Workbooks review

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

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 specific problems in your company were solved by this product?

The system puts leads and enquiries together, I adore that. There is no confusion and no delay, and communication is significantly improved. Our business is divided in three departments, each with few teams inside, and I didn’t even know some of them before.

Are you a current user of this product?

Yes