Workbooks
Workbooks
About Workbooks
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 th...
Workbooks Pricing
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
Starting price:
$39.00 per year
Free trial:
Available
Free version:
Available
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Most Helpful Reviews for Workbooks
1 - 5 of 109 Reviews
Neil
Verified reviewer
Computer Software, 11-50 employees
Used daily for more than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed November 2017
Fantastic CRM tool
It keeps all our business Managment in one system, so everything is at our fingertips.
PROSWe 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.
CONSI 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.
Teresa
Verified reviewer
Used daily for more than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2017
It is easy to use and cutomise.
No more manual processes! Real time reporting on quotes, orders and invoicing. Management dashboards. Tracking Sales against targets Following up on opportunities. The list is endless :)
PROSThis was a big step for our business as our processes were all done manually. This has revolutionised the business as almost everything is system generated. It is a fanatic piece of software.
CONSThe reporting element can be a little overwhelming but the support received is second to none. Other than that it is great!
Anonymous
11-50 employees
Used daily for more than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed July 2021
It tries to do too much
As a publisher, we were looking to get this to do everything from flat planning, through to media booking and accounts. Due to not having one of the top packages it meant that the product couldnt meet our needs. This wasn't Workbooks fault. I did find that the integrations with things such as Outlook broke regularly which was slightly frustrating
PROSIntegration with other tools works well, and great to be able to add in things such as lead forensics into the lead generation application.
CONSMoving clients through the customer journey is too clunky, you can easily end up with duplications, lose the data, or sometimes set the record up only to not be able to find the client at a later date. This could perhaps be due to the fact we didn't have the top functionality.
Rioghan
Verified reviewer
Used daily for more than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2018
Workbooks makes keeping track of orders easy
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.
CONSWe 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.
Mike
Verified reviewer
Non-Profit Organization Management, 51-200 employees
Used daily for more than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2018
Good, all round CRM system
We manage client support using cases and record those individuals in people records. Consent recording for data protection and recording of objections to processing is our most recent change
PROSThe level of customisation that we can carry out in house. The reporting suite is also pretty flexible.
CONSWhen reporting, linking to some table can really slow the reports down. Campaign membership being the main one
