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Workbooks Review

Workbooks
Our score: 9.0 User satisfaction: N/A

What is Workbooks?

Workbooks is a feature-rich and end-to-end customer relationship management platform that delivers all the tools and features mid-market organizations and their teams need to engage with their customers. This all-in-one web-based CRM platform helps you generate more revenues, simplify your business processes, gain valuable insights, and improve customer engagement. Workbooks is headquartered in Reading, UK. It also has offices in Connecticut, USA. 

Workbooks is comprised of tools that go beyond the automation and enhancement of marketing, sales, and customer service processes. Its core CRM capabilities are extended so you can also streamline and optimize how you create invoices, process and fulfill orders, plan and organize events, and handle your activities and communications with suppliers. 

In addition, before you decide to buy the platform, you’re given the opportunity to join in a workshop where you can discover how to use Workbooks for your own business case and what added value it can bring to your organization.

Overview of Workbooks Benefits

Consultative onboarding approach

Workbooks offers a price per user model for CRM software. Meanwhile, marketing automation is available through a volume-based pricing model. To make sure deployment is seamless, Workbooks uses a consultative approach for client onboarding which they call “Shared Success.” Clients go through a discovery workshop before purchasing the solution to ensure the defining of the business case and finding their right CRM roadmap.

More insights with consolidated data

Because your sales, marketing, service and other business data are in one place, you get to unearth insights that otherwise are glossed over. Insights into customer behavior, marketing trends, buying trends, product feedback and business growth patterns, among others, can help you plan your next winning strategy or get an upper hand over the competition.

Better lead management

Workbooks allows you to do lead management. Using the tool’s web-to-lead functionality, your business can capture sales leads from your own website directly. You can also create various forms to get various types of leads. These leads can be automatically and efficiently assigned to your sales team, helping you to track your lead flow process better.

Key integration with Adwords

Workbooks also integrates with Google Adwords, allowing you to track your most effective online campaigns. You can analyze your “Organic” and “Pay per click” leads, allowing you to identify the keywords you use that generate the most leads.

Overview of Workbooks Features

  • Campaign Membership
  • Campaign Management
  • Lead and Opportunity Management
  • Quotas, and Forecast
  • Case or ticket assignment
  • Automatic ticket numbers
  • Fully Featured Reporting Functionality
  • Foreign Currency & Exchange Rates
  • Manage Products and Pricing Schemes
  • Sales Order Processing
  • Unlimited Customizable Dashboards
  • Notes, Activities and Notifications
  • Capacity to send Outbound Emails
  • Account & Contact Management
  • Sales Management & Automation
  • Marketing Management
  • Customer Service Management
  • Order Processing
  • Invoicing & Credit Notes
  • Automation Engine & Workflows
  • Customizable Layouts
  • Security
  • Data Management
  • Reporting & Dashboards
  • Mobile
  • Sandbox & Testing
  • Events Management

Workbooks Position In Our Categories

Keeping in mind companies have their own business-related demands, it is only prudent that they steer clear of adopting an all-encompassing, “perfect” solution. Needless to say, it would be hard to try to find such an app even among branded software systems. The sensible step to undertake is to jot down the varied main factors that need careful thought like essential features, plans, skill competence of the users, organizational size, etc. After which, you should double down on your product research through and through. Have a look at these Workbooks evaluations and scrutinize the other applications in your list more closely. Such all-encompassing research ensures you stay away from poorly fit applications and buy the one which includes all the function you require company requires.

Position of Workbooks in our main categories:

TOP 50

Workbooks is one of the top 50 CRM Software products

If you are interested in Workbooks it could also be beneficial to analyze other subcategories of CRM Software listed in our base of SaaS software reviews.

