565 Workbooks Reviews
Overall Review Sentiment for Workbooks
Log in to view review sentiment.
The most attractive part of Workbooks is it's flexibility. You can create a new field of any kind on any record type and create reports on any field in the entire database. All data that goes into Workbooks and be used later on through the built in reports or the readily available API reference library. Review collected by and hosted on G2.com.
The appearance of Workbooks lets itself down and makes it look as though it's an out of date system. This is not the case, which you discover after you have started using tool. Review collected by and hosted on G2.com.
it is an essential tool for companies to monitor their CRM. I also personally use it to manage my sales for my pampered chef business - i don't know how i would get thru without it, Review collected by and hosted on G2.com.
It can be a little difficult when secreting information. There needs to be a way to get information in a little easier. Review collected by and hosted on G2.com.
You can’t beat the price of this software. Much less than Salesforce and about the same quality. Easy to use and easy to setup and learn. Review collected by and hosted on G2.com.
The search function could definitely use some improvement to make it easier to search in the database. Review collected by and hosted on G2.com.
Being able to customise almost every part of the Workbooks CRM is great. Changing every detail to match our business and in particular, the commercial training department, to meet our needs. Its been easy to learn and grow my knowledge, without turning to Google searches or spending much time on the support forums. Review collected by and hosted on G2.com.
The fact that I can't change the entire background from the standard blue. It is possible to change the logo in the very corner of the screen but I would like to match the background with our business colours. Review collected by and hosted on G2.com.
I like to thank workbooks consultants and customer service for being so on point and quick in helping us achieve what we need for our business. Customer service is absolutely amazing. I 100% recommend Workbooks to business who looking for a functional CRM system without having to pay a fortune for it.
Thank you to all the staff at Workbooks! Review collected by and hosted on G2.com.
I must say that sometimes importing data and mapping could be quite frustrating however, workbooks team have supported us every time we had any issues regarding this - so nothing to dislike really! Review collected by and hosted on G2.com.
I like how simple this program is to learn as well as use on a daily basis. Review collected by and hosted on G2.com.
Nothing as of yet. I am a new user so I haven’t had a chance to find many faults Review collected by and hosted on G2.com.
Consistent user interface;
Speed;
Powerful report functions; Review collected by and hosted on G2.com.
Very limited email implementation;
Inability to search email content;
Limited case management feature (requires significant customisation);
Lacks basic features such as ability to merge cases;
Inability to change font sizes or customize display;
Fake Windows user interface.
Review collected by and hosted on G2.com.
