Workbooks software


72 reviews(4.5/5)
72 reviews(4.5/5)

Developed by a team of entrepreneurs based in the UK, Workbooks is a robust SaaS-based CRM system offering marketing and sales automation, customer service and support, and a host of other useful business and customer relationship applications. The system is used by small and mid-sized companies in a variety of verticals, including consulting, healthcare, media, and professional services.

Workbooks is offered as a fully integrated suite, rather than on a modular basis. Customer engagement is viewed from a single system, combining information regarding sales, marketing, and client interactions. The marketing automation module pulls data directly from the company website once a buyer has expressed interest, and can be used to distribute leads to the correct member of a sales team.

For the sales team, a notification system reminds team members when there is a particular type of activity scheduled, such as a phone call or meeting. Activities can also be reassigned to a different team member as needed so that companies can be sure all important tasks are taken care of immediately. Workbooks also integrate with Outlook, so that team members can send and receive emails from the application, without switching systems.

Workbooks provides an intuitive customer service and support module, which allows clients to submit tickets to report any issues. From there, each issue can be routed to the correct member of a team, and can be set as a priority if it’s particularly important. For companies looking for a fully integrated customer management solution, we recommend Workbooks as a great option to explore.

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

72 Reviews of Workbooks

Showing 1 - 20 of 72

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  • Matthew from Law Business Research

    Number of employees: 201-500 employees

    August 2018

    An Honest Review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

    Pros

    The system is user friendly and easy to navigate.
    I admire the flexibility the system provides, for example anyone can built a report from scratch or use pre-populated report to dig into multiple data sources.
    I admire the support offered by Workbooks, they are efficient and happy to help.

    Cons

    We are using GatorMail via Workbooks, we have had a few teething problems in rolling out the change. That being said, Workbooks and Communigator have been extremely helpful in resolving identified issues.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    June 2018

    Easy to use , value for money

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

    This software is very easy to use that is why I would definitely recommend it to other companies to use it to.

    Cons

    Since I started using this software I haven't really disliked anything because everything seems to be working perfectly.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    May 2018

    Workbook is one of the best CRM companies/services I have used and I will certainly be using again

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Its extremely simple to use and it really did help us grow and keep track of revenue better then any of the other software we have tried.

    Pros

    The ease of use and setup. The CRM is extremely easy to use but its made even easier by the fantastic technicians that helped us along every set of the way from purchase to going live.

    Cons

    I don't really have anything bad to say about Workbooks CRM however if I did have to choose one thing to be improved it would be the look and feel of the software - it could be a bit more modern.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Rioghan from Litho Circuits

    March 2018

    Workbooks makes keeping track of orders easy

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Adam from Palagan

    Number of employees: 51-200 employees

    March 2018

    Excellent easy to learn CRM System

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    March 2018

    Great Value, OK CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Julio A from MCP 2010 Ingeniería C.A.

    February 2018

    Workbook - Great business marketing plan

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Yemsi from Ministerio del Poder Popular de Planificación

    February 2018

    Comprehensive crm software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Isabel from MPPP

    February 2018

    Great tool to improve business efficiency

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Gergana from LSBU

    February 2018

    Workbooks CRM review

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

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

    Cons

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Cesar A from Gobierno del Distrito Capital

    February 2018

    This is what you need to improve your company

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Chris from Knowledge Transfer Network Ltd

    Number of employees: 51-200 employees

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Hervé from CABA

    January 2018

    I use Workbooks as a System Administrator

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • David from Taopix

    December 2017

    Flexible CRM platform

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    November 2017

    Slugish and painful but gets the job done

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Neil from Transeo Media Limited

    Number of employees: 11-50 employees

    November 2017

    Fantastic CRM tool

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Abigail from Tenancy Deposit Scheme

    Number of employees: 51-200 employees

    November 2017

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

    Ease-of-use
    Functionality
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    November 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Dianne from Taopix Ltd

    Number of employees: 11-50 employees

    November 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
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