Workbooks Reviews
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109 Reviews
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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- Ease of Use
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- Likelihood to recommend 8.0 /10
Workbooks is great for sales cycles and orders, easy to use and plenty of features!
Reviewed on 2017/10/31
Pros
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.
Cons
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.
- Industry: Facilities Services
- Used Daily for 2+ years
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Exceptional ease of use
Reviewed on 2017/10/30
Pros
The configuration is simple and straightforward and yet at the same time is really powerful as you can easily add report cells, meaning that it gives a much broader view of the client.
I like the mapping module and again you can customer this to show the information that you need as a business.
Integration with Web Insights and Gatormail plus the workflow means that you have a platform that offer marketing automation.
Easy to set up new users but also very secure, if you use the the security features.
The service offered by the support team is second to none - always patient, exceptionally knowledgeable and always solution oriented.
I could not do my job without Workbooks
Cons
Need to make sure that you do not use Internet explorer, especially with the gator mail add-on as it is then very slow but runs brilliantly on other browsers.
The knowledge base is good but if would be helpful to have printable pdfs of the pages so that you can use them as manual when printed out
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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- Likelihood to recommend 3.0 /10
Slugish and painful but gets the job done
Reviewed on 2017/11/21
Integrated accounting and support systems. We can see if a company has an active contract before...
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.
Pros
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.
Cons
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.
- Industry: Telecommunications
- Company size: 51–200 Employees
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
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- Likelihood to recommend 10.0 /10
I like the customisability of the application.
Reviewed on 2017/11/03
increased efficiency through automation
Increased monitoring and reporting
Increased infomation...
increased efficiency through automation
Increased monitoring and reporting
Increased infomation to better understand our business
Pros
I like the way you can pretty much create anything using there API and PHP based script database.
There GITHub site gives pointers but anyone with minor knowledge of workbooks and PHP skills can start to be clever and automate process's.
Cons
It would be great to be able to give the ticketing aspect (ITSM) different referance's at system level for incidents/problems/changes.
There is very little that i dis-like about this software as any issues can be raised and put into development. Often issues are experienced by multiple customers and work arounds are certainly possible.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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- Likelihood to recommend 7.0 /10
Workbooks is an excellent sales tool!
Reviewed on 2017/11/02
It is easy to find contacts and their history. It makes my life a lot easier when tracking the...
It is easy to find contacts and their history. It makes my life a lot easier when tracking the status of previous opportunities to find out what has previously been offered.
Pros
Workbooks makes it easy to keep track of leads and opportunities. With workbooks I always know where we are in a sales cycle and what our next actions are. I can contact leads directly from their record by email and workbooks will keep track of our communications. Meaning I can quickly find a record and check the history.
Cons
Setting up complex reports can be a bit challenging at times. The search facility could also be improved with more advanced search methods.
- Industry: Automotive
- Company size: 11–50 Employees
- Used Daily for 2+ years
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- Ease of Use
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- Likelihood to recommend 6.0 /10
Great Value, OK CRM
Reviewed on 2018/03/07
It's helped our business grow for years, but we've outgrown it and we'll be moving on soon.
It's helped our business grow for years, but we've outgrown it and we'll be moving on soon.
Pros
The price is extremely good for what you get. If price is your primary criteria, go for it.
A lot of stuff can be customized, though the API & tools are just so-so
Cons
Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK. They do an extremely good job for how cheap it is, but there are compromises as a result. The add-ons can add up and diminish the price advantage, so if you need the add-on features, it's worth investigating other products.
- Used Daily for 2+ years
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- Ease of Use
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- Likelihood to recommend 10.0 /10
It is easy to use and cutomise.
Reviewed on 2017/10/27
No more manual processes!
Real time reporting on quotes, orders and invoicing.
Management...
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 :)
Pros
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.
Cons
The reporting element can be a little overwhelming but the support received is second to none.
Other than that it is great!
- Used Weekly for 1-5 months
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
This is what you need to improve your company
Reviewed on 2018/02/13
This tool has help us a lot planning our expenses and calculating our taxes paying through out the...
This tool has help us a lot planning our expenses and calculating our taxes paying through out the year, this help us a lot to control our budget and to know when we have to reduce our expenses and when we can expend more money for the community with our social projects.
Pros
Workbooks offers everything a company needs to get the most of it, there are a endless numbers of things that you can do with this app, this app does not only do like other apps of CRM do, like manage accounting, automatizing processes or show expenses and budget graphics, this app also improve all that you need for paying taxes, invoicing, ordering, costs and handle in the perfect way the relationship client-company. There are a big numbers of features that can help your organization or company to do the best work.
Cons
This kind of app requiere a great number of data to performance in the best way, so you have to feed in with all the details, about marketing, costumers, details of accounting of your company an so on, if you do not do that you are wasting a huge opportunity to improve your company and not using this tool in the right way.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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- Value for Money
- Ease of Use
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- Likelihood to recommend 8.0 /10
Workbooks is a very feature rich easy to use CRM platform
Reviewed on 2017/11/06
Pros
Once setup the level of data available is amazing. We use workbooks across all parts of our business. As the CEO I regularly access to a few dashboards that tell me the majority of information I need to know about the business performance in realtime.
- Used Daily for 1-5 months
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great tool to improve business efficiency
Reviewed on 2018/02/26
Pros
It is a very complete tool, ideal to improve the efficiency of small businesses. Allows the management of potential clients and the monitoring of opportunities. Also, It has a very powerful reports section. I like the ability to take a test version, this allows to know the benefits of the tool, reducing the risks involved in making a investment without knowing the product.
Cons
It was difficult for me to understand the interface at first. I do not like that large number of windows that open to get what I want.
- Industry: Nonprofit Organization Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Intuitive and always striving for more
Reviewed on 2018/11/17
As a client for over 8 years we have been with Workbooks since relevant infancy and it has seen us...
As a client for over 8 years we have been with Workbooks since relevant infancy and it has seen us through significant changes over the years
Pros
This CRM has a logical and flexible approach to enable users to develop a platform that best meets their needs. The configuration functionality allows clients to be self reliant and the knowledge base provides an excellent support resource empowering users to implement their own requirements
Cons
The dashboard functionality has been somewhat one dimensional in the past though I know this is the pipeline for further development and based on the previous enhancements adapted by the CRM I am only expecting great things
- Industry: Consumer Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Slow start but impressed now :)
Reviewed on 2018/09/26
From what I can gather, it was a slow process at the start and the implementation from both our...
From what I can gather, it was a slow process at the start and the implementation from both our side and workbooks could have gone better. However, I was not around for the first couple of years of it being implemented but since I have joined, the usage and what we get out of workbooks is much better. The relationships that I have built up with the teams at workbooks have also been a huge factor in ensuring that we are now working towards having a system that are business now sees the benefit of having.
Pros
It's endless capabilities that allows you to use it for many sides of the business. Whether that be marketing, sales, finance etc
Cons
Whilst it has any capabilities. This can also come with problems in that it is a very intricate system and does require some understanding.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
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- Likelihood to recommend 10.0 /10
Excellent product and support
Reviewed on 2018/10/17
Better visibility on sales and client retention. Can’t imagine running the business without it!
Better visibility on sales and client retention. Can’t imagine running the business without it!
Pros
We have been working with Workbooks for 4 years and have been delighted with it. The on-boarding was easy, and has stood the test of time. Since then support has been excellent with the UK based team responding in a timely and knowledgable way and taking as much time as it takes to resolve the issue.
User adoption has been excellent and we have no user complaints about Workbooks.
Cons
No major ones. You need to think like a CRM system to create reports etc but that’s a human problem not one of Workbooks!
- Industry: Leisure, Travel & Tourism
- Company size: 11–50 Employees
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
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- Likelihood to recommend 6.0 /10
It's all about the set up!
Reviewed on 2018/11/19
Pros
Reporting - although they can be a little tricky to set up, the reporting function is really useful in my role and i like the level of detail included which can be set up for daily, weekly, monthly reporting or whenever i need it.
Cons
It is a little 'clunky' although some of this is definitely down to how it was set up (before i joined the company) and the amount of data it is holding.
- Industry: Professional Training & Coaching
- Company size: 51–200 Employees
- Used Daily for 1+ year
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- Value for Money
- Ease of Use
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- Likelihood to recommend 9.0 /10
Flexible, Powerful and Strong competitor to Salesforce.com!
Reviewed on 2017/02/02
The best thing about Workbooks is how flexible the reporting is and having access to API data for...
The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus. The template html sales lead forms are handy for getting a sales lead form onto your website quickly and have been very beneficial to us. I recently used the bulk updates feature for data cleansing, which helped me to clean 600 opportunity records in less than 20 minutes.
Pros
Reporting, bulk updates, custom email templates, sales lead web form.
Cons
Lack of built in lead allocation functionality. Automated lead allocation would required custom php code.
- Industry: Retail
- Used Weekly for 1+ year
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Easy to use , value for money
Reviewed on 2018/06/06
Pros
This software is very easy to use that is why I would definitely recommend it to other companies to use it to.
Cons
Since I started using this software I haven't really disliked anything because everything seems to be working perfectly.
- Industry: Automotive
- Company size: 11–50 Employees
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Cloud CRM
Reviewed on 2018/11/16
We were looking for a CRM solution for our SME for ages and trialled loads - Workbooks is so...
