565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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I like the flexibility of this CRM system as it is customizable. I also enjoy their availability Review collected by and hosted on G2.com.
The API insertion is something that has been challenging for us because of cost & complexity. Review collected by and hosted on G2.com.
I love how convenient this product is, and how easy it is for people who are new business managers to navigate through it. i like that i am able to save invoices and send frOm this program. Review collected by and hosted on G2.com.
I dislike that often times i am unable to find things tjat i try to save, and sometimes when i try to email the email appears differently to the person recieving the email then the way it appears to me (the sender). Review collected by and hosted on G2.com.
The reporting tools offer a great insight into all areas of the business and so much can be done with them if the time is taken to set them up correctly.
The support staff are always very friendly and helpful if you have any problems or queries and the online forums, videos and FAQ are a great tool, especially for new starters to the business, We now include the training videos as part of their induction.
The automated processes save so much resource and are constantly being improved upon the more we get to know the system. Review collected by and hosted on G2.com.
Our system is very slow at times, however we are aware that this is being looked into in order to help speed it up for our day to day use.
There are certain items even the admin user does not have the power to do e.g. delete contracts. This would be really useful as not being able to do this can make our figures appear incorrectly. Review collected by and hosted on G2.com.
Customization at a high level if fully utilized! Ability to COPY records is seamless and scripting available to automate almost anything you can dream up. Price point is favorable although a strong move would be to allow monthly payment plans to compete not only on price point alone but also cash flow wise for small to medium size businesses. Helps with customer to vendor loyalty- and could be used as a talking point for your sales team to increase your conversions for those on edge about moving to Workbooks CRM. Review collected by and hosted on G2.com.
You view tasks, check multiple and bulk update them. Widely available on other much less sophisticated CRM Software's. (i.e. if I and viewing all of today's tasks and I want to select 7 of the 30 tasks to bulk update the due date ahead two days I have to open each of them to do so...) Review collected by and hosted on G2.com.
I really love the simplicity of such a complex programme. It's very easy to use and navigate around.
It's very useful that this sort of programme can easily integrate with softwares such as Sage and that you can send emails through it.
Workbooks' marketing integration (reports and the like) are also very useful. Review collected by and hosted on G2.com.
I don't enjoy the length of time it can take to load up new screens - although that might just be our computers. Review collected by and hosted on G2.com.
Workbooks has been very intuitive. I did not receive any training before using it; however, I have hadn't had much difficulty using Workbooks. If I do not know how to do something, the help feature gives detailed and clear instructions on how complete a task. The few times I have had issues, the workbooks support has emailed back within 12 hours with an answer or solution. We did not purchase a support plan, but when we were having serious login and functional problems, our personal support representative gave us a call and worked with us until it was up and running again. Review collected by and hosted on G2.com.
I don't have any major complaints. There are a few features I updated, but I think it is just personal preference. Review collected by and hosted on G2.com.
Workbooks is really easy to use, less complicated than the last CRM software I used. Integration with Outlook has been really useful.. Review collected by and hosted on G2.com.
Took me longer to adopt this software and found learning a bit slow but it could be our internal issue . After overcoming initial hurdles its really easy to use. Review collected by and hosted on G2.com.
