# Page 3 | Workbooks Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of Workbooks ## Showing most helpful reviews Showing 51-75 of 112 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MM Matthew M. Lead Generation Manager Publishing Used the software for: 2+ years ### "An Honest Review" August 16, 2018 5.0 Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile. Pros The system is user friendly and easy to navigate. I admire the flexibility the system provides, for example anyone can built a report from scratch or use pre-populated report to dig into multiple data sources. I admire the support offered by Workbooks, they are efficient and happy to help. Cons We are using GatorMail via Workbooks, we have had a few teething problems in rolling out the change. That being said, Workbooks and Communigator have been extremely helpful in resolving identified issues. Review Source GP Gareth P. Managing Director Marketing and Advertising Used the software for: 2+ years ### "Excellent product and support " October 17, 2018 5.0 Better visibility on sales and client retention. Can’t imagine running the business without it! Pros We have been working with Workbooks for 4 years and have been delighted with it. The on-boarding was easy, and has stood the test of time. Since then support has been excellent with the UK based team responding in a timely and knowledgable way and taking as much time as it takes to resolve the issue. User adoption has been excellent and we have no user complaints about Workbooks. Cons No major ones. You need to think like a CRM system to create reports etc but that’s a human problem not one of Workbooks! Review Source James G. CEO & Founder Computer Software Used the software for: 2+ years ### "Workbooks is a very feature rich easy to use CRM platform" November 6, 2017 5.0 Pros Once setup the level of data available is amazing. We use workbooks across all parts of our business. As the CEO I regularly access to a few dashboards that tell me the majority of information I need to know about the business performance in realtime. Review Source Isabel H. Planificador Territorial II Used the software for: Less than 6 months ### "Great tool to improve business efficiency" February 26, 2018 4.0 Pros It is a very complete tool, ideal to improve the efficiency of small businesses. Allows the management of potential clients and the monitoring of opportunities. Also, It has a very powerful reports section. I like the ability to take a test version, this allows to know the benefits of the tool, reducing the risks involved in making a investment without knowing the product. Cons It was difficult for me to understand the interface at first. I do not like that large number of windows that open to get what I want. Review Source VR Verified Reviewer Freelance Graphic Designer Used the software for: Less than 6 months ### "Workbook is one of the best CRM companies/services I have used and I will certainly be using again" May 19, 2018 4.0 Its extremely simple to use and it really did help us grow and keep track of revenue better then any of the other software we have tried. Pros The ease of use and setup. The CRM is extremely easy to use but its made even easier by the fantastic technicians that helped us along every set of the way from purchase to going live. Cons I don't really have anything bad to say about Workbooks CRM however if I did have to choose one thing to be improved it would be the look and feel of the software - it could be a bit more modern. Review Source GE Gemma E. Sales Manager Leisure, Travel & Tourism Used the software for: 2+ years ### "It's all about the set up!" November 19, 2018 3.0 Pros Reporting - although they can be a little tricky to set up, the reporting function is really useful in my role and i like the level of detail included which can be set up for daily, weekly, monthly reporting or whenever i need it. Cons It is a little 'clunky' although some of this is definitely down to how it was set up (before i joined the company) and the amount of data it is holding. Review Source JT Jane T. Support Consultant Computer Software Used the software for: 2+ years ### "Using Workbooks on customer support desk" November 19, 2018 4.0 Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly. Pros It was easy to set up and to configure to our needs. Flexible screen configuration and picklists meant we could see what we needed to easily. Cons Runs very slowly at times, this makes for frustration on a busy support desk. Review Source DC David C. Financial Analyst Professional Training & Coaching Used the software for: 1-2 years ### "Flexible, Powerful and Strong competitor to Salesforce.com! " February 2, 2017 5.0 The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus. The template html sales lead forms are handy for getting a sales lead form onto your website quickly and have been very beneficial to us. I recently used the bulk updates feature for data cleansing, which helped me to clean 600 opportunity records in less than 20 minutes. Pros Reporting, bulk updates, custom email templates, sales lead web form. Cons Lack of built in lead allocation functionality. Automated lead allocation would required custom php code. Review Source BH Brendan H. Director of IT Health, Wellness and Fitness Used the software for: 2+ years ### "First rate." November 10, 2017 5.0 Pros Scope and breadth