--- description: Información actualizada sobre Workbooks. Lee opiniones verificadas y descubre funciones, características, precios y usabilidad. Obtén rápidamente una visión general de ventajas y desventajas. Compara Workbooks con productos similares. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Workbooks: precios, funciones y opiniones | GetApp México 2026 --- Breadcrumb: [Inicio](/) > [Sistema CRM](/directory/230/crm/software) > [Workbooks](/software/9531/workbooks-crm) # Workbooks Canonical: https://www.getapp.com.mx/software/9531/workbooks-crm Página: 1 de 6\ Siguiente: [Página siguiente](https://www.getapp.com.mx/software/9531/workbooks-crm?page=2) > Workbooks es un proveedor de aplicaciones CRM diseñadas para organizaciones pequeñas y medianas. Con sede en el Reino Unido, este paquete de software permite a los clientes acelerar el crecimiento de las ventas, mejorar la ejecución de marketing, agilizar los procesos comerciales y mejorar su asistencia al cliente. > > Veredicto: 112 usuarios lo han valorado con **4.3/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.3/5** | 112 Opiniones | | Facilidad de uso | 4.1/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.3/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.1/5 | Basado en las opiniones generales | | Funciones | 4.2/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 80% | (8/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Workbooks - **Ubicación**: East Hartford, EE. UU. - **Constitución**: 2007 ## Contexto comercial - **Precio inicial**: USD 45.00 - **Modelo de precios**: (versión gratuita disponible) (Prueba gratis) - **Público objetivo**: 11-50, 51-200, 201-500, 501-1,000 - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: alemán, español, francés, inglés - **Países disponibles**: Alemania, Australia, Canadá, España, Estados Unidos, Francia, Guernsey, Irlanda, Isla de Man, Jersey, Reino Unido ## Funciones - AI Copilot - API - Acceso móvil - Acciones activadas por evento - Alertas y notificaciones - Almacenamiento de documentos - Análisis de evolución de ventas - Aplicación móvil - Automatización de marketing - Automatización proceso/flujo de trabajo - Autorizaciones basadas en roles - Base de datos de clientes - Base de datos de contactos - Búsqueda de clientes potenciales - Búsqueda/filtro - CRM - Campos personalizables - Captura de clientes potenciales - Catalog Management - Catálogo de productos ## Integraciones (en total: 10) - Box - Dotdigital - Force24 - GoCardless - Google Docs - Mailchimp - Microsoft Outlook - Sage 50 Accounting - Xero - Zapier ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Asistencia 24/7 - Chat ## Categoría - [Sistema CRM](https://www.getapp.com.mx/directory/230/crm/software) ## Categorías relacionadas - [Sistema CRM](https://www.getapp.com.mx/directory/230/crm/software) - [Software de gestión de contactos](https://www.getapp.com.mx/directory/337/contact-management/software) - [Sistemas automatizados de ventas](https://www.getapp.com.mx/directory/338/sales-force-automation/software) - [Herramientas de administración de leads](https://www.getapp.com.mx/directory/339/lead-management/software) - [Software CRM online](https://www.getapp.com.mx/directory/232/online-crm/software) ## Alternativas 1. [HubSpot CRM](https://www.getapp.com.mx/software/102533/hubspot-crm) — 4.5/5 (4451 reviews) 2. [Zoho CRM](https://www.getapp.com.mx/software/9908/zoho-crm) — 4.3/5 (6964 reviews) 3. [Bigin by Zoho CRM](https://www.getapp.com.mx/software/142099/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 4. [Salesforce Sales Cloud](https://www.getapp.com.mx/software/90378/salesforce) — 4.4/5 (18768 reviews) 5. [Dynamics 365](https://www.getapp.com.mx/software/90844/dynamics-365) — 4.4/5 (5811 reviews) ## Opiniones ### "CRM that just works well" — 5.0/5 > **Simon** | *20 de noviembre de 2018* | Arquitectura y planificación | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: It did everything we asked of it. We have integrated it with our back end systems to provide a single version of the "truth" - the API was very easy to use and the integration very quick to do. We also esily integrated with other SAAS software such as MailChimp and Survey Monkey > > **Puntos en contra**: The origin UI was very old school, but fortunately that has now been fixed. Workbooks being a smaller vendor don't have so many out-of-the-box integrations as other CRM vendors, such as SalesForce > > The implementers and support team are spot on. Very attentive, got our business and did their job well. The whole company is easy to work with. ----- ### "Workbook - Great business marketing plan" — 4.0/5 > **Julio A** | *27 de febrero de 2018* | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: I like most is the versatility of adapting the software to our offer, is very intuitive and we have several setups until we find the right for us. The software covers from leads to payments, and it have to manage a invoice program. I like the support management because allow us to find our way using workbook > > **Puntos en contra**: Once we knew is a flexible software, we didn't understand the dimensions of it, it took a while to process and adapt all our data to a new way to manage the software. The search function is very slow. Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software. > > We found that the numbers of our company were slowing down, so we tried out some new tools in order to make our business to keep on track. Workbooks gave us a new way of thinking because just making things in a different way we can reach more clients. ----- ### "Slugish and painful but gets the job done" — 3.0/5 > **Usuario verificado** | *21 de noviembre de 2017* | Software informático | Valoración de la recomendación: 3.0/10 > > **Puntos a favor**: It allows us a company to run our business. We can track support cases and organisational contracts. Saas system means no server maintenance, upgrades take place at night so little downtime. > > **Puntos en contra**: So many windows to click and wait for things to open. At times it can take minutes for windows to open. Its not built as a support system, so it's only logging the emails which are sent with categorisations. Contact their support team can be complex as they only allow 2 authorised contacts, so if your 2 colleagues happen to be off they won't answer your call. > > Integrated accounting and support systems. We can see if a company has an active contract before we provide support. Everything is logged and whole team can login to see the status of the cases. ----- ### "Workbooks is great for sales cycles and orders, easy to use and plenty of features\!" — 4.0/5 > **Jenny** | *31 de octubre de 2017* | Software informático | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: I only use workbooks for sales administration work, keeping track of the sales team opportunities and leads. The filter function and all the information you can store in a single record is ideal when you have lots of records. > > **Puntos en contra**: The search tool is not ideal, it could be better, needs more advanced options. I also think creating a report is a lot more complicated than it needs to be, different criteria and views makes it hard to use. ----- ### "It is easy to use and cutomise." — 5.0/5 > **Teresa** | *27 de octubre de 2017* | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: This was a big step for our business as our processes were all done manually. This has revolutionised the business as almost everything is system generated. It is a fanatic piece of software. > > **Puntos en contra**: The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great\! > > No more manual processes\! Real time reporting on quotes, orders and invoicing. Management dashboards. Tracking Sales against targets Following up on opportunities. The list is endless :) ----- Página: 1 de 6\ Siguiente: [Página siguiente](https://www.getapp.com.mx/software/9531/workbooks-crm?page=2) ## Enlaces - [Ver en GetApp](https://www.getapp.com.mx/software/9531/workbooks-crm) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Datos estructurados