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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79 Likeliness to Recommend
94 Plan to Renew
72 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
+71 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
- Vendor's Interest First
- Less Inspiring
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
Quote Contract and Proposal
Mobile
Activity and Workflow Management
Collaboration
Telephony and Call Center Management
Customer Service Management
Vendor Capability Ratings
Availability and Quality of Training
Business Value Created
Ease of Customization
Ease of Data Integration
Quality of Features
Usability and Intuitiveness
Product Strategy and Rate of Improvement
Breadth of Features
Ease of IT Administration
Ease of Implementation
Vendor Support
Workbooks CRM Reviews
nicholas s.
- Role: Sales Marketing
- Industry: Insurance
- Involvement: End User of Application
Submitted Sep 2024
Fantastic product
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
Affordability 100%
What is your favorite aspect of this product?
How you are able to customize so easily
What do you dislike most about this product?
Nothing at this time
What recommendations would you give to someone considering this product?
Nothing at this time
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Performance Enhancing
Please tell us why you think this review should be flagged.
Marina T.
- Role: Sales Marketing
- Industry: Other
- Involvement: End User of Application
Submitted Sep 2024
We escalate negotiations with customers.
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
Me and my team love using Workbooks to enhance our collaboration. With this software, we can function as a whole, we can track emails and leads and synchronize this information so no one misses anything. When working on projects, we are able to collaborate efficiently and communicate with everyone inside of the software. Having this tool as a real estate company has offered us so much help in regards to our contact management, setting reminders about our leads and creating custom goals for each one. Satisfying our customers is our number one goal, and with Workbooks we have been capable of retaining our clients and keeping track of them.
What is your favorite aspect of this product?
I like that Workbooks is such an user-friendly platform that allows us to generate extensive reports that give insights into our customer interactions, showing us which areas can be improved and which areas are performing well, and tracking our progress and efficiency of the overall pipeline health is easy to do so in the platform. The flexibility of the platform also enables full control of the customer-seller process, offering tools such as customer tracking, lead tracking, as well as invoicing and campaign tracking. The interface is great and my favorite aspect of it is the task scheduling because it keeps me focused on all the activities.
What do you dislike most about this product?
I would say Workbooks is a great tool overall, but some areas can definitely be improved. For example, there is no way to use the software offline, you have to always be connected, even in the mobile applications. I feel like softwares these days should have at least some form of offline access to some key features of it. That being said, the mobile applications are not as complete as the desktop one, which is unfortunate because sometimes I need to catch up with some prospects and I don't have immediate access to my computer. When it comes to integration with other applications, Workbooks can also do better.
What recommendations would you give to someone considering this product?
Before acquiring this CRM tool, consider that access to integration with other apps is also limited and some other tools that I can work with I haven't been able to integrate because of this, which causes issues with synchronization of data. If this is not a problem, then consider the positive points I have found about this platform to integrate it into your company.
Pros
- Helps Innovate
- Reliable
- Performance Enhancing
- Enables Productivity
Please tell us why you think this review should be flagged.
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
Please tell us why you think this review should be flagged.
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