565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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Workbooks is simple and intuitive to use for the most part of the system and all of the support is fantastic. We needed very little training in getting key staff members up and running with basic functions. Review collected by and hosted on G2.com.
The reporting functions and importing functions are difficult to get to grips with and the reporting dashboards are not brilliant. Review collected by and hosted on G2.com.
Ease of use; simplicity of updates and reporting. Review collected by and hosted on G2.com.
No ability to 'template' entries for new products - must enter line by line
No shortcuts for order entry. Review collected by and hosted on G2.com.
The GUI for Workbooks is incredibly user friendly. The system is easy to customize and doesn't require a robust IT staff to do so. Workbooks has allowed us to combine the separate instances we had on Salesforce for account mangagement and sales into one system, at at a very reasonable price; we were able to double our users for the same price we were paying Salesforce. Review collected by and hosted on G2.com.
The system can be a bit buggy at times. From a user perspective, these bugs are probably minimal, but as a system administrator the bugs can sometimes be a setback from a time management standpoint. However, beggars can't be choosers, and I will accept these minor glitches if it means not having to go back to our old CRM! Review collected by and hosted on G2.com.
Ease of use, the ability to give different users a custom layout of a record type so that one groups needs don’t impact on another’s usability, and also the scheduled reporting added last year is so helpful. Review collected by and hosted on G2.com.
Nothing, it really is a great solution that helps Accounting Practices maximise their relationships. Review collected by and hosted on G2.com.
It is completely adaptable to suit our business needs.
Love the new calendar option Review collected by and hosted on G2.com.
There are a lot of click to finally get to the information you need Review collected by and hosted on G2.com.
Workbooks is a fantastic way of us being able track our marketing leads. , providing the opportunity to upsell other services. Most of our users have complimented the system's ease of use. Review collected by and hosted on G2.com.
Nothing specific although it has been a challenge to integrate a CRM system into our existing working practices & processes & sharing data with our main management information system has been a challenge. We're hoping to work with Workbooks & our MIS vendor to allow the two systems to share data automatically. The initial user training probably needs to be increased too. Review collected by and hosted on G2.com.
Highly customisable interface, 'Windows' style menus make it fairly easy to find your way around. Haven't been able to find such a customisable CRM that suited our needs - and I've tested many others!
Allows you to send 'no-frills' emails that are more likely to get read than the fancy, image-laden emails that other mailer softwares force you to send!
Extensive reporting, although fiddly to get your head round how to use it. Review collected by and hosted on G2.com.
Pricing is pretty steep for SMEs to cope with.. wish there was a slightly more affordable pricing structure so we could have more users.
The different aspects and menus within Workbooks can become like Russian dolls - particularly when sending mailshots (you have to create a campaign, which houses the mailshots, which houses the template for the email.. and so on). Can be very confusing if you have too many windows open so the processes could be a bit more guided.
Takes a long time to get used to using it.. online support and guides could be better and more step-by-step. I made my own manual to sending mailshots within Workbooks - 59 pages long - which shows how complicated the process is!
Having said that, once you're used to it, I don't believe there is another better alternative to Goldmine out there. not that I've found anyway. Review collected by and hosted on G2.com.
I've used most of the well known CRMs and I find WorkBooks to be one of the easiest to use. And it doesn't need loads of consulting work to configure it to suit your environment. Review collected by and hosted on G2.com.
Not quite as many integrated apps available as SalesForce, but much more cost effective. Review collected by and hosted on G2.com.
The user interface is far easier than others we have experienced. The system is very flexible and far more easier to work with than other CRM's out there that tend to more complex and time consuming. Add in the fact that the consultants are knowledgable, friendly and professional and it makes it a winning product for us! Review collected by and hosted on G2.com.
I have no criticism here. This is a good product to work with Review collected by and hosted on G2.com.
