# Workbooks Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Workbooks the right CRM solution for you? Explore 112 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/109648/Workbooks-CRM/reviews --- Workbooks 4.3 (112) [View alternatives](https://www.capterra.com/p/109648/Workbooks-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Workbooks Ease of use 4.1 Customer Service 4.3 ## Pros and Cons in Reviews DG Deni G Head of MembershipNon-Profit Organization Management, 51 - 200 employeesUsed the software for: More than 2 years. “Good integration with Spotler for marketing and communications automations and tailored renewal and onboarding workflows.“ September 25, 2025 EP Emily P Marketing ManagerMechanical or Industrial Engineering, 11 - 50 employeesUsed the software for: 6-12 months. “Uptake has been slow and we probably could have done with a bit more support when starting out.“ September 17, 2025 SJ Shani J Director of Service Delivery and DevelopmentHuman Resources, 11 - 50 employeesUsed the software for: 1-2 years. “We have been able to consider growth areas, and understand more our how our customers use our service using the reporting.“ September 16, 2025 Liz B Digital Marketing ManagerReal Estate, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ July 20, 2022 DG Deni G Head of MembershipNon-Profit Organization Management, 51 - 200 employeesUsed the software for: More than 2 years. “Looking forward to integration with Force24 and in future with new web portal.“ September 25, 2025 Ian M Brand Services ManagerMarketing and Advertising, 11 - 50 employeesUsed the software for: More than 2 years. “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.“ July 6, 2021 DG Deni G Head of MembershipNon-Profit Organization Management, 51 - 200 employeesUsed the software for: More than 2 years. “Easy to use product.“ September 25, 2025 ## Showing most helpful reviews Showing 1-25 of 112 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ruban D. Member of Technical Staff 3 Information Technology and Services Used the software for: 1-2 years ### "Best Cloud based CRM tool" June 16, 2022 5.0 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 Dianne M. Sales Director Computer Software Used the software for: 2+ years ### "I couldn't do my job without Workbooks. It's the first thing I log into every day." November 10, 2017 5.0 It helps me sell. We capture leads directly from our Website and track the prospect from initial enquiry right through to final sale and beyond using workbooks. Pros The task scheduling feature helps me keep on top of all my sales activities so I never miss an opportunity to keep in touch with prospects. I also like the marketing features that enable us to target specific types of customers and prospects with tailored offerings. Cons The only area we would like to see improved is Case handling. I think the software could be a little more intuitive and automated when is comes to customer communications. Review Source VR Verified Reviewer Brand Services Manager Marketing and Advertising Used the software for: 2+ years ### "It tries to do too much " July 6, 2021 2.0 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 Joshua S. Project Coordinator Construction Used the software for: 1-2 years ### "User friendly, customisable product" November 19, 2018 4.0 We are primarily using Workbooks at the moment to record our sales opportunities and using the information here, along with other data brought from different software, creating useful reports to forecast how we expect to do and spot areas where the sales team can improve Pros Workbooks has a great amount of customisation, allowing us to create bespoke form layouts for various record types and really control the data we have as a business. Cons Customer service can vary from staff who just point you to a website page and seem to understand the product less than you, to someone who genuinely pays attention and does a great job going through the issue. I've also had to chase a couple of times for minor paid developments to be completed Review Source Rioghan B. Software Developer Used the software for: 2+ years ### "Workbooks makes keeping track of orders easy" March 27, 2018 4.0 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. Review Source Adam G. Operations Manager Computer Software Used the software for: 2+ years ### "User for 5 years" November 10, 2017 4.0 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. Review Source Mike S. IS Officer and Data Analyst Non-Profit Organization Management Used the software for: 2+ years ### "Good, all round CRM system" November 23, 2018 4.0 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 Review Source Neil B. Managing Director Computer Software Used the software for: 2+ years ### "Fantastic CRM tool" November 14, 2017 5.0 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. Review Source Yemsi P. Planificador Territorial II Used the software for: ### "Comprehensive crm software " February 27, 2018 4.0 I think the most useful benefit we get is to get in board to the technologies and impulse our business in the web and social networks if aviable, in order to get more costumers Pros I like this tool because the dashboard is very transparent and very easy to understand the status of the pipeline, in order to make decisions in our pipeline in order to increase our numbers. I like the reports, because we can focus on marketing spots accordingly. And the hole company, and I mean sales, support and management are connected around one software. Cons I don't like to move from workbook to another software platform to attend support cases. In this matter, searching names for support could be a slow process, I think in general is complex to master the different features of the software Review Source Adam P. Commercial Manager Plastics Used the software for: 2+ years ### "Excellent easy to learn CRM System" March 9, 2018 5.0 Pros Friendly user interface encourages fast adoption. Powerful reporting and customization helps us make informed data driven decisions easily Cons Limitations for Manufacturing businesses. We will always need an MRP/ERP system alongside Workbooks. Review Source VR Verified Reviewer Service Delivery Consultant Telecommunications Used the software for: 2+ years ### "I like the customisability of the application. " November 3, 2017 5.0 increased efficiency through automation Increased monitoring and reporting Increased infomation to better understand our business Pros I like the way you can pretty much create anything using there API and PHP based script database. There GITHub site gives pointers but anyone with minor knowledge of workbooks and PHP skills can start to be clever and automate process's. Cons It would be great to be able to give the ticketing aspect (ITSM) different referance's at system level for incidents/problems/changes. There is very little that i dis-like about this software as any issues can be raised and put into development. Often issues are experienced by multiple customers and work arounds are certainly possible. Review Source VR Verified Reviewer Managing Director Biotechnology Used the software for: 2+ years ### "Flexible Software, Excellent for B2B" November 19, 2018 5.0 We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment. Not too expensive, easy to get started, growth with the business. Pros Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format. Cons Could benefit from more preset automation options. Review Source VR Verified Reviewer Senior Business Support Analyst Alternative Dispute Resolution Used the software for: 2+ years ### "Easy to use, understand and adapt to the needs of the business" November 14, 2017 5.0 Merged existing business systems (spread across 3 databases) into one database and automated huge parts of the business processes. Massive efficiency gains were made. Pros The deep customisation options and ability to adapt almost every part of the software to fit the specific needs of the business. Powerful reporting functionality. Able to ensure each user sees exactly what they need to , in the right place, makes training very easy and gets other users o-side immediately. Cons Occasional need to develop a more complex solution than it first appears and limitations to a certain extent by automated processing. Review Source DC David C. QA Manager Used the software for: 2+ years ### "Flexible CRM platform" December 4, 2017 4.0 Pros Very helpful support team Able to customize the interface to suit your needs great flexibility in how you want to use the software excellent for lead tracking works on mobile and tablets Cons Tried to use as a support tool but it isnt suitable, we had to fill in too many different fields to close or update a case as it didnt link to organisations easily Can be difficult to use as its so flexible Review Source VR Verified Reviewer Executive Director of Technology Retail Used the software for: 1-2 years ### "Great CRM Solution for Small Business" September 3, 2020 5.0 Overall user experience is great, very cost effective for us - small business. Pros Easy of Use, Cost Effective, Cloud-based Cons Support contact is slow for us to work with integrations, no API/web services to work with so it is not as smooth as we would like it to be. Reason for choosing Workbooks Features, and cost Review Source NH Nicola H. Service Desk, Change and Contract Manager Insurance Used the software for: 2+ years ### "Workbooks review " May 28, 2019 4.0 Overall it's very good, support is excellent and the team are very helpful. Pros The report features - being able to build them yourself. Cons Complicated at times, especially with the multiple relationships Review Source AC Amber C. Management Consulting Used the software for: 6-12 months ### "Evolving and Improving" February 19, 2015 5.0 Pros Lucid Switch responds almost immediately to your questions, and any support issues are handled in a professional and timely manner. I love how the programs is almost completely able to be customized to whatever our needs might be and whatever fields of information we want to track. With a little experience, you can literally design the fields to be whatever you want it to be. We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once. The owner likes the program so much that he instituted it in his other company, as well. Cons There are a few features that I wish we could do away with completely, like the fact that quotes in Workbooks are Drafts first and then Posted later-- that feature doesn't really mesh well with our company although I can see why it might be beneficial to others. I also wish the icons on the Desktop were movable and stayed where you placed them (like a Microsoft desktop). Review Source MS Mike S. Used the software for: ### "Workbooks CRM " July 9, 2010 5.0 Initially Workbooks was taken on to replace the relatively medievil practice of managing prospects, pipeline and forecasts in spreadsheets and make information more accessible, and ultimately improve the way in which we dealt with customers, suppliers, prospects and so on. Once we started to trial and use the service we recognised that we could use it for much much more, and in fact we have been able to reduce the amount of paperwork and personnel involved in managing certain tasks, such as producing quotes or tracking the success and return of marketing campaigns. We are a big advocate of Workbooks, and it is and has helped us shape the way in which we work for the better. We have now been on board for 18 months and will extend our usage of the service in the future. Pros Easy to customize (fields, views, reports), the service requires very little training Configuration and policy enforcement is straightforward Ability to manage multiple databases Forecasting and tracking opportunites from prospect through to sale Cons Our biggest challenges have been with adoption and getting people working in a standardised fashion. My only criticism currently is that to my knowledge I can integrate it with outlook to record history, I believe this is coming. Review Source PD Paolo D. Service Desk Manager Marketing and Advertising Used the software for: 2+ years ### "Excellent product" November 16, 2018 5.0 It's never a pain to work on this software, it's easy to use and the support is brilliant Pros Simplicity, integration and functionalities Cons Creating reports it's a bit of a challenge Review Source JK Jason K. Management Consulting Used the software for: ### "Affordable CRM Solution for Sales and Marketing" February 6, 2015 5.0 Pros Workbooks offers an affordable solution for sales and marketing. It allows easy integration possibilities with most other systems with an API and has good integration with other systems out of the box. They take customer support and feedback very seriously and are continuous on their roll out of updates. This CRM offers transaction documents out of the box for Sales Processing, which is very convenient for sales. Other modules for event management and customer support makes this CRM just more than your typical CRM. This system has its own tabbed Windows-like interface which can make it very easy for new users. Cons The CRM could use a better mobile app, but it does provide basic functionality if you want to check your records. Some tasks and stronger functionality in Workbooks CRM may require some more consultation. But this is understandable because the system has to be gentle for new user but allow functionality to admins on the same instance. Review Source LE Lucy E. Senior Marketing Co ordinator Used the software for: 6-12 months ### "New to the system but can already see the benefits and potential the system can offer" October 27, 2017 4.0 Pros everything is in one place. for marketing we can use the system for sending eshots, hosting events and getting to know our clients and have a better understanding them. Cons Not being able to assigned tasks to users who do not have a login. we have over 300 staff here and its not just those who have logins who could be asked to do some specific work. Review Source VR Verified Reviewer Manager Service Desk Consumer Goods Used the software for: 2+ years ### "Workbooks CRM Collaborate" January 22, 2019 5.0 Pros I really like the ability to collaborate with my peers. Cons There seems to be a specific process for setting this up that is decently complex. Review Source EP Emma P. Sales Manager Hospitality Used the software for: 2+ years ### "Utilised for general data base and sales lead tool" October 1, 2015 4.0 Pros I don't deal too much with the Vendor directly, however, they seem to be able to make the necessary updates required in a prompt manner. This product is easy to use to track all customer interactions and sales leads, straightforward and fairly intuative for anyone who has used a lead management tool Cons Reporting is pretty complex, not so intuative but exports to excel very well. Review Source VR Verified Reviewer Proprietor Used the software for: 6-12 months ### "This has been absolutely great for GDPR compliance." June 16, 2018 5.0 A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies. Pros It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies. Cons I found it a slightly steep learning curve but this is mainly down to my own inexperience rather than anything to do with the software itself. Review Source AA Aahad A. Consultant Management Consulting Used the software for: 1-2 years ### "Workbooks - Processes and Outputs" December 7, 2015 3.0 Pros It is an essential tool for companies to monitor and manage their CRM. I also personally use it to manage my tasks and sales - without it, I would be a little lost in that respect. Cons It can be quite fiddly and tiresome, in the sense that it sometimes there can be easier ways of entering information, or sharing information with others (no copy/paste function of tasks for example). Review Source Similar Products Featured