Workbooks Reviews & Product Details - Page 40

Workbooks is really intuitive, before I had any training on it I was able to use it with ease. Review collected by and hosted on G2.com.

When we did the data transfer from our old CRM system we did not manage to avoid some duplications...but that may be our fault! Review collected by and hosted on G2.com.

That all aspects of what we do are linked together. Emails are linked to people, organisations and opportunities. On hand support from our Workbooks team (Luke and Peter) has been really individual.

Plus the ability to tailor the whole program and edit how each record looks is really useful. Especially since a lot of this can be done in house. So we can trial different things to see if they work, without having to rack up big bills asking a developer to make the changes for us.

I have been working my way through the workbooks free training too. Review collected by and hosted on G2.com.

The default font of everything is very small. Plus learning Workbooks initially was very tough, as there are so many option and features that at first don't make sense. It would be good to have more structure around some of the bespoke training and perhaps have a guide with screenshots, or something similar. As afterwards we had gone through so much that I couldn't clearly remember exactly what my notes meant.

It can also be quite slow, but that might be down to our server. Review collected by and hosted on G2.com.

I like how quick this is to use. You can also customize anything. Review collected by and hosted on G2.com.

There isn't enough of a focus on contacts. No primary contact just a page with a list of contacts. there should be a primary contact on the organizations landing page. Review collected by and hosted on G2.com.

WB allows for easy customisation with little formal developer knowledge required. The reporting features are powerful and flexible, with the ability to create custom reports quickly and easily. The support service is reliable, fast and friendly.

Workbooks has been easy to configure and we've put it good use straight away. Review collected by and hosted on G2.com.

There isn't anything within the functionality that I do not like. Review collected by and hosted on G2.com.

The system can be used pretty much straight from the box. The linking between objects is automatic and seamless. Very little training is required as the online query system is quite extensive. Review collected by and hosted on G2.com.

I would prefer a system that allowed reports to be generated more easily. Coming from a programming background I find that the constraints on the reporting can cause frustration though I have to admit that a better understanding of HTML would probably make a great difference. Review collected by and hosted on G2.com.

It is very flexible in terms of custom fields and functionality. Many of its features are very simple to understand and use. We mainly use the API to automate procedures and it's been working well so far. Review collected by and hosted on G2.com.

The biggest feature we are missing it the ability to have more control over your database. This would allow us to edit mistakes and make certain changes that just aren't allowed when the database is locked. I do understand that this is mostly likely for security reasons and to prevent the application from crashing, but it would have been nice to see a safe way implemented for this.

Also, customer support on technical questions has not been the best. I've asked multiple times about the failure to filter on multiple with the API, but no response was given by the Dutch correspondent. I have reached out to his supervisor and hopefully, he will resolve the issue. Review collected by and hosted on G2.com.

WB allows for easy customisation with little formal developer knowledge required. The reporting features are powerful and flexible, with the ability to create custom reports quickly and easily. The support service is reliable, fast and friendly.

API capabilities are extensive. Review collected by and hosted on G2.com.

Some types of reports are not possible.

Some users find the UI a bit clunky.

Conditional formatting in reports is not supported. I'd like to replace many accounting documents we have in excel with WB reports but can't reproduce some key excel functionality, e.g. conditional formatting.

Creating complex reports for someone with no previous SQL knowledge could be made easier with more detailed SQL function syntax help. There is some offered but this could be improved. Review collected by and hosted on G2.com.

It's structure is very useful, as is the reporting functionality. Review collected by and hosted on G2.com.

It does take a while to get used to and isn't immediately user friendly, which could definitely be improved. Took a little while and a bit of training to work out how to use it. In addition, we've recently decided to use workbooks for additional functions, which the whole team needed training for. I feel the interface could therefore be improved.

Also, very easy to create duplicates of things if you're not careful. Review collected by and hosted on G2.com.

Ability to open multiple windows and view multiple people at the same time Review collected by and hosted on G2.com.

Issues with importing which means duplication of multiple contacts that are the same Review collected by and hosted on G2.com.

Very straight forward when used for quoting our clients, a great bespoke piece of software.

Ease of access between outlook and workbooks. Review collected by and hosted on G2.com.

Used through a 3rd party source problem solving support isn't all that good, a lot "do this and see what happens". Some window sizes provide difficulty in working but there is probably an option to fix this, where is unknown. Review collected by and hosted on G2.com.