565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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Can configure system to report on any area you want to, amazing support from WB to enable me to get the information I want from my data. No request is too much; they have helped me develop reports that are of real financial value to our business Review collected by and hosted on G2.com.
That I need to have more time to learn how to use the system better as I know I can make it do more for me and make my life easier, but I am too time poor! Review collected by and hosted on G2.com.
flexible with simple user amendments such as custom fields.
Supports sophisticated amendments with PHP scripts, triggers etc. Review collected by and hosted on G2.com.
Minor gripes around UI especially the number of windows that end up opened.
Looks similar enough to a Windows environment to be easy to pick up, lacks one or two of the ease-of-use features within the Windows UI. Review collected by and hosted on G2.com.
Workbooks'interface is similar to Windows which makes him familiar to most users and very easy to use. It is a very intuitive software and I like how much you can customise it to make it your own. Configuration and customisation is so easy as well.
I also like the fact that Workbooks is web-based so accessible at any time from anywhere which makes a lot of difference for our team who is constantly on the move. I like the possibility to have the app too although we have not used it much recently.
Finally, Workbooks has an amazing support team and customer service. They are very reactive and helpful and always with a smile on their face.The amount of resources available online (forum, training videos and guides, ect.) is incredible, always up to date and very useful. Review collected by and hosted on G2.com.
The main thing I dislike with Workbooks is the integration with our accountancy practice software (CCH). Nothing to do with Workbooks itself, I think the problem comes from Wolters Kluwer who can't update their software version quick enough to keep up.
A couple of other points that could be improved: the reporting tools could be more intuitive and the app could require some more development. Review collected by and hosted on G2.com.
T platform has a nice and clean interface that basic users would be able to navigate with ease, due to the similarities between Workbooks and other popular operating systems. Workbooks comes with many options including Sales, Marketing and Finance tools that can all be managed form any machine remotely.
The remote functionality is just what we were looking for. For event recruiters, we are often on the move, so being able to store everything within a Workbooks account makes life so much easier and removes the need to be lugging around files and document folders when on business.
I also have quite a poor internet connection from home, sometimes only receiving 1 Mbps, the platform still manages to load quickly on lower internet connection speeds which is really great! Review collected by and hosted on G2.com.
I couldn't find anything major that I disliked about Workbooks, before utilising Workbooks API, I would recommend some minor reading with how to get started. Aside for this, support is very good and can help you with any questions you might have. Review collected by and hosted on G2.com.
I like that Workbooks is highly customizable flexible product providing access to highly valuable data. It's a hand on system with full functionality for any small to mid sized sales force. It has a solid user interface with plenty of options for customization and configuring to specific business requirements. Workbooks is intuitive, their customer support is excellent. The team is very helpful in getting any issues resolved fairly quickly. Review collected by and hosted on G2.com.
Apart from occasional bugs there is not much to dislike. There is a lack of built in lead allocation functionality and the user interface is fairly traditional, and not as modern as some other products. I believe there is still a free trial available so it's definitely worth a look with no obligation. Review collected by and hosted on G2.com.
Very quick to get started with - very intuitive
Very flexible & configurable
Supports simple user driven amendments such as custom fields
Supports sophisticated amendments with PHP scripts, triggers etc. Review collected by and hosted on G2.com.
Minor gripes around UI especially the number of windows that can end up opened.
Looks similar enough to a Windows type environment to be easy to pick up, but lacks one or two of the ease-of-use features within the Windows UI. Review collected by and hosted on G2.com.
One of the first things I like the most is that it has a clean interface. The first time you log in, the space does not look clustered and it does not look busy, so you don't feel overwhelmed. At the same time, it has really advanced tools, and many of them. This means it is easy for you to get started, and it is very flexible. And it is entirely customisable to support your company's needs.
Another feature I like is the integration. Many of us would have been using other business tools for our companies, so it is nice to have smart integrations to key business tools like Hubspot. Review collected by and hosted on G2.com.
Coming from an Apple background and being used to Apple interface, I did not care so much for the Windows look. I have long forgiven it of this defect because it has all the features I need. However, I would still jump on a "Apple-like" interface if they ever decided to change. Review collected by and hosted on G2.com.
I love using Workbooks on a day to day basis. The system is very straight forward to direct through the different record types. It is so beneficial to our company to have anything inbound going through one place ensuring that the processes are streamlined. We actually use our system for all complaints and all leads that come through directly and through our telesales companies, which is great. The reports that we can get out of Workbooks are outstanding, all information that is put into Workbooks can be pulled out so easily. As the database is a web-based system it is great for our users as we can use this anywhere, and not have to worry about if we have downloaded the system. Review collected by and hosted on G2.com.
The one thing that I dislike about Workbooks is the fact that you can only have one person assigned to the record. I know you can watch records but I just think it would beneficial if you could assign a record to more than one person. Review collected by and hosted on G2.com.
