Workbooks CRM Reviews

I’ve been a user of Workbooks CRM for around 4 years now, and I must say, this CRM software has exceeded my expectations in every way, and here's why:

1. Highly Configurable and Flexible: Workbooks offers a level of configurability and flexibility that’s comparable to the big players in the CRM space such as Salesforce and Microsoft Dynamics but at a fraction of the cost and with a simpler user interface to boot. It provides a wide range of customisation options, from fields and workflows to automations and reports. This flexibility ensures that the software can adapt seamlessly to unique business processes and requirements, rather than forcing you to conform to a rigid system.

2. Scalable: As your business grows, Workbooks is perfectly capable of growing with you. Its scalability allows you to start small and expand as needed, safe in the knowledge that you won’t have to switch CRM again in the future. The ability to scale without disruption is vital for any business, and Workbooks excels in this regard.

3. Integrability: One of the standout features of Workbooks is its comprehensive API which allows Workbooks be seamlessly connect with almost anything, from email marketing platforms to accounting software and beyond.

4. Quality Support: Customer support is often a make-or-break factor when choosing software, and Workbooks shines in this department. Their UK-based support team is responsive, knowledgeable, and friendly. You won’t be left on hold for hours or left waiting for days to a reply to your email; and there is a lot to be said for that when choosing a CRM.

In conclusion, Workbooks is a top-tier CRM solution that ticks all the boxes. Its high configurability and flexibility, scalability, seamless integration capabilities through a robust API, and quality support make it a standout choice for businesses of all sizes. If you're looking for a CRM software that can effectively manage your customer relationships, adapt to your needs, grow with your business, and provide exceptional support, you need look no further.

Workbooks has very few faults when compared with other CRM's, but I would like to see the following improvements in the near future:

1. The ability to make changes in a sandbox environment and then push them to a live environment. While you can create test databases with ease, any changes you make will need to be subsequently recreated in the live environment.

2. Have the option for system admins to login as other users, this would make providing support to users much easier.

3. A drag-and-drop form editor would be a nice touch!

Workbooks CRM has helped us to build strong customer relationships by centralising customer data, enabling personalised interactions, and fostering a deep understanding of our customers.

Management of our sales pipeline is easy thanks to Workbooks in-built data visualisation tools, and the platform's seamless integration of invoicing and financial management streamlines our financial operations, reducing errors and delays. Workbooks CRM also enhances project management by simplifying task allocation and tracking, while customisable workflows automate routine tasks.

Additionally, the platform's robust reporting and analytics features provide invaluable insights for informed decision-making, enabling us to continuously elevate our business performance. In summary, Workbooks CRM has transformed the way we manage customer relationships, qualify leads, raise invoices, handle projects, and measure business performance, enhancing our efficiency and effectiveness in every aspect of our operations.

Allows us to build whatever report we need, add custom fields, and is fundamental to our business processes for Sales, Marketing, Account Management, Support and Finance. All encompassing CRM, at affordable rate.

Probably not the most modern slickest looking UI

Business Reporting, Customer Service, managing contractual relationships, insight into our customer base, ownership of accounts and allocations

As a marketing manager, Workbooks has a clean UX design thats easy to use and train new members on. We've had a positive experience with different teams in workbooks, from initial on-boarding, our client relations manager to the help desk. Communications surrounding updates are concise and very useful!

Workbooks is great for our needs, there are some limitations on number of characters you can filter on, but nothing major.

Workbooks does a great job keeping us updated on product development and listens to feedback that we have

Workbook's CRM offers exceptional efficiency through its intuitive interface, streamlining customer interactions and data management. With robust features like contact tracking, lead management, and task automation, it enhances productivity. Real-time insights via reports and dashboards empower smarter decision-making for our management team.

Workbook's CRM falls short in certain aspects. Its learning curve can be steep, posing challenges for new users. Compared to Salesforce, functionality is limited (no 3rd party apps etc).

Workbooks play a vital role in overseeing sales activities and maintaining current customer information.

The greatest thing about Workbooks in my opinion is the near limitless level of customisability, which puts the restrictions of the software in the users hands rather than the software itself. Because of this, if you are able to dedicate some time to learn the intricacies of the system, such as reporting, plugins and custom records, you are able to create a completely unique and customised CRM; enabling any business to have a system which is fit for them.

Even though this sounds complex to begin with, the user interface of Workbooks is extremely easy to understand, and Workbooks provides fantastic resources to learn, such as their training videos and their Knowledge Base. Additionally, their customer support is extremely helpful and knowledgeable, which makes the experience of workbooks even easier to learn and understand.

I have been using Workbooks for just over a year, and have not yet found a problem which I have had to say 'Workbooks cant do this' due to the vast amount of options, support and customisability the system offers.

Its hard to find anything I would say I 'dislike' about Workbooks, but something that may effect users negatively is that some of the systems more advanced features do utilise programming languages, such as calculated columns utilising formulas based on MySQL, and scripts using PHP.

Because of this, more in-depth/custom reports and automation does require a large chunk of additional time to learn these languages, which some users may find daunting or not enjoy.

The main problems that Workbooks helps us solve relates to human error, in which certain features within workbooks allows us to prevent a variety of mistakes being made, and helps us keep on top of our work through automation. Some of the ways Workbooks allows us to do this includes:

1. Highlighting data that could be wrong and automatically sending it to us on a daily/weekly/monthly basis through scheduled reports

2. Automatically generating tasks to follow up/chase clients for important information

3. Locking down certain form fields by making them 'read only', as well as forcing users to fill in certain fields by making them 'required'

4. Automatically rolling on records for the next year, instead of having us make them manually

5. Providing a simple and easy way to merge duplicate records if they are created through the 'merge duplicates' feature

6. Automatically filling in certain form fields through the field updater plugin

Workbooks is laid out in a really clean format which allows me to see everything that'd going on at once without the clutter.

My only dislike is how little I know about using workbooks.

I'm able to see where my team has got to with select jobs without having to ask them, allowing us to pick up from where eachother left off with ease.

It has everything you need to store the contact information for your accounts & contacts (customers, prospects, suppliers etc.) You can be reminded about your most important activities from the CRM or Outlook & you can track marketing campaigns & sales performance using its views, reports & dashboards. You can even use it to send sales orders & issue invoices, credit notes, contracts & supplier orders!

Like any application you need to invest time to learn the software but Workbooks is pretty intuitive.

A repository of contact information (prospects, customers, suppliers).

Email marketing.

It's much quicker than using spreadsheets!

The way that you can share your progress of tasks, opportunities and company info with your fellow colleagues on shared platform.

The least helpful thing on Workbooks is the search engine as sometimes not all entries come up such as tasks despite typing in a part of the title.

It helps me solve any organisation issues that our team has through the tracking of opportunities and tasks.