Less Annoying CRM

Workbooks

Add to compare

Ratings & Reviews

Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.

Overall Rating

4.72 / 5 (334)

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

July 3, 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!!!

  • I love that it is so user friendly. I can search by different fields. I love using the calendar and setting up tasks.

  • Cons

  • At present (May 2018) cannot add recurring tasks. The email within the app is a great feature, but forwarding received emails to the app is not ideal

  • 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.

  • 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.

Pricing

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

2020

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Product Demo & Screenshots

Product Demo