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
Dianne M.
- Role: Sales Marketing
- Industry: Education
- Involvement: End User of Application
Submitted May 2023
Great value for money and super customisable
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
It’s very easy to use and customise. I really like the customised views - they really help me demonstrate the status of the pipeline to the business.
What is your favorite aspect of this product?
The customised views are great. I can show the senior management team all the sales activity so they can forecast the numbers and trust the process.
What do you dislike most about this product?
Nothing - it’s great!
What recommendations would you give to someone considering this product?
Value for money compared to other products out there
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Enables Productivity
Madhu S.
- Role: C-Level
- Industry: Media
- Involvement: End User of Application
Submitted May 2023
Excellent, well thought out CRM that is flexible
Likeliness to Recommend
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
Submitted May 2023
User friendly CRM software
Likeliness to Recommend
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