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Workbooks

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Ratings & Reviews

Overall Rating

4.30 / 5 (786)

4.36 / 5 (102)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

February 12, 2020

August 6, 2019

Pros/Cons

  • Pros

  • I like how it files the customers. Its convenient to access and is usually easy to navigate through the program . Always have some one just a message away to assist with any issues . LOVE THAT!

  • The customer service is fantastic! There is not usually a wait time to get a person on the line to assist in any way.

  • Cons

  • It's never fun setting up software it wasn't difficult but it was a little bit time consuming. Once everything is set up it pretty much runs itself though.

  • The invoicing functionality is my least favorite feature, however, given that we're not in Quick Books, I appreciate why. That said, tweaking it to offer basic accounting options would be great.

  • Pros

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

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

  • Cons

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

  • 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.

Product Demo & Pricing

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Pricing Range

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Advisor Recommendations & User Awards

FrontRunners

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Number of times our advisors have recommended this product

(in the last 30 days)

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Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots