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.

 

Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

56 Reviews of Workbooks

 

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Software Advice Reviews (24)
More Reviews (32)

Showing 1-20 of 24

Aahad from ComRes
Specialty: Consulting

December 2015

December 2015

Workbooks - Processes and Outputs

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It is an essential tool for companies to monitor and manage their CRM. I also personally use it to manage my tasks and sales - without it, I would be a little lost in that respect.

Likes Least

It can be quite fiddly and tiresome, in the sense that it sometimes there can be easier ways of entering information, or sharing information with others (no copy/paste function of tasks for example).

Recommendations

Tailor and minimize it to your needs only, it can be quite bloated if you do not.

 
 

Claire from Navarino
Specialty: Hospitality / Travel

October 2015

October 2015

Software review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Easy to use and very efficient- Until a year ago was not used to using a system like this at all but was very easy to learn and it is a fantastic tool for the job I do

Likes Least

Nothing I can think of really. Obviously a year ago the product was quite alien but not anymore!

Recommendations

Ease of use, simply and vast functionalities, flexible to organisations

 
 

Valerie from Navarino Services
Specialty: Hospitality / Travel

October 2015

October 2015

Easy to use and easy to access

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The filing and retrieving of information is easy to do. And you can access your file from any computer.

Likes Least

Reporting - Not very straightforward to create a report

Recommendations

No particular recommendation to make - Keep things simple and easy.

 
 

Doug from 3BG Supply
Specialty: Retail

October 2015

October 2015

Great Product we use it for all of our operations!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The ease of transition from Opportunity to Quote to Order to Purchase Order to Invoice

Likes Least

No ability to replicate a existing order without all attachments

Recommendations

Replaces many other CRM's and does the best job from what we can see!

 
 

Shane from 3BG Supply Co.
Specialty: Distribution

October 2015

October 2015

Amazing. Would love to a shoppoing cart added but I love the CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The tasking functions are great. Very more robust than Zoho. Being able to communicate with my employees through a tasking system this robust led us to the ability to complete more tasks more efficiently.

This also kept us very connected with our customers. We rarely miss an opportunity to follow up on new quotes or new business.

Likes Least

How I have to duplicate the windows when using more than 1 screen. This drives me crazy because I run off of 3 screens and have to sign into 3 different workbooks windows.

Also the modification costs can get really high since not very many programmers know Workbooks.

Recommendations

Really spend a lot of time figuring out how it works. It's very robust.

 
 

Emma from Navarino Services
Specialty: Hospitality / Travel

October 2015

October 2015

Utilised for general data base and sales lead tool

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I don't deal too much with the Vendor directly, however, they seem to be able to make the necessary updates required in a prompt manner. This product is easy to use to track all customer interactions and sales leads, straightforward and fairly intuative for anyone who has used a lead management tool

Likes Least

Reporting is pretty complex, not so intuative but exports to excel very well.

Recommendations

Use as much of the system as possible, ensure you have plenty of experience with the product you are reviewing/evaluating

 
 

Fredrick from Journeys are Made @ Gapyear.com
Specialty: Hospitality / Travel

September 2015

September 2015

Awesome product - customer support could be better

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Simple to use and very easy to set up - it our must have been purchase each year

Likes Least

Wish the customer support team was a bit more reactive and less focussed on selling time units for help/support

Recommendations

Make sure you look at your end goal and where your business needs to be in 5 years as WB has all the tools to do this

 
 

Anna from Clark Howes
Specialty: Accounting

September 2015

September 2015

Reviewing workbooks

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The best thing I like about this product is that its an efficient and easy way to keep all your contacts and prospects in one database.

Likes Least

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Recommendations

Think about what you would use this for on a day to day basis - how easy or quick is it to use?

 
 

Anna from Clark Howes
Specialty: Accounting

September 2015

September 2015

Product itself is good, need to work on their partners

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's scope to do pretty much anything you need it to with the right customisation.

Likes Least

There is no denying that it's a powerful tool, however, our service is through a third party partnership with other workflow software (CCH) and there have been a lot of problems that go beyond just usual teething. I get the impression if we were dealing with just Workbooks this wouldn't be an issue.

Recommendations

Be very clear at implementation stage about what you want to achieve, and make sure who ever is delivering your implementation is just as clear.

 
 

Darren from DGM Aromatics
Specialty: Healthcare / Medicine

June 2015

June 2015

Free version still going strong

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

As a small business it is great to have a tool that is used in big business. Having a CRM that you can access anywhere with all your customer details and information when you are on the go is essential. We use the free version as we only need two users to access the information, but if my business needs to add more users we can for a very low cost.

Likes Least

Ok so we can not customise it totally but we can do so much more than other CRM's out there without the added cost.

Recommendations

reviewing software and giving feedback will lead to improvments making it a better business tool.

 
 

David from National Aquatics Distributor
Specialty: Distribution

March 2015

March 2015

Workbooks ft/nad

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It's somewhat easy to do a new quote and send/email direct to a customer.

Likes Least

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab. Overall, I find it's not user-friendly. I tried to put in new items and had to call our IT person. There's no way I would have found it on my own. It should have been a simple choice to enter a new item.

Recommendations

Simplify and intergrate with order processing. Make it more user-friendly.

 
 

Angelo from Frey Technologies
Specialty: Other services

March 2015

March 2015

Helpful but could be easier to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Reminders for follow up actions. The vendor has been very helping in helping us customize this to meet our needs.

Likes Least

The search feature needs to be too exact. Would like to search in more general terms.

Recommendations

Take advantage of the free trials offered by various customers.

 
 

Stuart from National Aquatics Distributor
Specialty: Distribution

March 2015

March 2015

Workbooks Review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I am new to this product, but find it easy to operate.

Likes Least

The initial setup was a little cumbersome, but I eventually was able to work through any issue.

Recommendations

I feel the product is good and don't have any recommendations, currently.

 
 

Matt from National Aquatics Distributor
Specialty: Distribution

March 2015

March 2015

Could use some work

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It's overly complex in some areas and not enough customization in others.

Likes Least

I dislike the fact that some fields are locked.

Recommendations

Spend as much time as possible with it. Learn all of the ins and outs, and get everything set up the way you want it.

 
 

Mark from PhysEmp.com
Specialty: Software / IT

February 2015

February 2015

Excellent Product for Small - Mid-Sized Business

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

Likes Least

The only reason I'm not giving it a 10 is because it isn't as intuitive to use as some of the other CRMs, and the integrations aren't as smooth as Salesforce.com.

Recommendations

Clearly list your requirements/expectations. Don't only get demos, but get a hands on trial version to play with, and make sure you ask the tough questions!

 
 

Lori from EcoLife Innovations dba WooBamboo
Specialty: Distribution

February 2015

February 2015

Used as a Customer Database and to record communications.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Easy of use. Haven't encountered any bugs that have held us up in any way.

Likes Least

The Email Outlook Connector is not compatible with IMAP Exchange.

Recommendations

If using Outlook for email, make sure that the Outlook Connector is compatible (or you'll need to use Dropbox, as we do). Consider the great customer service and availability of web training sessions offered as a definite plus.

 
 

Amber from Frey Technologies
Specialty: Other services

February 2015

February 2015

Evolving and Improving

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Lucid Switch responds almost immediately to your questions, and any support issues are handled in a professional and timely manner. I love how the programs is almost completely able to be customized to whatever our needs might be and whatever fields of information we want to track. With a little experience, you can literally design the fields to be whatever you want it to be. We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once. The owner likes the program so much that he instituted it in his other company, as well.

Likes Least

There are a few features that I wish we could do away with completely, like the fact that quotes in Workbooks are Drafts first and then Posted later-- that feature doesn't really mesh well with our company although I can see why it might be beneficial to others. I also wish the icons on the Desktop were movable and stayed where you placed them (like a Microsoft desktop).

Recommendations

Figure out how you want the system to work step by step, considering all contingencies, and then explain your needs to Lucid Switch. They will work with you to perfect the system to be exactly like you want it to be.

 
 

Jaime from NovaVision
Specialty: Healthcare / Medicine

February 2015

February 2015

Customer Support is Fantastic

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The product is customizable and affordable. The customer service is prompt and thorough.

Likes Least

The many applications that can be added to the CRM are not already integrated.

Recommendations

All companies need a CRM; this platform is the most affordable for a startup/small business.

 
 

Jason from Lucid Switch
Specialty: Consulting

February 2015

February 2015

Affordable CRM Solution for Sales and Marketing

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Workbooks offers an affordable solution for sales and marketing. It allows easy integration possibilities with most other systems with an API and has good integration with other systems out of the box. They take customer support and feedback very seriously and are continuous on their roll out of updates. This CRM offers transaction documents out of the box for Sales Processing, which is very convenient for sales. Other modules for event management and customer support makes this CRM just more than your typical CRM. This system has its own tabbed Windows-like interface which can make it very easy for new users.

Likes Least

The CRM could use a better mobile app, but it does provide basic functionality if you want to check your records. Some tasks and stronger functionality in Workbooks CRM may require some more consultation. But this is understandable because the system has to be gentle for new user but allow functionality to admins on the same instance.

Recommendations

It is best to always speak with someone who is already familiar with the system rather than having to go through learning it from scratch. Also, people would prefer transaction documents (the PDFs) to be customized, and it is possible to do this if you have a developer or can hire a developer who can code in XSL. This would be an example of something which may not appear to be easily editable but is very possible.

 
 

Eddie from Newsela
Specialty: Education

February 2015

February 2015

Workbooks is a solid CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like its simple, yet effective outlay and performance.

Likes Least

It's a little clunky. The program seems disjointed, but on the other hand it serves our needs.

Recommendations

A CRM should be able to seamlessly tie the work of multiple users into a process that makes sense.

 
 
 
Showing 1-20 of 32

Neil from Transeo Media Limited
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Fantastic CRM tool

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

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.

Review Source: Capterra
 

Abigail from Tenancy Deposit Scheme
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Workbooks is incredibly user friendly, and adaptable. The team are always willing to help.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

Workbooks is easy to pick up. It was the first database I have ever used, so I was worried that I would not be able to use it well. I was wrong, and have been able to fully grasp all of its functions. Everything is clearly laid out, and where I do need that little bit of guidance, the Support team are always happy and willing to help. The different Record Types allow me to navigate easily around the database, and the Reporting function is brilliant. Gone are the days of tirelessly amending spreadsheets in Excel! All the information that I need is in Workbooks exactly where I need it.

Cons

In an ideal world, I would be able to use the Search function to search by Id. As System Admin, I use Ids far more than I do references due to importing. That being said, it is still simple to find a record based on their id by using filters within the Record Type.

Review Source: Capterra
 


November 2017

November 2017

Easy to use, understand and adapt to the needs of the business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Merged existing business systems (spread across 3 databases) into one database and automated huge parts of the business processes. Massive efficiency gains were made.

Pros

The deep customisation options and ability to adapt almost every part of the software to fit the specific needs of the business.
Powerful reporting functionality.
Able to ensure each user sees exactly what they need to , in the right place, makes training very easy and gets other users o-side immediately.

Cons

Occasional need to develop a more complex solution than it first appears and limitations to a certain extent by automated processing.

Review Source: Capterra
 

Dianne from Taopix Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

I couldn't do my job without Workbooks. It's the first thing I log into every day.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It helps me sell. We capture leads directly from our Website and track the prospect from initial enquiry right through to final sale and beyond using workbooks.

Pros

The task scheduling feature helps me keep on top of all my sales activities so I never miss an opportunity to keep in touch with prospects. I also like the marketing features that enable us to target specific types of customers and prospects with tailored offerings.

Cons

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.

Review Source: Capterra
 

Adam from Taopix LTD
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

User for 5 years

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The use of automated invoice scripts saves several members of staff many hours each week.

Pros

Highly Customisable, and very easy to grant access to specific areas only to different staff members. Very good reporting tool.

Cons

Sometimes picking apart the customisation to fix one small thing can be time consuming. Only being allowed two named support contacts is a little tedious sometimes.

Review Source: Capterra
 

Brendan from Coeliac UK
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

First rate.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Scope and breadth of capability, its flexibility and ability to self configure all aspects of the software. the analysis and reporting capabilities. the data

Cons

Some aspects of functionality require complex scripts to be developed and maintained; but once they are running well automated processes are very smooth.

Review Source: Capterra
 


November 2017

November 2017

Simple to use, captures all the information we need, flexible and has been well adopted

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support
Pros

I like that the system is simple to navigate and update. With little training users can get started use the system effectively.

Cons

I think the reports are complicated to set up, particularly from scratch. I have needed to contact support for assistance on reports. They are not as intuitive as other areas of the system.

Review Source: Capterra
 

James from Taopix Limited
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Workbooks is a very feature rich easy to use CRM platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Once setup the level of data available is amazing. We use workbooks across all parts of our business. As the CEO I regularly access to a few dashboards that tell me the majority of information I need to know about the business performance in realtime.

Review Source: Capterra
 


November 2017

November 2017

I like the customisability of the application.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

increased efficiency through automation
Increased monitoring and reporting
Increased infomation to better understand our business

Pros

I like the way you can pretty much create anything using there API and PHP based script database.
There GITHub site gives pointers but anyone with minor knowledge of workbooks and PHP skills can start to be clever and automate process's.

Cons

It would be great to be able to give the ticketing aspect (ITSM) different referance's at system level for incidents/problems/changes.

There is very little that i dis-like about this software as any issues can be raised and put into development. Often issues are experienced by multiple customers and work arounds are certainly possible.

Review Source: Capterra
 


November 2017

November 2017

Workbooks is an excellent sales tool!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It is easy to find contacts and their history. It makes my life a lot easier when tracking the status of previous opportunities to find out what has previously been offered.

Pros

Workbooks makes it easy to keep track of leads and opportunities. With workbooks I always know where we are in a sales cycle and what our next actions are. I can contact leads directly from their record by email and workbooks will keep track of our communications. Meaning I can quickly find a record and check the history.

Cons

Setting up complex reports can be a bit challenging at times. The search facility could also be improved with more advanced search methods.

Review Source: Capterra
 

Jenny from Taopix Photo Commerce Software
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Workbooks is great for sales cycles and orders, easy to use and plenty of features!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I only use workbooks for sales administration work, keeping track of the sales team opportunities and leads. The filter function and all the information you can store in a single record is ideal when you have lots of records.

Cons

The search tool is not ideal, it could be better, needs more advanced options. I also think creating a report is a lot more complicated than it needs to be, different criteria and views makes it hard to use.

Review Source: Capterra
 


October 2017

October 2017

Exceptional ease of use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The configuration is simple and straightforward and yet at the same time is really powerful as you can easily add report cells, meaning that it gives a much broader view of the client.
I like the mapping module and again you can customer this to show the information that you need as a business.
Integration with Web Insights and Gatormail plus the workflow means that you have a platform that offer marketing automation.
Easy to set up new users but also very secure, if you use the the security features.
The service offered by the support team is second to none - always patient, exceptionally knowledgeable and always solution oriented.
I could not do my job without Workbooks

Cons

Need to make sure that you do not use Internet explorer, especially with the gator mail add-on as it is then very slow but runs brilliantly on other browsers.
The knowledge base is good but if would be helpful to have printable pdfs of the pages so that you can use them as manual when printed out

Review Source: Capterra
 

Teresa from SDS Matting Ltd

October 2017

October 2017

It is easy to use and cutomise.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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!

Review Source: Capterra
 

Lucy from BHP Chartered Accountants

October 2017

October 2017

New to the system but can already see the benefits and potential the system can offer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
Value for Money
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Support
Pros

everything is in one place. for marketing we can use the system for sending eshots, hosting events and getting to know our clients and have a better understanding them.

Cons

Not being able to assigned tasks to users who do not have a login. we have over 300 staff here and its not just those who have logins who could be asked to do some specific work.

Review Source: Capterra
 

Julie from Liftshare.com Ltd

October 2017

October 2017

Platform already existed when I joined, had to work my way through what we had done and why

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
Value for Money
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Support
Pros

Support desk team are helpful and always at hand to answer any questions that we have. Once you take the time to understand it, it does get easier to navigate round.

Cons

The look and feel is quite dated however I understand there is a new release for this coming soon. The system seems to have been designed to be overly complicated and the personalisation to be able to adapt the platform to business need could be a lot better.

Review Source: Capterra
 

Rob from Osirium
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

An ok start but strong development & quickly becoming reliant on its versatility once understood

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

The ability to move towards a single, powerful platform which streamlined business processes from marketing to sales and order processing and gave each area of the business full and powerful reporting.

Pros

Support: Workbooks have a very strong and capable support team which really helps outweigh any of the slightly frustrating areas of the CRM. They are very quick to respond via email and very few problems taking longer than a single phone call to resolve.

Capability / Flexibility: The system is extremely flexible. It allows a huge amount of different areas of the business to be logged, controlled and reported on. Some CRM systems can deal with lead tracking and customer tracking, but Workbooks very easily deals with this as well as all financial areas of the business sales orders, invoicing, purchasing and more.

`Single Platform: linked to its flexibility, Workbooks, with the introduction of the Web Insights and Email Marketing platforms is able to deal with a contact end to end, from warming a lead up, to delivering a product once they have become a customer and then their journey via support and account management.

Reporting: The reporting engine is so powerful that you can create virtually anything you can think of. I have only found one thing when creating reports that I wasn't able to do, even then it was a nice to have.

Once you understand how the platform works, it becomes an invaluable tool.

Cons

Capability / Flexibility: Although this is in the pros, it is not without its frustrations. The flexibility of the platform, in particular 'how' you make it fit what you need, also makes it difficult to understand. It is not immediately intuitive to customize and if you add modules after using it for some time, (like the advanced security) it can be extremely painful.
Some areas of the platform seem overly convoluted and often either need the help of their support team (who are excellent) or sometimes a consultant which comes at extra cost.

Reporting: Again, as the reporting engine is so powerful it creates its own downside due to being unintuitive and even with some understanding difficult to understand. You cannot simply open a new blank report and create even simple reporting without having some idea of the logic behind how it works. A number of other CRM's allow you create 'general' reports far easier due to a more simple interface but they lack the power.

I think there are areas where the platform could be easier to use and therefore create some frustrations but if you are aware that you need to have training and understanding in how the platform works first, you will have a versatile and powerful tool for your business.

Review Source: Capterra
 

Mark from Langbar Consulting Services
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Excellent support for a good product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We selected Workbooks CRM in competition with other cloud based CRM packages, for a client new to CRM. Key criteria were flexibility, ease of use for the sales force, and ability to provide a basic quotation system for a fairly complex product line (We had previously looked at specialist CPQ systems, but decided to go for the integrated capability in Workbooks). The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution. The product has a fairly 'traditional' look and feel, easy to navigate in a way that will be very familiar to Windows users, but not as 'sexy' as products like Pipedrive which are based on a more modern UI paradigm. Functionally, it covers all the CRM bases well. The quotation capability required some custom work to meet the client's needs but as in pre-sales the support was excellent. I would recommend the product to anybody looking for a full function CRM for small to mid sized sales force, who wants a quotation facility embedded.

Pros

Excellent support
Full functionality CRM
Easy to use
Quotations capability

Cons

UI is fairly traditional, not as modern as some other products

Review Source: Capterra
 

David from APMG-International
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Flexible, Powerful and Strong competitor to Salesforce.com!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus. The template html sales lead forms are handy for getting a sales lead form onto your website quickly and have been very beneficial to us. I recently used the bulk updates feature for data cleansing, which helped me to clean 600 opportunity records in less than 20 minutes.

Pros

Reporting, bulk updates, custom email templates, sales lead web form.

Cons

Lack of built in lead allocation functionality. Automated lead allocation would required custom php code.

Review Source: Capterra
 

carly from BALI
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Great CRM System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Workbooks is a really easy system to use. The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Pros

Easy to use

Cons

Sometimes it can be a little long winded, for certain processes, but the end result it always work it

Advice to Others

N/A

Review Source: Capterra
 

Ray from Leadership Management UK Ltd (LMI-UK)

January 2015

January 2015

Perfect Franchise Tool

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

LMI-UK is a relatively small and simple franchised business offering top class Leadership & Management Development here in the UK. We are part of a global corporation operating in over 70 countries. We needed a comprehensive tool, easy to operate which all our UK Franchise owners could use. Workbooks fitted the bill perfectly and at a price acceptable to everyone. (Although the contract is with LMI-UK, in Franchising it is typical the individual 'User' cost is passed onto the respective Franchisee)
Our Franchisees manage their clients and prospective clients, track their marketing campaigns and now feel in control of their individual businesses. Which is key to our desired and actual growth.
We would recommend any business, Franchise or otherwise, to take a closer look at the Workbooks option before making any final decision concerning who to CRM partner with.

Review Source: Capterra