565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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Workbooks makes it easy to keep track of leads and opportunities. With Workbooks I always know where we are in our sales cycle and what our next actions are. I can contact a lead directly via their record by email and workbooks will keep track of my communication. Review collected by and hosted on G2.com.
Setting up reports can be tricky and the search tool can be a bit slow. Review collected by and hosted on G2.com.
I like setting a contact to watch so it always pops up first. I do this with my hottest leads so I can remember to touch base with them. In the activity feed it shows me what opportunities are still open and what leads I need to tend to. I also like how there is a field to track how this lead heard about our company so the marketing company can tell what is working and what is not working. There is advanced reporting in quickbooks that keeps tracks of all interactions which is nice for a sales team to have access to.
I also like how you can make the new opportunities look the exact way you would like it to look. You can take out information, add a logo, or implement new information in an opportunity. Review collected by and hosted on G2.com.
There are many things that I do not like about quickbooks. There is too much power given to the system's admin vs. the user. For example, if a user creates an opportunity, they do not have the ability to edit once they post the opportunity. The user needs special permissions to edit their OWN work. That makes no sense to me. The opportunity that you create, should be yours to edit. If I sent my client the wrong opportunity and see that it is incorrect within a minute's time, I should be able to send my client a new opportunity without the hassle of my manager being involved.
I also don't like when you open an opportunity it asks you to put in the date it should close, that isn't always guaranteed and it is not needed for a field. I also do not like that if you want to add more fields to a lead, you have to pull your systems admin aside and have them add the field you'd like into the lead for you.
However, you can pass opportunities to other people without approval from a system's admin. That is so backwards to me. If anything, this is when a system's admin should be approving if that is allowed or not.
I don't like when you add contacts the different stages you can place them in is totally unnecessary to closing a sale. You can put them in as either positive or negatively support your business, but that doesn't ultimately matter when you're trying to close a sale. You can put down in the notes that Jake at the front desk doesn't like your business but it isn't needed as a field.
The product book is not useful Review collected by and hosted on G2.com.
Here are 4 reasons why I love Workbooks
1) Brilliant interface
CRM software can often be very difficult to use, because of all the task it can do. Workbooks, however, has a beautiful user interface. The system is designed to look like Windows complete with a desktop and start menu, so it is very intuitive and familiar. The desktop is used to store the more frequent tools, while the rest is clever organized in the start menu. This means that you can always quickly find what you want as nothing is ever more than a click away, but unlike other systems, there is no danger of being overwhelmed.
2) Flexibility
Another great feature of Workbooks is the flexibility. Unlike other systems which force you into their rigid way of thinking, Workbooks lets you assign custom fields to record types. This is handy if you have specialist data requirements which may not be otherwise covered by a CRM system.
This flexibility is mirrored in the report creating functionality, as you can incorporate any fields into your reports.
In the past, I used another CRM software that didn’t have this feature. Very often, after generating a report, I would have to copy and paste it into Word and then edit it to fit my needs, which was a huge time waste especially as the number of reports and records began to grow.
Thankfully, with Workbooks, there’s none of this foolishness. The software dances to my tune and not the other way around.
3) Snappy cross-platform cloud based system
Workbooks is fully accessible over the web and even works on mobile and tablet. Quite wisely the mobile version doesn’t replicate the Windows desktop and instead has a custom designed solution that uses a well designed hamburger menu to arrange the options. Despite being a web based system, Workbooks is very snappy whether being viewed on Desktop, Mobile or Tablet. Sometimes it is so fast, that I think I am using a native app.
The last system I used required syncing with a desktop client and often I would find that data was missing when I was off site, which was a pain. Thankfully with Workbooks there is none of this nonsense!
4) Excellent training videos
Workbooks has a great library of training videos.
They are very well made and I often watched them when I had a minute. In doing so, I often came up with new ideas of how the software could better help the business, which I had not originally considered. Review collected by and hosted on G2.com.
I can’t think of any complaints. In the past it used to be a little sluggish, but this has long been since fixed. Review collected by and hosted on G2.com.
It does give you a lot of insight and well needed advice for positive business outcomes. Review collected by and hosted on G2.com.
I think it’s a bit pricey. Though it works, there are cheaper alternatives that work just as well. Review collected by and hosted on G2.com.
Workbooks is easy to pick up. I have someone using it that is not tech savy and she was able to pick it up rather quickly. I am able to make sure each user sees everything they need to. Everything is clearly stated and organized. Review collected by and hosted on G2.com.
The mobile tools/mobile user friendly could be improved. Review collected by and hosted on G2.com.
I like the powerful automated reporting feature that Workbooks gives me. Our sales team receives up to date daily reports on all sales activities and tasks that keep us all on our toes! Review collected by and hosted on G2.com.
There's nothing to dislike, for me it delivers everything a CRM system should. Review collected by and hosted on G2.com.
It was a very easy to use cloud base CRM. The ease of use is a huge pro. I loved being able to customize it as well. It synced with google calendar. Review collected by and hosted on G2.com.
My least favorite thing about workbooks.com was the price point. It is a high quality system but it's not as economical as other CRMs. The free plan is good alternative though it isn't as extensive as the expensive plan. Review collected by and hosted on G2.com.
Workbooks, has helped me to create and hold more secure data than other providers. So would definitely recommend workbooks to people. Review collected by and hosted on G2.com.
I am not going to lie but I don't dislike anything at the moment Review collected by and hosted on G2.com.
Very easy to pick up and learn, great layout and organization Review collected by and hosted on G2.com.
Search options could be more detailed to make finding clients in other areas easier Review collected by and hosted on G2.com.
