Workbooks CRM Free Edition
Whilst you are using the free version, please be aware that:
- It's a 2-User system, maximum
- There's no advanced customisations (there's some clever stuff in the full version)
- No Custom Form Layouts (change the way screens look, change Field Names, hide Fields etc)
- No Custom Form Templates or PDF document creation
- No Outlook Integration (Emails and Calendar integration)
- No Exchange Integration (an option for direct integration with Exchange)
- No Customer or Supplier Pricing Schemes (setting automatic prices for customers)
- No Technical Support for Workbooks should you have a query
- IOS and Android Apps are not available
- No Email Marketing (e.g. the nice integration with Mailchimp)
- You have limited storage for the free version of 1Gb. With the full version it is 10Gb with options to increase this if you need it.
- With the free version there are no Automated Scripts or Process Buttons (things to save you time and do things automatically)
- No support for multiple Company (if you want to manage multiple businesses)
- No support for multiple Currencies (e.g. do you need to quote in Euros?)
- No Contract Management (the ability to track and record contracts your customers have with you)
- The free version only has 1 database. The full version allows you to have 5 databases if you wish
While using the free version, you may be interested in a few services we can offer you:
1) We offer a one hour, on line training session on Workbooks to cover any topic you want. This could cover the Import feature, how to create new Fields, Reporting, integrating emails into Workbooks, or any other feature within the free version. The cost of this is £95 plus VAT.
2) We also offer a Telephone support contract on Workbooks. We have a Helpdesk here at Wizard Systems, ready to answer any questions you have on Workbooks. This is £20 per month plus VAT or sign up for a year's support for £150 plus VAT.
3) Fancy doing a mailing (send out bulk emails) with your data in Workbooks? We have created a low cost, quick start service with the popular Constant Contact Email Marketing system. Read more...
If you would like to move from the Free version to the Full version, please let us know and we can provide a quote for you based on the number of Users you need.
- It's a 2-User system, maximum
- There's no advanced customisations (there's some clever stuff in the full version)
- No Custom Form Layouts (change the way screens look, change Field Names, hide Fields etc)
- No Custom Form Templates or PDF document creation
- No Outlook Integration (Emails and Calendar integration)
- No Exchange Integration (an option for direct integration with Exchange)
- No Customer or Supplier Pricing Schemes (setting automatic prices for customers)
- No Technical Support for Workbooks should you have a query
- IOS and Android Apps are not available
- No Email Marketing (e.g. the nice integration with Mailchimp)
- You have limited storage for the free version of 1Gb. With the full version it is 10Gb with options to increase this if you need it.
- With the free version there are no Automated Scripts or Process Buttons (things to save you time and do things automatically)
- No support for multiple Company (if you want to manage multiple businesses)
- No support for multiple Currencies (e.g. do you need to quote in Euros?)
- No Contract Management (the ability to track and record contracts your customers have with you)
- The free version only has 1 database. The full version allows you to have 5 databases if you wish
While using the free version, you may be interested in a few services we can offer you:
1) We offer a one hour, on line training session on Workbooks to cover any topic you want. This could cover the Import feature, how to create new Fields, Reporting, integrating emails into Workbooks, or any other feature within the free version. The cost of this is £95 plus VAT.
2) We also offer a Telephone support contract on Workbooks. We have a Helpdesk here at Wizard Systems, ready to answer any questions you have on Workbooks. This is £20 per month plus VAT or sign up for a year's support for £150 plus VAT.
3) Fancy doing a mailing (send out bulk emails) with your data in Workbooks? We have created a low cost, quick start service with the popular Constant Contact Email Marketing system. Read more...
If you would like to move from the Free version to the Full version, please let us know and we can provide a quote for you based on the number of Users you need.
