565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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We use multiple platforms to manage our business -trading/front office - middle and back office - as such we require a good degree of interconnectivity between these systems and our CRM. the customisable nature of Workbooks not only allows this, but allows us to do it ourselves, which saves time and money in the development of our systems Review collected by and hosted on G2.com.
We can only have two support contacts for free, which means that if we do need help these requests have to go through two people, rather than allowing our department heads more autonomy - I see why Workbooks do this, but it can be frustrating. Review collected by and hosted on G2.com.
Having trialled several in the market place, we chose Workbooks as the layout of the data is easy to understand, plus searching, filtering and reporting are also very simple. The team at Workbooks were very professional and supportive during the migration of our data from our old database and are always fast to respond to any queries we have. Review collected by and hosted on G2.com.
That's a hard one, there are so many features and configs available. In the Transactions tab I would like the view to display some of our custom fields. Review collected by and hosted on G2.com.
Having everything in one place, easy to access data.
Activities help to keep track of diary
Outlook connector works well Review collected by and hosted on G2.com.
Line items not very clear, when adding a number of products you cannot see what you have booked in
Reporting calculations can get very messy and complicated if you have had bespoke line items making reporting very difficult
Importing although quick, if you do not fully understand the make up of an import it is very easy to duplicate
When building your system keep in mind that logs are taken for all emails, phone calls and meetings which takes up configuration time and help/support allotted to you. Review collected by and hosted on G2.com.
Flexible and easy to use, a nice tool for sales and marketing mostly thanks to the integration with different third part softwares. Review collected by and hosted on G2.com.
Synchronization can take long and tasks periodically scheduled can slow down in some situations. Review collected by and hosted on G2.com.
As a sole proprietor I needed an easy, time efficient,user-friendly solution.A solution which provides stock control,easy invoicing and quote generation,and idiot-proof financial summaries,for specified terms.
Workbooks provides me with all of this. Review collected by and hosted on G2.com.
I have not found anything that I dislike about workbooks.The only recommendation,and this is particular to my business,is that I would like to be able to remove products. Review collected by and hosted on G2.com.
The assistance of all workbooks staff, and Alasdair with this query, is always useful...if this is to understand if the question is not able to be solved by me as administrator or if this is something we need to receive a cost before approving work. Also, the fact that Alasdair picked up the phone and called can often solve queries a lot faster instead of via email. This was a big help to me! Review collected by and hosted on G2.com.
Not fully understanding how to create a report with a graoh in workbooks as this woul dhelp me improve my MI. Review collected by and hosted on G2.com.
Workbooks makes it easy to keep track of all of our clients and opportunities, and link these together. The system deals well with clients moving from one job to another, and allows us to keep track of them easily. Review collected by and hosted on G2.com.
The system would benefit from the ability to create supplier orders directly from customer contracts, without having to create a customer invoice first. Review collected by and hosted on G2.com.
We have recently migrated from an Access database to Workbooks and researched many of the main players in the market. At the end of this process we decided to go with Workbooks over SalesForce as Workbooks is very easy to customise and manage ourselves, without having to go through resellers or agents, it does what we want and was good value for money.
So far it has met and bettered our expectations. The support received from our developer (Workbooks employee) has been excellent and he has taken the time to really understand our business and what we need / don't need from a CRM system. The training we've received also means we're confident in making most of the changes we require ourselves.
Although we're only a recent user of Workbooks we have been very very impressed with it flexibility and the insight it gives us into our data both from a new business and also existing client basis. Review collected by and hosted on G2.com.
We're not quite finished with the development process so there are still the odd issue or two being resolved but these are always dealt with quickly. Review collected by and hosted on G2.com.
I love how easy and quick it is to add fields, amend views and customise forms - a real change from our old system! Reporting is great as well, with lots of flexibility. Review collected by and hosted on G2.com.
The way the address box doesn't translate easily to Excel and ends up all on one line... Review collected by and hosted on G2.com.
It makes it very easy to access information on a client relationship that may have developed in bursts over a number of years. The ease of sharing information and emails from Outlook means that anybody in the company can gauge an accurate impression of a client relationship very easily. Review collected by and hosted on G2.com.
There are one or two processes that are overly formulaic - where we have adapted the system to the specific needs of our business there are some workarounds in place that are more frustrating than they need to be. Review collected by and hosted on G2.com.
