565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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I like that there are links to help and videos. I also like that although slightly complicated a non-IT qualified person can get stuck into it. Review collected by and hosted on G2.com.
Setting up templates is not easy. Always having to go into HTML to ensure the formatting has not changed. i.e. the font, size etc.
When editing a template, looking at it on screen sometimes looks totally different to when you use the template.
I also have had difficulty in setting up signatures so they do not appear huge. As we don't have fancy arty software at work, when I try to reduce the size using standard Microsoft software, the signatures are blurry. Review collected by and hosted on G2.com.
Ease of use. Ability to link emails and documents to people. A variety of activity choices. We also like the new function of adding an additional email to record Review collected by and hosted on G2.com.
Sometimes in the report function, if you have too man y columns they can't all appear on the screen.
For our own company we need a more reliable relationship with Event HQ and Workbooks. Review collected by and hosted on G2.com.
I have found Workbooks to be a reliable, no nonsense product with pretty strong customisation options. Where the company excels, in my opinion, is the support team which due to an integration project with HubSpot, has taken a huge number of calls from me in the past weeks on a range of different issues.
The issues are always dealt with quickly and where an issue has not been resolved, a suitable work around has been provided which has not affected our company processes. That and the fact it is a UK based support team does make that difference.
As a non administrator, Workbooks is intuitive and easy to navigate. As an admin, it has strong customisation and potential integration options. Review collected by and hosted on G2.com.
I have found that more detailed integration with HubSpot has been an issue. The integration stops at the sales lead stage and as Workbooks closes leads once converted, you essentially lose any further connection between what is now an Opportunity / Person and the HubSpot contact.
In using a product like HubSpot and the versatility it has, it has shown that links and dependencies between Workbooks fields could be more 'user friendly' for non-developers and that record customisation options and form layouts could be more intuitive.
The integration to HubSpot could have more depth in terms of what information passes from HubSpot into which Workbooks records. Review collected by and hosted on G2.com.
As someone with not a lot of computer experience, I find this program very user-friendly and efficient. Review collected by and hosted on G2.com.
Sometimes cumbersome- a lot of features I don't use. Review collected by and hosted on G2.com.
Easy to use, comprehensive system, we mostly use it for Lead Management and it has helped our business maintain customer information and lead capture - with the availability of an abundance of other CRM tools Review collected by and hosted on G2.com.
There's really not a lot to dislike about this product as it provides all CRM tools Review collected by and hosted on G2.com.
The performance of the system in particular, ease of data management and the integrations with mail clients. Review collected by and hosted on G2.com.
The layout and interface is slightly dated and could do with being modernised, but understandably this is challenging for a system as sophisticated as Workbooks. Review collected by and hosted on G2.com.
I was one of the first people in the business to use Workbooks and I found it easy to learn, it is easy to adapt all the information required Review collected by and hosted on G2.com.
There is nothing I dislike as I get everything I need Review collected by and hosted on G2.com.
The ease of searching for information, and being able to filter down by specific types of records really helps save time as part of my role. Workbooks, is easy to use, and the online resources are very helpful, and give you a good overview of how the CRM system works. The report section is so useful and is a nice way to present information to colleges. Review collected by and hosted on G2.com.
There isnt a huge amount to dislike, there are the occasional bugs, which can be frustrating, however the support team will always look into the issues for us in a timely manner.
There were, and with any new data systems, some migration problems,but we managed to work together with workbooks to find the best solution. Review collected by and hosted on G2.com.
