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Workbooks Reviews & Product Details - Page 8

Workbooks Overview

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
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
2,841 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:

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...
Verified User
C
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Development"
Workbooks.com convenience of use and constant availability
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...
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

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
.

Official Interactive Demo

Workbooks demo available

Try an interactive demo created by the software seller (right here on G2).
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Have you used Workbooks before?
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565 Workbooks Reviews

4.2 out of 5
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565 Workbooks Reviews
4.2 out of 5
565 Workbooks Reviews
4.2 out of 5

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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G2 reviews are authentic and verified.
Ryan M.
RM
Production Assistant
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Workbooks?

It is a very easy to use and simple to grasp system. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

An application for mobile devices would be extremely useful. Review collected by and hosted on G2.com.

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

The ability to track, manage and access remotely all the data required from a simple search Review collected by and hosted on G2.com.

DH
Director & Head of Business Development
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

Adaptability to suit the needs of our business Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

A little over engineered, but we have a great relationship with our consultant to be able to manage this. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Connect to Workbooks via James Oliphant. He is a superstar. Review collected by and hosted on G2.com.

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

Lead tracking and surfacing of opportunities. Review collected by and hosted on G2.com.

Simone R.
SR
Regional Director - East of England
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Workbooks?

Fast response to queries. Willingness to stay in touch during solution face. Checking in afterwards to check all is ok. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Nothing about this instance of requesting help from support. Abid was fantastic Review collected by and hosted on G2.com.

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

Accurate reporting. Ease of visibility of where the company is. Review collected by and hosted on G2.com.

Verified User in Publishing
AP
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Workbooks?

The best bit amount Workbooks is it has so many options and can be fully integrated CRM system and the Support via telephone/email is outstanding - Chris Crawford has been extremely knowledgeable and patient. He has a great attitude and I always learn something new when talking to him, nothing is too much trouble. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It is complicated to learn at the beginning but worth it after some training sessions. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Have the training, it makes a massive difference to using all the options on Workbooks Review collected by and hosted on G2.com.

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

It is customizable, you have processes that can run with a click of a button. Automatice emails Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Workbooks?

Ease of use, the search function, and the capabilities of the CRM as a whole are endless. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Nothing as of yet, I've not experienced Workbooks long enough to say. Review collected by and hosted on G2.com.

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

Time efficiency Review collected by and hosted on G2.com.

AbdulRahman N.
AN
Technical Project Manager
Aviation & Aerospace
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Workbooks?

The search function is very comprehensive Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Not always straight forward to input data and edit data Review collected by and hosted on G2.com.

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

Using it to manage opportunities and sales Review collected by and hosted on G2.com.

AP
Commercial Manager
Validated Reviewer
Review source: Organic
What do you like best about Workbooks?

Very easy to use, good support team and very flexible. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Some visual design elements are behind some larger (More expensive) competitors. Review collected by and hosted on G2.com.

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

Sales pipeline info, automated new business follow ups, activity tracking and scheduling Review collected by and hosted on G2.com.

JT
Senior Membership Officer
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Workbooks?

Accessible team, always able to help, and available to chat online. Help section particularly usefull Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Nothing! The product was easy to use, straightforward and logical Review collected by and hosted on G2.com.

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

Easy report writing and data collection Review collected by and hosted on G2.com.

Macy B.
MB
Accounting Associate
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Workbooks?

We switched over to Workbooks a little over a year ago, and it has been a great change. I think the thing I like most about Workbooks is the reporting feature. I can build very in-depth reports to ensure I get the information I need. I no longer have a keep multiple spreadsheets to keep up with legal documents and their expiration dates. They layout is clean and information is easy to find. The staff is very helpful and bubbly. We never ran across anything they couldn't do. Workbooks has made my day to day tasks easier. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I don't have any dislikes about Workbooks. Review collected by and hosted on G2.com.

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

Reporting in Workbooks saves me time when self-auditing and maintaining sales tax certificates. Review collected by and hosted on G2.com.

Antony F.
AF
Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Workbooks?

The amount of flexibility. There are really powerful feature that are very easy to pick up straight out of the box. Customising the interface, what data is collected etc. could be difficult in other solutions but is an utter breeze with Workbooks. If you invest in training in an areas such as reporting then really you have a huge degree of flexibiity. It's great that Workbooks focuses on enableing the customer to get work done. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Could be a bit clearer on some pricing elements, and despite feedback their website stil doesn't indicate some pricing information (for example Advanced Security Extension is required to single sign on). Review collected by and hosted on G2.com.

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

It's allowed us to take disprate data sources and finally have one centralised CRM of our data. Due to the system flexiblity we have been able to adapt it to our work processes so it suits our way of working. Review collected by and hosted on G2.com.