It’s the best professional level software for any office or school. Very reliable and super user friendly.

I grew up with this software, it was taught to me at school and I thought it was the only way to do things. I was in love with Microsoft 365, its useful, accessible and easy to use tools.

I love that the programs integrate seamlessly and can store files online in the SharePoint platform for ease of use when sharing documents for collaboration.

It's very easy to use and the fact that you are able to not only switch between them very quickly and seamlessly, but the fact that they integrate with one another is amazing.

Overall experience is great start from installing to using and updating yearly in the organisation. It just takes care of its own when it comes to updating which is great.

It is terrible on mobile or even if you just have the admin panel taking up half of your screen. Can be frustrating to work with.

The overall suite is nice to collaborate with fellow employees on specifically Microsoft Teams is amazing for collaboration.

My overall experience is good  I would recommend this program to everyone. I have had a positive experience  with this program.

If I have no internet connection then I an not able to access anything which can be frustrating if I am out somewhere with no connection.

My experience with Microsoft 365 has been great. I really like using the software because it helps me with business letters and eeseach.

It's nice to have a one-stop-shop for all of your needs. That makes it super helpful because it works across platforms.

Non profit pricing is excellent. Love the Office 365 Exchange much better than on-site.

Customer Service is included in the cos,  I have had to call them a couple of times and have been taken care of by a real person and they have resolved whatever issue I was having.

Everything you love about the disk version of Microsoft but in the cloud. Super easy to use, super easy to share - and you can plugin in Grammarly.

I like some of the apps that you can integrate with the system. They are superior and more advanced.

There are many things that I love about this program. The price point is fantastic, especially considering all the resources you get for a small monthly fee.

It's super easy to setup for my employees. I get the peace of mind they are using the best.

And all includen in the same plan. I use it in my work space and its amazing, the flexibility and the integration is amazing.

I like the ease of use of Office 365. It is a great value for the money and helps me keep all of my business information easily accessible.

The auto quarantining is a bit aggressive and sometimes has false positives. As an admin I can release them so no email is lost, but still a bit annoying.

I love that they offer Office 365 for free to use, and I love the ease of most of their apps, such as Microsoft Word, and a few other docs.

Doing the same search query on desktop vs. browser will consistently return different results, which is particularly frustrating. The calendaring system has also gotten worse over the years.

The overall experience has been wonderful. Even the customer support was a pleasant surprise, compared to others.

It was a godsend to have 365 in place, because I was able to move my business out of the office as needed during the more challenging springtime, and now have the option to work from home as desired.

The microsoft suite is amazing because it is compatible with pretty much everything now. Making documents is great because it has review things where you can send things to other people.

Microsoft Support is horrible and it takes an incredibly long time to get through to them if you have a problem.

Overall Microsoft 365 is an amazing product with great features and wonderful customer service.

The customer service staff is amazing and well trained. My experience with Office 365 has been amazing and I will continue using this product.

It’s been a great product and I like having mag programs to get various jobs done. Price point is good and quality is great.

The worst thing would be that its hard to recover lost excel documents as they don't show in recent workbooks.

I love that this program is very easy to use and has lots of functionality. I also love that there is a place to find answers when necessary.

Great suite of products. With Excel, Word, and Outlook being at the forefront of the great softwares that are part of office 365.

Ease of use and the ability to communicate and share your screen with coworkers. Great part of the Office 365 suite.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

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.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

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

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

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.

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

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

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.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

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

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

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.

US Dollar

Microsoft 365, formerly Office 365, is a suite of office collaboration and productivity applications. The software encompasses modules that enables the use of Microsoft Office suite and cloud-based solutions such as Skype, Exchange and SharePoint. While Microsoft 365 can be deployed through single sign-on leveraging an Active Directory, the software’s functions can be configured on the online portal. It provides products such as OneDrive, Outlook, OneNote, PowerPoint, MicrosoftTeams and SharePoint.


Primary features of Microsoft 365 comprise hosted services, office applications, updates, collaboration tools and Microsoft 365 Education. Additionally, users can leverage the suite for cross-platform efficiency, updated workflow, on-air meetings, cloud collaboration and email hosting.


Catering to businesses and homes, Microsoft 365 can be accessed via web, iOS or Android operating system. It also provides on-premise solution for enterprises. Support is provided via email, phone and an online help desk. Pricing is per user per month.



LongDescription

File Management

Commenting/Notes

Document Templates

Meeting Management

Email Monitoring

Two-Way Audio & Video

Presentation Tools

Project Templates

Document Storage

Activity Tracking

Data Synchronization

Templates

Calendar/Reminder System

Team Calendars

Communication Management

Document Capture

Brainstorming

Office Suite

Calendar Management

Collaboration Tools

Room Booking

Full Text Search

Template Management

Scheduling

Offline Access

Multiple Projects

File Transfer

Email Templates

Contact Management

Audit Trail

Version Control

Notes Management

Booking Management

Mobile Access

Discussions/Forums

Two-Factor Authentication

Address Book

Real-Time Notifications

Real-Time Updates

Email Management

Video Support

Customization

File Sharing

Alerts/Notifications

Multi-User Collaboration

Data Visualization

Reminders

Event Management

Multiple Format Support

Chat/Messaging

Customizable Templates

Response Management

Inbox Management

Document Automation

Multi-Language

To-Do List

Conferencing

Reporting/Analytics

Contact Database

Remote Access/Control

Appointment Management

Video Conferencing

Secure Data Storage

Video Streaming

Task Progress Tracking

Archiving & Retention

Microsoft Outlook Integration

Task Management

Live Chat

Document Management

@mentions

Document Generation

Search/Filter

Image Editing

Productivity Tools

Microsoft 365 Business Basic: $6.00 Microsoft 365 Business Basic USD$6.00user/month
Microsoft 365 Business Standard: $12.50 Microsoft 365 Business Standard USD$12.50user/month
Microsoft 365 Business Premium: $22.00 Microsoft 365 Business Premium USD$22.00user/month

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Microsoft 365

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Cataloging/Categorization

Customer Surveys

Forecasting

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Lead Capture

Performance Management

Customizable Reports

Proposal Generation

Access Controls/Permissions

Leaderboards

Customer Segmentation

Rich Text Editor

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Electronic Signature

Knowledge Management

Pipeline Management

Customer Database

Call Logging

Call Management

Customizable Fields

Activity Management

Sales Trend Analysis

Data Import/Export

Email Tracking

Customer Support

Process/Workflow Automation

Lead Generation

Self Service Portal

Opportunity Management

Configurable Workflow

Lead Management

Email Marketing

Sales Reports

Sales Activity Management

Performance Metrics

Territory Management

Channel Management

Text Editing

Shared Contacts

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

Microsoft 365 vs Workbooks

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