Workbooks Software


Workbooks is a web-based CRM designed for small and medium businesses. It is used in a variety of industries including finance, telecommunications, construction, logistics and manufacturing (among others). It was launched in 2007 by a UK-based company. Since then, it has won many accolades for its product and customer service.

Workbooks has functionality to support marketing, sales and service activities, and offers features such as online lead capture, customer management and case management. Additionally, it provides integration with MailChimp, Google Apps, Sage, among others.



93 Reviews of Workbooks

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 93 reviews

December 2018

Tim from Russell Publishing

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

5 of 5

December 2018

A new improved way of working

We were working across 6 databases (a separate one for each of our brands) and had no visibility of crossover. Workbooks has given us this capability as well as the business intelligence that connects an individual to their activity with our products. This means segmenting and targeting our marketing becomes easier and more effective.

Pros

The flexibility of Workbooks allows us to edit and format the system exactly as we want it

The system is easy to navigate and has helped us introduce a more standardised way of working across the business.

Integrating into GatorMail means that Workbooks becomes more powerful. We now have a true single customer view that includes all marketing contact as well as website activity of our members. From this information, we are able to automate marketing campaigns triggered by this intelligence.

Cons

The importing tool is good and fairly intuitive for simple tasks but there is a lot of data work that needs to be done beforehand.

Importing orders can be awkward and it takes a fair bit of trial and error to get the mapping of existing data to fit into the system correctly.

Reporting takes a bit of time to master but once you've done this, it becomes a key part of the systems everyday usage.

November 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

3 of 5

November 2018

love it

Pros

it is very simple and straight-forward and is a massive help

Cons

the con is that I could not find a con to put on this

November 2018

Mike from CABA

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

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

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Easily Customisable CRM

Pros

I really like the ease of customisation, making it work the way i need it to

Cons

Cost can be prohibitive if you need more than a couple of users

November 2018

Simon from Sheppard Robson

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

CRM that just works well

The implementers and support team are spot on. Very attentive, got our business and did their job well. The whole company is easy to work with.

Pros

It did everything we asked of it.
We have integrated it with our back end systems to provide a single version of the "truth" - the API was very easy to use and the integration very quick to do.
We also esily integrated with other SAAS software such as MailChimp and Survey Monkey

Cons

The origin UI was very old school, but fortunately that has now been fixed.
Workbooks being a smaller vendor don't have so many out-of-the-box integrations as other CRM vendors, such as SalesForce

November 2018

Brian from National Federation of Builders

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

Good CRM system for small SMS

We were using two separate systems, so made sense to merge new business and customer databases into one

Pros

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

Cons

Customisation of report layouts for printing needs to be improved, but working on this

November 2018

Gemma from Outlook Expeditions

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

3 of 5

November 2018

It's all about the set up!

Pros

Reporting - although they can be a little tricky to set up, the reporting function is really useful in my role and i like the level of detail included which can be set up for daily, weekly, monthly reporting or whenever i need it.

Cons

It is a little 'clunky' although some of this is definitely down to how it was set up (before i joined the company) and the amount of data it is holding.

November 2018

Joshua from Hardscape

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

November 2018

User friendly, customisable product

We are primarily using Workbooks at the moment to record our sales opportunities and using the information here, along with other data brought from different software, creating useful reports to forecast how we expect to do and spot areas where the sales team can improve

Pros

Workbooks has a great amount of customisation, allowing us to create bespoke form layouts for various record types and really control the data we have as a business.

Cons

Customer service can vary from staff who just point you to a website page and seem to understand the product less than you, to someone who genuinely pays attention and does a great job going through the issue. I've also had to chase a couple of times for minor paid developments to be completed

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2018

Flexible Software, Excellent for B2B

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. Not too expensive, easy to get started, growth with the business.

Pros

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

Cons

Could benefit from more preset automation options.

November 2018

Jane from K3 Business Technologies

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

Using Workbooks on customer support desk

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.

Pros

It was easy to set up and to configure to our needs. Flexible screen configuration and picklists meant we could see what we needed to easily.

