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
Need Assistance?
We're here to help you with understanding our reports and the data inside to help you make decisions.
Get AssistanceWorkbooks 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
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
Emotional Footprint
How to Read
Positive
Neutral
Negative
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
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
Carson W.
- Role: Consultant
- Industry: Other
- Involvement: IT Development, Integration, and Administration
Submitted May 2023
I have been using it for nine years!
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
Price & UI
What is your favorite aspect of this product?
We’ll thought out
What do you dislike most about this product?
Processing speed
What recommendations would you give to someone considering this product?
Strongly consider it if you’re an SME
Pros
- Continually Improving Product
- Respectful
- Reliable
- Performance Enhancing
Antony F.
- Role: C-Level
- Industry: Technology
- Involvement: Business Leader or Manager
Submitted May 2023
Awesome short think
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
Flexibility in the hands of the customer, powerful tools to get things done without a need for a consultant.
What is your favorite aspect of this product?
Flexibility to do what I want to get done in terms of reporting and customisation.
What do you dislike most about this product?
Support and professional services after care can be a little patchy.
What recommendations would you give to someone considering this product?
Know what you want to achieve and what date you want to collect. Focus on your outcomes.
Pros
- Reliable
- Performance Enhancing
- Enables Productivity
- Trustworthy
Ankur R.
- Role: Information Technology
- Industry: Technology
- Involvement: IT Development, Integration, and Administration
Submitted Apr 2023
CRM that improves customer engagement and loyalty
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
Workbooks CRM provides a user-friendly UI that is easy to navigate and customize, which makes it accessible to users of all skill levels.
What is your favorite aspect of this product?
Workbooks CRM provides flexible and customizable workflows that can be tailored to the specific needs of businesses. Users can create custom fields, forms, and reports, and automate tasks and processes to improve efficiency and productivity.
What do you dislike most about this product?
Price is higher than some other CRM solutions in the market. This may make it less accessible for smaller businesses or those with tighter budgets.
What recommendations would you give to someone considering this product?
I would recommend Workbooks CRM to any user/business who need a comprehensive CRM solution that can help them streamline their sales and marketing processes. A user first should take advantage of the free trial to get hands-on experience and explore this software's features and capabilities.
Pros
- Continually Improving Product
- Enables Productivity
- Unique Features
- Efficient Service