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

69 Reviews of Workbooks

 

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Software Advice Reviews (24)
More Reviews (45)

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 45


March 2018

March 2018

i loved it, simple to use. will use again.

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

for the time ive used it it let me contact different firms that i would struggle with occasionally but this helped alot .

Pros

It helped me sort my contacts, and meet new people of the site. will deffinently recommend to family and firends.

Cons

It is a simple to use the software. Nothing too complicated, unlike other software. It defiantly helped me with my work. Will need to use more.

Review Source: Capterra
 

Rioghan from Litho Circuits

March 2018

March 2018

Workbooks makes keeping track of orders easy

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

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.

Review Source: Capterra
 

Adam from Palagan
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2018

March 2018

Excellent easy to learn 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
Pros

Friendly user interface encourages fast adoption. Powerful reporting and customization helps us make informed data driven decisions easily

Cons

Limitations for Manufacturing businesses. We will always need an MRP/ERP system alongside Workbooks.

Review Source: Capterra
 


March 2018

March 2018

Great Value, OK CRM

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's helped our business grow for years, but we've outgrown it and we'll be moving on soon.

Pros

The price is extremely good for what you get. If price is your primary criteria, go for it.

A lot of stuff can be customized, though the API & tools are just so-so

Cons

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK. They do an extremely good job for how cheap it is, but there are compromises as a result. The add-ons can add up and diminish the price advantage, so if you need the add-on features, it's worth investigating other products.

Review Source: Capterra
 

Julio A from MCP 2010 Ingeniería C.A.

February 2018

February 2018

Workbook - Great business marketing plan

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 found that the numbers of our company were slowing down, so we tried out some new tools in order to make our business to keep on track. Workbooks gave us a new way of thinking because just making things in a different way we can reach more clients.

Pros

I like most is the versatility of adapting the software to our offer, is very intuitive and we have several setups until we find the right for us. The software covers from leads to payments, and it have to manage a invoice program. I like the support management because allow us to find our way using workbook

Cons

Once we knew is a flexible software, we didn't understand the dimensions of it, it took a while to process and adapt all our data to a new way to manage the software. The search function is very slow. Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

Review Source: Capterra
 

Yemsi from Ministerio del Poder Popular de Planificación

February 2018

February 2018

Comprehensive crm software

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

I think the most useful benefit we get is to get in board to the technologies and impulse our business in the web and social networks if aviable, in order to get more costumers

Pros

I like this tool because the dashboard is very transparent and very easy to understand the status of the pipeline, in order to make decisions in our pipeline in order to increase our numbers. I like the reports, because we can focus on marketing spots accordingly. And the hole company, and I mean sales, support and management are connected around one software.

Cons

I don't like to move from workbook to another software platform to attend support cases. In this matter, searching names for support could be a slow process, I think in general is complex to master the different features of the software

Review Source: Capterra
 

Isabel from MPPP

February 2018

February 2018

Great tool to improve business efficiency

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

It is a very complete tool, ideal to improve the efficiency of small businesses. Allows the management of potential clients and the monitoring of opportunities. Also, It has a very powerful reports section. I like the ability to take a test version, this allows to know the benefits of the tool, reducing the risks involved in making a investment without knowing the product.

Cons

It was difficult for me to understand the interface at first. I do not like that large number of windows that open to get what I want.

Review Source: Capterra
 

Gergana from LSBU

February 2018

February 2018

Workbooks CRM review

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 service was great and the staff was knowledgeable and friendly. Would definitely recommend it.

Review Source: Capterra
 

Cesar A from Gobierno del Distrito Capital

February 2018

February 2018

This is what you need to improve your company

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

This tool has help us a lot planning our expenses and calculating our taxes paying through out the year, this help us a lot to control our budget and to know when we have to reduce our expenses and when we can expend more money for the community with our social projects.

Pros

Workbooks offers everything a company needs to get the most of it, there are a endless numbers of things that you can do with this app, this app does not only do like other apps of CRM do, like manage accounting, automatizing processes or show expenses and budget graphics, this app also improve all that you need for paying taxes, invoicing, ordering, costs and handle in the perfect way the relationship client-company. There are a big numbers of features that can help your organization or company to do the best work.

Cons

This kind of app requiere a great number of data to performance in the best way, so you have to feed in with all the details, about marketing, costumers, details of accounting of your company an so on, if you do not do that you are wasting a huge opportunity to improve your company and not using this tool in the right way.

Review Source: Capterra
 

Chris from Knowledge Transfer Network Ltd
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2018

January 2018

Happy. Selected Workbooks from a wide search and still convinced its the best for what we need.

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

Better access to the right information.

Pros

Versatility. Capable of dealing with complex relationships - people to multiple organisations and organisation to organisation. Analysis and reporting.

Review Source: Capterra
 

Hervé from CABA

January 2018

January 2018

I use Workbooks as a System Administrator

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 system offers a level of flexibility and autonomy that other don't. The configuration suite enables us to provide a good level of support to our users.

Cons

The doashboards could benefit from some updates. The fluidity of the reports could also be improved.

Review Source: Capterra
 

David from Taopix

December 2017

December 2017

Flexible 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

Very helpful support team
Able to customize the interface to suit your needs
great flexibility in how you want to use the software
excellent for lead tracking
works on mobile and tablets

Cons

Tried to use as a support tool but it isnt suitable, we had to fill in too many different fields to close or update a case as it didnt link to organisations easily
Can be difficult to use as its so flexible

Review Source: Capterra
 


November 2017

November 2017

Slugish and painful but gets the job done

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

Integrated accounting and support systems. We can see if a company has an active contract before we provide support.

Everything is logged and whole team can login to see the status of the cases.

Pros

It allows us a company to run our business. We can track support cases and organisational contracts. Saas system means no server maintenance, upgrades take place at night so little downtime.

Cons

So many windows to click and wait for things to open. At times it can take minutes for windows to open. Its not built as a support system, so it's only logging the emails which are sent with categorisations. Contact their support team can be complex as they only allow 2 authorised contacts, so if your 2 colleagues happen to be off they won't answer your call.

Review Source: Capterra
 

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
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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
Value
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