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User review of Workbooks

Workbooks=Contact books

- by Janis

USER SATISFACTION

RECOMMENDATION
5 out of 7
Quite likely
COST EFFICENCY
5out of 7
Good
OVERALL IMPRESSION
4out of 5
very good
EASE OF USE
4out of 5
very good
CUSTOMER SUPPORT
4out of 5
very good

PROS & CONS

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

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 specific problems in your company were solved by this product?

We offer a lot of services, and that's how we divide clients, based on what they've purchased. The biggest benefit is definitely communication, because we always know what employees are doing, and which representative is meeting a particular client, they can never overlap. As I explained, I love the possibility to organize and plan events online, because I record the people that are attending them, and I track those people down for similar events and activities.

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?

More than 100 Employees

What is your industry?

Accounting

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

no

How many people in your company actively use this product?

just me

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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