of capability, its flexibility and ability to self configure all aspects of the software. the analysis and reporting capabilities. the data Cons Some aspects of functionality require complex scripts to be developed and maintained; but once they are running well automated processes are very smooth. Review Source VR Verified Reviewer Customer Service Assistant Retail Used the software for: 1-2 years ### "Easy to use , value for money" June 6, 2018 4.0 Pros This software is very easy to use that is why I would definitely recommend it to other companies to use it to. Cons Since I started using this software I haven't really disliked anything because everything seems to be working perfectly. Review Source HS Herve S. Data Analyst Non-Profit Organization Management Used the software for: 2+ years ### "Workbooks experience" November 16, 2018 4.0 Pros Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration Cons Rigidity of display Dashboards are not great Review Source MG Mike G. Director Automotive Used the software for: 2+ years ### "Great Cloud CRM" November 16, 2018 4.0 We were looking for a CRM solution for our SME for ages and trialled loads - Workbooks is so powerful we said yes instantly. Pros Ease of use, configurable - intuitive windows style screens. Cons It's so powerful it can be confusing! Review Source VR Verified Reviewer Media Sales Administrator Publishing Used the software for: 1-2 years ### "Easily Customisable CRM" November 21, 2018 5.0 Pros I really like the ease of customisation, making it work the way i need it to Cons Cost can be prohibitive if you need more than a couple of users Review Source MK Mark K. Principal Information Technology and Services Used the software for: 6-12 months ### "Excellent support for a good product" February 23, 2017 4.0 We selected Workbooks CRM in competition with other cloud based CRM packages, for a client new to CRM. Key criteria were flexibility, ease of use for the sales force, and ability to provide a basic quotation system for a fairly complex product line (We had previously looked at specialist CPQ systems, but decided to go for the integrated capability in Workbooks). The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution. The product has a fairly 'traditional' look and feel, easy to navigate in a way that will be very familiar to Windows users, but not as 'sexy' as products like Pipedrive which are based on a more modern UI paradigm. Functionally, it covers all the CRM bases well. The quotation capability required some custom work to meet the client's needs but as in pre-sales the support was excellent. I would recommend the product to anybody looking for a full function CRM for small to mid sized sales force, who wants a quotation facility embedded. Pros Excellent support Full functionality CRM Easy to use Quotations capability Cons UI is fairly traditional, not as modern as some other products Review Source BP Brian P. Finance Director Non-Profit Organization Management Used the software for: 1-2 years ### "Good CRM system for small SMS" November 20, 2018 4.0 We were using two separate systems, so made sense to merge new business and customer databases into one Pros Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development Cons Customisation of report layouts for printing needs to be improved, but working on this Review Source DM Darren M. Owner Medical Practice Used the software for: 2+ years ### "Free version still going strong" June 11, 2015 4.5 Pros As a small business it is great to have a tool that is used in big business. Having a CRM that you can access anywhere with all your customer details and information when you are on the go is essential. We use the free version as we only need two users to access the information, but if my business needs to add more users we can for a very low cost. Cons Ok so we can not customise it totally but we can do so much more than other CRM's out there without the added cost. Review Source RB Rosie B. Used the software for: ### "Fantastic tool for voluntary work" September 6, 2011 5.0 We use Workbooks to keep track of all our members, providers, volunteers and sponsors; communication and for managing activities. It saves vital time, which is invaluable when you are running a voluntary project as well as a business. Most importantly for me, it is easy to use and quick to learn. I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in, it's just a couple of clicks and I have what I need. I can easily send emails or track projects. I like the fact that we can easily personalise it to meet our unique project requirements. I am keen to now use it in my training business. Pros Quick to set up, easy to use and very reliable. It is also free to use for up to 2 users, which is fantastic value for a voluntary project or small business. It was so easy to convert over the data from our existing Works database into Workbooks. Cons I haven't found the time to really utilise so much more of what it is capable of. I am just at the tip of the iceberg of all its functions. My fault, not Workbooks. Review Source CW Chris W. CEO Research Used the software for: 1-2 years ### "Happy. Selected Workbooks from a wide search and still convinced its the best for what we need." January 26, 2018 5.0 Better access to the right information. Pros Versatility. Capable of dealing with complex relationships - people to