Workbooks Software


 

Workbooks is a web-based CRM designed for small and medium businesses. It is used in a variety of industries including finance, telecommunications, construction, logistics and manufacturing (among others). It was launched in 2007 by a UK-based company. Since then, it has won many accolades for its product and customer service.

Workbooks has functionality to support marketing, sales and service activities, and offers features such as online lead capture, customer management and case management. Additionally, it provides integration with MailChimp, Google Apps, Sage, among others.

 

Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

93 Reviews of Workbooks

 

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Software Advice Reviews (24)
More Reviews (69)

Showing 1-20 of 24

Aahad from ComRes
Specialty: Consulting

December 2015

December 2015

Workbooks - Processes and Outputs

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It is an essential tool for companies to monitor and manage their CRM. I also personally use it to manage my tasks and sales - without it, I would be a little lost in that respect.

Likes Least

It can be quite fiddly and tiresome, in the sense that it sometimes there can be easier ways of entering information, or sharing information with others (no copy/paste function of tasks for example).

Recommendations

Tailor and minimize it to your needs only, it can be quite bloated if you do not.

 
 

Claire from Navarino
Specialty: Hospitality / Travel

October 2015

October 2015

Software review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Easy to use and very efficient- Until a year ago was not used to using a system like this at all but was very easy to learn and it is a fantastic tool for the job I do

Likes Least

Nothing I can think of really. Obviously a year ago the product was quite alien but not anymore!

Recommendations

Ease of use, simply and vast functionalities, flexible to organisations

 
 

Valerie from Navarino Services
Specialty: Hospitality / Travel

October 2015

October 2015

Easy to use and easy to access

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The filing and retrieving of information is easy to do. And you can access your file from any computer.

Likes Least

Reporting - Not very straightforward to create a report

Recommendations

No particular recommendation to make - Keep things simple and easy.

 
 

Doug from 3BG Supply
Specialty: Retail

October 2015

October 2015

Great Product we use it for all of our operations!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The ease of transition from Opportunity to Quote to Order to Purchase Order to Invoice

Likes Least

No ability to replicate a existing order without all attachments

Recommendations

Replaces many other CRM's and does the best job from what we can see!

 
 

Shane from 3BG Supply Co.
Specialty: Distribution

October 2015

October 2015

Amazing. Would love to a shoppoing cart added but I love the CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The tasking functions are great. Very more robust than Zoho. Being able to communicate with my employees through a tasking system this robust led us to the ability to complete more tasks more efficiently.

This also kept us very connected with our customers. We rarely miss an opportunity to follow up on new quotes or new business.

Likes Least

How I have to duplicate the windows when using more than 1 screen. This drives me crazy because I run off of 3 screens and have to sign into 3 different workbooks windows.

Also the modification costs can get really high since not very many programmers know Workbooks.

Recommendations

Really spend a lot of time figuring out how it works. It's very robust.

 
 

Emma from Navarino Services
Specialty: Hospitality / Travel

October 2015

October 2015

Utilised for general data base and sales lead tool

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

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

Likes Least

Reporting is pretty complex, not so intuative but exports to excel very well.

Recommendations

Use as much of the system as possible, ensure you have plenty of experience with the product you are reviewing/evaluating

 
 

Fredrick from Journeys are Made @ Gapyear.com
Specialty: Hospitality / Travel

September 2015

September 2015

Awesome product - customer support could be better

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Simple to use and very easy to set up - it our must have been purchase each year

Likes Least

Wish the customer support team was a bit more reactive and less focussed on selling time units for help/support

Recommendations

Make sure you look at your end goal and where your business needs to be in 5 years as WB has all the tools to do this

 
 

Anna from Clark Howes
Specialty: Accounting

September 2015

September 2015

Reviewing workbooks

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The best thing I like about this product is that its an efficient and easy way to keep all your contacts and prospects in one database.

Likes Least

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Recommendations

Think about what you would use this for on a day to day basis - how easy or quick is it to use?

 
 

Anna from Clark Howes
Specialty: Accounting

September 2015

September 2015

Product itself is good, need to work on their partners

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's scope to do pretty much anything you need it to with the right customisation.

Likes Least

There is no denying that it's a powerful tool, however, our service is through a third party partnership with other workflow software (CCH) and there have been a lot of problems that go beyond just usual teething. I get the impression if we were dealing with just Workbooks this wouldn't be an issue.

Recommendations

Be very clear at implementation stage about what you want to achieve, and make sure who ever is delivering your implementation is just as clear.

 
 

Darren from DGM Aromatics
Specialty: Healthcare / Medicine

June 2015

June 2015

Free version still going strong

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

As a small business it is great to have a tool that is used in big business. Having a CRM that you can access anywhere with all your customer details and information when you are on the go is essential. We use the free version as we only need two users to access the information, but if my business needs to add more users we can for a very low cost.

Likes Least

Ok so we can not customise it totally but we can do so much more than other CRM's out there without the added cost.

Recommendations

reviewing software and giving feedback will lead to improvments making it a better business tool.

