Workbooks
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Workbooks
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4.2 out of 5 stars
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Workbooks Reviews & Product Details - Page 19

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Workbooks Overview

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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
Discussions
Workbooks Community
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:
Faizah Din

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...
Read more
Verified User
C
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Development"
Workbooks.com convenience of use and constant availability
Read more
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...
Read more

Workbooks Pricing

Free
Free
CRM Core
£25.00
Business Core
£55.00
Events Core
£125.00
See all 4 Workbooks pricing levels
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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
.
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Official Interactive Demo

Workbooks demo available

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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
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4.2 out of 5
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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 Public Relations and Communications
UP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

Or keeps everything organized and in ready working order. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It takes a while to load and has a tenancy to crash at times Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Try it you'll like it Review collected by and hosted on G2.com.

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

Don't really run into too many issues Review collected by and hosted on G2.com.

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

Workbooks keeps track of all your files and keeps them stored for you. You can do spreadsheets which is what just what I needed and it was a lot better than most of the ones I used Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It was a little hard to learn. It wasn't as descriptive as I would have wanted it because I like to be precise. Review collected by and hosted on G2.com.

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

My spreadsheets are all stored on here and it helps me make new ones every week for our weekly schedules and business plans Review collected by and hosted on G2.com.

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Rebecca S.
RS
Securtaity
Small-Business(50 or fewer emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

I love the software it works great for me Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

There is not anything about the software I dislike Review collected by and hosted on G2.com.

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

All problems Review collected by and hosted on G2.com.

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Verified User in Restaurants
UR
Enterprise(> 1000 emp.)
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(Original )Information
What do you like best about Workbooks?

Very easy to use efficient and love product Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Honestly nothing not a single bad thing to say Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Love program havnt had any issues so no recommendation to give Review collected by and hosted on G2.com.

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

Manage sales reports and scheduling Review collected by and hosted on G2.com.

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Rebecca B.
RB
Associate Recruiter
Staffing and Recruiting
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

Easy to use and understand, for both technical and non-technical users. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It's easy to use, after you get the hang out. It took some time to figure it out. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

It's a great product if you're in the market. User friendly. Review collected by and hosted on G2.com.

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

None Review collected by and hosted on G2.com.

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PD
Service Desk Manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Workbooks?

Simplicity of usage and the support team Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It's difficult for me to create reports, hopefully the new version will be better Review collected by and hosted on G2.com.

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

Invoicing has been speed up, we can close our billing cycle ion days instead of weeks Review collected by and hosted on G2.com.

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Verified User in Legal Services
AL
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Workbooks?

In my line of business workbooks is realy needed for day to dday functions Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Was a little hard to work threw at first. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Workbook is great for any business you really need it to help you thrive. Review collected by and hosted on G2.com.

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

I am able to manage our business under one program that allows me to grow revenue and customer interactions. Review collected by and hosted on G2.com.

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

It stream lines service needs and makes access to crucial tools easy. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Could use some touch ups on the user interface. Seems a little buggy at times. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Learn the system. Review collected by and hosted on G2.com.

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

Solving crucial employee and sales marketing problems. Review collected by and hosted on G2.com.

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

Easy acess to ve able to get the job done Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Nothing loved everything about it its easy to login to Review collected by and hosted on G2.com.

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

Its easy to get the job done Review collected by and hosted on G2.com.

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

the level of care given to our business is great.y company have taken advantage of the CS+package. Their standard level of care is excellent something that I am 100% please with. I love their onsite technical support it has also been of exceptional quality in my experience. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I am yet to find anything that I dislike about this product its great. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

I would strongly recommend this software for those who are looking to implement CRM in their business Review collected by and hosted on G2.com.

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

My company use it for business and they also use it to manage the workers and their progress in research. Review collected by and hosted on G2.com.

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