564 out of 565 Total Reviews for Workbooks
Overall Review Sentiment for Workbooks
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Workbooks is a good tool and allows for lots of options to create reports and analyse our sales data and customer behaviour, manage email campaign, track cases, and more. The customisation options are useful to make it work in ways that best suit your specific needs. Review collected by and hosted on G2.com.
Certain things can be finicky, such as setting up reports and displaying tables in a particular way, or it can be difficult at first to know where to look in the settings to make the changes that you want. Additional external assistance is sometimes necessary to get over this. Review collected by and hosted on G2.com.
I like combining all sales, marketing, outreach, and team collaboration. The "Shared Success Program" was a highlight for our customers to work with us. Workbooks allowed them to meet with our team, have check-ins, schedule meetings, etc. Review collected by and hosted on G2.com.
This program was great for our company's size, but as our company grew, Workbooks did not have the functions we needed to handle a larger clientele. The free version is minimal and the cost of upgrading may not be worth it for everyone Review collected by and hosted on G2.com.
Allows us to build whatever report we need, add custom fields, and is fundamental to our business processes for Sales, Marketing, Account Management, Support and Finance. All encompassing CRM, at affordable rate. Review collected by and hosted on G2.com.
Probably not the most modern slickest looking UI Review collected by and hosted on G2.com.
The reminders you can set really help keep focus on what task is next. So you can call a client and set a reminder when it's best to call them next. Great for if you have terrible memory. Review collected by and hosted on G2.com.
I dislike the fact a double click brings up the option you clicked twice. Very much used to double clicking to open something up so when it's just workbooks that operates this way it can be annoying. Review collected by and hosted on G2.com.
It has everything you need to store the contact information for your accounts & contacts (customers, prospects, suppliers etc.) You can be reminded about your most important activities from the CRM or Outlook & you can track marketing campaigns & sales performance using its views, reports & dashboards. You can even use it to send sales orders & issue invoices, credit notes, contracts & supplier orders! Review collected by and hosted on G2.com.
Like any application you need to invest time to learn the software but Workbooks is pretty intuitive. Review collected by and hosted on G2.com.
It is in the cloud and updates made by an resource is live. It keeps everyone on the same page regardless of when they have work hours or their location. Review collected by and hosted on G2.com.
The UI is still a bit clunky in my opinion. Nothing the best UI for new users. Review collected by and hosted on G2.com.
not much really I find it difficult to navigate and unintuitive and its workflows overly complicated, logical but overly complicated from a users perspective Review collected by and hosted on G2.com.
the windows all look very similar and open on top of one another and you very soon lose where the hell you are in the system, its generally quite annoying Review collected by and hosted on G2.com.
Its Easy and quick understand, Not much training needed to know how to do simple tasks. Its also got a nice clean layout that shows all information.Its quicker to bill cases or set timesheets Review collected by and hosted on G2.com.
when Saving time to case and editing the stage on workbooks it sometimes dosnt load straight away and you have to set stage and resave its not a big issues just abit annoying Review collected by and hosted on G2.com.
There are so many possibilities on workbooks, it is effective at gathering information and is relatively intuitive to use. The categorisations are helpful and the system holds almost limitless information. Review collected by and hosted on G2.com.
Sometimes it can be challenging to get used to the jargon, categories and the way things all link together on Workbooks. Review collected by and hosted on G2.com.
