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.
Company Details
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Real user data aggregated to summarize the product performance and customer experience.
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76 Likeliness to Recommend
94 Plan to Renew
69 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
+67 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?
Pros
- Efficient Service
- Reliable
- Performance Enhancing
- Enables Productivity
Cons
- Less Inspiring
- Vendor's Interest First
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Analytics and Reporting
Sales Management
Marketing Management
Account and Contact Management
Lead Management
Mobile
Quote Contract and Proposal
Activity and Workflow Management
Collaboration
Telephony and Call Center Management
Customer Service Management
Vendor Capability Ratings
Ease of Data Integration
Availability and Quality of Training
Business Value Created
Ease of Customization
Usability and Intuitiveness
Breadth of Features
Quality of Features
Ease of Implementation
Ease of IT Administration
Product Strategy and Rate of Improvement
Vendor Support
Workbooks CRM Reviews
Stuart L.
- Role: Sales Marketing
- Industry: Finance
- Involvement: Business Leader or Manager
Submitted May 2023
Good features, dashboards work well.
Likeliness to Recommend
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
- Role: Operations
- Industry: Not for Profit
- Involvement: IT Leader or Manager
Submitted May 2023
Disappointing features but great training.
Likeliness to Recommend
Pros
- Efficient Service
- Respectful
- Trustworthy
- Caring
Cons
- Inhibits Innovation
- Slower Product Innovation
- Less Reliable
Fredrick E.
- Role: C-Level
- Industry: Consulting
- Involvement: Business Leader or Manager
Submitted May 2023
Powerful Sales Prospecting, Quoting, and Invoicing
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
I recently had the opportunity to use Workbooks CRM for my travel-related business, and I must say it has been a game-changer. This versatile software not only helps with sales prospecting but also streamlines quoting and invoicing processes, making it an all-in-one solution for managing customer relationships. One of the key factors that differentiates Workbooks CRM from other similar products is its robust features tailored specifically for sales prospecting in the travel industry.
What is your favorite aspect of this product?
My favorite aspect of Workbooks CRM is its seamless integration of quoting and invoicing functionalities. With just a few clicks, I can generate professional and customized quotes for clients, including all relevant details and pricing information. The invoicing module is equally impressive, as it automates the process and ensures accurate and timely billing. This has saved me a tremendous amount of time and has improved the overall efficiency of my business operations.
What do you dislike most about this product?
While Workbooks CRM offers many great features, there are a couple of areas that could be improved. Firstly, the user interface could be more intuitive and visually appealing. Although it is functional, a more modern and user-friendly interface would enhance the overall user experience. Secondly, the learning curve for some advanced features can be steep, requiring additional training and support to fully utilize the software's capabilities. Simplifying the user experience and providing comprehensive documentation and training resources would greatly benefit users.
What recommendations would you give to someone considering this product?
For those considering Workbooks CRM for their travel-related business, I highly recommend taking advantage of the trial period to thoroughly explore its features and evaluate its suitability for your specific needs. Ensure that you have a clear understanding of your sales and invoicing processes to leverage the software effectively. Additionally, I suggest investing time in training and familiarizing yourself with the software to maximize its potential.
Pros
- Saves Time
- Reliable
- Trustworthy
- Efficient Service
Cons
- Vendor's Interest First