565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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I really like the way in which you have full control and customisation of contact records which is easy to do one you have an understanding of the platform. Review collected by and hosted on G2.com.
I have not come across anything I don't like other than my ability to understand scripts and everything that works in the background. I suppose if I was disliking anything I would maybe suggest that there is a need for a system administrator which if you are a small company which doesn't have an IT dept you could be looking at higher support costs.
Secondly, the structure and formatting of the email templates send from workbooks seems a little odd sometimes to the recipient, but if you structure these in html I don;'t think you'll have an issue. Review collected by and hosted on G2.com.
Desktop appearance makes it easy to navigate. Excel like filters makes it simple for all users to analyse their data. The reporting suite is also very powerful. Everything is just very intuitive to use which is what's needed when you have a team of varied tehnological experience. Review collected by and hosted on G2.com.
Not much I dislike apart from minor things such as when you change the Document Currency - it removes your line items and you have to re-enter them. Review collected by and hosted on G2.com.
As a CRM system I find Workbooks really easy to navigate. The ability to easily classify various client interactions and to set activities has been really useful in helping with following up with clients. Review collected by and hosted on G2.com.
When a contact has moved organisation I find the process of re-categorising them to a different organisation to be a bit clunky. Would be interested to see how Workbooks could make this process faster. Review collected by and hosted on G2.com.
Workbooks can be tailored to fit organisations, it is easy to use (by users) and because it is online, it can be accessed from anywhere. Review collected by and hosted on G2.com.
As an administrator, I find it difficult to get into the bottom of some features in Workbooks. There is not enough info to do everything in-house, so the use of Support is often required. As an administrator, I had to go through a training course, which (I am only finding out now) was nowhere near enough to be able to freely update the layouts and use Workbooks to its full potential. Every time a user has a suggestion, it can take a while to figure the solution out. Even though Keith has been very helpful and tries his best to help us, I wish I had a better training and understanding of Workbooks to be able to solve the issues my organisation has by myself. Review collected by and hosted on G2.com.
I like the way the system is very 'open' and can be tailored specifically for our needs and uses. I also love the way that it's being constantly updated and all ideas from customers are reviewed. Often pitfalls of the system will be resolved and worked on for a future release! Review collected by and hosted on G2.com.
How there is no voice mail on there phone system and often when i call the phone get's shut of and i have to ring back. I do get an answer and dealt with swiftly but its annoying! Review collected by and hosted on G2.com.
It is so easy to navigate around. The layout and functionality is similar to a Windows desktop which makes it very user friendly. Review collected by and hosted on G2.com.
When we have a due date for completion on an activity or case - there is no automated reminder. Review collected by and hosted on G2.com.
The fact you have a clear staging process is brilliant, This helps us a company to keep track of every individual and their bespoke situations. Review collected by and hosted on G2.com.
The fact we never found workbooks sooner! Review collected by and hosted on G2.com.
I particularly like the reporting tools, sales process and speed of the system. The heaviest use of the CRM system for me is the Pipeline tracking, the reporting on this and closed business and the lead to order process and through to Invoicing. It certainly makes the speed of the quotation process fast and Dynamic, but most of all keep it looking professional. Review collected by and hosted on G2.com.
limitations on quotations and the regimented way in which you need to produce the quote or proposal in a formatted way. Therefore there would be elements I would change here. Personally, it you have the ability to design a template on the system, this would be very useful. Review collected by and hosted on G2.com.