 
 

David from National Aquatics Distributor
Specialty: Distribution

March 2015

March 2015

Workbooks ft/nad

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It's somewhat easy to do a new quote and send/email direct to a customer.

Likes Least

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab. Overall, I find it's not user-friendly. I tried to put in new items and had to call our IT person. There's no way I would have found it on my own. It should have been a simple choice to enter a new item.

Recommendations

Simplify and intergrate with order processing. Make it more user-friendly.

 
 

Angelo from Frey Technologies
Specialty: Other services

March 2015

March 2015

Helpful but could be easier to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Reminders for follow up actions. The vendor has been very helping in helping us customize this to meet our needs.

Likes Least

The search feature needs to be too exact. Would like to search in more general terms.

Recommendations

Take advantage of the free trials offered by various customers.

 
 

Stuart from National Aquatics Distributor
Specialty: Distribution

March 2015

March 2015

Workbooks Review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I am new to this product, but find it easy to operate.

Likes Least

The initial setup was a little cumbersome, but I eventually was able to work through any issue.

Recommendations

I feel the product is good and don't have any recommendations, currently.

 
 

Matt from National Aquatics Distributor
Specialty: Distribution

March 2015

March 2015

Could use some work

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It's overly complex in some areas and not enough customization in others.

Likes Least

I dislike the fact that some fields are locked.

Recommendations

Spend as much time as possible with it. Learn all of the ins and outs, and get everything set up the way you want it.

 
 

Mark from PhysEmp.com
Specialty: Software / IT

February 2015

February 2015

Excellent Product for Small - Mid-Sized Business

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

Likes Least

The only reason I'm not giving it a 10 is because it isn't as intuitive to use as some of the other CRMs, and the integrations aren't as smooth as Salesforce.com.

Recommendations

Clearly list your requirements/expectations. Don't only get demos, but get a hands on trial version to play with, and make sure you ask the tough questions!

 
 

Lori from EcoLife Innovations dba WooBamboo
Specialty: Distribution

February 2015

February 2015

Used as a Customer Database and to record communications.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Easy of use. Haven't encountered any bugs that have held us up in any way.

Likes Least

The Email Outlook Connector is not compatible with IMAP Exchange.

Recommendations

If using Outlook for email, make sure that the Outlook Connector is compatible (or you'll need to use Dropbox, as we do). Consider the great customer service and availability of web training sessions offered as a definite plus.

 
 

Amber from Frey Technologies
Specialty: Other services

February 2015

February 2015

Evolving and Improving

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Lucid Switch responds almost immediately to your questions, and any support issues are handled in a professional and timely manner. I love how the programs is almost completely able to be customized to whatever our needs might be and whatever fields of information we want to track. With a little experience, you can literally design the fields to be whatever you want it to be. We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once. The owner likes the program so much that he instituted it in his other company, as well.

Likes Least

There are a few features that I wish we could do away with completely, like the fact that quotes in Workbooks are Drafts first and then Posted later-- that feature doesn't really mesh well with our company although I can see why it might be beneficial to others. I also wish the icons on the Desktop were movable and stayed where you placed them (like a Microsoft desktop).

Recommendations

Figure out how you want the system to work step by step, considering all contingencies, and then explain your needs to Lucid Switch. They will work with you to perfect the system to be exactly like you want it to be.

 
 

Jaime from NovaVision
Specialty: Healthcare / Medicine

February 2015

February 2015

Customer Support is Fantastic

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The product is customizable and affordable. The customer service is prompt and thorough.

Likes Least

The many applications that can be added to the CRM are not already integrated.

Recommendations

All companies need a CRM; this platform is the most affordable for a startup/small business.

 
 

Jason from Lucid Switch
Specialty: Consulting

February 2015

February 2015

Affordable CRM Solution for Sales and Marketing

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

It is best to always speak with someone who is already familiar with the system rather than having to go through learning it from scratch. Also, people would prefer transaction documents (the PDFs) to be customized, and it is possible to do this if you have a developer or can hire a developer who can code in XSL. This would be an example of something which may not appear to be easily editable but is very possible.

 
 

Eddie from Newsela
Specialty: Education

February 2015

February 2015

Workbooks is a solid CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like its simple, yet effective outlay and performance.

Likes Least

It's a little clunky. The program seems disjointed, but on the other hand it serves our needs.

Recommendations

A CRM should be able to seamlessly tie the work of multiple users into a process that makes sense.

 
 
 
Showing 1-20 of 69

Tim from Russell Publishing
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

A new improved way of working

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We were working across 6 databases (a separate one for each of our brands) and had no visibility of crossover. Workbooks has given us this capability as well as the business intelligence that connects an individual to their activity with our products. This means segmenting and targeting our marketing becomes easier and more effective.

Pros

The flexibility of Workbooks allows us to edit and format the system exactly as we want it

The system is easy to navigate and has helped us introduce a more standardised way of working across the business.

Integrating into GatorMail means that Workbooks becomes more powerful. We now have a true single customer view that includes all marketing contact as well as website activity of our members. From this information, we are able to automate marketing campaigns triggered by this intelligence.

