565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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I like how when you use the site you get exactly what it says it could do it does Review collected by and hosted on G2.com.
Sometimes for for the program to work it takes a while for it to start up and processing all the information that I have for it to process through its database Review collected by and hosted on G2.com.
Reporting - although they can be a little tricky to set up, the reporting function is really useful in my role and I like the level of detail included which can be set up for daily, weekly, monthly reporting or whenever i need it.
GatorLeads - We have recently added GatorLeads to our portfolio which is proving really useful for our lead generation team. Review collected by and hosted on G2.com.
It is a little 'clunky' although some of this is definitely down to how it was set up (before i joined the company) and the amount of data it is holding. Review collected by and hosted on G2.com.
Workbooks is easy to use because it just looks like a windows desktop. I use it to track sales enquiries, and I like that I'm able to hide fields that aren't relevant to me. The knowledge base and forum are good and there are loads of ideas of how else I can use Workbooks in my business further. I like being able to log in from anywhere, and their mobile version is really good. It allows me to take down details from customers when i see them rather than using pen/paper and risk losing or not being able to read what I wrote. Review collected by and hosted on G2.com.
There are lots of reports that are simple to build, but some reports are more difficult. They have a good knowledge base to help with that though.
It took a while to figure out how to change form layouts, but once I knew how to do it, it was actually straightforward. Review collected by and hosted on G2.com.
We use workbooks to record all of our potential and exsisting customer details which allows me to therefore create marketing campaigns and keep in touch with these people. The workbooks system also allows me to mange our sales pipeline and also understand what opportunities we currently have in the business and what we have created for the year. Review collected by and hosted on G2.com.
I would like the flexibility to be able to change PDF layouts Review collected by and hosted on G2.com.
Easy to use, and adding additional features/fields easy.
Customised reports are very good. Review collected by and hosted on G2.com.
Customisation could be better with layouts, report writing, easy to write macros (no built in script writer) like in Microsoft Access, so programming even simple scripts is virtually impossible and customisable macro buttons.
Better report functionality and formatting (ie pulling data from other reports, better layouts/templates (very basic), formatting printing reports, and be ability to run a report straight from Organisation record which is filtered on that record like an activity statement)
Dashboards are also a bit too cumbersome and not scalable. Review collected by and hosted on G2.com.
The level of customisation that we can carry out in house. The reporting suite is also pretty flexible. Review collected by and hosted on G2.com.
When reporting, linking to some table can really slow the reports down. Campaign membership being the main one Review collected by and hosted on G2.com.
The marketing analytics provide very helpful insights on the marketing performance. Review collected by and hosted on G2.com.
The user interface can get simplified and more intuitive, but I haven't experienced any downsides overall. Review collected by and hosted on G2.com.
Open APIs which open up possibilities for innovative interfaces.
Excellent customer service, a team that really cares about providing solutions.
Good at connecting users with their events and updating on new developments. Review collected by and hosted on G2.com.
Communigator interface has been a little tricky for us but through no fault of Workbooks and they have put a lot of effort into rectifying. Review collected by and hosted on G2.com.
