565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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Easy to use structure allows linking of individuals with organisations and helps eliminate duplicate records. Love the functionality of leaving notes on contacts as this allows all users to quickly read recent contact. Great support available. Review collected by and hosted on G2.com.
Not much - support is so good! Takes time to learn how best to use the system Review collected by and hosted on G2.com.
The ease with which we have been able to customize the solution to fit our sales and marketing process. The System Administrator training was comprehensive and support has been excellent throughout. Review collected by and hosted on G2.com.
Creating and sharing reports could probably be easier. Contact level segmentation of data based on attributes held at Organisational level is not as easy as I would like. Review collected by and hosted on G2.com.
straight-forward and accessible design. Easy to navigate and get to grips with but also to improve upon. Review collected by and hosted on G2.com.
slow speed, lacking auto-fill functionality in certain areas and auto-update of relevant boxes when updating. Review collected by and hosted on G2.com.
Workbooks is quick to navigate around as the interface is based on Windows. The first time you use it, it's obvious where to find stuff. Review collected by and hosted on G2.com.
Reporting is trickier to learn. More standard reports with the product would be better. Review collected by and hosted on G2.com.
If i have issues or are stuck in any element of workbooks the customer service team are always happy to help. Review collected by and hosted on G2.com.
Lots of features i know nothing about.... Review collected by and hosted on G2.com.
Simple to set up and has revolutionised my business operations and made B2B marketing simple Review collected by and hosted on G2.com.
Integration to web is hard, but not impossible, ideally would like a solution that allows customers to update their own contact information or payment details. Review collected by and hosted on G2.com.
Trail of communications. Handy being able to see all email trail from the start of a case. Review collected by and hosted on G2.com.
Having to manually add references. This is a little annoying, if this could be automated somehow, would save the annoyance of duplicating cases. Review collected by and hosted on G2.com.
With previous CRM's we have been restricted in expanding or enhancing the system for future needs. Workbooks allows us to completely customise the user interface and with our SAGE integration build reports and dashboards to help focus the salesteam be more productive Review collected by and hosted on G2.com.
The only negative is sometime bandwidth restraints cause the platform to run slowly, this is down to infrastructure rather than Workbooks itself Review collected by and hosted on G2.com.
The Windows' style menus make it easy to find your way around. It is very intuitive and really helps with my marketing and sales day planning.
I regularly access some dashboards that tell me about sales and business performance in realtime. Review collected by and hosted on G2.com.
To get the best out of the system you need to put a lot of effort in, however this is the same for every CRM and workbooks is much easier to work with than other systems I have previously used. Review collected by and hosted on G2.com.
