# Page 4 | Workbooks Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Workbooks ## Showing most helpful reviews Showing 76-100 of 112 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use FE Fredrick E. Director of Sales Hospitality Used the software for: 1-2 years ### "Awesome product - customer support could be better" September 28, 2015 3.5 Pros Simple to use and very easy to set up - it our must have been purchase each year Cons Wish the customer support team was a bit more reactive and less focussed on selling time units for help/support Review Source RK Ray K. MD Used the software for: ### "Perfect Franchise Tool" January 22, 2015 5.0 LMI-UK is a relatively small and simple franchised business offering top class Leadership & Management Development here in the UK. We are part of a global corporation operating in over 70 countries. We needed a comprehensive tool, easy to operate which all our UK Franchise owners could use. Workbooks fitted the bill perfectly and at a price acceptable to everyone. (Although the contract is with LMI-UK, in Franchising it is typical the individual 'User' cost is passed onto the respective Franchisee) Our Franchisees manage their clients and prospective clients, track their marketing campaigns and now feel in control of their individual businesses. Which is key to our desired and actual growth. We would recommend any business, Franchise or otherwise, to take a closer look at the Workbooks option before making any final decision concerning who to CRM partner with. Review Source D Dave Used the software for: ### "Fantastic UI/UX" March 15, 2014 5.0 I'm about two weeks into using Workbooks and I have to say that I'm extremely impressed with the product. One thing I can stop thinking about is the desktop-style UI, with the movable windows, file icons, and pop-up start menu, all work just as well as Mac OS or Windows (Pre-W8) desktop. I've never seen a web application do anything remotely close to this, and didn't know it was even possible to have something like that in a browser. Really friggin' cool, blows the more traditional setups you see in Zoho CRM and Salesforce out of the water. The workflow customization is top-notch, and I've been able to keep an eye on all my sales team's progress with leads, activities, emails, and phone calls with minute precision via WB's reporting capabilities. Bravo. Pros Desktop-Style UI Easy-to-grasp UX Reporting capabilities Review Source VE Valerie E. Account Manager Hospitality Used the software for: 2+ years ### "Easy to use and easy to access" October 8, 2015 4.5 Pros The filing and retrieving of information is easy to do. And you can access your file from any computer. Cons Reporting - Not very straightforward to create a report Review Source JS Julie S. Client PM Used the software for: Less than 6 months ### "Platform already existed when I joined, had to work my way through what we had done and why" October 25, 2017 3.0 Pros Support desk team are helpful and always at hand to answer any questions that we have. Once you take the time to understand it, it does get easier to navigate round. Cons The look and feel is quite dated however I understand there is a new release for this coming soon. The system seems to have been designed to be overly complicated and the personalisation to be able to adapt the platform to business need could be a lot better. Review Source PJ Peter J. General Manager Used the software for: ### "Workbooks great product great price." January 15, 2015 5.0 Great CRM software at a good price point. It has all the functionality you would expect. Users find it easy and intuitive to use. The interface follows a consistent style throughout which makes each task easy for all users and administrators. There are plenty of options for customisations and it is straight forward when configuring to your business requirement. The integration with email is excellent and even if you do not use or opt to use the outlook connector, the Email Dropbox is a great way to get emails in to the CRM from other applications. The online documentation is better than most I have seen which is great when you need to learn how do use any part of the system. There is a free trial available so well worth a look with no obligation. Review Source CH Claire H. Account Manager Hospitality Used the software for: 1-2 years ### "Software review" October 26, 2015 4.5 Pros 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 Cons Nothing I can think of really. Obviously a year ago the product was quite alien but not anymore! Review Source ED Esme D. Floor manager Supermarkets Used the software for: Less than 6 months ### "Efficient and free for a small company. " July 22, 2022 4.0 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. Review Source VR Verified Reviewer Plumber Facilities Services Used the software for: ### "i loved it, simple to use. will use again." March 30, 2018 5.0 for the time ive used it it let me contact different firms that i would struggle with occasionally but this helped alot . Pros It helped me sort my contacts, and meet new people of the site. will deffinently recommend to family and firends. Cons It is a simple to use the software. Nothing too complicated, unlike other software. It defiantly helped me with my work. Will need to use more. Review Source MW Mike W. Primary/Secondary Education Used the software for: ### "Easy to use, highly customisable CRM" January 30, 2015 4.5 Pros Intuitive interface and highly customisable. Very easy to tailor to any business model. Cons There is really nothing that I actively dislike. It's not the cheapest, but it's a good value considering the high quality. Hands-on training via the company is expensive, but the documentation and online community are very good, so I never felt like additional training was necessary; the interface is based on a sort of Windows XP feel, which is looking a little dated, but that's a really trivial thing and doesn't affect usability in any way. Review Source GS Gergana S. student Used the software for: Less than 6 months ### "Workbooks CRM review" February 25, 2018 5.0 Pros The service was great and the staff was knowledgeable and friendly. Would definitely recommend it. Cons Review Source FA Femi A. Senior Manager Accounting Used the software for: 6-12 months ### "Intuitive CRM" July 30, 2019 5.0 Pros I like the reporting module, it is quite user-friendly. Cons The Import function can be a bit of a snag and sometimes you have to refresh the page when it is unresponsive Review Source DG Dan G. Business Owner Entertainment Used the software for: Less than 6 months ### "Workbooks works well for me" November 15, 2018 5.0 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. Cons It can be difficult to know where to start when I need a report, but the Knowledge Base is always really helpful with this. Review Source AR Andy R. Used the software for: ### "Great CRM Product really easy to use." May 20, 2011 5.0 We've been using Workbooks Business Edition now for around 6 months. The sales team find it really easy to use and it has enabled us to really stay on top of our sales pipeline and it's helped us run more structured deal reviews. We also like the fact we can use the product book, to store our product details, including cost and sales price. This means we are doing a better job of tracking gross margins within sales. All in all, a big plus for our business. Pros Easy to use and setup. We like the desktop interface. The ability to track leads, opportunities and orders. Cons Not alot Review Source DH Doug H. Account Manager Retail Used the software for: 1-2 years ### "Great Product we use it for all of our operations!" October 6, 2015 4.5 Pros The ease of transition from Opportunity to Quote to Order to Purchase Order to Invoice Cons No ability to replicate a existing order without all attachments Review Source JG Jeff G. Logistics and Supply Chain Used the software for: ### "Customization is A+" February 6, 2015 5.0 Pros Workbooks offers a great array as well as in-depth customizations that allow our company to scale and become more efficient. Cons I don't like the lack of online presence and marketplaces. I would very much like Workbooks to be in sync with web stores and my website. Review Source SA Shane A. Owner Logistics and Supply Chain Used the software for: Less than 6 months ### "Amazing. Would love to a shoppoing cart added but I love the CRM " October 1, 2015 4.5 Pros The tasking functions are great. Very more robust than Zoho. Being able to communicate with my employees through a tasking system this robust led us to the ability to complete more tasks more efficiently. This also kept us very connected with our customers. We rarely miss an opportunity to follow up on new quotes or new business. Cons How I have to duplicate the windows when using more than 1 screen. 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. Review Source AS Adam S. Used the software for: ### "Much more than a CRM" September 13, 2011 5.0 We originally took on Workbooks as a CRM, but it now effectively runs our whole business process from campaign management, sales, production through to invoice. We've integrated it into Sage and our Project Management system so most admin tasks have now been completely automated. Pros It's flexibility to work around current business processes. Cons We know we're probably not using it to its potential, and getting staff to realize the more it's populated, the more useful it is. Review Source VR Verified Reviewer Market Researcher Apparel & Fashion Used the software for: I used a free trial ### "Workbooks CRM" December 21, 2018 5.0 Absolutely wonderful experience,would recommend to anyone! Pros Easy to follow and use and is a very powerful software which allows things to be done quicker allowing time to be made for other things. Cons Not much to dislike however having a integrated CRM package for small business users would be extremely benefial to many other businesses which are relatively small. Review Source BW Brian W. Computer Software Used the software for: ### "Workbooks CRM is a workflow workhorse!" February 6, 2015 5.0 Pros Workbooks has all the features that a CRM should offer in addition to many other beneficial components such as: Sales Order Management, Invoicing Functionality and Marketing Automation. These things greatly decrease the time it takes to carry out business processes. Cons The offline capable mobile app is in beta, so I am really looking forward to the launch set to be out Q1 2015. Review Source NV Newman V. Computer Software Used the software for: ### "Workbooks is my choice by far" January 30, 2015 4.5 Pros Workbooks' completeness is what we like the most. It is well-supported and documented. It covers our business from leads to after-sales followup. Cons For us, the worst part is not to blame the product: its free version is for only 2 users. Furthermore, it could be a little hard to understand and to start using compared to simpler products, such as Nutcache. Review Source lO lucas O. Used the software for: ### "Good CRM for SMBs" November 8, 2010 4.0 Helpful CRM tool at a reasonable price. Well designed for SMBs Very handy to manage contacts, integrate most emailing functions, lead management, marketing campaigns, access quoting tools, review forecasts... The business account allows orders management (processing, fulfillment, pricing schemes, invoicing...) Pros good email marketing functionality integrate Google Adwords 30 day free trial web-based, no software needed Review Source SK Shenel K. CRM Specialist Used the software for: ### "Workbooks - The CRM for You." January 14, 2015 5.0 Some of the reasons Workbooks a highly worthy CRM are: It is a web-based CRM allowing you to access from anywhere! You can automate basically all of your business processes. You are able to track the Opportunity's progress through your sales cycle. Data security is taken very seriously to ensure Confidentiality, Availability and Integrity. You are able to forecast profits track marketing's ROI. Review Source LT Lori T. Logistics and Supply Chain Used the software for: 6-12 months ### "Used as a Customer Database and to record communications." February 20, 2015 4.0 Pros Easy of use. Haven't encountered any bugs that have held us up in any way. Cons The Email Outlook Connector is not compatible with IMAP Exchange. Review Source MC Mark C. Computer Software Used the software for: Less than 6 months ### "Excellent Product for Small - Mid-Sized Business" February 20, 2015 5.0 Pros Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too. Cons The only reason I'm not giving it a 10 is because it isn't as intuitive to use as some of the other CRMs, and the integrations aren't as smooth as Salesforce.com. 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.