Workbooks Review
Our score 8.7
What is Workbooks?
Software Review: Workbooks
After extensively testing and using a robust CRM software and Lead Scoring software, I have found a stellar solution that caters to all my needs - Workbooks. This software has truly exceeded my expectations in terms of functionality, ease of use, and flexibility.
User Interface
The user interface of Workbooks is clean, intuitive, and well-designed. The navigation is straightforward, allowing for effortless exploration of all the features and modules. Whether you're a seasoned professional or a novice user, you'll find it extremely easy to navigate and access the tools you require.
Lead Scoring
One of the standout features of Workbooks is its powerful lead scoring capabilities. This functionality allows you to efficiently prioritize and qualify leads based on predefined criteria. The intuitive scoring system ensures that you focus your resources on the most valuable opportunities, significantly increasing your chances of converting leads into loyal customers.
Customization
Workbooks offers extensive customization options, allowing you to tailor the software to meet your business's unique requirements. You have complete control over fields, workflows, and layouts, ensuring that the system works seamlessly with your existing processes. Whether you need to add specific fields or create personalized reports, Workbooks empowers you to do so without any constraints.
Integration
With Workbooks, integrating your CRM and Lead Scoring software with other tools and systems is a breeze. The software provides seamless integration with popular applications, enabling you to streamline your workflows and eliminate manual data entry. Whether you need to sync customer data with your email marketing platform or connect it with your accounting software, Workbooks has got you covered.
Mobile Access
Workbooks recognizes the importance of staying connected and productive while on the go. The software offers robust mobile accessibility, ensuring that you can access vital information and perform essential tasks from your smartphone or tablet. This flexibility allows you to stay on top of your sales pipeline and customer interactions, no matter where you are.
Key Features:
- Intuitive and user-friendly interface
- Powerful lead scoring capabilities
- Extensive customization options
- Seamless integration with other tools and systems
- Mobile accessibility for on-the-go productivity
Frequently Asked Questions:
Yes, Workbooks offers extensive customization options, allowing you to tailor the software to match your unique requirements.
Absolutely! The software seamlessly integrates with popular applications, making it easy to connect with your existing tools and systems.
Yes, Workbooks provides robust mobile accessibility, allowing you to stay productive on the go.
- Can Workbooks be customized to fit my specific business needs?
- Does Workbooks support integration with other software?
- Is Workbooks accessible from mobile devices?
Overview of Workbooks
Overview of Workbooks Features
- Campaign Management
- Fully Featured Reporting Functionality
- Sales Management & Automation
- Automation Engine & Workflows
- Security
- Data Management
- Automatic ticket numbers
- Quotas, and Forecast
- Case or ticket assignment
- Marketing Management
- Events Management
- Notes, Activities and Notifications
- Foreign Currency & Exchange Rates
- Capacity to send Outbound Emails
- Unlimited Customizable Dashboards
- Order Processing
- Account & Contact Management
- Invoicing & Credit Notes
- Sales Order Processing
- Reporting & Dashboards
- Customer Service Management
- Customizable Layouts
- Campaign Membership
- Mobile
- Lead and Opportunity Management
- Sandbox & Testing
- Manage Products and Pricing Schemes
Gallery
Videos
Downloads
Pricing Plans Update date : 2024-12-28
Free
£25.00
£55.00
£125.00
![WORK[etc]](https://b2saas.com/uploads/topics/logo/worketc/logo.png){kind=logo}
Comments
"The easiest CRM, wherever you are"
What do you like best about Workbooks?
Workbooks is an easy to use, fully cloud based CRM solution perfect for Small and Mid-sized organisations alike. Easy to setup with no installing or server required allows for Workbooks to be accessed from anywhere easily irregardless of role and working requirements.
Support is quick to respond and many helpful resources online to help resolve or identify different approaches to take.
What do you dislike about Workbooks?
The online help articles are not updated as frequently as the product is growing leading to some outdated help pages.
What problems is Workbooks solving and how is that benefiting you?
Tracking multiple support tickets in one place and easily accessible additional details.
