Workbooks
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Workbooks
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4.2 out of 5 stars
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Workbooks Reviews & Product Details - Page 29

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Workbooks Overview

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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
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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
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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
.
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Official Interactive Demo

Workbooks demo available

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565 Workbooks Reviews

4.2 out of 5
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565 Workbooks Reviews
4.2 out of 5
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4.2 out of 5
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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)
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Verified User in Printing
AP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

Fully featured CRM and very easy to use. From a lead the system can handle the journey through to invoice. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

The mobile features could be improved. Maybe an app instead of a mobile website user interface could be adopted. Review collected by and hosted on G2.com.

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

We use Workbooks as a sales CRM right through to invoicing Review collected by and hosted on G2.com.

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Verified User in Primary/Secondary Education
UP
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

I like that I am able to streamline everything and keep it organized in different categories. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

That there are so many options. The options should be combined with like options so that it doesnt seem too confusing. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

n/a Review collected by and hosted on G2.com.

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

I am able to have all of my products listed with the prices and all ofbthe features as i seperate each product. Review collected by and hosted on G2.com.

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Linette D.
LD
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

Great software. Great for spreadsheets In one place Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Nothing. I like everything. Very easy, simple to use. Review collected by and hosted on G2.com.

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

Comete worksheets in one place Review collected by and hosted on G2.com.

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Sean H.
SH
Group Head of Data
Information Technology and Services
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

The user experience. It presents a windows type experience, which is easy to pick up by the sales teams. There is also flexibility to create custom views for different roles within the business Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

You don seem to be easily able to share a default user set up across a group of users. In these instances we need to login to each users account to design the view we want them to have Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Workbooks allows a flexible, customised setup that is in your control. Their technical support team provide fantastic consultation on how to get the best out of the product and the system itself provides a user friendly experience. This means that the CRM becomes part of your working day rather than a hindrance to it. Review collected by and hosted on G2.com.

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

- Performance reporting has become consistent and trustworthy

- User adoption has been fantastic with all activity being records in Workbooks

- Lead generation process is more efficient

- Subscription opportunities are easier to identify through reporting and analysis Review collected by and hosted on G2.com.

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Verified User in Accounting
UA
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

Very safe, excellent security and wide range of data . Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Haven't experiences any dislike issues in this software Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

100 % safe, can go wrong with Workbooks.com, even if you just initiated in the financial world this is the safe way to do it .. Review collected by and hosted on G2.com.

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

Excellent source of comunication and safe trade of information. Extremely secure, any business or personal date is secure and safe. Review collected by and hosted on G2.com.

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Verified User in Telecommunications
AT
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

The simplicity and value for money you get is unquestionable. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

There isn't anything I dislike (so far that is) Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Just learn how to use it ASAP. Review collected by and hosted on G2.com.

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

As a small, young business we had problems with productivity which were solved when using this service. Review collected by and hosted on G2.com.

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Andrew C.
AC
General Manager
Public Safety
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Workbooks?

The flexibility that we have in tailoring the 'of the shelf' system to match; and strengthen, our business processes.

The ability to have our entire team working 'on the same page'.

As a small company we access Workbooks through Wizard Systems UK, based near Bristol. They have provided excellent development support and have allowed us to adapt the Workbooks platform to mirror our business needs. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Uploading photographs; pdf documents; or CAD drawings, which we like to form part of our quotations and Risk Assessments, is way too difficult.

The look of outgoing documents created within Workbooks gets a 7 out of 10... could do better! Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Take the time to look at what you are trying to achieve and get systems/processes clear before setting the direction/scope of your use/implementation. Review collected by and hosted on G2.com.

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

The main advantage has been the increased transparency of our workflow - it is now very easy for any team member to look up an opportunity and see exactly where we are with the project and who is 'holding the baton' within the team.

Keeping an eye on submission flow; hit ratios; turnaround times; and projected cash flow is simple and a real asset.

We have really thought about what could improve our compliance area, as we are ISO approved, and on many occasions, Workbooks' functionality (or minor development changes to a couple of landing pages) really helps us to record and monitor areas of quality control and corporate compliance. Review collected by and hosted on G2.com.

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Verified User in Music
CM
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

This is an easy to use software once you start using it in a regular

Basis! Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

No real cons. Sometimes

I can’t get it

But that is more of a

Computer issue. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

I give

It

A 8

Out

Of ten. Review collected by and hosted on G2.com.

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

Accounting and record keeping etc. Review collected by and hosted on G2.com.

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Paul H.
PH
Product / Project / Operations Manager
Information Technology and Services
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

The ability to customise input fields to your needs Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Workbooks not have some of the basics right, (i.e case handling) not as goods as other packages. Review collected by and hosted on G2.com.

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

We didn't have a CRM system prior to Workbooks, we now have a centralised customer focus database. Review collected by and hosted on G2.com.

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Verified User in Telecommunications
UT
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Workbooks?

I really liked how fast the support team reasons to emails or problem!a. That usually doesn't happen. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

The search tool can be a little slow but aside from that nothing. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Use the free trial for 30 days and experiment all phases. Review collected by and hosted on G2.com.

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

Workbooks gave me a more global overall view on how all the sales channels are performing. Review collected by and hosted on G2.com.

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