Workbooks
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4.2 out of 5 stars
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Workbooks Reviews & Product Details - Page 43

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Workbooks Overview

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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
Discussions
Workbooks Community
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
2,835 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.

FD
Overview Provided by:
Faizah Din

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...
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Verified User
C
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Development"
Workbooks.com convenience of use and constant availability
Read more
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...
Read more

Workbooks Pricing

Free
Free
CRM Core
£25.00
Business Core
£55.00
Events Core
£125.00
See all 4 Workbooks pricing levels
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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
.
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Official Interactive Demo

Workbooks demo available

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565 Workbooks Reviews

4.2 out of 5
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565 Workbooks Reviews
4.2 out of 5
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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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Martin C.
MC
Sales and Marketing Director
Mechanical or Industrial Engineering
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Workbooks?

ease of use and very easy user take up and adoption Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Nothing really to mention ... at present Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

ease of use, simple, local support, flexible. Review collected by and hosted on G2.com.

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

Dramatic improvement in visibility of sales projects, customers, applications, on a global; scale for the first time. Review collected by and hosted on G2.com.

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Verified User in Online Media
UO
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

It is easy to use and the personalized views allow me to have my lists always ready Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It is not easy to find the Qualified Out contacts Review collected by and hosted on G2.com.

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

It helps a lot with following up sales and calls Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
AI
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Organic
What do you like best about Workbooks?

It's great that it is online based. Easy functionality. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

When using is very slow, the clicks take a long time to process and orders can take time to process. Review collected by and hosted on G2.com.

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

It is great for compiling reports. Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Organic
(Original )Information
What do you like best about Workbooks?

It’s easy to migrate to and to get started and really easy to use and navigate. I found getting emails and details in after calls and meetings simple and quick and reporting something I could do myself without asking for a specialist to help. The Outlook integration is slick and simple and the included email Dropbox works simply when on other devices. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Would like a native mobile App, although the current web mobile version works fine. I hear the mobile app is out now in a few months anyways.

Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Give Workbooks a try when looking at a CRM, its so easy to use compared to others and quick. For a user much better than Salesforce Review collected by and hosted on G2.com.

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

The marketing department wanted to be able to see where leads were coming from, and be able to easily track them through their life cycle. We wanted to be able to see where the leads that were being converted were coming from so we could adapt our marketing strategy.

the sales team needed to be able to easily track their leads and opportunities more easily, and make it easier for management to see the sales pipeline. Review collected by and hosted on G2.com.

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Verified User in Staffing and Recruiting
US
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

Very easy to use and intuitive so quick to pick up how to use it Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Not enough time to find out about all its functionality. Also the Email Connector plug in does not work on my PC but does on the other users! Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Great for ease of use, easy set up and availability anywhere on the cloud Review collected by and hosted on G2.com.

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

Keeping track of multiple contacts/conversations within prospect and client companies Review collected by and hosted on G2.com.

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Verified User in Computer Software
CC
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

ease of use, and works through the cloud Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

sometimes screen feels clunky and does not seem to run smoothly. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Needs to be well planned to support your business Review collected by and hosted on G2.com.

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

na Review collected by and hosted on G2.com.

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Verified User in Marketing and Advertising
UM
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

I like how it has been tailored to our business. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Measuring ROI is quite hard with the marketing functions. Review collected by and hosted on G2.com.

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

Easy and clear to track orders and users. Review collected by and hosted on G2.com.

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Verified User in Human Resources
UH
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

The ability to store client information and access it online anywhere. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

The issues that we have had with the integration between workbooks and MailChimp. Review collected by and hosted on G2.com.

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

Customer leads. Analytics from campaigns. Review collected by and hosted on G2.com.

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Verified User in Market Research
UM
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Workbooks?

It is an efficient means of managing my daily tasks and workload and overseeing the work my team has to do on a daily and longer term basis. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I think the process of taking out projects and invoicing could be simplified. Review collected by and hosted on G2.com.

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

We work on lots of different projects and therefore keeping track of the range of tasks, both large and small, can be difficult. For example, if someone is on leave or off ill there is a risk that things will be missed. Workbooks provides a platform within which all key information can be stored and monitored which makes project management far more streamlined. Review collected by and hosted on G2.com.

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Zoe H.
ZH
Marketing Communications Manager
Computer Software
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Workbooks?

I've recently started really getting to grips with our Workbooks CRM system and I love how powerful it is. Filtering in particular is very powerful, as is the many different reports and views you can save. We also invested some time in bespoke training from Workbooks for some of our team and they really enjoyed it! Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

There is so much choice that it can take a bit of training in order to fully understand all of the system's capabilities, but this is time spent well. Once you have it set up in a way that your organisation wants to use it it works well. We've tailored the system towards what our organisation needs and have found it useful across all departments. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Do invest in some training with Workbooks - you'll find a whole range of shortcuts and interesting features that are helpful to your organisation. The team can also help to advise how to tailor the system towards what you need. Reporting tools are really powerful, particularly from a Sales and Marketing and a Management Point of View. Review collected by and hosted on G2.com.

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

Managing our sales pipeline and leads coming in, as well as looking at how to better measure our marketing performance. There are many benefits, particularly if you can get everyone to use the system regularly and in the same way. For e.g. being able to produce reports and drill down to stats with a few clicks of a button. As a marketer I also like how quickly we can produce and export targeted marketing lists for our various email marketing programmes. Review collected by and hosted on G2.com.

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