Here are 4 reasons why I love Workbooks
1) Brilliant interface
CRM software can often be very difficult to use, because of all the task it can do. Workbooks, however, has a beautiful user interface. The system is designed to look like Windows complete with a desktop and start menu, so it is very intuitive and familiar. The desktop is used to store the more frequent tools, while the rest is clever organized in the start menu. This means that you can always quickly find what you want as nothing is ever more than a click away, but unlike other systems, there is no danger of being overwhelmed.
2) Flexibility
Another great feature of Workbooks is the flexibility. Unlike other systems which force you into their rigid way of thinking, Workbooks lets you assign custom fields to record types. This is handy if you have specialist data requirements which may not be otherwise covered by a CRM system.
This flexibility is mirrored in the report creating functionality, as you can incorporate any fields into your reports.
In the past, I used another CRM software that didn’t have this feature. Very often, after generating a report, I would have to copy and paste it into Word and then edit it to fit my needs, which was a huge time waste especially as the number of reports and records began to grow.
Thankfully, with Workbooks, there’s none of this foolishness. The software dances to my tune and not the other way around.
3) Snappy cross-platform cloud based system
Workbooks is fully accessible over the web and even works on mobile and tablet. Quite wisely the mobile version doesn’t replicate the Windows desktop and instead has a custom designed solution that uses a well designed hamburger menu to arrange the options. Despite being a web based system, Workbooks is very snappy whether being viewed on Desktop, Mobile or Tablet. Sometimes it is so fast, that I think I am using a native app.
The last system I used required syncing with a desktop client and often I would find that data was missing when I was off site, which was a pain. Thankfully with Workbooks there is none of this nonsense!
4) Excellent training videos
Workbooks has a great library of training videos.
They are very well made and I often watched them when I had a minute. In doing so, I often came up with new ideas of how the software could better help the business, which I had not originally considered. Review collected by and hosted on G2.com.
I can’t think of any complaints. In the past it used to be a little sluggish, but this has long been since fixed. Review collected by and hosted on G2.com.
564 out of 565 Total Reviews for Workbooks
Overall Review Sentiment for Workbooks
Log in to view review sentiment.
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. Review collected by and hosted on G2.com.
The online help articles are not updated as frequently as the product is growing leading to some outdated help pages. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
That you dont get unlimited storage, and keeping on top of that can be difficult. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
Can't think of anything right now. I would recomend to anybody. Review collected by and hosted on G2.com.
The wide range of areas you can tap into, it covers all aspects of the business e.g operations, finance, sales. Review collected by and hosted on G2.com.
Once setting permissions that these cannot be revoked, the records shared can then not be restricted, only new records. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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! Review collected by and hosted on G2.com.
The flexibility of Workbooks, means that it is used by different teams across the business, and ensures that we are all joined up Review collected by and hosted on G2.com.
Frustrated that there is not a native iOS app for offline access to prospect. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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... Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
Sometimes it can be a little bit clunky but there is always a way to get things done Review collected by and hosted on G2.com.
