565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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It is very comprehensive - I am able to do anything and everything for my reports. Review collected by and hosted on G2.com.
There's a lot of features that have been untouched due to the amount of options I have. Review collected by and hosted on G2.com.
The look and layout of the CRM is easy to use, the functions are great. All in all a great CRM package Review collected by and hosted on G2.com.
The only thing is the switching between multiple windows being open, if there was a keyboard shortcut to help this then that would be great Review collected by and hosted on G2.com.
Workbooks has been the perfect tool for organising our client and customer information. Now that we have all of our information in one, easily accessible database, we are assured that everyone within the business is viewing the most current and updated version. Not only this, but as we have been recently wanting to increase our number of clients, it has proved perfect for organising mailshot campaigns. This can also work alongside Mailchimp, a third party company that specialises in mailshot building and post mail reports. We've been able to connect more with the people who love to see what we're are doing in the company, and therefore building those all important relationships. Review collected by and hosted on G2.com.
I found the learning curve a little steep, and occasionally thought that certain options and configurations were not made clear. Though as soon as you dedicate enough time learning the software it's a breeze to use. Review collected by and hosted on G2.com.
I like the way it looks, quite a pleasant interface when you first open it.
It is relatively easy to use. When entering client/contact details it is highlighted which areas you need to fill in to complete your entry.
The campaign tool is very useful for marketing external and even internal events. We are able to ensure that our marketing campaigns reach out to all our clients, prospects and contacts. I am also able to use this for internal events which saves having to set up a new email group every time I need to send an update on an event. Review collected by and hosted on G2.com.
It doesn't search by word parts. I have to type in exactly what I want, so I am unsure on the full name of a campaign it is difficult to find. I have not been using this long though so its possible that there is a better way to search and I am not yet aware of it. Review collected by and hosted on G2.com.
After reviewing a number of CRM systems we chose workbooks due to the ease of implementation to our business. Being cloud based we didn't need any additional servers or software on our machines. The customisation was a breeze and allowed us to turn on and off as many features as we needed for our business and was essentially up and running in a matter of hours. Being cloud based we can access it anywhere. Review collected by and hosted on G2.com.
The mobile version is a little limiting and maybe a dedicated app would work better. There are also only a select few emarketing systems which worksbooks integrates with but maybe this will increase in the future. Templates can also be an issue as if you have a number set up any changes have to be replicated in all of them but is easy once you have edited a few. Review collected by and hosted on G2.com.
Workbooks has really integrated well into our business and has allowed us to easily and quickly capture our notes and actions when support our customers.
We utilise the CASE and CONTRACT Management components of Workbooks but the best component for me is the Outlook Connector. This simplifies the way I can save all email correspondance that comes into the business into one central database, for all of my staff to view and respond to. Review collected by and hosted on G2.com.
It would be great to see some further development into the Smart Phone or Tablet app for Workbooks, as this would help us gain access to more information when we are out and about. There are some good features on the browser that could work well for us if they came across into the Smart APP. Review collected by and hosted on G2.com.
This product is great because it helped with Foreign Currency and Exchange Rates. I has a great ticket assignment system. Review collected by and hosted on G2.com.
The small minimal bugs can happen but the support system is great. Review collected by and hosted on G2.com.
The ease of functionality and organisation I can have on the product. I also like the lists I can watch and filters to segment data. Review collected by and hosted on G2.com.
Once I have completed an order form, I cannot go back and edit anything I have to do a whole new form. This means I can waste time and it becomes difficult to see which orders are live and which are cancelled Review collected by and hosted on G2.com.
The layout, structure and the fact it can be edited to our requirements.. It is very user friendly, and this makes it a joy to use! Oh and it helps that you have a kind of Windows vibe with the desktop they provide. Review collected by and hosted on G2.com.
We have come across a few bugs, which have been noted and reported. But that would be the most hated things about Workbooks. Review collected by and hosted on G2.com.