Furthermore, the ability to report on the cases to easily identify key metrics and additonal data that can be passed to the marketing and sales teams.
"Great Product with great features and competitive price"
What do you like best about Workbooks?
Easy and intuative to use. All the features you would expect to help with the lead to Cash workflow. Easy to cinfigure and customise. Great customer service from a UK software author.
What do you dislike about Workbooks?
Can't think of anything right now. I would recomend to anybody.
What problems is Workbooks solving and how is that benefiting you?
Full business Lead to cash and tracking service and support.
"Good CRM for small business"
What do you like best about Workbooks?
Workbooks is easy to use with great support. Updating records is easy. Searching for anything is quick.
Workbooks handles all reporting and forecasting as well as standard Company and people data.
What do you dislike about Workbooks?
Sometimes it can be a little bit clunky but there is always a way to get things done
What problems is Workbooks solving and how is that benefiting you?
Workbooks handles all of our reporting and forecasting. Previously, everything was done through spreadsheets but this is a much easier and accurate way of doing things.
"Our Workbooks Experience"
What do you like best about Workbooks?
I love how much /quickly you can customise the platform, its a really clean looking appearance making it nice and easy to use throughout across all areas.
When we first implemented the system it was an easy process that we were walked through step by step. We are now 3 years into using it, and the PS team still have a good understanding of how we use it, and the system itself dispite all the other customers and projects they have worked on inbetween.
What do you dislike about Workbooks?
That you dont get unlimited storage, and keeping on top of that can be difficult.
What problems is Workbooks solving and how is that benefiting you?
Docusign implementation to allow us to use electronic signatures between us and our clients. We are also integrating our accounts department so we can run reports and creating a new work flow within that department.
"Extremely helpful and effective in assisting organisation"
What do you like best about Workbooks?
The wide range of areas you can tap into, it covers all aspects of the business e.g operations, finance, sales.
What do you dislike about Workbooks?
Once setting permissions that these cannot be revoked, the records shared can then not be restricted, only new records.
Recommendations to others considering Workbooks:
Get full training as there is so much to learn and some great features that may not seem that obvious if not pointed out.
What problems is Workbooks solving and how is that benefiting you?
Streamlining our sales process from lead to customer. I have realised that the whole process is possible through workbooks and can effectively be dealt with and activities shared between the team. Along with all targets and figures can be reported clearly.
"CRM for the whole business"
What do you like best about Workbooks?
The flexibility of Workbooks, means that it is used by different teams across the business, and ensures that we are all joined up
What do you dislike about Workbooks?
Frustrated that there is not a native iOS app for offline access to prospect.
Recommendations to others considering Workbooks:
Forward thinking UK business
What problems is Workbooks solving and how is that benefiting you?
The Workbooks CRM allows my business to have a 360 view of our customers and prospects and ensures that everyone in the business can sing from the same hymn sheet. This is hugely beneficial to the business, but critically also for our customers.
"User of Workbooks for 10 years"
What do you like best about Workbooks?
Highly customisable, very easy to create specific rules for what each member of the team can see.
What do you dislike about Workbooks?
Sometimes the amount of customisation in place makes it hard to make simple changes further down the line.
Recommendations to others considering Workbooks:
A highly customisable product.
What problems is Workbooks solving and how is that benefiting you?
Transparency between the sales team. Auto invoice scripts are saving us hours and hours of time each month.
"Data Management/Statistical Analysis it is very useful for me"
What do you like best about Workbooks?
It is very user friendly & easy to navigate
What do you dislike about Workbooks?
As of now no negative feedback, my experience is improving day by day
What problems is Workbooks solving and how is that benefiting you?
For Reporting and Presentation. it is very much helpful for me
"Workbooks CRM: Our Business's Secret Weapon!"
What do you like best about Workbooks?
I really like how Workbooks CRM smoothly combines different business functions, providing customized solutions that are specifically tailored to our Neds. Their interactive demo gave me a firsthand experience of the system's capabilities, and their exceptional customer support ensures that I can effectively utilize their platform.
What do you dislike about Workbooks?
Workbooks is a useful platform for managing customer relationships. However, new users may find it difficult to get started.
What problems is Workbooks solving and how is that benefiting you?
Workbooks CRM has significantly addressed our business challenges by providing a centralized solution for managing customer relationships, streamlining sales processes,
"Business Management Using Workbooks"
What do you like best about Workbooks?
We were using several stand alone programs to accomplish what we are now doing using Workbooks alone. We are now quoting, scheduling, invoicing, and job costing all within Workbooks.
What do you dislike about Workbooks?
There is nothing that I would can say that I dislike about Workbooks. The people have been very responsive from our first contact with the sales team through the development process.
What problems is Workbooks solving and how is that benefiting you?
Sales tracking by salesman, by Customer and by Industry. Helping D&R target Customers and idustries that are the most profitable.
Job scheduling
Equipment utilization. Helping us identify under utilized equipment based on size and location. Provides solid info for relocating equipment if required.
Job Costing. Workbooks provides all of the information needed to accurately perform costing on a job by job basis.
"Using Workbooks Daily"
What do you like best about Workbooks?
I like using Workbooks for it's ease of use. It is extremely easy to build reports, create fields, create new users, and completing general maintance. I use Workbooks on a daily basis for multiple companies, and the ability to switch between databases is seamless.
What do you dislike about Workbooks?
Nothing to add for this section, everything works great.
What problems is Workbooks solving and how is that benefiting you?
It's an all in one platform, being able to access all data, and build reports to help benefit other memebers of our companies is invaluable.
"Exceptional CRM Software for Business Growth"
What do you like best about Workbooks?
I’ve been a user of Workbooks CRM for around 4 years now, and I must say, this CRM software has exceeded my expectations in every way, and here's why:
1. Highly Configurable and Flexible: Workbooks offers a level of configurability and flexibility that’s comparable to the big players in the CRM space such as Salesforce and Microsoft Dynamics but at a fraction of the cost and with a simpler user interface to boot. It provides a wide range of customisation options, from fields and workflows to automations and reports. This flexibility ensures that the software can adapt seamlessly to unique business processes and requirements, rather than forcing you to conform to a rigid system.
2. Scalable: As your business grows, Workbooks is perfectly capable of growing with you. Its scalability allows you to start small and expand as needed, safe in the knowledge that you won’t have to switch CRM again in the future. The ability to scale without disruption is vital for any business, and Workbooks excels in this regard.
3. Integrability: One of the standout features of Workbooks is its comprehensive API which allows Workbooks be seamlessly connect with almost anything, from email marketing platforms to accounting software and beyond.
4. Quality Support: Customer support is often a make-or-break factor when choosing software, and Workbooks shines in this department. Their UK-based support team is responsive, knowledgeable, and friendly. You won’t be left on hold for hours or left waiting for days to a reply to your email; and there is a lot to be said for that when choosing a CRM.
In conclusion, Workbooks is a top-tier CRM solution that ticks all the boxes. Its high configurability and flexibility, scalability, seamless integration capabilities through a robust API, and quality support make it a standout choice for businesses of all sizes. If you're looking for a CRM software that can effectively manage your customer relationships, adapt to your needs, grow with your business, and provide exceptional support, you need look no further.
What do you dislike about Workbooks?
Workbooks has very few faults when compared with other CRM's, but I would like to see the following improvements in the near future:
1. The ability to make changes in a sandbox environment and then push them to a live environment. While you can create test databases with ease, any changes you make will need to be subsequently recreated in the live environment.
2. Have the option for system admins to login as other users, this would make providing support to users much easier.
3. A drag-and-drop form editor would be a nice touch!
What problems is Workbooks solving and how is that benefiting you?
Workbooks CRM has helped us to build strong customer relationships by centralising customer data, enabling personalised interactions, and fostering a deep understanding of our customers.
Management of our sales pipeline is easy thanks to Workbooks in-built data visualisation tools, and the platform's seamless integration of invoicing and financial management streamlines our financial operations, reducing errors and delays. Workbooks CRM also enhances project management by simplifying task allocation and tracking, while customisable workflows automate routine tasks.
Additionally, the platform's robust reporting and analytics features provide invaluable insights for informed decision-making, enabling us to continuously elevate our business performance. In summary, Workbooks CRM has transformed the way we manage customer relationships, qualify leads, raise invoices, handle projects, and measure business performance, enhancing our efficiency and effectiveness in every aspect of our operations.
"Highly configurable CRM with a great support team"
What do you like best about Workbooks?
Workbook's CRM offers exceptional efficiency through its intuitive interface, streamlining customer interactions and data management. With robust features like contact tracking, lead management, and task automation, it enhances productivity. Real-time insights via reports and dashboards empower smarter decision-making for our management team.
What do you dislike about Workbooks?
Workbook's CRM falls short in certain aspects. Its learning curve can be steep, posing challenges for new users. Compared to Salesforce, functionality is limited (no 3rd party apps etc).
What problems is Workbooks solving and how is that benefiting you?
Workbooks play a vital role in overseeing sales activities and maintaining current customer information.
"Great product, great customer services"
What do you like best about Workbooks?
As a marketing manager, Workbooks has a clean UX design thats easy to use and train new members on. We've had a positive experience with different teams in workbooks, from initial on-boarding, our client relations manager to the help desk. Communications surrounding updates are concise and very useful!
What do you dislike about Workbooks?
Workbooks is great for our needs, there are some limitations on number of characters you can filter on, but nothing major.
What problems is Workbooks solving and how is that benefiting you?
Workbooks does a great job keeping us updated on product development and listens to feedback that we have
"Stable and constantly evolving CRM solution with great customer service behind it."
What do you like best about Workbooks?
Workbooks is a user frieldy online CRM platform which gives variety of solutions and is flexible enough to cover the needs of the business. Behind the platform seats a professional customer service team who is very helpful and responsive which is extremely important when dealing with technical or set-up issues or implementing new solutions. Workbooks is constantly adding new functionality to its portfolio so we are looking forward to what it will bring to the table next.
What do you dislike about Workbooks?
Workbooks is not a popular CRM platform that other service/platforms providers integrate with out of the box. In many instances it requires a custom build integration which can be costly and time consuming. The repoting functionality is good but dashboards could be developed into a more intelligent and visually appealing add-on.
What problems is Workbooks solving and how is that benefiting you?
Workbooks is a good sales solution for managing pipeline and raising orders but requires good onboarding for sales team to ensure effective use of the tool. It is a great contact management tool which can hold variety of intellignece about the contact in one place including activities, online behaviour and trends, email interactions, employment history and many more. Having all this information in one place gives strong grounds fro complex reporting which can be also automated.
"A CRM With Almost No Limits"
What do you like best about Workbooks?
The greatest thing about Workbooks in my opinion is the near limitless level of customisability, which puts the restrictions of the software in the users hands rather than the software itself. Because of this, if you are able to dedicate some time to learn the intricacies of the system, such as reporting, plugins and custom records, you are able to create a completely unique and customised CRM; enabling any business to have a system which is fit for them.
Even though this sounds complex to begin with, the user interface of Workbooks is extremely easy to understand, and Workbooks provides fantastic resources to learn, such as their training videos and their Knowledge Base. Additionally, their customer support is extremely helpful and knowledgeable, which makes the experience of workbooks even easier to learn and understand.
I have been using Workbooks for just over a year, and have not yet found a problem which I have had to say 'Workbooks cant do this' due to the vast amount of options, support and customisability the system offers.
What do you dislike about Workbooks?
Its hard to find anything I would say I 'dislike' about Workbooks, but something that may effect users negatively is that some of the systems more advanced features do utilise programming languages, such as calculated columns utilising formulas based on MySQL, and scripts using PHP.
Because of this, more in-depth/custom reports and automation does require a large chunk of additional time to learn these languages, which some users may find daunting or not enjoy.
What problems is Workbooks solving and how is that benefiting you?
The main problems that Workbooks helps us solve relates to human error, in which certain features within workbooks allows us to prevent a variety of mistakes being made, and helps us keep on top of our work through automation. Some of the ways Workbooks allows us to do this includes:
1. Highlighting data that could be wrong and automatically sending it to us on a daily/weekly/monthly basis through scheduled reports
2. Automatically generating tasks to follow up/chase clients for important information
3. Locking down certain form fields by making them 'read only', as well as forcing users to fill in certain fields by making them 'required'
4. Automatically rolling on records for the next year, instead of having us make them manually
5. Providing a simple and easy way to merge duplicate records if they are created through the 'merge duplicates' feature
6. Automatically filling in certain form fields through the field updater plugin
"Customer Centric"
What do you like best about Workbooks?
It has to be their friendly, reliable UK team. Always on hand to help whether this is a quick phone/teams call or by email, a response is always given on the day or at least the day after. The advice and support given is always helpful and insightful.
Their training courses are detailed but also there is so much to cover in just 4 days and learning doesn't just stop after you have attended the courses the online support site is a great tool to aid any further learning or to recap.
What do you dislike about Workbooks?
Sometimes the system can be a little slow with loading data or looking, but general housekeeping and ensuring data is kept updated and correct can help minimize this. Also in a report, you can't look at leads or opportunities together you have to create separate reports.
Being able to have a dual workbook screen, would be a great feature to have!
What problems is Workbooks solving and how is that benefiting you?
I create weekly, monthly reports for our Sales and Marketing Director at Volumatic. The level of detail we can drill into and the numerous ways this data can be presented is second to none.
The ease of our CRM feeding directly into our email application Spotler, just makes my working day easier and more proficient, I can focus more on the content of the email rather than a long admin process of setting the email up.
"HIghly Configurable CRM Solution"
What do you like best about Workbooks?
Workbooks is an incredibly flexible and configurable CRM Tool. We have been using the application for a number of years and is a critical part of our architecture.
We are continually finding new opportunities to expand its use and importantly, almost without exception we can implement these quickly and through self service configuration.
What do you dislike about Workbooks?
There arent things i dont "like" about workbooks, mainly any frustration is about ensuring we are maximising the full value of the tool and sometimes not knowing automatically how to implement a new, or change an existing function. That being said, the training material and support model are excellent...
What problems is Workbooks solving and how is that benefiting you?
We primarily use Workbooks as a Sales Propsecting Tool, CRM and email / process workflow tool.
Hving this all in a single application allows us to use centralised data and try to utilise this for furture efficiencies and insight.
"Workbooks is my complete client and company database"
What do you like best about Workbooks?
A one-stop centre that stores all my clients' details and our meeting records. Its interface is also easy to navigate. Notifications of new leads are prompted to us. It's better than using an Excel spreadsheet to track everything manually.
What do you dislike about Workbooks?
There are different ways of recording meetings, introductions which may or may not be directly reflected on our KPI board. Whenever we record any introduction, Workbooks could not remind us when is it time to follow up with that person. Because each client's details are not mandatory to be filled, it will be hard for people to actually do anything with it. What's most important is his/her email address, followed with their phone number.
What problems is Workbooks solving and how is that benefiting you?
It helps to save my time from sending similar emails to multiple people using GMail. By integrating all the Campaigns and the details therein, it's easier for me to review back who actually received the emails and who contacted them from our company. In other words, although we work from different ends, we can always use Workbooks to centrally access what others have done.
"Function rich and highly configurable"
What do you like best about Workbooks?
Whilst Workbooks comes with so much functionality 'out of the box', it's highly configurable. Whilst this isn't necessarily easy for the layperson, Workbooks provide great training, assistance and support. They are regularly enhancing the product to release new features. The reporting tool is very powerful and enables pretty much any data to be combined.
What do you dislike about Workbooks?
As with any software product there's a few bugs and things that could be better, but these are minor and in no way get in the way of the overall experience, which is positive. The integration with Communigator could be slicker.
What problems is Workbooks solving and how is that benefiting you?
Our data was scattered across numerous CRM databases, email marketing systems and spreadsheets. We've been able to combine this into one place and are nearing a 'single customer view', enhanced with details about online activities, transactions and communications.
Add New Comment