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Workbooks Reviews & Product Details - Page 4

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.


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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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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.
CO
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Workbooks?

The way that you can share your progress of tasks, opportunities and company info with your fellow colleagues on shared platform. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

The least helpful thing on Workbooks is the search engine as sometimes not all entries come up such as tasks despite typing in a part of the title. Review collected by and hosted on G2.com.

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

It helps me solve any organisation issues that our team has through the tracking of opportunities and tasks. Review collected by and hosted on G2.com.

KB
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Workbooks?

Workbooks is laid out in a really clean format which allows me to see everything that'd going on at once without the clutter. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

My only dislike is how little I know about using workbooks. Review collected by and hosted on G2.com.

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

I'm able to see where my team has got to with select jobs without having to ask them, allowing us to pick up from where eachother left off with ease. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

Hi Kieran. Thanks for submitting a 5* review for Workbooks. We're very glad to hear you like it.

If you'd like to know more about the platform and how to use it, we'd love to see you on a training course. In the meantime, do have a look at our Knowledge Base: https://www.workbooks.com/help and also at our online training videos: https://www.workbooks.com/help/training.

We hope you continue to enjoy using Workbooks and getting benefit from it.

See how Workbooks improved
CM
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Workbooks?

The schedule is fairly easy to use and the interface is simple. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Inputting details of shutters is a little long-winded and sometimes difficult to follow; the data input should have collapsable boxes to certain group types of data together, for example, being able to expand a section to add Trim or Battens instead of having all options continuously open. Review collected by and hosted on G2.com.

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

Not really sure it solves problems for me personally, it benefits me as its a simple system to use while on the go, the office can update items in real time for me to access while in customers homes or in my van. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

Hi Craig. Thanks for taking the time to submit a review of the Workbooks platform, which we appreciate. I'm glad to learn that you find the interface simply and easy to use, although note your feedback regarding entering details of shutters. I'd recommend that you speak to your System Administrator who is able to modify the layout of screens if it's agreed that changing them would make data entry easier for you and your colleagues.

KB
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Workbooks?

It allows me to organise my day and easily see what stage each of my tasks are at, with just a glance. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Nothing I can think of, from what I can tell it does everything. Review collected by and hosted on G2.com.

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

Organising workloads into substages allows me to plan my day based on the importance of the tasks, which in turn enables me to be more efficient. Review collected by and hosted on G2.com.

Harsha S.
HS
Sr Interior Designer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Thank You page
What do you like best about Workbooks?

Workbooks as a data analyst helps to enter and create pivot with fixation of categories Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

nothing as such to mention on the board. Review collected by and hosted on G2.com.

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

to create data visualization Review collected by and hosted on G2.com.

IR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Workbooks?

Helps different teams collaborate and keep track of various bookings & clients Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Doesn't update in real-time so sometimes when other people make changes to sheets I have to reload and lose any comments or amends I was making Review collected by and hosted on G2.com.

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

Managing bookings, collaboration between teams Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

Hi Isabel. Thank you for submitting a Workbooks review. It's good to hear you say that it improves your day to day work.

In respect of losing changes you've made, Workbooks does update real time and there might be some changes we could advise on that would remove the issues you're experiencing. I'd recommend that you have a chat with your Workbooks Authorised Support Contact and ask them to raise this with our support team (support@workbooks.com) to see if we can improve the situation for you.

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

It is a great instrument to create Reports and Dashboards that give you knowledge of your Case KPIs. Understanding your client care execution will assist you with pursuing the ideal choices - eventually expanding consumer loyalty. It gives a more top to bottom glance at your clients so they don't escape everyone's notice. The usability and the option to explore the framework are exceptionally helpful. The degree of writing about exercises, amazing open doors, existing client data and deals figures. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

There are little components that I might want to change yet these aren't large changes. It is somewhat off-kilter attempting to choose different exercises other than separating down to the specific subtleties you really want yet in the event that you had the option to utilize a check box and simply select the exercises you needed to change I feel this could be a decent expansion. Review collected by and hosted on G2.com.

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

Making more potential customer age — open information which takes care of through to the executives revealing and technique. Robotization of cycles that were already manual. Review collected by and hosted on G2.com.

GH
CRM System Consultant
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

Arjun is very good at understanding our support requirements - and if he can't help us straight away, he will come back quickly with a solution. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It is frustrating when a support call is picked up by the online assistance team, who have to take details and create a support ticket Review collected by and hosted on G2.com.

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

I often need help with report criteria/formula. Arjun is very good at working out the correct formula to make our reports work. Review collected by and hosted on G2.com.

Stuart L.
SL
Business Development Executive
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Workbooks?

I do like how Workbooks manages our activities and allows for continued and well-time managed client management. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I think that the system could definitely more streamlined and more straightforward to use Review collected by and hosted on G2.com.

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

It is solving all of my client relations Review collected by and hosted on G2.com.

WN
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Workbooks?

The user support is fantastic, never really had an issue that hasnt been solved. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Cant really think of anything negative...very useful business tool. Review collected by and hosted on G2.com.

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

it helps us put all CRM data together along with sales performance. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

Hi Wade. We're glad to hear that Workbooks is able to provide everything you need to help you with your job and that you're getting all the support you need.

I know that your system has been configured especially to support the type of business you're in so there will be some processes and workflows that aren't standard but if you ever need any general guidance, I'd recommend checking our Knowledge Base: https://www.workbooks.com/knowledge_base