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Workbooks

Workbooks CRM

Composite Score

7.0 /10

CX Score

7.1 /10

30 Reviews Write a Review

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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.

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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.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

79 Likeliness to Recommend

96 Plan to Renew

2
Since last award

74 Satisfaction of Cost Relative to Value

2
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+76 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?

3% Negative

12% Neutral

85% Positive

Pros

Efficient Service
Reliable
Enables Productivity
Respectful

Feature Ratings

Average 78

Account and Contact Management

Analytics and Reporting

Sales Management

Marketing Management

Quote Contract and Proposal

Lead Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Mobile

Customer Service Management

Vendor Capability Ratings

Average 74

Availability and Quality of Training

Ease of Customization

Usability and Intuitiveness

Ease of Data Integration

Quality of Features

Business Value Created

Product Strategy and Rate of Improvement

Ease of IT Administration

Ease of Implementation

Breadth of Features

Vendor Support

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

Inhibits Innovation
Slower Product Innovation
Less Reliable

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

Workbooks CRM

What is Workbooks CRM?

Company Details

Book a Free Demo Today!

Workbooks CRM Ratings

79 Likeliness to Recommend

96 Plan to Renew

2 Since last award

74 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+76 Net Emotional Footprint

How much do users love Workbooks CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Activity and Workflow Management Text or code-based and visual workflow designers.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Workbooks CRM Reviews

Stuart L.

Good features, dashboards work well.

Likeliness to Recommend

Pros

Cons

Disappointing features but great training.

Likeliness to Recommend

Pros

Cons

Fredrick E.

Powerful Sales Prospecting, Quoting, and Invoicing

Likeliness to Recommend

Pros

Cons

2
Since last award

2
Since last award

Feature Ratings

Account and Contact Management

Analytics and Reporting

Sales Management

Marketing Management

Quote Contract and Proposal

Lead Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Mobile

Customer Service Management

Vendor Capability Ratings

Availability and Quality of Training

Ease of Customization

Usability and Intuitiveness

Ease of Data Integration

Quality of Features

Business Value Created

Product Strategy and Rate of Improvement

Ease of IT Administration

Ease of Implementation

Breadth of Features

Vendor Support