Workbooks

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Ratings & Reviews

Overall Rating

4.11 / 5 (250)

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

4.0 / 5

4.5 / 5

Last Reviewed

February 13, 2020

August 6, 2019

Pros/Cons

  • Pros

  • This platform is excellent for email marketing. It does a great job at keeping your email content organized and easy to find.

  • This is a great tool to really increase you client communications. The marketing tool provided by Salesforce is one that I really enjoy

  • Cons

  • back-end can be complex; expensive for small scale businesses; can be time-consuming to learn to use

  • One thing i do recommend is to really spend time on the setup process if not the product will not be as enjoyable to use as it could be if done right. Other than that the software is superb.

  • 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)

N/A

6 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots