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Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. With Workbooks, marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. And with software and services from a single supplier, you get co-funded implementation to make sure you get a made-to-measure CRM for an off-the-shelf price.
Provider
Workbooks
Located In
United States
Foundation
2007
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
iOS, Android
Training
Live Online, Videos, Webinars, In Person, Documentation
Support
Knowledge Base, Email/Help Desk, Chat, FAQs/Forum, 24/7 (Live rep), Phone Support
Workbooks CRM is designed for mid-sized organisations. Today, more than 1000 organisations around the world use our platform and integrations to grow better, grow together, and grow in the right way.
Content Source: Workbooks
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Reviewers consistently praise the support team at Workbooks for their friendliness and efficiency, highlighting their willingness to assist whenever needed. They find the support team to be strong and capable, often going the extra mile to help users navigate any issues with the CRM. This high level of support significantly enhances their overall experience with the software, making it easier to manage and implement changes as required.
Users are impressed with the customisation options available in Workbooks, which allow for bespoke form layouts and in-depth modifications to suit specific business needs. They value the flexibility of the software, which enables them to adapt various parts of the system to improve efficiency and control over their data. The ability to customise most screens and configure the software to meet business requirements is seen as a significant advantage, contributing to the product's overall appeal.
Pros
It's really easy to use, and it helps that it looks like a windows desktop. I like that I can customise most of the screens and can easily get to the information I need.
The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.
Easy to use and very efficient- Until a year ago was not used to using a system like this at all but was very easy to learn and it is a fantastic tool for the job I do.
The best thing I like about this product is that its an efficient and easy way to keep all your contacts and prospects in one database.
Cons
We are using GatorMail via Workbooks, we have had a few teething problems in rolling out the change.
There is very little that i dis-like about this software as any issues can be raised and put into development.
Lack of built in lead allocation functionality. Automated lead allocation would required custom php code.
This drives me crazy because I run off of 3 screens and have to sign into 3 different workbooks windows. Also the modification costs can get really high since not very many programmers know Workbooks.
"Workbooks makes keeping track of orders easy"
Pros: Its very user friendly and has an interface that's easy to understand and use. Its easy to customize layouts views etc. The quality of service delivered to customers has improved. Overall it has helped the company to grow and continue to do so.
Cons: We needed a specific function and were told that it would be available in a future release. We changed a process in the business and then the feature came out sooner.
"User for 5 years"
Overall: The use of automated invoice scripts saves several members of staff many hours each week.
Pros: Highly Customisable, and very easy to grant access to specific areas only to different staff members. Very good reporting tool.
Cons: Sometimes picking apart the customisation to fix one small thing can be time consuming. Only being allowed two named support contacts is a little tedious sometimes.
"It tries to do too much "
Overall: As a publisher, we were looking to get this to do everything from flat planning, through to media booking and accounts. Due to not having one of the top packages it meant that the product couldnt meet our needs. This wasn't Workbooks fault. I did find that the integrations with things such as Outlook broke regularly which was slightly frustrating
Pros: Integration with other tools works well, and great to be able to add in things such as lead forensics into the lead generation application.
Cons: Moving clients through the customer journey is too clunky, you can easily end up with duplications, lose the data, or sometimes set the record up only to not be able to find the client at a later date. This could perhaps be due to the fact we didn't have the top functionality.
"Good, all round CRM system"
Overall: We manage client support using cases and record those individuals in people records. Consent recording for data protection and recording of objections to processing is our most recent change
Pros: The level of customisation that we can carry out in house. The reporting suite is also pretty flexible.
Cons: When reporting, linking to some table can really slow the reports down. Campaign membership being the main one
"Fantastic CRM tool"
Overall: It keeps all our business Managment in one system, so everything is at our fingertips.
Pros: We use the software from lead management through to invoicing, it is easy to use and fully featured. Our support team manage all cases through the system.
Cons: I think the mobile tools could be improved as we don't use the mobile workflow. Maybe a dedicated app would be an option in the future.
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