Workbooks

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Ratings & Reviews

Overall Rating

4.16 / 5 (107)

4.36 / 5 (102)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.0 / 5

4.5 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

October 30, 2019

August 6, 2019

Pros/Cons

  • Pros

  • The layout is simple so it can be picked up easily without much in the way of training and it's cheap.

  • Overall the software had a lot of options and was easy to setup.

  • Cons

  • For us it's fine, but a larger company may want some more customization options. There is not much I can think of not to like for our use.

  • Few bugs in the software, not sure if it's the version I'm on, but very little to complain about. Does exactly what you need, and then some.

  • 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

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

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Number of times our advisors have recommended this product

(in the last 30 days)

N/A

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Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots