565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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I like workbooks because it is user-friendly and the customer service is actually really great. I had to call when I was first set up and they were super helpful. All features don't pertain to my business, I'm a real estate agent, but as a CRM it works well for my needs. Great for marketing and sales. (Note my father is the actual user who deals with the "finance" part of it-as he does all of my finances) Review collected by and hosted on G2.com.
There are lots of extra features and windows that probably could be streamlined. Review collected by and hosted on G2.com.
It is a wonderful tool to generate Reports and Dashboards that give you insight into your Case KPIs. Understanding your customer service performance will help you make the right decisions - ultimately increasing customer satisfaction. It gives a more in depth look at your clients so they don't fall through the cracks. Review collected by and hosted on G2.com.
It is an excellent tool for customer success but not robust enough for a full cycle sales team so most businesses you will need to use 2 different systems to get what you need. Review collected by and hosted on G2.com.
Workbooks has a very strong and capable support team which really helps outweigh any of the slightly frustrating areas of the CRM. They are very quick to respond via email and very few problems taking longer than a single phone call to resolve. Review collected by and hosted on G2.com.
It is not immediately intuitive to customize and if you add modules after using it for some time, (like the advanced security) it can be extremely painful.
Some areas of the platform seem overly convoluted and often either need the help of their support team (who are excellent) or sometimes a consultant which comes at extra cost. Review collected by and hosted on G2.com.
Easy to use, a really user friendly interface. It runs smoother than other similar programs. It has alot of features too. Review collected by and hosted on G2.com.
The search function doesn't work ideally. Review collected by and hosted on G2.com.
We can edit all the record types in terms of how they look, what must be filled and what is shown for certain people if necessary Review collected by and hosted on G2.com.
Sometimes it acts up a little depending on what browser your using. Review collected by and hosted on G2.com.
Integrates well with our back-end systems, works very well for our users and integrates well with other SAAS software, such as Survey Monkey and MailChimp. Review collected by and hosted on G2.com.
When we first purchased, the UI was awful - but thankfully that has now been rectified to a much slicker and modern looking interface. Review collected by and hosted on G2.com.
workbooks is a great tool helping in management and all different types from learning. The skillsets vary amongst the workbooks, and its great to compare; i was using them a lot a few years ago. Review collected by and hosted on G2.com.
its sort of tricky to purchase and not spend the money doing so; some of them can be pricey, others inexpensive which is great but also tough if you need a bunch for set marketing tools. Review collected by and hosted on G2.com.
It has marketing , sales features. You can process a lot of things from this software. It tracks performances, manages , threes dashboards that we look at . Review collected by and hosted on G2.com.
For business it is a bit expensive. its functions work well. Review collected by and hosted on G2.com.
I like the level of bespoke care given to our business. We have taken advantage of the CS+ package where Workbooks allocate additional hours for support and development but even their standard level of care is excellent. Their onsite technical support has also been of exceptional quality in my experience. Review collected by and hosted on G2.com.
There is very little to dislike - any tech issues/improvements customers have can be voted up on their forum and will be addressed by their tech teams. It would perhaps be beneficial for the sales team to have a higher degree of tech literacy so that many different types of enquiry can be handled with a single call but this is a minor gripe considering just how good the technical team is. Review collected by and hosted on G2.com.
I like that the system follows a logical and common sense approach to creating a user friendly system that enables clients to develop the CRM into a platform that works for them. Their knowledge base is a excellent resource that empowers users to learn and develop the system in a way that works for them Review collected by and hosted on G2.com.
The dashboard functionality has felt a bit one dimensional though I know this is an area on Workbooks roadmap for future development so am confident of great things to come in this area Review collected by and hosted on G2.com.
