565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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The team at Workbooks have been great to work with all the way from our Success Workshop through today. It has been a year since we flipped the switch and they are still just as great to work with now as they were at the beginning. It continues to grow as we expand it into new opportunities for our company and see how well it works for us compared to our previous CRM. It is just a great fit for our company. Review collected by and hosted on G2.com.
The mapping could be better, but it wasn't a deal-breaker for us. It isn't as exact as Map Anything was or capable of routing, but I know it will improve over time. It functions for our immediate mapping needs, showing where our dealers are. Review collected by and hosted on G2.com.
It keeps all your finances in order. All your paid and unpaid work bills. Keeping everything organized is my main priority. Review collected by and hosted on G2.com.
Nothing it's been great for my business. It does everything it advertise. Review collected by and hosted on G2.com.
Generating reports is a piece of cake and the entire interface is very user-friendly. Review collected by and hosted on G2.com.
I haven't found a complaint yet. Anytime I run into something I don't know how to do, the staff at Workbooks is incredibly helpful. Review collected by and hosted on G2.com.
The platform is intuitive, can be customized and expanded as our organization grows. Review collected by and hosted on G2.com.
From my vantage point, I don't have a downside that I can report. It is really is easy to use, and I can get the information I need and customize my reports pretty quickly. Review collected by and hosted on G2.com.
User management is very friendly, flexibility is nice to have with support. Review collected by and hosted on G2.com.
Can be slow sometimes (not often), customization can be a hinderance at times. Review collected by and hosted on G2.com.
Workbooks is a customer relationship management platform that offers a wide range of tools and features that help organizations accelerate growth, automate business processes and reduce corporate costs; in addition to being software that focuses on customer satisfaction, it has an organized interface with an intelligent design, affordable, competitive pricing even for SMBs and excellent customer support Review collected by and hosted on G2.com.
Among the main difficulties that Workbooks presents is the mobile application with the account contains poor performance; it already has too many customization fields that can affect the software functionality if you do not have proper training on how it works Review collected by and hosted on G2.com.
Besides the staff at Workbooks, I would say the tools and features (designs) that help focus on our client's company and their advertisement. Review collected by and hosted on G2.com.
I wish the mobile applications were more invest in the applications. I cant use it everywhere at times. Review collected by and hosted on G2.com.
Workbooks is a comprehensive and complete customer relationship management platform that has all the tools and features you need to increase your number of customers and strengthen your customer relationships in order to scale the market you need to create marketing campaigns and generate advertising that really appeals to your audience. The positive features that mark this software are its powerful lead management tools that are based on workbooks that allow you to capture customers directly from your website, its great ease to discover important data about customers and its consultative approach to onboarding, very smart mobile applications and efficient technical support Review collected by and hosted on G2.com.
The weaknesses of this software we see them in its interface as it is a platform overloaded with functions that the developers have not known how to organize well is perhaps the weakest point that is observed, in the background we have the endless customization modules that are even confusing, the online CRM does not have a self-service portal and performance metrics are a bit deficient Review collected by and hosted on G2.com.
Configuration and ease of use allow tracking any data needed for analytics and insights. Workbooks supports good integration to major system for additional data capture or export for analytics.
The Workbooks Support Team is excellent and very quick to respond and help with every enquiry. Review collected by and hosted on G2.com.
Some reporting takes time to get used to; however, there is good documentation and online help. Review collected by and hosted on G2.com.
Worbooks is a platform that is responsible in the management of customer relationships because they contain features that go far beyond the automation in the marketing and sales system, because this CRM platform that contains various functions helps you generate and simplify business processes of the company, this approach is because Workbooks is made up of a consultative approach to incorporate very effective and excellent data management that are consolidated in them Review collected by and hosted on G2.com.
As a result of so much synchronization that contains Workbooks sometimes tends to have disadvantages such as a difficult location of documents or specific activities such as reports because the same virtue that has that is the flexibility of operation is its main problem because the more documentation you have the greater the obstacle, which is why we must have a certain sensitivity when customizing the functions of this tool to obtain an easy handling Review collected by and hosted on G2.com.