multiple organisations and organisation to organisation. Analysis and reporting. Review Source SM Socrates M. Account Manager Real Estate Used the software for: Less than 6 months ### "strong CRM platform with amazing support team" January 7, 2019 5.0 highly recommend, especially for small growing businesses Pros customer service is gold - they're very quick to reply. the system is very intuitive but also allows for customization in various areas, which is great for setting it up accordingly for your organization Cons it can run slow at times. while it's great for straight-forward, standard reports, it becomes a bit confusing when trying to create more complex reports. that being said, you can still maneuver things around to get whatever you need done. Review Source CJ Catherine J. Used the software for: ### "Workbooks Review" July 14, 2010 4.0 As a new business we deployed Workbooks early this year. It has quickly become a central part of our infrastructure, giving us the ability to target vertical markets , analyse the results of campaigns and make informed choices as to where to spend any further funds. As our business grows so does our usage of Workbooks, providing quotes, forecasts and many other reports to help keep us on track as well as ensure we all share important information. Pros As a SAS application, the deployment is extremely straight forward. Being a small business, knowing that updates will just get taken care of, simply removes the hassle. If we do have any questions or queries, technical support is excellent too. Cons My dislikes are classic inherent database and process issues, eg: if for whatever reason an opportunity is lost, how do you put that organisation/person back into the “lead bucket” or why can’t I have more than one name associalted wtih a lead? Review Source VR Verified Reviewer Implementation Manager Automotive Used the software for: I used a free trial ### "Minimalist CRM Tool " April 4, 2019 3.0 Pros I like how simple the tool's interface was, and the "onboarding" phase was nice, and I liked that I could skip the initial set up and jump right in. Cons While the interface is simple and you can't get lost in it, its also appears outdated. When you click on an icon like, reports, another window pups up, rather than the CRM just navigating to the selected feature. This can result in numerous windows being open at any given time and it just feels clunky. Review Source cB carly B. Sales officer Events Services Used the software for: 6-12 months ### "Great CRM System" January 25, 2017 4.0 Workbooks is a really easy system to use. 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. Pros Easy to use Cons Sometimes it can be a little long winded, for certain processes, but the end result it always work it Review Source BW Brian W. BA/PM Information Technology and Services Used the software for: ### "Amazingly Simple" June 12, 2014 5.0 As a software service company we had been using crm that did a lot of what we needed but whose functionality didn't allow us to scale, and customer service was very difficult to get in touch with. After switching to Workbooks in early 2013 our company has grown, we have been able to automate nearly 60% of all processes, and have thus been able to focus on growth. Pros Easy integration with other cloud software. We have integrated with Quickbooks for accounting, Teamwork PM for project management, and Workbooks has a great out of the box integration with Mailchimp that we use as well. Very simple and easy to use. Cons Integration with google calendar is not present until August of 2014. That will be a great add on! Review Source TT Trevor Townsend Used the software for: ### "Make your choice carefully, the cost is not the software" March 15, 2014 5.0 When selecting a CRM you should not only be concerned about the license and implementation cost, both of which are important, but you should be equally concerned about the long term viability of the first supplying the CRM. There are 100's of small and cheaps CRM's that will not survive for very long. And if you have spent the time implementing, embedding these in your business process and training your staff, you will have a huge disruption to your business if they disappear. Workbooks is increasingly popular and consistently receives high customer satisfaction rating because it easy to use and very flexible to configure. Quite simply, your sales and admin people will like using it! . Pros Workbooks has all the features you need in a CRM and more. Its ease of adoption is its #1 attribute. Cons The mobile client uses HTML5, so it is not ideal. A new IOS and Android app is due out soon, really looking forward to seeing that. Review Source JS Jennie S. Head of Marketing Accounting Used the software for: Less than 6 months ### "Excellent piece of Kit!" November 19, 2018 5.0 Excellent experience had by all. Team were responsive and felt like we had support from all areas. I would thoroughly recommend it. Pros The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great. This helps with showcasing the software to other members of the firm who have different requirements as they don't feel pigeon holed into one solution for all. Cons I can honestly say there is nothing that I don't like about this software and have been using it for a few months now. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.