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
David W.
- Role: Information Technology
- Industry: Technology
- Involvement: IT Leader or Manager
Submitted Apr 2021
Workbooks an effective CRM management
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
I like this system because in its functional management not only focuses on basic CRM software like any other program, but also includes certain features totally effective, among which I can mention is the optimization of tools necessary for the growth of the organization, including improvements in automation, cost reduction and customer service
What is your favorite aspect of this product?
The way it keeps pipeline usage relatively small on your PR servers, which in turn, increases the effectiveness of lead management
What do you dislike most about this product?
The excess of functions that it contains, there are several of those functions that tend to be junk and very little is used in the necessary management
What recommendations would you give to someone considering this product?
That Workbooks is the ideal customer management and satisfaction tool that any company can count on because it offers complex measures to develop strategic opportunities
Pros
- Continually Improving Product
- Effective Service
- Generous Negotitation
- Security Protects
Cons
- Less Friendly Negotiation
Elizabeth C.
- Role: C-Level
- Industry: Other
- Involvement: Business Leader or Manager
Submitted Feb 2021
Very easy to integrate and well worth the price
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
It actually works and is in hindsight very simple to integrate.
What is your favorite aspect of this product?
Having support of all categories just a phone call away and they are actually knowledgeable about the service they are assisting you with.
What do you dislike most about this product?
There nothing I disliked that I can recall.
What recommendations would you give to someone considering this product?
Believe in the system! This will work!
Pros
- Reliable
- Performance Enhancing
- Enables Productivity
- Unique Features