HB Harry B. Mid-Market (51-1000 emp.) 8/15/2023 More Options - - [Respond as Workbooks](https://www.g2.com/survey_responses/workbooks-review-8432659/official_response/new) "A CRM With Almost No Limits" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic See what 534 reviewers think of Workbooks 4.3 out of 5 ยท Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/workbooks/reviews)