Workbooks

Add to compare

Ratings & Reviews

Overall Rating

3.57 / 5 (153)

4.36 / 5 (102)

Ease-of-Use

3.5 / 5

4.0 / 5

Value for Money

3.5 / 5

4.0 / 5

Customer Support

3.5 / 5

4.5 / 5

Functionality

3.5 / 5

4.5 / 5

Last Reviewed

November 24, 2019

August 6, 2019

Pros/Cons

  • Pros

  • It was easy to navigate and had a large storage capacity.

  • It's a great workgroup CRM. It's extremely user-friendly and functional. We have 13 user licenses and have used this product in our business for over 18 years every day and we love it.

  • Cons

  • The learning curve for customization was daunting. But, it was more than worth the time to train us all.

  • The only thing that could be better is better reporting capabilities within Goldmine. The price could be a bit better as well.

  • 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

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

10 Recommendations

6 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots