--- title: "Workbooks Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Workbooks Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/109648/Workbooks-CRM/" page_type: "product" language: "en" --- # Workbooks Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Workbooks ## What is Workbooks? Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. 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. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price. ## What is Workbooks used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Online CRM](https://www.capterra.com/online-crm-software/)[Lead Management](https://www.capterra.com/lead-management-software/) Top alternative Featured Overall rating Based on 112 user reviews Reviews sentiment Positive 90% Neutral 8% Negative 2% Starting price $45 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Workbooks?[Manage this product listing](https://www.g2.com/products/workbooks/claim_requests/new?auto=true) ## Workbooks Overview Updated September 2026 AI summary Workbooks is a CRM solution for small and midsize businesses, covering contact management, sales tracking, lead management, and marketing automation. It offers features such as workflow management, customizable reports, forecasting, and an AI Copilot, with deployment options across web, desktop, and mobile platforms. Workbooks supports sales, marketing, and service processes through integrated tools and flexible customization. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Workbooks 4.3 (112) VS. [4.4 (18,808)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $45 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (103) Ease Of Use 4.0 (18,143) Value For Money 4.1 (67) Value For Money 4.0 (12,829) Customer Service 4.3 (87) Customer Service 4.1 (14,061) ## Workbooks alternatives [4.5 (4,484)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (6,996)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (910)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/109648/Workbooks-CRM/alternatives/) ## FAQs about Workbooks Overview ### What problems does Workbooks solve? Workbooks solves spreadsheet-driven sales tracking, fragmented customer records, and manual follow-ups by centralizing leads, quotes, orders, invoicing, support cases, and reporting in one customizable system. Sales, marketing, customer support, and operations teams benefit most by gaining a single customer view, automated reports, standardized workflows, and better visibility into contract and case status. Answer based on 54 reviews Overview ### Which roles and teams benefit most from Workbooks? Workbooks is most used by sales, account management, and marketing teams that need to track pipelines, manage customer relationships, and coordinate campaigns. Operations managers and business support staff use it to streamline processes and reporting, while directors, owners, and executives rely on dashboards and visibility to oversee performance and growth. Answer based on 94 reviews Overview ### What company size and specific industries is Workbooks built for? Workbooks is designed for midmarket firms that need a CRM platform with consultancy, implementation, and support. The vendor description does not name specific industries, so the clearest fit is mid-sized businesses across sectors that want a CRM built for midmarket needs. Features and Usability ### What are the key features of Workbooks? Workbooks includes core CRM features such as contact management, lead management, opportunity tracking, and quotes or invoicing, plus differentiators like customizable fields and layouts, flexible reporting and dashboards, workflow automation, API integrations, and role-based permissions. Reviewers also frequently highlight customer support and scheduled email reports. Answer based on 54 reviews Pricing ### How much does it cost and what fees or limitations are included? Workbooks starts at $45/user/month for the CRM plan, with the Business plan at 92/user/month, both billed annually. A free version and free trial are available, though the free tier is limited to two users. Reviewers call pricing reasonable, but note add-ons, training, modifications, and some custom work can raise costs. Answer based on 20 reviews Integrations ### Which third-party tools and platforms does Workbooks integrate with? Workbooks integrates with Box and Google Docs for document management, Microsoft Outlook for email and calendar workflows, Sage 50 Accounting and Xero for finance, GoCardless for payments, and Dotdigital and Force24 for marketing. It also connects to additional apps through Zapier. Answer based on 22 reviews Getting Started and Support ### How easy is it to onboard and train a team on Workbooks? Workbooks is generally quick to onboard for everyday users, with many reviewers saying teams can start with little training thanks to its logical, consistent interface. Training is available through in-person sessions, live online sessions, webinars, documentation, and videos. Admins and teams handling customization or reporting typically need more time and guidance. Answer based on 13 reviews Getting Started and Support ### What customer support options does Workbooks offer, and how do users rate the experience? Workbooks offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live rep, and chat. Users often describe support as responsive, knowledgeable, and helpful, especially by email and phone, with strong self-service documentation. Some report slower responses for certain regions, setup complexity, and limits around authorized support contacts. Answer based on 54 reviews Reporting ### How good is Workbooks for reporting? Workbooks offers flexible reporting with detailed dashboards, scheduled reports, and custom views that suit many sales and operations teams. Many users value the depth and ability to report across data sources, but setup can feel confusing at first, and complex reports or certain linked tables may run slowly. Answer based on 37 reviews ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Workbooks supports all three features that reviewers rate most highly: **Data Security**, **Customer Database**, and **Real-Time Data**. Together, these capabilities help businesses protect sensitive customer information, maintain a complete and organized record of contacts and interactions, and work with up-to-date insights, allowing teams to make informed decisions and respond to customer needs more quickly. Contact Database 3.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Search/Filter 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management 4.0 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Manage, organize, and store contact information API 3.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases CRM 3.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Database 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Workbooks 112 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Enrichment: Combines data from internal sources with disparate data from other internal systems or external sources - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Deal Management: Defines specific deal parameters to negotiate and secure deals - Demographic/Firmographic Data: Characteristics for segmenting companies or customers - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Field Sales Management: Manage or track sales completed by field teams/employees - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - List Management: Manage contacts across multiple mailing lists - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile Interface: A way of interacting with a mobile application using items such as windows, icons, and menus - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Language: Manage and support multiple languages - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Product Catalog: Present a catalog of inventory that customers can view - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Rich Text Editor: Input different types of content and edit text formats, fonts, font sizes, and colors - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Shared Contacts: Share contacts with other applications like Gmail and CRM - Single Sign On: Allow users to access multiple services after entering their login credentials once - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Text Editing: Edit text as needed - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.2 (98) 4.2 Based on 98 reviews ## Pricing Value for money 4.1 (67) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/109648/Workbooks-CRM/pricing/) CRM $45.00 Per User,Per Month It includes: - Audit Trial - Customer Service Management - Marketing Management - Mobile - Reports and Dashboards - Sales Management - Sandbox and Testing - Security - Workflows and Automation Business $92.00 Per User,Per Month It includes: - Audit Trial - Customer Service Management - Location Intelligence - Marketing Management - Mobile - Order Management - Reports and Dashboards - Sales Management - Sandbox and Testing - Security - Workflow and Automation Value for money 4.1 (67) 4.1 Based on 67 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Box](https://www.capterra.com/p/148766/Box/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/)[ Dotdigital](https://www.capterra.com/p/151213/dotmailer/)[ GoCardless](https://www.capterra.com/p/156081/GoCardless/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (87) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (87) 4.3 Based on 87 reviews ## User reviews Overall rating 4.3 Based on 112 reviews Filter by rating 5(49) 4(48) 3(13) 2(1) 1(1) Mentioned topic Sorted by most recent DG Deni G. Head of Membership Non-Profit Organization Management ### "Good admin and experience" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 25, 2025 Overall good experience. Looking forward to integration with Force24 and in future with new web portal. Pros Excellent client support. Easy to use product. Good support and training resources. Good integration with Spotler for marketing and communications automations and tailored renewal and onboarding workflows. Cons Sometime records are slow to update/save. Updates via field updater take time. Good reporting functionality and dashboards, but reports build is not always intuitive. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 29, 2025 Thank you so much for the kind review! We really appreciate it. NF Nick F. National Head Of Franchise Operations Logistics and Supply Chain ### "Game Changer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 23, 2025 User friendly, with great back office support - I could not recommend the platform more strongly. It is a game changer. Pros It is so very easy to use, and has a flexibility to allow insight and analysis on almost any metric. Cons Very little - perhaps the export function to allow accessing long lists of customers and their contact details could be a little easier to use. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 29, 2025 Thank you so much for the great review! Much appreciated. FS Frankie S. Head if Process Improvement Environmental Services ### "Ability to Tailor Product / Improvements required to API links" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 September 19, 2025 Overall, I have had a largely positive experience of Workbooks. During the project it was at times difficult to get the right level of skill and experience to support but we are on the whole happy with the outputs the upgrades have provided. Pros The ability to tailor the product to the needs of our business. We have made significant changes over the last year that have really helped to drive commercial visibility Cons The API links between Workbooks and other products require a significant amount of set up and maintenance from our Technology team. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 29, 2025 Thanks for leaving a review, we really appreciate it! EP Emily P. Marketing Manager Mechanical or Industrial Engineering ### "Easy to use and helpful team" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 September 17, 2025 Overall it has been pretty positive. Uptake has been slow and we probably could have done with a bit more support when starting out. It would have been good for someone to visit site and fully understand what we want it to do but appreciate this is more difficult due to location from the head office. Pros The system is very easy to use, it looks and feels like other common dashboards so it is easy for team members to pick up. We like how every record links, making it easy to find customer data in only a few clicks. Our account manager is very helpful and always available to answer any queries Cons I feel we could have done with a little more support in setting the system up, particularly as we had never used a CRM in this company before. It would also be good if some of the reports had been customised to what we're looking for before we started, rather than having to try and change these after the facts. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 18, 2025 Many thanks for leaving your feedback and for your positive rating! SJ Shani J. Director of Service Delivery and Development Human Resources ### "Happy with the support from the Workbooks team" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 16, 2025 Good. It has been an enabler for our business to manage our data better. We have been able to consider growth areas, and understand more our how our customers use our service using the reporting. Pros Workbooks is a logical system, rich in functionality. We have been able to transfer our processes into the Workbooks framework relatively simply, and as a result our reporting has been massively improved. The Workbooks implementation team and support teams have been great. They take time to educate you on the system, so that you can be self sufficient. Cons The implementation has been more labour intensive than we expected, and we didn't properly plan for this. In hindsight, we should have brought in more resources to support us and to make better use of the system. To introduce some of our processes into WB, this has required additional configuration which has meant extra cost - it would be better if more of this was offered as standard. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 17, 2025 Thank you so much for the review! We're thrilled to hear about the difference we've made to your organization to date, and we really look forward to continuing our relationship. DH Dan H. IT Manager Renewables & Environment ### "Our cloud-based CRM that let us make profits without too much technical know how" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 28, 2022 Good product, with good people behind it.The acquisition and deployment process was comprehensive and gave us confidence in the product. Pros It is cloud-based, the support is second to none, and the product is flexible for customisation.Reporting is excellent. It is stable. Cons Testing new releases are limited to around a month in advance, which is a tad shorter than we like.Inability to track mail from aliases, mail tracking is linked to the user's email address only.It is fairly expensive for a CRM system. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) We needed to part with the on-premise products as a strategy, plus we needed better and more flexible reporting.End-user experience had to get improved. Alternatives considered [Gold-Vision CRM](https://www.capterra.com/p/133582/Gold-Vision-CRM/) [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reasons for choosing Workbooks The overall ability to fit the product around our needs.Good value for money. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ED Esme D. Floor manager Supermarkets ### "Efficient and free for a small company. " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 July 22, 2022 Pros It’s great for a small company, because it’s free for 2 users. And it is efficient because you can keep it all in one database. Cons Sometimes the loading screen can load slowly. It also takes a lot of time to install. Switched from [SalesNexus](https://www.capterra.com/p/83518/SalesNexus-Online-CRM/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Digital Marketing Manager Real Estate ### "Not the best choice for a CRM" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 2/10 July 20, 2022 All in all I found this a frustrating system to work with and many of our users both current and historical did not engage with it leading to issues over data capture. Pros Having used a number of CRM systems in the past, both off the shelf and bespoke, I inherited this one on starting a new role. As the administrator for the system I had full control on how the system was used. At the time of first engagement, the system had been in place for 2 years but non of the functionality had been integrated. As a CRM it was servicable for basic functionality Cons Sending emails from within the CRM was possible although setting up templates had to be done on an email by email basis and had to be either text or full html. There was no wysiwyg functionality. For this, you needed to purchase the add on of Gatormail. This also meant that there was no automation on emails. Automation of functionality had to be done by the 3rd party vendor /support - whilst this comes as standard foran admin on most CRMs it was not in workbooks as it again required background set up rather than drag and drop. Reporting was also not drag and drop and was made harder requiring work by the 3rd party vendor /support. Adding in fields to a tab, 3rd party support ... this racked up costs on development that should have been done by the administrator. Data was strung across multiple tabs and windows making updating records time consuming and led to many of the users not engaging with the CRM and data not being captured. When reaching out to workbooks themselves they pushed us back to the 3rd party vendor each time. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Workbooks The decision by \[SENSITIVE CONTENT\] was based on lack of experiences and persuasive sales people not functionality. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Ruban D. Member of Technical Staff 3 Information Technology and Services ### "Best Cloud based CRM tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 16, 2022 Overall workbooks has helped me to reduce the time I spend maintaining all the details related to customers and sales. Now this tool has helped me to organise and bring out more details from that. The account management and forecast has really helped me to do planning. Pros Sales forecast and the reporting are the two feature that really helped me on a daily basis with this software. These are the features I liked the most. Cons Some time I feel when clicking an a button is slow to respond. I hope there will a fix for it sooner. Apart from that I dont see any cons. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Brand Services Manager Marketing and Advertising ### "It tries to do too much " 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 4/10 July 6, 2021 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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