Cons

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

November 2018

Jennie from Dains LLP

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Excellent piece of Kit!

Excellent experience had by all. Team were responsive and felt like we had support from all areas. I would thoroughly recommend it.

Pros

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. This helps with showcasing the software to other members of the firm who have different requirements as they don't feel pigeon holed into one solution for all.

Cons

I can honestly say there is nothing that I don't like about this software and have been using it for a few months now.

November 2018

Samantha from CABA

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

Intuitive and always striving for more

As a client for over 8 years we have been with Workbooks since relevant infancy and it has seen us through significant changes over the years

Pros

This CRM has a logical and flexible approach to enable users to develop a platform that best meets their needs. The configuration functionality allows clients to be self reliant and the knowledge base provides an excellent support resource empowering users to implement their own requirements

Cons

The dashboard functionality has been somewhat one dimensional in the past though I know this is the pipeline for further development and based on the previous enhancements adapted by the CRM I am only expecting great things

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

Working well for the business

As time goes by we are continually finding more and more uses for Workbooks. The regular emailed reports are great for me, as the MD, to keep a track on KPIs.

Pros

Flexibility and that it could be used by various team across the company.

Cons

There is not an offline Native iOS or Android mobile App.

November 2018

Herve from CABA

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

3 of 5

November 2018

Workbooks experience

Pros

Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration

Cons

Rigidity of display
Dashboards are not great

November 2018

Mike from Torque GT Ltd

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Great Cloud CRM

We were looking for a CRM solution for our SME for ages and trialled loads - Workbooks is so powerful we said yes instantly.

Pros

Ease of use, configurable - intuitive windows style screens.

Cons

It's so powerful it can be confusing!

November 2018

Paolo from The Exchange Lab

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Excellent product

It's never a pain to work on this software, it's easy to use and the support is brilliant

Pros

Simplicity, integration and functionalities

Cons

Creating reports it's a bit of a challenge

November 2018

Dan from Mess Around North Hampshire

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Workbooks works well for me

Pros

It's really easy to use, and it helps that it looks like a windows desktop. I like that I can customise most of the screens and can easily get to the information I need.

Cons

It can be difficult to know where to start when I need a report, but the Knowledge Base is always really helpful with this.

November 2018

Kelly from MasterMover Ltd

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

Workbooks Review

With the Workbooks system we are able to capture the sales to order process and actively record this live data.Workbooks have a great support team who are always on hand to help and support our business when changes are required. This could be from a small field change through to a complete new pdf document.

Pros

Workbooks allows our company to capture data and record the sales progress of our enquires through to order. It also allows us to create marketing campaigns and be able to understand the response rate of our campaigns. The reporting aspect of the workbooks is also very powerful and they run as live data which enable us as a business to monitor growth and orders as and when the data is created in workbooks. As a cloud based system this system allows are external users to have access to the workbooks system no matter there location.

Cons

I would like more ability to be able to change layouts of PDF's so I can make changes as and when the business needs it.

October 2018

Gareth from Good Salon Guide

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Excellent product and support

Better visibility on sales and client retention. Can’t imagine running the business without it!

Pros

We have been working with Workbooks for 4 years and have been delighted with it. The on-boarding was easy, and has stood the test of time. Since then support has been excellent with the UK based team responding in a timely and knowledgable way and taking as much time as it takes to resolve the issue.

User adoption has been excellent and we have no user complaints about Workbooks.

Cons

No major ones. You need to think like a CRM system to create reports etc but that’s a human problem not one of Workbooks!

September 2018

Kirsty from Volumatic

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Slow start but impressed now :)

From what I can gather, it was a slow process at the start and the implementation from both our side and workbooks could have gone better. However, I was not around for the first couple of years of it being implemented but since I have joined, the usage and what we get out of workbooks is much better. The relationships that I have built up with the teams at workbooks have also been a huge factor in ensuring that we are now working towards having a system that are business now sees the benefit of having.

Pros

It's endless capabilities that allows you to use it for many sides of the business. Whether that be marketing, sales, finance etc

Cons

Whilst it has any capabilities. This can also come with problems in that it is a very intricate system and does require some understanding.