565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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It does a great job of keeping track of sales and customer information Review collected by and hosted on G2.com.
It's really similar to quickbooks, nothing special, comparable in pricing. Review collected by and hosted on G2.com.
The conveinancy and easy to use format leave me happy everytime I use it. It simple to use if you do not hold alot of software use or you are getting back into it. Review collected by and hosted on G2.com.
There was honestly not too much to the software I dislike. Review collected by and hosted on G2.com.
Support: Workbooks have 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. Capability / Flexibility: The system is extremely flexible. It allows a huge amount of different areas of the business to be logged, controlled and reported on. Some CRM systems can deal with lead tracking and customer tracking, but Workbooks very easily deals with this as well as all financial areas of the business sales orders, invoicing, purchasing and more. `Single Platform: linked to its flexibility, Workbooks, with the introduction of the Web Insights and Email Marketing platforms is able to deal with a contact end to end, from warming a lead up, to delivering a product once they have become a customer and then their journey via support and account management. Reporting: The reporting engine is so powerful that you can create virtually anything you can think of. I have only found one thing when creating reports that I wasn't able to do, even then it was a nice to have. Once you understand how the platform works, it becomes an invaluable tool. Review collected by and hosted on G2.com.
Capability / Flexibility: Although this is in the pros, it is not without its frustrations. The flexibility of the platform, in particular 'how' you make it fit what you need, also makes it difficult to understand. 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. Reporting: Again, as the reporting engine is so powerful it creates its own downside due to being unintuitive and even with some understanding difficult to understand. You cannot simply open a new blank report and create even simple reporting without having some idea of the logic behind how it works. A number of other CRM's allow you create 'general' reports far easier due to a more simple interface but they lack the power. I think there are areas where the platform could be easier to use and therefore create some frustrations but if you are aware that you need to have training and understanding in how the platform works first, you will have a versatile and powerful tool for your business. Review collected by and hosted on G2.com.
Workbooks offers a place for not only contacts but orders and invoicing so you can easily see everything about a client in one spot Review collected by and hosted on G2.com.
Their help section is not the easiest to use. It is often vague or is not accurate to how the system works (not updated) Review collected by and hosted on G2.com.
I like that it is very user friendly. It always helps with my everyday work tasks. Review collected by and hosted on G2.com.
I really don't have any dislikes. Everything is very user friendly. Review collected by and hosted on G2.com.
Workbooks is easy to pick up. It was the one of the first databases that I have used, and the only database that I have used full-time, so I was worried that I would not be able to use it to its full advantage. I was wrong, and was able to fully grasp its functions in a short period of time. Everything is clearly laid out, and, where I do need that little bit of guidance, the Support team are always happy and willing to help.
The different Record Types allow me to navigate easily around the database, and the Reporting function is brilliant. Gone are the days of tirelessly amending spreadsheets in Excel! All the information that I need is in Workbooks exactly where I need it.
The Importing tool is also a massive asset to me personally, as I import a lot of a data on a regular basis, both to create and update records. The function is completely logical, and works seamlessly. I am also able to test using our UAT database to ensure that my workings are correct, which is very handy for those moments when I am hesitate to manipulate live data without first checking that my process will work as I would hope. Review collected by and hosted on G2.com.
In an ideal world, I would be able to use the Search function to search by Id. As System Admin, I use Ids far more than I do references due to importing. That being said, it is still simple to find a record based on their id by using filters within the Record Type. Review collected by and hosted on G2.com.