It is essential to keep in mind that almost no software in the CRM Software category is going to be an ideal solution that can fulfill all the requirements of various company types, sizes and industries. It may be a good idea to read a few Workbooks CRM Software reviews first as some solutions can dominate exclusively in a very narrow set of applications or be created with a very specific industry in mind. Others may operate with an idea of being easy and intuitive and therefore lack complex functionalities welcomed by more experienced users. You can also come across software that focus on a large group of customers and offer a rich feature set, but that frequently comes at a more significant cost of such a software. Make sure you're aware of your requirements so that you buy a solution that provides exactly the features you search for.

How Much Does Workbooks Cost?

Workbooks Pricing Plans:

Free Trial

Free Plan

Free

Workbooks.com CRM

$30/user/month

Workbooks.com Business

$65/user/month

Workbooks offers the following enterprise pricing plans, choose what’s best for your business:

Free Plan – $0

  • 2 users completely free
  • Free online support
  • Contact management
  • Sales force automation
  • Marketing automation
  • Customer support
  • Order management
  • Invoicing & credit notes
  • Reporting & views

Workbooks.com CRM – $30/user/month

  • Most free package features
  • Unlimited users
  • Optional Add-ons

Workbooks.com Business – $65/user/month

  • All features from previous packages
  • Unlimited users
  • Unlimited platform and support options

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Workbooks reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Workbooks. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Workbooks Comparisons

Workbooks user reviews

Workbooks is how our business shines

Read full review >
Rudy
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.09.2019 Company Size: 11-50 Employees Industry: Marketing and Advertising

Fast and efficient system to retrieve data

Read full review >
Moses
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 07.09.2019 Company Size: More than 100 Employees Industry: Hospitality

Great, customizable CRM

Read full review >
Rosemarie
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.09.2019 Company Size: 11-50 Employees Industry: Management Consulting

Becomes an integrative part of your business in no time

Read full review >
Henrietta
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.09.2018 Company Size: 1-10 Employees Industry: Events Services

Suitable for every institution, made easy

Read full review >
Brad
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.08.2018 Company Size: More than 100 Employees Industry: Government Administration

What are Workbooks pricing details?

Workbooks Pricing Plans:

Free Trial

Free Plan

Free

Workbooks.com CRM

$30/user/month

Workbooks.com Business

$65/user/month

Workbooks offers the following enterprise pricing plans, choose what’s best for your business:

Free Plan – $0

  • 2 users completely free
  • Free online support
  • Contact management
  • Sales force automation
  • Marketing automation
  • Customer support
  • Order management
  • Invoicing & credit notes
  • Reporting & views

Workbooks.com CRM – $30/user/month

  • Most free package features
  • Unlimited users
  • Optional Add-ons

Workbooks.com Business – $65/user/month

  • All features from previous packages
  • Unlimited users
  • Unlimited platform and support options

What integrations are available for Workbooks?

Workbooks integrates with the following software and applications:

  • Adobe Sign
  • Barbour ABI
  • Basecamp
  • Box.net
  • Campaign Master
  • CCH Software
  • Constant Contact
  • CreditSafe
  • dotMailer
  • Eventbrite
  • EventHQ
  • GoCardless
  • Google Docs
  • GoToMeeting
  • HelloSign
  • Hubspot
  • Import/Export
  • Lead Forensics
  • Loqate
  • MagneticOne Mobile
  • MailChimp
  • Microsoft Azure
  • Microsoft Exchange Server
  • Microsoft Outlook
  • Microsoft SQL Server
  • Mondago
  • MPZMail
  • MySQL
  • PieSync
  • Quickbooks
  • Postcode Anywhere
  • SageLink
  • Wolters Kluwer
  • Xero
  • Zapier
  • Zendesk

Workbooks average rating:

Average score
5/5 (12 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Moses

PROS: I think that Workbooks is a great system for retrieving caller data, as it records literally every detail concerning leads and cases coming to the Company's 0800 number. When you create a lead, it adds both the person and the company, which automatially cuts time for importing cases separately. We are even able to track certificates we didn't receive back, and to check the record of a client while speaking with him on the phone. Consequently, we provide information straight away, and customers are very satisifed with it.

CONS: I don't like that all activities are stored in one place, it confuses me some times. I had few cases where a user calls a site on 2.6.15, and than on 5.6.1 after few minutes, the two calls are considered the same, as there are no date/time detailes. Obviously, it takes me a while to decipher what actually happened. Another thing where Workbooks doesn't exactly shine are notifications, people happen to dismiss them a lot. The previous CRMs I used were more precise, and they had breakdown pages where all previous jobs and outstanding achievements were divided in categories, and the visual boards were marked with different colors to avoid confusion (red records were immediately filed to the managers). There are many competitor programs that do this traffic light system (Green for current cases, Amber for approaching deadlines, and Red for Overdone), so you get to the record you want quite fast. Workbooks doesn't have this, together with the fact that it assigns a single person per record.

Reviewed 5 months ago

Read full review >

The least favorable review

W

PROS: Amazing structure and unique layers, plus the fact that we get to customize and edit things our way. The software is user-orientated, with a friendly interface that converts my work in a pleasant experience. They provide a very interesting dashboard that has that familiar Windows vibe, so I don't think there will be a user who can't get hands on it in few hours.

CONS: It is not perfect, obviously, but the few bugs we came across in the last year were nothing compared to its efficiency. We notified the support team about it, and they reacted on time, so I even feel there is no such problem that could spoil my Workbooks experience. There is nothing to hate about it, I assure you.

Reviewed 2 years ago

Read full review >

More reviews from 12 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Workbooks is how our business shines

Read full review >
Rudy
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.09.2019 Company Size: 11-50 Employees Industry: Marketing and Advertising

PROS: Honestly, Workbooks wouldn't be that far ahead of its competition if it weren't for that amazing flexibility! It works absolutely perfectly with all of our business processes, and it has an incredible and easy interface that allows us push development work through without dealing with code writing and technical input. This was essential to the growth and organic development of our business, as we managed to effortlesly accomplish all of our business ideas. Finally, support is great too, with the main convenience that they are located in the UK and one can even visit tem upon need.

CONS: There is nothing I don't like. I'd prefer more out-of-the-box integrations, mostly with sales services and on-cloud providers, which doesn't mean I don't like the tool as it is. Let’s say I’d like to see it integrated with Survey Monkey, Tableau, Sisence, or Natterbox. BI platforms are also a great idea.

What do you think about this review? Great Poor

Fast and efficient system to retrieve data

Read full review >
Moses
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 07.09.2019 Company Size: More than 100 Employees Industry: Hospitality

PROS: I think that Workbooks is a great system for retrieving caller data, as it records literally every detail concerning leads and cases coming to the Company's 0800 number. When you create a lead, it adds both the person and the company, which automatially cuts time for importing cases separately. We are even able to track certificates we didn't receive back, and to check the record of a client while speaking with him on the phone. Consequently, we provide information straight away, and customers are very satisifed with it.

CONS: I don't like that all activities are stored in one place, it confuses me some times. I had few cases where a user calls a site on 2.6.15, and than on 5.6.1 after few minutes, the two calls are considered the same, as there are no date/time detailes. Obviously, it takes me a while to decipher what actually happened. Another thing where Workbooks doesn't exactly shine are notifications, people happen to dismiss them a lot. The previous CRMs I used were more precise, and they had breakdown pages where all previous jobs and outstanding achievements were divided in categories, and the visual boards were marked with different colors to avoid confusion (red records were immediately filed to the managers). There are many competitor programs that do this traffic light system (Green for current cases, Amber for approaching deadlines, and Red for Overdone), so you get to the record you want quite fast. Workbooks doesn't have this, together with the fact that it assigns a single person per record.

What do you think about this review? Great Poor

Great, customizable CRM

Read full review >
Rosemarie
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.09.2019 Company Size: 11-50 Employees Industry: Management Consulting

PROS: We checked many CRMs prior to our decision, but Workbooks was an unbeatbale winner. We liked it because there was no difficulty to implement it in our system-Workbooks is cloud-hosted, and it didn't require us to install special software on our devices. We are also satisfied by flexible customization, meaning that we can add/remove features that matter to our business. We got it running in hourse, and it started delivering amazng results from the very beginning. As it is cloud-hosted, we acces it wherever we are.

CONS: There is a mobile app, but it doesn't look like the desktop one at all. I would like them to improve it, the same as their integration with popular emarketing systems, there are many I can't find. There are many duplicate templates, but once you edit them you won't have a problem with it.

What do you think about this review? Great Poor

Becomes an integrative part of your business in no time

Read full review >
Henrietta
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.09.2018 Company Size: 1-10 Employees Industry: Events Services

PROS: Workbooks is like an assistant who takes care of organizing relevant information, focusing obviously on clients and their information. Having all information under one roof has been amazing, especially because access is made easy, and the version of the program is automatically updated. This is not the only pro, though. We also use it to organize mailshot campaigns, and to increase the number of clients. It is just cut for the purpose, especially when integrated with Mailchimp to build mails and to report based on them. The relationships we are building are solid and lasting, becuase we give full access to non-users who would like to see what our company is about.

CONS: Steep learning process, but not to extend of regretting your decision. I had my moments with certain options I didn't understand, but as it usually happens, things were quite simple and I didn't see that. The point is-this program is a breeze to handle, you just need to devote time and to learn it.

What do you think about this review? Great Poor

Suitable for every institution, made easy

Read full review >
Brad
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.08.2018 Company Size: More than 100 Employees Industry: Government Administration

PROS: There are four specific features I like about Workbooks: It is a web-based tool, so you access it from literally everywhere; the license is affordable, so you get to include many users in the system; it is made easy and understandable for non-techies; and it is flexible and tailored to fit the needs of every business out there!

CONS: I am a public office administrator, not a developer, and I'd like to see all features explained. Some of them are really torturing me, and I need support to work with them, even when I have all information at my fingertips. I also went through a training course which I didn't deem necesary, so overall there was a big fuss. To make things a bit worse, the course didn't even tackle editing of layouts, so it is not what one would call 'getting to the bottom of the thing'. Keith from the support team was surprisingly helpful, I don't know what I would have done without her!

What do you think about this review? Great Poor

Workbooks=Contact books

Read full review >
Janis
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 15.04.2018 Company Size: More than 100 Employees Industry: Accounting

PROS: It is probably not the most important thing in the world, but I like how this CRM looks. The interface is somehow cute, and familiar to use. Simplicity is advantage number two, and I make entries in few mintes because the pages simply highlight the fields I need to fill. It works also as a campaign tool, so I get to organize and share internal and external events. In fact, we've never been that sure that a marketing campaign will reach all clients, and you can imagine how this boasts responsiveness and attracts prospects! It is just fascinating, especially when I update an internal campaign, and every party is notified on dot.

CONS: You can't use parts of the word when searching, only the entire word. Obviously, one can't always know the full name of the campaign he is searching for, so I struggle for a while before I locate an old campaign. To make things worse, I am absolutely sure that I'm not missing the solution, I've had this program for few years, and I would have found it by now. They simply didn't think of it, and I would be happy to see it corrected.

What do you think about this review? Great Poor

Workbooks review

Read full review >
Betsy
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 03.04.2018 Company Size: More than 100 Employees Industry: Administrator

PROS: I use Workbooks every single day, and I'd use it even more often if that was possible! It records data in so many ways, being at the same time even simple for the taste of certain members in my team. The company benefited significantly from it, as it streamlined aour processes, and it ensured inbounds are going to the right location. At the moment, we're treating complaints with it, both the ones from the telesale company and the ones that are filed directly to us. The other strong side Workbooks can boast with is powerful reporting, which probably comes by default when you organize and structure all of your information. Now I can see that a web database was an awesome idea, especially when you even have a mobile app to facilitate access.

CONS: I mind (and I saw that other users mind too) that I can assign only one person per record. That's not such an issue if you think that records can be seen by everyone, but I want team memebers to modify them as well. That would be very meaningful for my company.

What do you think about this review? Great Poor

Managing and promoting sales with Workbooks

Read full review >
Courtney
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.03.2018 Company Size: More than 100 Employees Industry: Education Management

PROS: I am running a specific business, so I wanted something to suit the needs without a technical expert behind the well to do customization miracles. As easy as it is, Workbooks was personalized in no time, and I perceive it as a tool that was always here. I track all of my activities, and plan new ones, and I keep all team members up-to-date in order to organize a successful sales process. Long story short, I set priorities, and I know very well who I am supposed to work with. I guess that the ultimate benefit for every S&M business is managing leads with accurate information.

CONS: The program is, as expected, too slow with low quality connection, that's not the program's fault but I find it frustrating. If I could, I'd grant all team members with access to the system, but unfortunatelly the license is too expensive for my financial capacity.

What do you think about this review? Great Poor

The best customization properties I’ve ever seen

Read full review >
Frank
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.03.2018 Company Size: 1-10 Employees Industry: Program Development

PROS: Workbooks is a great provider where customers benefit from amazing customization capacity. The can also brag with top notch support, which we non-technies really love. We relied on it so harshly, that I can honestly say that the entire business is ran on the product, and its performance is impeccable. I think we could never continue working without it! Everything is automated, which should not scare you, because you're working hand by hand with expert developers who make everything a breeze. The reporting features are very deep, they tackle absolutely every detail.

CONS: You can't insert custom fields to edit your pricing/supply schemes, and that is a bit frustrating. Other businesses may find it OK, but for us, customization is really what the world turns around. Another thing they should improve is integration, we're still entering too much data manually.

What do you think about this review? Great Poor

I like this CRM

Read full review >
W
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 08.03.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: Amazing structure and unique layers, plus the fact that we get to customize and edit things our way. The software is user-orientated, with a friendly interface that converts my work in a pleasant experience. They provide a very interesting dashboard that has that familiar Windows vibe, so I don't think there will be a user who can't get hands on it in few hours.

CONS: It is not perfect, obviously, but the few bugs we came across in the last year were nothing compared to its efficiency. We notified the support team about it, and they reacted on time, so I even feel there is no such problem that could spoil my Workbooks experience. There is nothing to hate about it, I assure you.

What do you think about this review? Great Poor

Workbooks’ Contact and Case Management empowered our IT support team

Read full review >
Milton
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 29.01.2018 Company Size: 1-10 Employees Industry: Information Technology

PROS: Workbooks fits right in that small support gap that pulls a business back when it can't support all customers equally. It was the right decision made at the right moment to summarize all customer-related actions, and it integrated into our daily To-Dos without us even noticing it. The strongest feature is definitely Case and Contact Management, and we use many of its component. My personal favorite is Outlook Connector because it allows me to maintain a central database for all electronic correspondence, and to make that database accessible to all staff members. Really handy!

CONS: Complete information is worth nothing if you can't access it on the move, so I'd suggest them to develop iOS and Android apps to make the whole concept mobile-friendly. As far as I can see, most features are suitable for the purpose, so why not? As to technicalities, no remarks, really. The tool is outstanding!

What do you think about this review? Great Poor

The exact dynamic solution our company needed

Read full review >
Nicolas
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 15.12.2017 Company Size: 11-50 Employees Industry: Marketing and Advertising

PROS: Workbooks is a fast and reliable system, with amazing reporting tools to support our sales. Pipeline tracking is where the system becomes most helpful, because of the amazing reporting, invoicing, and processing leads. The quotation process is incredibly dynamic and fast, but the best part of it is definitely its professional appearance.

CONS: It doesn’t really allow you to format quotes and proposals to your needs, and restricts quotations. That means I would change certain elements, but not too many of them. One thing I would really like to see introduced is personalized template design, so I really hope developers will give me this opportunity.

What do you think about this review? Great Poor
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Reviewed By Jenny Chang
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