão do fluxo de trabalho
- Gestão do pipeline
- Gestão do pipeline de vendas
- Imagem de marca personalizável
- Importação/exportação de dados
- Indicadores de desempenho
- Lead Nurturing
- Marketing por e-mail
- Modelos personalizáveis
- Orçamentos/estimativas
- Painel de atividades
- Pesquisa e filtro
- Portal de autoatendimento
- Previsão de vendas
- Processamento de lotes
- Qualificação de leads
- Rastreamento de interações
- Relatórios de vendas
- Relatórios personalizáveis
- Segmentação
- Segmentação de leads
- Sistema de calendário ou lembretes
- Third-Party Integrations
- Vários idiomas
- Workflow Automation

... e mais 7 recursos

## Integrações (10 no total)

- Box
- Dotdigital
- Force24
- GoCardless
- Google Docs
- Mailchimp
- Microsoft Outlook
- Sage 50 Accounting
- Xero
- Zapier

## Opções de suporte

- Email/Help Desk
- FAQs/Fórum
- Base de conhecimento
- Suporte por telefone
- Assistência 24/7
- Bate-papo

## Category

- [Sistemas CRM](https://www.capterra.com.br/directory/2/customer-relationship-management/software)

## Categorias relacionadas

- [Sistemas CRM](https://www.capterra.com.br/directory/2/customer-relationship-management/software)
- [Software CRM Online](https://www.capterra.com.br/directory/30072/online-crm/software)
- [Software de Gestão de Leads](https://www.capterra.com.br/directory/30017/lead-management/software)
- [Sistemas de Automação de Vendas](https://www.capterra.com.br/directory/12/sales-force-automation/software)
- [Software de Engajamento em Vendas](https://www.capterra.com.br/directory/32195/sales-engagement-platform/software)

## Alternativas

1. [Zoho CRM](https://www.capterra.com.br/software/155928/zoho-crm) — 4.3/5 (6993 reviews)
2. [Bigin by Zoho CRM](https://www.capterra.com.br/software/204998/bigin-by-zoho-crm) — 4.7/5 (742 reviews)
3. [Salesforce Sales Cloud](https://www.capterra.com.br/software/61368/salesforce) — 4.4/5 (18803 reviews)
4. [HubSpot CRM](https://www.capterra.com.br/software/152373/hubspot-crm) — 4.5/5 (4481 reviews)
5. [Dynamics 365](https://www.capterra.com.br/software/157279/dynamics-365) — 4.4/5 (5846 reviews)

## Avaliações

### "User friendly, customisable product" — 4.0/5

> **Joshua** | *19 de novembro de 2018* | Construção | Taxa de recomendação: 8.0/10
> 
> **Vantagens**: 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.
> 
> **Desvantagens**: 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 de março de 2018*
> 
> **Vantagens**: 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.
> 
> **Desvantagens**: 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

> **Avaliador Verificado** | *6 de julho de 2021* | Publicidade e marketing | Taxa de recomendação: 4.0/10
> 
> **Vantagens**: Integration with other tools works well, and great to be able to add in things such as lead forensics into the lead generation application.
> 
> **Desvantagens**: 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 de novembro de 2017* | Software | Taxa de recomendação: 8.0/10
> 
> **Vantagens**: Highly Customisable, and very easy to grant access to specific areas only to different staff members. Very good reporting tool.
> 
> **Desvantagens**: 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 de novembro de 2018* | Gestão de organizações sem fins lucrativos | Taxa de recomendação: 7.0/10
> 
> **Vantagens**: The level of customisation that we can carry out in house. The reporting suite is also pretty flexible.
> 
> **Desvantagens**: 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

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