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
Simone R.
- Role: C-Level
- Industry: Education
- Involvement: Business Leader or Manager
Submitted May 2023
So many brilliant features.
Likeliness to Recommend
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
Harrison D.
- Role: Human Resources
- Industry: Education
- Involvement: Business Leader or Manager
Submitted May 2023
Outstanding automated reporting
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
Workbooks CRM Makes the integration of all processes smooth and eliminated the needs for other softwares that got very convoluted to use.
What is your favorite aspect of this product?
Lead forensics and lead generation was the highlight of Workbooks as we sought to grow our outreach capabilities
What do you dislike most about this product?
It is overwhelming and clunky at times when a user is not properly trained
What recommendations would you give to someone considering this product?
Utilize customer support from the very beginning to ensure you are starting off knowledgable and comfortable with all of the features
Pros
- Performance Enhancing
- Trustworthy
- Unique Features
- Caring
Dr AbdulRahman E.
- Role: Industry Specific Role
- Industry: Manufacturing
- Involvement: Business Leader or Manager
Submitted May 2023
Good product with some unique features
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
Ease of use
What is your favorite aspect of this product?
Data representation
What do you dislike most about this product?
Generally it does what I want
What recommendations would you give to someone considering this product?
Make sure you are fully aware of all the features
Pros
- Enables Productivity
- Unique Features
- Client's Interest First
- Reliable