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User review of Workbooks

Great, customizable CRM

- by Rosemarie

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

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 specific problems in your company were solved by this product?

Better communication during the entire sales process, and following enquires. Retaining customers was also an issue, but we've improved that too. Overall, Workbooks was very useful for our business.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I use it myself

How long have you been using this product?

Less than 1 month

COMPANY DETAILS

What is your company size?

11-50 Employees

What is your industry?

Management Consulting

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

no

How many people in your company actively use this product?

all employees

PRICING & COSTS

How long is your contract with the vendor?

Less than 1 year

FEATURE DETAILS

No information provided by the reviewer.

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