Workbooks Software

4.37 / 5 (100)

About Workbooks


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.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

100 Reviews of Workbooks

Average User Ratings

Overall

4.37 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(45)

4 stars

(43)

3 stars

(11)

2 stars

(0)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 100 reviews

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October 2017

Rob from Osirium

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

October 2017

An ok start but strong development & quickly becoming reliant on its versatility once understood

The ability to move towards a single, powerful platform which streamlined business processes from marketing to sales and order processing and gave each area of the business full and powerful reporting.

Pros

Support: Workbooks have a very strong and capable support team which really helps outweigh any of the slightly frustrating areas of the CRM. They are very quick to respond via email and very few problems taking longer than a single phone call to resolve.

Capability / Flexibility: The system is extremely flexible. It allows a huge amount of different areas of the business to be logged, controlled and reported on. Some CRM systems can deal with lead tracking and customer tracking, but Workbooks very easily deals with this as well as all financial areas of the business sales orders, invoicing, purchasing and more.

`Single Platform: linked to its flexibility, Workbooks, with the introduction of the Web Insights and Email Marketing platforms is able to deal with a contact end to end, from warming a lead up, to delivering a product once they have become a customer and then their journey via support and account management.

Reporting: The reporting engine is so powerful that you can create virtually anything you can think of. I have only found one thing when creating reports that I wasn't able to do, even then it was a nice to have.

Once you understand how the platform works, it becomes an invaluable tool.

Cons

Capability / Flexibility: Although this is in the pros, it is not without its frustrations. The flexibility of the platform, in particular 'how' you make it fit what you need, also makes it difficult to understand. It is not immediately intuitive to customize and if you add modules after using it for some time, (like the advanced security) it can be extremely painful.
Some areas of the platform seem overly convoluted and often either need the help of their support team (who are excellent) or sometimes a consultant which comes at extra cost.

Reporting: Again, as the reporting engine is so powerful it creates its own downside due to being unintuitive and even with some understanding difficult to understand. You cannot simply open a new blank report and create even simple reporting without having some idea of the logic behind how it works. A number of other CRM's allow you create 'general' reports far easier due to a more simple interface but they lack the power.

I think there are areas where the platform could be easier to use and therefore create some frustrations but if you are aware that you need to have training and understanding in how the platform works first, you will have a versatile and powerful tool for your business.

October 2017

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2017

Exceptional ease of use

Pros

The configuration is simple and straightforward and yet at the same time is really powerful as you can easily add report cells, meaning that it gives a much broader view of the client.
I like the mapping module and again you can customer this to show the information that you need as a business.
Integration with Web Insights and Gatormail plus the workflow means that you have a platform that offer marketing automation.
Easy to set up new users but also very secure, if you use the the security features.
The service offered by the support team is second to none - always patient, exceptionally knowledgeable and always solution oriented.
I could not do my job without Workbooks

Cons

Need to make sure that you do not use Internet explorer, especially with the gator mail add-on as it is then very slow but runs brilliantly on other browsers.
The knowledge base is good but if would be helpful to have printable pdfs of the pages so that you can use them as manual when printed out

November 2018

Kelly from MasterMover Ltd

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

November 2018

Workbooks Review

With the Workbooks system we are able to capture the sales to order process and actively record this live data.Workbooks have a great support team who are always on hand to help and support our business when changes are required. This could be from a small field change through to a complete new pdf document.

Pros

Workbooks allows our company to capture data and record the sales progress of our enquires through to order. It also allows us to create marketing campaigns and be able to understand the response rate of our campaigns. The reporting aspect of the workbooks is also very powerful and they run as live data which enable us as a business to monitor growth and orders as and when the data is created in workbooks. As a cloud based system this system allows are external users to have access to the workbooks system no matter there location.

Cons

I would like more ability to be able to change layouts of PDF's so I can make changes as and when the business needs it.

May 2019

Abigail from Tenancy Deposit Scheme

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

4.0

May 2019

TDS Workbooks review

I have always loved working with Workbooks. All of their staff have never failed to be as helpful as they can be, and they are very quick to support us with any issues or queries that we may have. Their CRM package is very different to the kind of platform that a company like TDS would require but they have always helped us customize our databases so that we are able to support our products as best we can. Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

Pros

Workbooks is easy to use and intuitive. We have customised our databases heavily to support our products and this has only made Workbooks better for us as a company. It is largely a self-service platform and means that we have a lot more control of our data than we had with our previous provider.

