FreeAgent CRM vs Workbooks

RATING:

4.7

(72)

FreeAgent CRM has 72 reviews and a rating of 4.65 / 5 stars vs Workbooks which has 109 reviews and a rating of 4.34 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money.

Overall Rating
4.7 (72)
4.3 (109)
Ease-of-Use
4.5 / 5
4 / 5
Value for Money
5 / 5
4 / 5
Customer Support
5 / 5
4.5 / 5
Functionality
4.5 / 5
4 / 5
Last Review Written
August 2, 2023
January 5, 2023
Pros/Cons
  • Pros

  • We utilize all functions of free agent but the best part of this CRM is the ability to completely customize our portal to our specific needs without having to keep a lot of unused features.
  • The service itself reflects the wonderful people who created it and work for the company. It is easy to use and super customizable.
  • Cons

  • The only negative thing I found with this software is how many different times I have to put in peoples information in different areas. It should just transfer over.
  • I used to complain about the email font - but they just fixed that and there are a lot of new options to make your email look professional.
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  • Pros

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

  • Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.
  • Runs very slowly at times, this makes for frustration on a busy support desk.
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Pricing Range
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$
$
$
$
$
$
$
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Product Demo
Product Screenshot
Product Screenshot
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FrontRunners

The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.

FrontRunners

2022

FrontRunners

2020

Advisor Recommendations

Our industry-specific advisors recommend products based on specific business needs. Connect with us to get your personalized recommendations.

20 Recommendations
3 Recommendations
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos