Workbooks CRM Logo
Workbooks CRM Logo
Workbooks

Workbooks CRM

6.8 / 10
Category
Workbooks CRM
6.8 / 10

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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Workbooks CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Workbooks CRM.

76 Likeliness to Recommend

94 Plan to Renew

69 Satisfaction of Cost Relative to Value


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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?

5% Negative
19% Neutral
76% Positive

Pros

  • Efficient Service
  • Reliable
  • Performance Enhancing
  • Enables Productivity

Cons

  • Less Inspiring
  • Vendor's Interest First

Feature Ratings

Average 75

Analytics and Reporting

78

Sales Management

77

Marketing Management

77

Account and Contact Management

77

Lead Management

76

Mobile

75

Quote Contract and Proposal

73

Activity and Workflow Management

73

Collaboration

70

Telephony and Call Center Management

69

Customer Service Management

69

Vendor Capability Ratings

Average 71

Ease of Customization

90

Ease of IT Administration

83

Availability and Quality of Training

73

Breadth of Features

71

Business Value Created

66

Ease of Implementation

66

Quality of Features

63

Product Strategy and Rate of Improvement

59

Vendor Support

57

Usability and Intuitiveness

55

Ease of Data Integration

45

Workbooks CRM Reviews

Stuart L.

  • Role: Sales Marketing
  • Industry: Finance
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted May 2023

Good features, dashboards work well.

Likeliness to Recommend

10 / 10

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
  • Role: Operations
  • Industry: Not for Profit
  • Involvement: IT Leader or Manager
Validated Review
Anonymous Reviewer

Submitted May 2023

Disappointing features but great training.

Likeliness to Recommend

4 / 10

Pros

  • Efficient Service
  • Respectful
  • Trustworthy
  • Caring

Cons

  • Charges for Enhancements
  • Leverages Incumbent Status
  • Security Frustrates

Fredrick E.

  • Role: C-Level
  • Industry: Consulting
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted May 2023

Powerful Sales Prospecting, Quoting, and Invoicing

Likeliness to Recommend

10 / 10

What differentiates Workbooks CRM from other similar products?

I recently had the opportunity to use Workbooks CRM for my travel-related business, and I must say it has been a game-changer. This versatile software not only helps with sales prospecting but also streamlines quoting and invoicing processes, making it an all-in-one solution for managing customer relationships. One of the key factors that differentiates Workbooks CRM from other similar products is its robust features tailored specifically for sales prospecting in the travel industry.

What is your favorite aspect of this product?

My favorite aspect of Workbooks CRM is its seamless integration of quoting and invoicing functionalities. With just a few clicks, I can generate professional and customized quotes for clients, including all relevant details and pricing information. The invoicing module is equally impressive, as it automates the process and ensures accurate and timely billing. This has saved me a tremendous amount of time and has improved the overall efficiency of my business operations.

What do you dislike most about this product?

While Workbooks CRM offers many great features, there are a couple of areas that could be improved. Firstly, the user interface could be more intuitive and visually appealing. Although it is functional, a more modern and user-friendly interface would enhance the overall user experience. Secondly, the learning curve for some advanced features can be steep, requiring additional training and support to fully utilize the software's capabilities. Simplifying the user experience and providing comprehensive documentation and training resources would greatly benefit users.

What recommendations would you give to someone considering this product?

For those considering Workbooks CRM for their travel-related business, I highly recommend taking advantage of the trial period to thoroughly explore its features and evaluate its suitability for your specific needs. Ensure that you have a clear understanding of your sales and invoicing processes to leverage the software effectively. Additionally, I suggest investing time in training and familiarizing yourself with the software to maximize its potential.

Pros

  • Saves Time
  • Reliable
  • Trustworthy
  • Efficient Service

Cons

  • Vendor's Interest First