Workbooks

Workbooks CRM

Composite Score

7.1 /10

CX Score

7.1 /10

25 Reviews Write a Review

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What is Workbooks CRM?

Developed by a team of entrepreneurs based in the UK, Workbooks is a robust SaaS-based CRM system offering Marketing and Sales Automation, Customer Service and Support, and a host of other useful business and customer relationship applications. The system is used by small and mid-sized companies in a variety of verticals, including consulting, healthcare, media, and professional services.

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Workbooks CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Workbooks CRM.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

79 Likeliness to Recommend

94 Plan to Renew

72 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+71 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Workbooks CRM?

5% Negative

16% Neutral

79% Positive

Pros

Efficient Service
Reliable
Performance Enhancing
Enables Productivity

Cons

Vendor's Interest First
Less Inspiring

Feature Ratings

Average 78

Analytics and Reporting

Sales Management

Marketing Management

Account and Contact Management

Lead Management

Quote Contract and Proposal

Mobile

Activity and Workflow Management

Collaboration

Telephony and Call Center Management

Customer Service Management

Vendor Capability Ratings

Average 73

Availability and Quality of Training

Business Value Created

Ease of Customization

Ease of Data Integration

Quality of Features

Usability and Intuitiveness

Product Strategy and Rate of Improvement

Ease of IT Administration

Breadth of Features

Ease of Implementation

Vendor Support

Workbooks CRM Reviews

nicholas s.

Role: Sales Marketing
Industry: Insurance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2024

Fantastic product

Likeliness to Recommend

10 /10

What differentiates Workbooks CRM from other similar products?

Affordability 100%

What is your favorite aspect of this product?

How you are able to customize so easily

What do you dislike most about this product?

Nothing at this time

What recommendations would you give to someone considering this product?

Nothing at this time

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Marina T.

Role: Sales Marketing
Industry: Other
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2024

We escalate negotiations with customers.

Likeliness to Recommend

10 /10

What differentiates Workbooks CRM from other similar products?

Me and my team love using Workbooks to enhance our collaboration. With this software, we can function as a whole, we can track emails and leads and synchronize this information so no one misses anything. When working on projects, we are able to collaborate efficiently and communicate with everyone inside of the software. Having this tool as a real estate company has offered us so much help in regards to our contact management, setting reminders about our leads and creating custom goals for each one. Satisfying our customers is our number one goal, and with Workbooks we have been capable of retaining our clients and keeping track of them.

What is your favorite aspect of this product?

I like that Workbooks is such an user-friendly platform that allows us to generate extensive reports that give insights into our customer interactions, showing us which areas can be improved and which areas are performing well, and tracking our progress and efficiency of the overall pipeline health is easy to do so in the platform. The flexibility of the platform also enables full control of the customer-seller process, offering tools such as customer tracking, lead tracking, as well as invoicing and campaign tracking. The interface is great and my favorite aspect of it is the task scheduling because it keeps me focused on all the activities.

What do you dislike most about this product?

I would say Workbooks is a great tool overall, but some areas can definitely be improved. For example, there is no way to use the software offline, you have to always be connected, even in the mobile applications. I feel like softwares these days should have at least some form of offline access to some key features of it. That being said, the mobile applications are not as complete as the desktop one, which is unfortunate because sometimes I need to catch up with some prospects and I don't have immediate access to my computer. When it comes to integration with other applications, Workbooks can also do better.

What recommendations would you give to someone considering this product?

Before acquiring this CRM tool, consider that access to integration with other apps is also limited and some other tools that I can work with I haven't been able to integrate because of this, which causes issues with synchronization of data. If this is not a problem, then consider the positive points I have found about this platform to integrate it into your company.

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

Stuart L.

Role: Sales Marketing
Industry: Finance
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted May 2023

Good features, dashboards work well.

Likeliness to Recommend

10 /10

What differentiates Workbooks CRM from other similar products?

The dashboards

What is your favorite aspect of this product?

The dashboards and activities

What do you dislike most about this product?

It’s sluggish at time

What recommendations would you give to someone considering this product?

Give it time as after learning functionality, it is good

Pros

Enables Productivity
Saves Time
Helps Innovate
Reliable

Cons

Charges for Enhancements
Less Inspiring
Leverages Incumbent Status

Workbooks CRM

What is Workbooks CRM?

Company Details

Book a Free Demo Today!

Workbooks CRM Ratings

79 Likeliness to Recommend

94 Plan to Renew

72 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+71 Net Emotional Footprint

How much do users love Workbooks CRM?

Pros

Cons

Feature Ratings Average rating of all product features, some of which may not be shown below

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Activity and Workflow Management Text or code-based and visual workflow designers.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Workbooks CRM Reviews

nicholas s.

Fantastic product

Likeliness to Recommend

Pros

Marina T.

We escalate negotiations with customers.

Likeliness to Recommend

Pros

Stuart L.

Good features, dashboards work well.

Likeliness to Recommend

Pros

Cons

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Feature Ratings

Analytics and Reporting

Sales Management

Marketing Management

Account and Contact Management

Lead Management

Quote Contract and Proposal

Mobile

Activity and Workflow Management

Collaboration

Telephony and Call Center Management

Customer Service Management

Vendor Capability Ratings

Availability and Quality of Training

Business Value Created

Ease of Customization

Ease of Data Integration

Quality of Features

Usability and Intuitiveness

Product Strategy and Rate of Improvement

Ease of IT Administration

Breadth of Features

Ease of Implementation

Vendor Support