Cons

I would like more information when I receive errors when creating reports, or a bit more content on the Knowledge Base about this so that I do not need to refer my queries to Support as often.

December 2018

Tim from Russell Publishing

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

5.0

December 2018

A new improved way of working

We were working across 6 databases (a separate one for each of our brands) and had no visibility of crossover. Workbooks has given us this capability as well as the business intelligence that connects an individual to their activity with our products. This means segmenting and targeting our marketing becomes easier and more effective.

Pros

The flexibility of Workbooks allows us to edit and format the system exactly as we want it

The system is easy to navigate and has helped us introduce a more standardised way of working across the business.

Integrating into GatorMail means that Workbooks becomes more powerful. We now have a true single customer view that includes all marketing contact as well as website activity of our members. From this information, we are able to automate marketing campaigns triggered by this intelligence.

Cons

The importing tool is good and fairly intuitive for simple tasks but there is a lot of data work that needs to be done beforehand.

Importing orders can be awkward and it takes a fair bit of trial and error to get the mapping of existing data to fit into the system correctly.

Reporting takes a bit of time to master but once you've done this, it becomes a key part of the systems everyday usage.

November 2017

Abigail from Tenancy Deposit Scheme

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

November 2017

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

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.

November 2017

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2017

I like the customisability of the application.

increased efficiency through automation Increased monitoring and reporting Increased infomation to better understand our business

Pros

I like the way you can pretty much create anything using there API and PHP based script database.
There GITHub site gives pointers but anyone with minor knowledge of workbooks and PHP skills can start to be clever and automate process's.

Cons

It would be great to be able to give the ticketing aspect (ITSM) different referance's at system level for incidents/problems/changes.

There is very little that i dis-like about this software as any issues can be raised and put into development. Often issues are experienced by multiple customers and work arounds are certainly possible.

September 2018

Kirsty from Volumatic

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

September 2018

Slow start but impressed now :)

From what I can gather, it was a slow process at the start and the implementation from both our side and workbooks could have gone better. However, I was not around for the first couple of years of it being implemented but since I have joined, the usage and what we get out of workbooks is much better. The relationships that I have built up with the teams at workbooks have also been a huge factor in ensuring that we are now working towards having a system that are business now sees the benefit of having.

Pros

It's endless capabilities that allows you to use it for many sides of the business. Whether that be marketing, sales, finance etc

Cons

Whilst it has any capabilities. This can also come with problems in that it is a very intricate system and does require some understanding.

November 2018

Samantha from CABA

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

November 2018

Intuitive and always striving for more

As a client for over 8 years we have been with Workbooks since relevant infancy and it has seen us through significant changes over the years

Pros

This CRM has a logical and flexible approach to enable users to develop a platform that best meets their needs. The configuration functionality allows clients to be self reliant and the knowledge base provides an excellent support resource empowering users to implement their own requirements

Cons

The dashboard functionality has been somewhat one dimensional in the past though I know this is the pipeline for further development and based on the previous enhancements adapted by the CRM I am only expecting great things

November 2017

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

4.0

November 2017

Workbooks is an excellent sales tool!

It is easy to find contacts and their history. It makes my life a lot easier when tracking the status of previous opportunities to find out what has previously been offered.

Pros

Workbooks makes it easy to keep track of leads and opportunities. With workbooks I always know where we are in a sales cycle and what our next actions are. I can contact leads directly from their record by email and workbooks will keep track of our communications. Meaning I can quickly find a record and check the history.

Cons

Setting up complex reports can be a bit challenging at times. The search facility could also be improved with more advanced search methods.

October 2018

Gareth from Good Salon Guide

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2018

Excellent product and support

Better visibility on sales and client retention. Can’t imagine running the business without it!

Pros

We have been working with Workbooks for 4 years and have been delighted with it. The on-boarding was easy, and has stood the test of time. Since then support has been excellent with the UK based team responding in a timely and knowledgable way and taking as much time as it takes to resolve the issue.

User adoption has been excellent and we have no user complaints about Workbooks.

Cons

No major ones. You need to think like a CRM system to create reports etc but that’s a human problem not one of Workbooks!