Workbase

Workbase's Services

Workbase provides a data-driven automation platform designed for B2B account teams. The platform transforms raw data into actionable workflows within end systems, offering unlimited formulas and automations while charging only for the data synced into the system. Key integrations include Salesforce, HubSpot, and data warehouses such as Snowflake, Redshift, BigQuery, and PostgreSQL. Workbase's service plans range from a Lite plan with free Salesforce integration and up to 100,000 records synced, to a Premium plan at $499/month that includes CRM and data warehouse integration for up to 500,000 records, and an Enterprise plan with custom pricing tailored for large revenue organizations with extensive processes.

Workbase's History and Founders

Workbase, previously known as Workspace, was founded by former employees of Segment who identified a gap in tools for managing customer journeys effectively. The company is headquartered in San Francisco, CA, and was part of Y Combinator's S20 batch. Workbase has since gained backing from Y Combinator and top venture investors, leading to its growth and eventual acquisition. The company has consistently focused on reducing churn and increasing customer spending for B2B companies through proactive customer journey management.

Workbase's Certifications and Compliance

Workbase is SOC 2 Type I certified and compliant with GDPR and CCPA, ensuring high standards of data security and privacy. These certifications affirm the company's commitment to protecting customer data and maintaining transparency in its operations. Compliance with such rigorous standards is particularly crucial for a company operating in the B2B productivity sector, where data integrity and regulatory adherence are paramount.

Workbase's Pricing Plans

Workbase offers a tiered pricing structure catering to a range of business needs. The Lite plan provides free Salesforce integration and syncing for up to 100,000 records, making it an accessible option for smaller teams or those just starting. The Premium plan, priced at $499/month, includes comprehensive CRM and data warehouse integrations, supporting up to 500,000 records. For larger organizations with more complex needs, the Enterprise plan offers custom pricing and features tailored to their extensive processes and high revenue operations. This flexible pricing approach allows Workbase to serve a broad spectrum of B2B clients effectively.

Workbase's Use Case Library

Workbase offers a Use Case Library, an invaluable resource compiling data-driven automation ideas from RevOps and GTM thought leaders. This library provides clients with practical insights and innovative approaches to leveraging the platform for sales enablement, hygiene, and analytics. By offering detailed documentation, including guides on Overview, Key Concepts, Getting Started, Connections, and Formulas, Workbase empowers users to maximize the efficiency and impact of their data workflows.