Workbooks
Editedit
Play Video
Workbooks
By Workbooks
Show rating breakdown
4.2 out of 5 stars
See all 565 Workbooks reviews
Save to My Lists
Paid
Claimed
This profile has been claimed and optimized by Workbooks.
Optimized profiles are more likely to have the most up-to-date content, fast response times, current pricing, and more.
Contact Workbooks

Workbooks Reviews & Product Details - Page 21

Editadmin

Workbooks Overview

Editedit
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
Show LessShow More
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
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

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
.
Editedit

Official Interactive Demo

Workbooks demo available

Try an interactive demo created by the software seller (right here on G2).
Answer a few questions to help the Workbooks community
Have you used Workbooks before?
Yes

565 Workbooks Reviews

4.2 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
  • Company SizeExpand/Collapse Company Size Filter
  • User RoleExpand/Collapse User Role Filter
  • CategoryExpand/Collapse Category Filter
  • IndustryExpand/Collapse Industry Filter
  • RegionExpand/Collapse Region Filter
The next elements are filters and will change the displayed results once they are selected.
  • Sort By:
    G2 Sort
565 Workbooks Reviews
4.2 out of 5
  • Sort By:
    G2 Sort
565 Workbooks Reviews
4.2 out of 5
  • Sort By:
    G2 Sort

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)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
Here's how.
SR
Manager
Legal Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

I like workbooks because it improves customer service improves growth revenue and the experience is overall better Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

There’s nothing to dislike about workbooks they help with a lot of issues Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

For a very low price workbooks helps with your company and works with you the whole way Review collected by and hosted on G2.com.

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

My buisness revenue has improved with sales and marketing for a low price Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
SS
Mrs
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Workbooks?

Was pretty easy to use and get going was a definite time saver Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

The cost of the upgraded use as well as not so easily explainable Review collected by and hosted on G2.com.

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

Payroll as well as tax returns Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Banking
IB
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

I prefer the organization of workbooks. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I feel it could provide more features to consolidate all of my information gathered daily. Review collected by and hosted on G2.com.

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

Cost rate and margin for certain products. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
NW
Server
Restaurants
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

I liked everything about it so very much. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I didnt dislike anything about this product at all. Review collected by and hosted on G2.com.

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

We are solving all kinds of problems. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Oil & Energy
AO
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

I love how organized it keeps me and my boss. I also like the color scheme it's soothing to me. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I don't like how you have to enter in every single line, unless there is a short cut I'm unaware of . Review collected by and hosted on G2.com.

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

It helps keep miniscule office purchases, as well as, big time invoice s. Returns etc. Neatly in electronic state so it virtually eliminates the need to hold onto hard copies any longer. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Workbooks?

The application with Workbooks is very intuitive and will help you get the job done. It's not hard to understand what you need to do, and where to go to do it. This app helps process much data and makes your sales job easier. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Workbooks has functions that seem outdated, and a design that looks like it came straight from Windows vista. Review collected by and hosted on G2.com.

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

Workbooks just helps me to organize my sales and records. Not much benefit other than being digital. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
TP
Sales Support
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Workbooks?

Easy to use and adapt to our needs. Reporting is of benefit Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Integration as it is very long winded and follow up Review collected by and hosted on G2.com.

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

Recording and tracking sales & opportunities Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Government Administration
CG
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

I love using workbooks because it is so easy and flexible! Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

When I first started using workbooks it was difficult to learn at first, but once I was trained it was extremely easy to catch on. Review collected by and hosted on G2.com.

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

Well the benefits of worksbooks is that it helpful for our company; however, it all depends on how the company is using it. It just easier for our business Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
CL
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

The level of organisation and search capability Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

1 license per user means it too costly to have our entire business making contributions Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

run a trial and use live data Review collected by and hosted on G2.com.

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

Level of cross sell potential from our existing clients (ie who knows who and/ or who should know who) Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Retail
AR
Enterprise(> 1000 emp.)
More Options
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?

I love the customization aspects compared to other software. It is very user friendly and work wonderfully for small businesses! Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It can be a little confusing to get started using the software. Review collected by and hosted on G2.com.

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

Workbooks has helped emensely with my orginazational capabilities. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link

Workbooks Comparisons

Compare Salesforce Sales Cloud vs. Workbooks
Compare Salesforce Sales Cloud vs. Workbooks
WorkbooksVSSalesforce Sales Cloud
Compare Nimble vs. Workbooks
Compare Nimble vs. Workbooks
WorkbooksVSNimble
Compare Zoho vs. Workbooks
Compare Zoho vs. Workbooks
WorkbooksVSZoho
Compare Workbooks ratings to similar products

Top Rated Workbooks Alternatives

Salesforce Sales Cloud
(23,226)
4.4 out of 5
Pipedrive
(2,319)
4.3 out of 5
Nutshell
(1,206)
4.3 out of 5
See all Workbooks Alternatives

Explore More

Corporate Culture
Types of Advertising
Code Climate Velocity
Google Compute Engine reviews
Google Cloud Run reviews
Vaccine Tracking
Natural Language Understanding (NLU)
Medium of Exchange
Pros and Cons Details
Workbooks
Contact Workbooks