Cons

The importing tool is good and fairly intuitive for simple tasks but there is a lot of data work that needs to be done beforehand.

Importing orders can be awkward and it takes a fair bit of trial and error to get the mapping of existing data to fit into the system correctly.

Reporting takes a bit of time to master but once you've done this, it becomes a key part of the systems everyday usage.

Review Source: Capterra
 


November 2018

November 2018

love it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

it is very simple and straight-forward and is a massive help

Cons

the con is that I could not find a con to put on this

Review Source: Capterra
 

Mike from CABA
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Good, all round CRM system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We manage client support using cases and record those individuals in people records. Consent recording for data protection and recording of objections to processing is our most recent change

Pros

The level of customisation that we can carry out in house. The reporting suite is also pretty flexible.

Cons

When reporting, linking to some table can really slow the reports down. Campaign membership being the main one

Review Source: Capterra
 


November 2018

November 2018

Easily Customisable CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I really like the ease of customisation, making it work the way i need it to

Cons

Cost can be prohibitive if you need more than a couple of users

Review Source: Capterra
 

Simon from Sheppard Robson
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2018

November 2018

CRM that just works well

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Pros

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

Cons

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

Review Source: Capterra
 

Brian from National Federation of Builders
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Good CRM system for small SMS

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We were using two separate systems, so made sense to merge new business and customer databases into one

Pros

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development

Cons

Customisation of report layouts for printing needs to be improved, but working on this

Review Source: Capterra
 

Gemma from Outlook Expeditions
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

It's all about the set up!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Joshua from Hardscape
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

User friendly, customisable product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are primarily using Workbooks at the moment to record our sales opportunities and using the information here, along with other data brought from different software, creating useful reports to forecast how we expect to do and spot areas where the sales team can improve

Pros

Workbooks has a great amount of customisation, allowing us to create bespoke form layouts for various record types and really control the data we have as a business.

Cons

Customer service can vary from staff who just point you to a website page and seem to understand the product less than you, to someone who genuinely pays attention and does a great job going through the issue. I've also had to chase a couple of times for minor paid developments to be completed

Review Source: Capterra
 


November 2018

November 2018

Flexible Software, Excellent for B2B

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment. Not too expensive, easy to get started, growth with the business.

Pros

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Cons

Could benefit from more preset automation options.

Review Source: Capterra
 

Jane from K3 Business Technologies
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2018

November 2018

Using Workbooks on customer support desk

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Pros

It was easy to set up and to configure to our needs. Flexible screen configuration and picklists meant we could see what we needed to easily.

Cons

Runs very slowly at times, this makes for frustration on a busy support desk.

Review Source: Capterra
 

Jennie from Dains LLP
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Excellent piece of Kit!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Excellent experience had by all. Team were responsive and felt like we had support from all areas. I would thoroughly recommend it.

Pros

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great. This helps with showcasing the software to other members of the firm who have different requirements as they don't feel pigeon holed into one solution for all.

Cons

I can honestly say there is nothing that I don't like about this software and have been using it for a few months now.

Review Source: Capterra
 

Samantha from CABA
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Intuitive and always striving for more

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 


November 2018

November 2018

Working well for the business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

As time goes by we are continually finding more and more uses for Workbooks. The regular emailed reports are great for me, as the MD, to keep a track on KPIs.

Pros

Flexibility and that it could be used by various team across the company.

Cons

There is not an offline Native iOS or Android mobile App.

Review Source: Capterra
 

Herve from CABA
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Workbooks experience

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration

Cons

Rigidity of display
Dashboards are not great

Review Source: Capterra
 

Mike from Torque GT Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Great Cloud CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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!

Review Source: Capterra
 

Paolo from The Exchange Lab
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Excellent product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 

Dan from Mess Around North Hampshire
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Workbooks works well for me

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It's really easy to use, and it helps that it looks like a windows desktop. I like that I can customise most of the screens and can easily get to the information I need.

Cons

It can be difficult to know where to start when I need a report, but the Knowledge Base is always really helpful with this.

Review Source: Capterra
 

Kelly from MasterMover Ltd
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Workbooks Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

With the Workbooks system we are able to capture the sales to order process and actively record this live data.Workbooks have a great support team who are always on hand to help and support our business when changes are required. This could be from a small field change through to a complete new pdf document.

Pros

Workbooks allows our company to capture data and record the sales progress of our enquires through to order. It also allows us to create marketing campaigns and be able to understand the response rate of our campaigns. The reporting aspect of the workbooks is also very powerful and they run as live data which enable us as a business to monitor growth and orders as and when the data is created in workbooks. As a cloud based system this system allows are external users to have access to the workbooks system no matter there location.

Cons

I would like more ability to be able to change layouts of PDF's so I can make changes as and when the business needs it.

Review Source: Capterra
 

Gareth from Good Salon Guide
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Excellent product and support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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!

Review Source: Capterra
 

Kirsty from Volumatic
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Slow start but impressed now :)

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra