Less Annoying CRM

Workbooks

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Ratings & Reviews

Overall Rating

4.72 / 5 (330)

4.36 / 5 (102)

Ease-of-Use

5.0 / 5

4.0 / 5

Value for Money

5.0 / 5

4.0 / 5

Customer Support

5.0 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

February 27, 2020

August 6, 2019

Pros/Cons

  • Pros

  • I LOVE the simplicity but more than anything, the ability to customize it for my business. Oh yeah, and the price? SO AWESOME!!!

  • Easy to use, quick to implement, lots of learning help

  • Cons

  • It does what it needs to, but the UI is a bit dated and could be more modern. But, it does what it sets out to do.

  • Other that its not the most pleasing CRM program on the eyes, there's no real cons. The price is right and the product solid!

  • 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

FrontRunners

2019

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

5 Recommendations

6 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots