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WORKBOOKSPricingWORKBOOKS CRM EDITIONSAnnual pricing per userCORE FUNCTIONALITYCRMCRM ProBusinessBusiness Pro 21 per user per month 33 per user per month 46 per user per month 56 per user per month 252 396 552 672Different editions may be purchased for different users*.Account & Contact ManagementSales Management & AutomationMarketing ManagementCustomer Service ManagementOrder ProcessingInvoicing & Credit NotesAutomation Engine & WorkflowsCustomisable LayoutsSecurityData ManagementReporting & DashboardsMobileSandbox & TestingEvents Management * * SUPPORT OPTIONSWorkbooks Forum SupportWorkbooks Phone/Email SupportEXTENSIONSExtensions must be purchased for all users. Billed annually per user.Multi Company Extension 54Multi Currency Extension 54Advanced Security Extension 54Multi Language Extension 54Audit Extension 54Custom Records 54MODULES 54 54 54 54 54 54 Modules can be purchased for users who need them. Billed annually per user.Contract Management Module 54 54 Workbooks Exchange Server Sync 60 60 60 60Workbooks Outlook Connector 60 60 60 60Mapping Module 60 60 60 60ADDITIONAL STORAGE10 GB included as standard.Additional Storage (in 5 GB increments) 120 per 5 GB per annum ( 10 per 5GB per month).The Workbooks service is purchased on a 1, 2, or 3-year subscription and is billed annually.*It is possible to mix CRM with Business. However, it is not possible to mix ‘Core Editions’ (Workbooks CRM and Workbooks Business) with ‘Pro Editions’. *: Events Management: for the Business Edition the total licence cost is 1,200 per user per annum ( 100 per user per month) and for the Business Pro Edition it is 1,320 per userperannum ( 110 per user per month). These licences are only needed for the users who requireto theOctoberEvents esseffective2019
IMPLEMENTATIONJumpStartGET STARTED QUICKLY WITH PRE-BUILT SOLUTIONSJumpStart for Marketing 5,370JumpStart for Sales 6,265JumpStart for Customer Service 6,265CRM Success for Accounting 8,055Shared SuccessWORKSHOP AND FREE IMPLEMENTATIONCo-funded workshop to define business outcomes 2,685Up to 20 days of free implementation services 1,000 of licence annual revenue 1 free day** 3-year contract required, subject to minimum 10k p.a licence investmentTRAININGCourses AvailableGET THE MOST FROM YOUR WORKBOOKS IMPLEMENTATIONSystem Administrator Training Course (2 days) 895 per attendeeReporting Training Course (2 days) 895 per attendeeDeveloper Training Course (2 days) 895 per attendeewww.workbooks.comPrices effective October 2019
PROFESSIONAL SERVICESConsultancy DaysCONSULTANCY DAYS TO ENSURE YOUR CRM PROJECT IS A SUCCESS½ day consultancy 550 expenses1-day consultancy 895 expensesAdvisory PacksHELP WITH AD-HOC SMALL PROJECTS OR ENHANCEMENTS8 points (0.5 days) 550 expenses16 (1 day) 950 expenses32 (2 days) 1,900 expenses48 (3 days) 2,850 expenses64 (4 days) 3,800 expenses80 (5 days) 4,750 expensesCustomer Success PlusBRONZESILVERGOLDCustomer Success Manager Consultancy days (inclusive per annum)8 days16 days24 daysPackage day rate 700 675 650Additional consultancy days rate(purchase as needed in the year at this discounted rate) 850 825 800Regular Shared Success review meetings with your CSMHalf-yearlyThree per yearQuarterlyStrategic Business Review Workshop AnnuallyAnnuallyPackaged ServicesPRE-PACKAGED SERVICES TO HELP YOU ON YOUR CRM JOURNEYGDPRPrice on requestWorkbooks Helping Hands (2 days) 1,790Reporting Workshop (1.5 days) 1,342Adobe Sign Integration (1 day) 895Xero Integration with Zapier (1 day) 895www.workbooks.comPrices effective October 2019
WORKBOOKS WEB INSIGHTSWorkbooks Web Insights is billed annually based on the number of pages viewed on your website per month.Page ViewsPricePER YEARPER MONTHANNUALMONTHLY50,0004,167 1,200 100100,0008,333 1,800 150200,00016,667 3,000 250400,00033,333 5,400 450600,00050,000 6,600 550800,00066,667 7,200 6001,000,00083,333 7,800 6502,000,000166,667 10,800 9004,000,000333,333 16,800 1,4006,000,000500,000 22,200 1,8508,000,000666,667 27,000 2,25010,000,000833,333 31,200 2,600WORKBOOKS GATORMAILGATORMAILGatorMail licences are sold on an annual basis. If you exceed your annual allowance, you can upgrade to the next tier.SendsPricePER YEARPER MONTHANNUALMONTHLY30,0002,500 480 4060,0005,000 960 80150,00012,500 2,280 190500,00041,667 3,000 2501,000,00083,333 4,200 3502,000,000166,667 4,800 4003,000,000250,000 6,000 5006,000,000500,000 9,600 80010,000,000833,333 15,000 1,25015,000,0001,250,000 19,200 1,60020,000,0001,666,667 22,800 1,900www.workbooks.comPrices effective October 2019
GatorMail Optional Add-onsADD-ONSPRICE PER YEARAdvanced Inbox Checker 600SendForensics 600Advanced Email Workflow(10 active workflows) 1,200Multiple Domains(Set-up fee for each additional domain) 100Survey Tool 600To find out more about Web Insights or GatorMail contact us on 44 (0)118 3030 100 success@workbooks.comTRY WORKBOOKS orkbooks.comPrices effective October 2019
The Workbooks service is purchased on a 1, 2, or 3 -year subscription and is billed annually. It is possible to mix CRM with Business. However, it is not possible to mix 'Core Editions' (Workbooks CRM and Workbooks Busi nes s) with 'Pro Editions'.
