565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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The ability to tailor the CRM system to your requirements - significantly more flexible than other software Review collected by and hosted on G2.com.
Sometimes it is difficult to convey the process that needs to be programmed to the team to meet our business needs Review collected by and hosted on G2.com.
Easy to navigate
Activities help to keep track of diary
Outlook connector works well
Great to keep track of open opportunities Review collected by and hosted on G2.com.
That fact it doesn't pick up duplicates Review collected by and hosted on G2.com.
Flexibility- we use the system for all quoting right through to issuing purchase orders and invoices. Also tracking our pipeline and other classic CRM functions Review collected by and hosted on G2.com.
Very difficult to think of anything at all! Review collected by and hosted on G2.com.
After researching several CRMs, we decided to go with Workbooks. The team at Workbooks was great to work with. They didn't spend their time selling us a CRM, instead they tried to understand our business. One of our biggest fear was the difficulty of migrating our data. We knew that the process won't be easy. The Workbooks team understood this and worked with us in making the transition smooth. As a result, we are now using a CRM that is easy and intuitive to use. We also were able to customize it easily to support our needs. Review collected by and hosted on G2.com.
Not everyone enjoys change so team member buy-in was slow. The email interface can be better. Review collected by and hosted on G2.com.
user-friendly interface
flexible customization (predefined scripts, which could be simply customized)
mobile CRM access
email-to-Workbook feature
email-to-Case feature
extend main contact information by additional
Review collected by and hosted on G2.com.
I miss custom object, which I would use to integrate additional process
Multi-languages support Review collected by and hosted on G2.com.
It's easy to customize, accessible on multiple devices, the cost is low especially with multiple users, and the layout is appealing. Tech support responds within 24 hours (I'm across the seas)I Review collected by and hosted on G2.com.
Nothing really at this point. I'm still fairly new to the software and there are a lot of features I haven't touched yet. Primary tech support is overseas in Europe but they have a contact here in the US available during daytime hours to assist. Review collected by and hosted on G2.com.
The Workbooks team is great to work with. Always helpful and happy to assist with any issues. Also, the knowledge base is a fantastic feature. Review collected by and hosted on G2.com.
Sometimes Workbooks is not very intuitive from an administrator's point of view. Review collected by and hosted on G2.com.
The reporting functions are incredibly easy to use which means I can keep my managers happy and I have more time to do my day job of calling customers.
It is online so i can access it anywhere, from any computer allowing me to easily import orders while visiting customers or away at trade fairs. Review collected by and hosted on G2.com.
As orders are entered by product code it can be a bit time consuming to add orders. It certainly makes it very hard to place an order while on the phone to a client. Review collected by and hosted on G2.com.
