565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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Web browser and start menu interface, the simplicity of report building, and the support and help facility available. Review collected by and hosted on G2.com.
Being unable to move relationships between people automatically. Review collected by and hosted on G2.com.
It's great that you can link your inbox to workbooks - having all relevant emails saved in Workbooks means other people can access them easily as well. Review collected by and hosted on G2.com.
The look and feel isn't great - the icons etc. are a bit small. Review collected by and hosted on G2.com.
The fact that it is cloud based and can be accessed anywhere, anytime which is helpful in meetings if I need to find out client order history there and then Review collected by and hosted on G2.com.
The lag time between different screens and the fact that there is an element of duplicating work when completing a transaction Review collected by and hosted on G2.com.
As no two businesses are the same it is tough to find a CRM solution that can cater for our needs. The great thing about Workbooks is how, with a little scripting knowledge, I was able to construct a database that was user friendly and adapted perfectly to our needs. By adding fields that relate to our business we are now able to produce detailed reports enabling us to give accurate analysis of our workflow. Review collected by and hosted on G2.com.
Certain aspects could be improved. For instance the line item section on sales records has a locked size and it would be great if this could be expandable to more line items could be seen without scrolling through. The email creator is also very basic and reverts to a default font when beginning a new email, which is an issue as we have a company font we use in all our correspondence. Review collected by and hosted on G2.com.
The way workbooks integrates on a multitude of platforms to suit everyone's personal tastes.
With this flexibility you can update the system in real time without the need for lengthy reports to be completed once your day is done on the road. Review collected by and hosted on G2.com.
the platform can sometimes be cumbersome when you don't use the correct software for items such as tablets where only chrome works properly.
the app is also very un-user friendly. Review collected by and hosted on G2.com.
Workbooks has given our business the flexibility it needs in a CRM and has provided great usability for our business. The system is modular by nature and provides great business usage for sales & marketing, product catalogues, business reporting and more. Review collected by and hosted on G2.com.
My only main suggestion would be to allow for greater customization in the PDF template area - changing PDF templates is quite technical by nature in the system and a such requires knowledge of XML. Review collected by and hosted on G2.com.
Workbooks is *very* customizable. We've got custom layouts for certain classes of customers on some forms, automated processes running through the API, even our statements print out in a browser with a PHP plug-in. The entire organisation can see customer history from initial contact through quoting to the sale and later support. Review collected by and hosted on G2.com.
With all the power there is a good deal of complexity. Understanding the workflow that the software was built for can really help. Setup of all the customizations can take a while. Big database changes are throttled, so some bulk updates can take a while. Review collected by and hosted on G2.com.
Clean & easy UI. Simple to find way around the system Review collected by and hosted on G2.com.
Integration with external database is "buggy", and not working as it should, meaning we're not getting full benefot from the system Review collected by and hosted on G2.com.
