Becomes an integrative part of your business in no time

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

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 specific problems in your company were solved by this product?

The company integrated Workbooks into their client organization process, and created an amazing database thanks to it. Now that everyhting is visible at one glance, time is not an issue. All of us that are users in the system get to change and update information, knowing at the same time that nobody is dealing with an outdated version.

Are you a current user of this product?

Yes