I like setting a contact to watch so it always pops up first. I do this with my hottest leads so I can remember to touch base with them. In the activity feed it shows me what opportunities are still open and what leads I need to tend to. I also like how there is a field to track how this lead heard about our company so the marketing company can tell what is working and what is not working. There is advanced reporting in quickbooks that keeps tracks of all interactions which is nice for a sales team to have access to.
I also like how you can make the new opportunities look the exact way you would like it to look. You can take out information, add a logo, or implement new information in an opportunity. Review collected by and hosted on G2.com.
There are many things that I do not like about quickbooks. There is too much power given to the system's admin vs. the user. For example, if a user creates an opportunity, they do not have the ability to edit once they post the opportunity. The user needs special permissions to edit their OWN work. That makes no sense to me. The opportunity that you create, should be yours to edit. If I sent my client the wrong opportunity and see that it is incorrect within a minute's time, I should be able to send my client a new opportunity without the hassle of my manager being involved.
I also don't like when you open an opportunity it asks you to put in the date it should close, that isn't always guaranteed and it is not needed for a field. I also do not like that if you want to add more fields to a lead, you have to pull your systems admin aside and have them add the field you'd like into the lead for you.
However, you can pass opportunities to other people without approval from a system's admin. That is so backwards to me. If anything, this is when a system's admin should be approving if that is allowed or not.
I don't like when you add contacts the different stages you can place them in is totally unnecessary to closing a sale. You can put them in as either positive or negatively support your business, but that doesn't ultimately matter when you're trying to close a sale. You can put down in the notes that Jake at the front desk doesn't like your business but it isn't needed as a field.
The product book is not useful Review collected by and hosted on G2.com.
564 out of 565 Total Reviews for Workbooks
Overall Review Sentiment for Workbooks
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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.
