Workbooks

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Ratings & Reviews

Overall Rating

3.94 / 5 (113)

4.36 / 5 (102)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

March 25, 2020

August 6, 2019

Pros/Cons

  • Pros

  • software is easy to use - refunds are quick and easy and the recordings come in handy as well. I like that we can see what is gong on in real time and the account manger is super helpful.

  • Easy to use and one of the customer rep is always helpful. He is easy to contact an always returns a call. The few times that he has not been in his co workers are also great.

  • Cons

  • The lack of pause function for weekends. It is very easy to adjust the leads down for the weekends but we end up just doing them on Monday as we can't pause them altogether.

  • Not many. Sometimes I get duplicate leads, but they do credit me.

  • Pros

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

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

  • Cons

  • The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great!

  • The only area we would like to see improved is Case handling. I think the software could be a little more intuitive and automated when is comes to customer communications.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

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Number of times our advisors have recommended this product

(in the last 30 days)

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Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots