It has excellent tools for order control, it is a great help for the company's logistic department, it is easy to use and very customizable.

I am part of a small IT team. We often have to coordinate with outside developers and vendors on projects and problems.

As Always i love issuetrack and how the system works, the system is extremely easy to use and the support team is always helpful with any issues we run across i would recommend this system to anyone.

It's super easy to use and extremely functional. Whenever we need assistance with something, the support team is super helpful and fast.

The ease of deployment and the licensing scheme.

The AD integration works well overall. Support has been great when it was needed, and the company seemed very interested in feedback for possible future improvement.

They are constantly listening and improving the software which is wonderful to keeping up with change.

It is extremely user friendly for our employees to use and a great tool we have implemented to both of our entities. We continue to expand our IssueTrak and continue to love it.

We use it for Help Desk, Asset Management, and issue tracking. The Active Directory integration works seamlessly once configured.

We use the product for a customer site to track system failures.

IssueTraks support team is super quick and super friendly. I would highly recommend this product.

Whenever I have a problem, which is rarely, the fix is quick. The only time I can't relax is when the site goes down, occasionally, usually a server problem.

It gives the management greater flexibility to pull the reports that worked on previous weeks and months.

Very good for getting customer service off of our website. Its very helpful for renting out suites in our building with a rotating clientele, with constantly different accounts being set up.

Occasional problems with KB articles not being editable after creation.

Great product with built in excellent tools that help manage service requests.

The guys are amazing, doesn't matter when you call or who you speak with, they are all very knowledgeable, Julian, Ryan, Chris and Patrick are all awesome.

Customer support is AMAZING. They answer everything quickly and efficiently and also give wonderful suggestions for ways to do things in the software that we couldn't have figured out ourselves.

It is very easy to learn - I had no experience with it in November, and became comfortable with it in just a few days. I especially like the Knowledge Base and Recurring Request features.

Absolutely fantastic issue tracking solution - works great for both staff and customers.

It is really easy to use and is good for auto-assigning and helping out our smaller sized IT team with solving and making workflow easy.

Multiple features and functions for great price. Updates consistently to resolve already existing issues while still improving the product.

I could go on and on, but suffice it to say for the price, this gem is amazing. I recommend it to anyone who will listen, and I look forward to the new ways Issuetrak will morph to support its users.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

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.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

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.

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

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

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

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

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

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

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.

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.

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

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

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.

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.

US Dollar

Issuetrak is a flexible issue tracking software solution that can be configured to suit the needs of a variety of industries and usages, including IT Help Desk, Customer Support, Project Management, and more.

Issuetrak can be deployed in the cloud or hosted on-premises and is suitable for departments and organizations of any size.

The product’s features include a Task Manager for task assignment and workflow creation, a suite of automation tools, round robin issue assignment, and intuitive reporting options. Issuetrak provides plenty of ways for users to customize their issue submission process, such as custom screens and user-defined fields. A number of add-on modules are available to supplement the base product with tools like Asset Management and Active Directory.

Users can also keep automatic audit records, organize their own Knowledge Base, edit their reporting dashboard to display their preferred metrics at a glance, and manage their issues via a centralized, customizable Issue Hub.

Issuetrak offers 24/7 support, as well as guided implementation and onboarding to assist users in configuring their site exactly how it’s needed.

LongDescription

Commenting/Notes

Support Ticket Management

Real-Time Analytics

Employee Management

Case Management

Surveys & Feedback

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Customer Segmentation

IT Asset Management

Real-Time Monitoring

Customer Service Analytics

Workflow Configuration

Contract/License Management

Active Directory Integration

SSL Security

Change Management

Single Sign On

Project Management

Approval Process Control

Rules-Based Workflow

Knowledge Management

Communication Management

Customer Database

Scheduled/Automated Reports

Change Planning

Customizable Fields

Collaboration Tools

Automated Routing

Assignment Management

Call Center Management

Template Management

Customer Complaint Tracking

Problem Management

Self Service Portal

Contact Management

Help Desk Management

Audit Trail

Configurable Workflow

Mobile Access

Dashboard Creation

Survey/Poll Management

Service Reporting

Compliance Management

Performance Metrics

Routing

Service Catalog

Training Management

Issue Scheduling

Issue Management

Multi-Channel Communication

Configuration Management

Queue Management

Support Ticket Tracking

Role-Based Permissions

Client Portal

Real-Time Notifications

Forms Management

Workflow Management

Real-Time Updates

Email Management

Ticket Management

Recurring Issues

Asset Tracking

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Network Monitoring

Change Tracking

Real-Time Chat

Service Level Agreement (SLA) Management

Chat/Messaging

Customizable Templates

Issue Tracking

Interaction Tracking

Dashboard

Audit Management

Alerts/Escalation

Real Time Reporting

Customizable Branding

Asset Lifecycle Management

Reporting/Analytics

Contact Database

Monitoring

Prioritization

Remote Access/Control

Feedback Management

Customizable Forms

Appointment Management

Incident Management

Approval Workflow

IT Asset Tracking

Autoresponders

Customer History

Corrective and Preventive Actions (CAPA)

Task Progress Tracking

Mac OS

Web browser (OS agnostic)

Windows 8

Windows 10

Issuetrak is help desk and service desk software perfect for issue resolution and incident tracking of all kinds. We offer unlimited free users with up to 50 permissions controlled by your paid agents, including the ability to submit, edit, and close issues. And we make implementation easy - Cloud sites can be up in as little as 24 hours, and our top-rated, 100% U.S.-based 24/7 support is included! Both Cloud and On-Premise hosting options are available. No confusing tiers. No complicated math. Refreshing, don’t you think?

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Issuetrak

In Person

Live Online

Webinars

Documentation

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Cataloging/Categorization

Customer Surveys

Forecasting

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Lead Capture

Performance Management

Proposal Generation

Leaderboards

Data Synchronization

Rich Text Editor

Sales Pipeline Management

Referral Tracking

Electronic Signature

Calendar/Reminder System

Pipeline Management

Call Logging

Calendar Management

Call Management

Activity Management

Sales Trend Analysis

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

Issuetrak vs Workbooks

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Advisor Recommendations & User Awards

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