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Workbooks Reviews & Product Details - Page 15

Workbooks Overview

What is Workbooks?

Workbooks is the affordable CRM alternative to Salesforce and HubSpot. For sales teams aiming to better identify opportunities, increase deal closures, and boost revenue growth, Workbooks provides sales pipeline management software to optimize business sales processes. For marketers aiming to execute campaigns, generate higher-quality leads, and monitor return on investment, Workbooks gives you an automated marketing CRM that supports businesses to execute campaigns, measure ROI and strategize effectively. For finance and sales teams aiming to drive more efficiency and collect cash faster, Workbooks is a CRM platform specializing in order, contract and supplier management For teams striving to enhance customer value and boost overall satisfaction. Turn customer service into a competitive advantage with the Workbooks customer service CRM.

Workbooks Details
Product Website
Languages Supported
German, English, Spanish
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Product Description

Workbooks.com delivers an intuitive, fast to implement CRM that empowers small to mid-size organisations.

How do you position yourself against your competitors?

When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey.

We call our approach Shared Success – your success is our success.

Shared Success reduces the risk of your CRM project failing and reduces the cost of implementation through a simple 3-step process:

1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software
2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price
3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you

That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.


Seller Details
Seller
Workbooks
Company Website
Year Founded
2009
HQ Location
Reading, Berkshire
Twitter
@Workbooks
2,841 Twitter followers
LinkedIn® Page
www.linkedin.com
65 employees on LinkedIn®
Phone
+44 (0) 118 3030 100
Description

Founded by a successful team of entrepreneurs, Workbooks.com is a rapidly growing provider of web-based CRM and Business Applications.


FD
Overview Provided by:

Recent Workbooks Reviews

Steven S.
SS
Steven S.Small-Business (50 or fewer emp.)
4.5 out of 5
"Workbooks does a good job of keeping everyone on the team up to date with accurate status"
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 loc...
Verified User
C
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Development"
Workbooks.com convenience of use and constant availability
DK
Dave K.Small-Business (50 or fewer emp.)
5.0 out of 5
"The easiest CRM, wherever you are"
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 o...
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
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Workbooks Media

Workbooks Demo - Sales management dashboard
Help your teams focus on the right things and get the real-time insights they need to make decisions.
Workbooks Demo - Organisation record
A single 360-degree view of your customer.
Workbooks Demo - Person record
.
Workbooks Demo - Opportunity record
.
Workbooks Demo - Location intelligence
.

Official Interactive Demo

Workbooks demo available

Try an interactive demo created by the software seller (right here on G2).
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Have you used Workbooks before?
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565 Workbooks Reviews

4.2 out of 5
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565 Workbooks Reviews
4.2 out of 5
565 Workbooks Reviews
4.2 out of 5

Workbooks Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for WorkbooksQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Verified User in Real Estate
UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

When I was first learning how to use it, I was surprised how intuitive it is. It can be used to track invoicing, orders, customers, etc. It does a lot of the work for you, which is amazing.

It also has a great reporting function that I use to create weekly reports. It's almost like having an assistant who does a lot of the work for you. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

You can't search by ID, which seemed kind of like a gaping hole in the abilities.

I also wish you could search with a portion of a word instead of needing the whole word every time.

But those are really minor things. It's a great system. Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

We now have a centralized place for all of this information AND it's easily accessible. Our business was doing well before, but workbooks has really made us shine. Review collected by and hosted on G2.com.

MT
Monique Tucker
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

Workbooks is like having an extra hand to take care of tasks. You are able to have a lot of client information in one space and it is very user friendly. Also automatic updates are great. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It takes awhile to earn how to use the system and its a lot to take in. Once you understand and get comfortable it gets much easier. I wish It took less time to learn the program. Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

Keeping all information in one program is great and it makes it easier to sort through tasks. Time management has definitely improved. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

I simpy love the fact you can integrate workbooks with google docs and outlook. Workbooks has many options and it's easy to learn. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

What I absolutly dislike is the pricing. 46 pounds per month per user is just way too much in my opinion. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

just try it :) Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

I've gained better sales visibility and spent much less time on tasks then I did before. Review collected by and hosted on G2.com.

Verified User in Alternative Medicine
AA
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

I like the layout and ease of use, it runs well too Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

The UI is okay but could use work. I think it could use a modern touch. Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

Communications and streamlining. Review collected by and hosted on G2.com.

JW
Salesperson
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

this software can be used by all staff who are involved in marketing, sales and customers, as it improves customer support and also reduces operational costs. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

i think i have nothing to complain about it for now maybe with time there might be. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

I think considering to use the Workbooks.com is the best thing you can do to your business. Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

it has help on sales but apart from that also marketing problems are solved with it. Review collected by and hosted on G2.com.

Verified User in Retail
UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

I used there service and it had postive impact on my e commerce store it improves customer experience and can manage many things customer care, marketing,sales..etc everything Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It is cost somewaht and every samll business can't afford Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

it will help to manage your website /service and it is useful Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

customer care solution for my e commerce website Review collected by and hosted on G2.com.

Verified User in Retail
UR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

The configuration is simple and straightforward and yet at the same time is really powerful as you can easily add report cells, meaning that it gives a much broader view of the client.

Easy to set up new users but also very secure, if you use the the security features.

The service offered by the support team is second to none - always patient, exceptionally knowledgeable and always solution oriented.

I could not do my job without Workbooks Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Need to make sure that you do not use Internet explorer, especially with the gator mail add-on as it is then very slow but runs brilliantly on other browsers.

The knowledge base is good but if would be helpful to have printable pdfs of the pages so that you can use them as manual when printed out Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

With the Workbooks system we are able to capture the sales to order process and actively record this live data.Workbooks have a great support team who are always on hand to help and support our business when changes are required. This could be from a small field change through to a complete new pdf document. Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

like the mapping module and again you can customer this to show the information that you need as a business.

Integration with Web Insights and Gatormail plus the workflow means that you have a platform that offer marketing automation. Review collected by and hosted on G2.com.

Verified User in Utilities
CU
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Workbooks?

Workbooks.com convenience of use and constant availability Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Some inherent inconsistencies still somewhat buggy, Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

Needs to be better streamlined to be able to share resources with other members. Review collected by and hosted on G2.com.

MA
Business Development Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Workbooks?

User friendly interface, audit tracking, marketing automation , highly configurable, real time reporting & ease of data manipulation Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Happy with all the features - no dislikes Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Don't self implement, engage in a full implementation with professionals to get the maximum benefit of a CRM. You will see the huge difference it can make to your business Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

Visibility of sales pipeline in real time, reporting & data analysis of lead tracking , customer support Review collected by and hosted on G2.com.

TA
User
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

The easy access! Simple use. The prices are cheap and affordable for any business. If you’re thinking about getting it do it. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Not much I can say. Sometimes the site will glitches on us and we can’t access our accounts for a few hours. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Get it! Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

Calendar and events Review collected by and hosted on G2.com.