Workbooks

Workbooks

RATING:

4.34

(109)

About Workbooks

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 th...

Workbooks Pricing

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

Starting price: 

$39.00 per year

Free trial: 

Available

Free version: 

Available

Sales Management Dashboard
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Workbooks Reviews

Overall Rating

4.34

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4

Functionality

4

Showing 1 - 5 of 108 reviews

User Profile

Neil

Verified reviewer

Company size: 11-50 employees

Industry: Computer Software

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

5

FUNCTIONALITY

5

November 2017

Fantastic CRM tool

It keeps all our business Managment in one system, so everything is at our fingertips.

Pros

We use the software from lead management through to invoicing, it is easy to use and fully featured. Our support team manage all cases through the system.

Cons

I think the mobile tools could be improved as we don't use the mobile workflow. Maybe a dedicated app would be an option in the future.

Teresa

Verified reviewer

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

October 2017

It is easy to use and cutomise.

No more manual processes! Real time reporting on quotes, orders and invoicing. Management dashboards. Tracking Sales against targets Following up on opportunities. The list is endless :)

Pros

This was a big step for our business as our processes were all done manually. This has revolutionised the business as almost everything is system generated. It is a fanatic piece of software.

Cons

The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great!

Anonymous

Company size: 11-50 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

4

July 2021

It tries to do too much

As a publisher, we were looking to get this to do everything from flat planning, through to media booking and accounts. Due to not having one of the top packages it meant that the product couldnt meet our needs. This wasn't Workbooks fault. I did find that the integrations with things such as Outlook broke regularly which was slightly frustrating

Pros

Integration with other tools works well, and great to be able to add in things such as lead forensics into the lead generation application.

Cons

Moving clients through the customer journey is too clunky, you can easily end up with duplications, lose the data, or sometimes set the record up only to not be able to find the client at a later date. This could perhaps be due to the fact we didn't have the top functionality.

User Profile

Rioghan

Verified reviewer

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

March 2018

Workbooks makes keeping track of orders easy

Pros

Its very user friendly and has an interface that's easy to understand and use. Its easy to customize layouts views etc. The quality of service delivered to customers has improved. Overall it has helped the company to grow and continue to do so.

Cons

We needed a specific function and were told that it would be available in a future release. We changed a process in the business and then the feature came out sooner.

User Profile

Mike

Verified reviewer

Company size: 51-200 employees

Industry: Non-Profit Organization Management

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

November 2018

Good, all round CRM system

We manage client support using cases and record those individuals in people records. Consent recording for data protection and recording of objections to processing is our most recent change

Pros

The level of customisation that we can carry out in house. The reporting suite is also pretty flexible.

Cons

When reporting, linking to some table can really slow the reports down. Campaign membership being the main one

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