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Workbooks Reviews & Product Details - Page 34

Workbooks Overview

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
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:

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...
Verified User
C
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Development"
Workbooks.com convenience of use and constant availability
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...
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

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
.

Official Interactive Demo

Workbooks demo available

Try an interactive demo created by the software seller (right here on G2).
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Have you used Workbooks before?
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565 Workbooks Reviews

4.2 out of 5
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565 Workbooks Reviews
4.2 out of 5
565 Workbooks Reviews
4.2 out of 5

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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G2 reviews are authentic and verified.
Verified User in Food & Beverages
AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Workbooks?

The ability to find diverse options

The computer program offers diverse options Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Most of the options are good. Nothing to complain Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Try Review collected by and hosted on G2.com.

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

IT solutions

Great potential Review collected by and hosted on G2.com.

Andy R.
AR
Co-founder and Director
Marketing and Advertising
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Workbooks?

The product is really easy to use and the support team are exceptional. Workbooks offers excellent value and has helped improve the efficiency of our business . Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Happy with all features we currently use at IPS although there is much capability/functionality we need to get into! Review collected by and hosted on G2.com.

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

Helps our business massively by keeping on top of all opportunities and sales processes all in one place. Review collected by and hosted on G2.com.

Verified User in Education Management
AE
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

Response to queries is prompt and followed up efficiently but without any pressure. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Some functionality within the system makes it complicated to use for our product, but some of this is due to the way we had set it up. Review collected by and hosted on G2.com.

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

We are making our record more concise so that we can market more appropriately and better track our existing customers. Review collected by and hosted on G2.com.

Sarah P.
SP
Brand and Communications Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Workbooks?

Great functionality, reporting, ability to integrate the CRM data to create marketing campaigns and integrate with API key to my chosen e-marketing platform. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

My main dislike is that I'd like to have a better understanding of the Reporting function. There is a great help section / Knowledge Base which I use to dip in and out of to find answers and if I don't have any joy there I will contact the support team who provide help and guidance. Review collected by and hosted on G2.com.

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

I use WorkBooks to integrate my Marketing Campaigns to Mailchimp which works well for me. Any teething problems I have had have been resolved in a timely manner by a very dedicated team in technical support who are always happy to help. Review collected by and hosted on G2.com.

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

Its just ao fast quick and efficient.

I found it super easy and even fun to use Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

There was a small amount of condusion and dispair at the beginning Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Go for it ! Review collected by and hosted on G2.com.

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

I now know research is key to ones successe in the business world.

Alsotaught me how to be more organized Review collected by and hosted on G2.com.

Karl L.
KL
IT Manager
Leisure, Travel & Tourism
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Workbooks?

The flexibility of the product, and the options that this flexibility offers for different use cases across a wide range of business requirements. You could just use it straight out of the box or you can, as in our case, custom configure many different aspects of the UI including automating parts of your business process or integrating the CRM with other systems via the API.

As a system admin I really like the fact that Workbooks allows you to be very hands-on in terms of the configuration and automation options available within the product. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

There's not a lot to dislike. There can be bugs on occasion, though the Support Team are always super helpful and issues tend to get resolved quickly. We did have some problems initially but these mostly stemmed from integrating the CRM with a bespoke web-application via the Workbooks API. If there was any criticism of Workbooks in this regard it would be around the documentation and training with regards to development when using the API - though this has since been addressed and Workbooks now have a developer training course available for this very purpose. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Don't try to do too much at once. If your implementation plan allows I'd recommended taking a phased approach - start off with some core configuration and build out from there. In retrospect we perhaps tried to implement far too much in very challenging timescales. The fact that Workbooks does allow you to create a highly customised and integrated system makes it tempting to implement a complete solution at go live when this may not necessarily be the best approach. Review collected by and hosted on G2.com.

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

We were basically looking to migrate our entire end to end business process from various disparate systems and applications into one single system. We've been Workbooks customers for a yea and a half and using the system live for about a year; due to the cyclical nature of our business we've not managed an entire 'cycle' within the system as yet so as yet have not realised all of the intended benefits (e.g. post-cycle reporting and analysis) but have certainly realised benefits such as increased visibility across the piece and more integrated workflows. Review collected by and hosted on G2.com.

Annelies J.
AJ
Business Manager
Education Management
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Workbooks?

WorkBooks is a great tool to use for collating and recording interactions with employers. We had a little bit of trouble reporting but the customer service desk was amazing at assisting us to resolve the issues. They offered step-by-step advice and follow up support to ensure we could report effectively moving forward. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I feel it is good system and pretty flexible to our needs. Review collected by and hosted on G2.com.

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

Consistency of communication, reporting and compliance of users. Review collected by and hosted on G2.com.

Verified User in Pharmaceuticals
CP
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Workbooks?

Would recommend workbooks simply because of how easy the site is to use Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

There isn't anything that I would say that I dislike Review collected by and hosted on G2.com.

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

Not applicable Review collected by and hosted on G2.com.

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

The ease of use and functionality. This makes it simple to explain to team members and also to train new employees. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I would prefer more options to customize certain data for special cases. Review collected by and hosted on G2.com.

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

Surveying production and losses is much easier with this application because it allows you to input relevant data while still being broad enough to appeal to a variety of cases. Review collected by and hosted on G2.com.

Verified User in Logistics and Supply Chain
CL
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Workbooks?

It's fast and easy going easy to use for all team Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Nothing really it was easy to use for all team members Review collected by and hosted on G2.com.

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

Teamw5 Review collected by and hosted on G2.com.