We were looking for a CRM solution for our SME for ages and trialled loads - Workbooks is so powerful we said yes instantly.
Pros
Ease of use, configurable - intuitive windows style screens.
Cons
It's so powerful it can be confusing!
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Daily for 2+ years
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- Ease of Use
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- Likelihood to recommend 10.0 /10
Excellent product
Reviewed on 2018/11/16
It's never a pain to work on this software, it's easy to use and the support is brilliant
It's never a pain to work on this software, it's easy to use and the support is brilliant
Pros
Simplicity, integration and functionalities
Cons
Creating reports it's a bit of a challenge
- Industry: Management Consulting
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- Ease of Use
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- Likelihood to recommend 9.0 /10
Affordable CRM Solution for Sales and Marketing
Reviewed on 2015/02/06
Pros
Workbooks offers an affordable solution for sales and marketing. It allows easy integration possibilities with most other systems with an API and has good integration with other systems out of the box. They take customer support and feedback very seriously and are continuous on their roll out of updates. This CRM offers transaction documents out of the box for Sales Processing, which is very convenient for sales. Other modules for event management and customer support makes this CRM just more than your typical CRM. This system has its own tabbed Windows-like interface which can make it very easy for new users.
Cons
The CRM could use a better mobile app, but it does provide basic functionality if you want to check your records. Some tasks and stronger functionality in Workbooks CRM may require some more consultation. But this is understandable because the system has to be gentle for new user but allow functionality to admins on the same instance.
- Used Daily for 6-12 months
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New to the system but can already see the benefits and potential the system can offer
Reviewed on 2017/10/27
Pros
everything is in one place. for marketing we can use the system for sending eshots, hosting events and getting to know our clients and have a better understanding them.
Cons
Not being able to assigned tasks to users who do not have a login. we have over 300 staff here and its not just those who have logins who could be asked to do some specific work.
- Industry: Consumer Goods
- Company size: 1,001–5,000 Employees
- Used Monthly for 2+ years
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- Ease of Use
- Likelihood to recommend 9.0 /10
Workbooks CRM Collaborate
Reviewed on 2019/01/22
Pros
I really like the ability to collaborate with my peers.
Cons
There seems to be a specific process for setting this up that is decently complex.
- Industry: Hospitality
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- Likelihood to recommend 8.0 /10
Utilised for general data base and sales lead tool
Reviewed on 2015/10/01
Pros
I don't deal too much with the Vendor directly, however, they seem to be able to make the necessary updates required in a prompt manner. This product is easy to use to track all customer interactions and sales leads, straightforward and fairly intuative for anyone who has used a lead management tool
Cons
Reporting is pretty complex, not so intuative but exports to excel very well.
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Make your choice carefully, the cost is not the software
Reviewed on 2014/03/15
When selecting a CRM you should not only be concerned about the license and implementation cost,...
When selecting a CRM you should not only be concerned about the license and implementation cost, both of which are important, but you should be equally concerned about the long term viability of the first supplying the CRM. There are 100's of small and cheaps CRM's that will not survive for very long. And if you have spent the time implementing, embedding these in your business process and training your staff, you will have a huge disruption to your business if they disappear. Workbooks is increasingly popular and consistently receives high customer satisfaction rating because it easy to use and very flexible to configure. Quite simply, your sales and admin people will like using it! .
Pros
Workbooks has all the features you need in a CRM and more. Its ease of adoption is its #1 attribute.
Cons
The mobile client uses HTML5, so it is not ideal. A new IOS and Android app is due out soon, really looking forward to seeing that.
- Industry: Hospitality
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- Likelihood to recommend 9.0 /10
Awesome product - customer support could be better
Reviewed on 2015/09/28
Pros
Simple to use and very easy to set up - it our must have been purchase each year
Cons
Wish the customer support team was a bit more reactive and less focussed on selling time units for help/support
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Fantastic UI/UX
Reviewed on 2014/03/15
I'm about two weeks into using Workbooks and I have to say that I'm extremely impressed with the...
I'm about two weeks into using Workbooks and I have to say that I'm extremely impressed with the product. One thing I can stop thinking about is the desktop-style UI, with the movable windows, file icons, and pop-up start menu, all work just as well as Mac OS or Windows (Pre-W8) desktop. I've never seen a web application do anything remotely close to this, and didn't know it was even possible to have something like that in a browser. Really friggin' cool, blows the more traditional setups you see in Zoho CRM and Salesforce out of the water.
The workflow customization is top-notch, and I've been able to keep an eye on all my sales team's progress with leads, activities, emails, and phone calls with minute precision via WB's reporting capabilities. Bravo.
Pros
Desktop-Style UI
Easy-to-grasp UX
Reporting capabilities
