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

Breadth of Features

Ease of IT Administration

Ease of Implementation

Vendor Support

Workbooks CRM Reviews

Madhu S.

Role: C-Level
Industry: Media
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted May 2023

Excellent, well thought out CRM that is flexible

Likeliness to Recommend

7 /10

What differentiates Workbooks CRM from other similar products?

Brilliant interface CRM software can often be very difficult to use, because of all the task it can do. Workbooks, however, has a beautiful user interface. The system is designed to look like Windows complete with a desktop and start menu, so it is very intuitive and familiar. The desktop is used to store the more frequent tools, while the rest is clever organized in the start menu. This means that you can always quickly find what you want as nothing is ever more than a click away, but unlike other systems, there is no danger of being overwhelmed.

What is your favorite aspect of this product?

Flexibility Another great feature of Workbooks is the flexibility. Unlike other systems which force you into their rigid way of thinking, Workbooks lets you assign custom fields to record types. This is handy if you have specialist data requirements which may not be otherwise covered by a CRM system. This flexibility is mirrored in the report creating functionality, as you can incorporate any fields into your reports.

What do you dislike most about this product?

I can’t think of any complaints. In the past it used to be a little sluggish, but this has long been since fixed.

What recommendations would you give to someone considering this product?

Workbooks comes with a 30 day trial, so you can check out if its right for you. And from the moment you see the excellent interface you will be hooked. Review collected by and hosted on G2.com.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Pradeep H.

Role: Student Academic
Industry: Biotechnology
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted May 2023

User friendly CRM software

Likeliness to Recommend

5 /10

What differentiates Workbooks CRM from other similar products?

Workbook CRM is robust and user friendly.

What is your favorite aspect of this product?

User Experience and customer support

What do you dislike most about this product?

All features are good.

What recommendations would you give to someone considering this product?

I strongly recommend this product.

Pros

Helps Innovate
Trustworthy
Caring
Client's Interest First

Simone R.

Role: C-Level
Industry: Education
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted May 2023

So many brilliant features.

Likeliness to Recommend

9 /10

What differentiates Workbooks CRM from other similar products?

The breadth of features and the ease of reporting

What is your favorite aspect of this product?

Integration with Spotler is excellent and easy to use.

What do you dislike most about this product?

Unfortunately the cost.

What recommendations would you give to someone considering this product?

Check the differences between the different packages as sometimes less is more.

Pros

Continually Improving Product
Reliable
Enables Productivity
Over Delivered

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.

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

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

Madhu S.

Excellent, well thought out CRM that is flexible

Likeliness to Recommend

Pros

Pradeep H.

User friendly CRM software

Likeliness to Recommend

Pros

Simone R.

So many brilliant features.

Likeliness to Recommend

Pros

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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

Breadth of Features

Ease of IT Administration

Ease of Implementation

Vendor Support