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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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
Vanessa Maria B.
- Role: Sales Marketing
- Industry: Finance
- Involvement: End User of Application
Submitted Jan 2022
Its user interface is very simple and clean
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
A CRM tool to provide efficient management of interaction with old and new customers. Its user interface is simple and clean which makes it simple for user to make his way through. It provides order tracking feature and good user management. The whole system is very flexible and allows managing screens and reports as per user’s wish. Its customer support team is really active and helps with every sort of issue with an ever-happy face.
What is your favorite aspect of this product?
It is a cost-efficient method to bring I.T to a business. It is a software that is designed and developed to help its user to generate revenue, monitor financial management and resource management, and have a deep understanding of the project for maximum productivity and efficiency.
What do you dislike most about this product?
The software takes some time to boot and often lags in speed too. Its flexibility sometimes causes difficulty to figure out what output does a user actually want. Manual input is needed to serve the purpose. Managing multiple user types is a challenge. Search feature and image uploading needs improvement as well.
What recommendations would you give to someone considering this product?
For lead management, it is an excellent tool to have a deep insight of the whole business cycle and to keep track of financial and procedural progress.
Pros
- Transparent
- Helps Innovate
- Reliable
- Performance Enhancing
Violet C.
- Role: Sales Marketing
- Industry: Other
- Involvement: Initial Implementation
Submitted Oct 2021
Customer engagement and data control product
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
Workbooks CRM is the most reliable and cost friendly platform that can be acquired by many organizations.
What is your favorite aspect of this product?
It has smart user interface that offers great room for engagement with our customers. It has enabled our marketing team to survey areas with large number of potential customers and come up with strategies of winning them.
What do you dislike most about this product?
I have not experienced great challenge that can affect our customer engagement journey from this platform.
What recommendations would you give to someone considering this product?
I highly recommend this great tool to any company for effective and powerful customer relations with great Returns on Investment.
Pros
- Helps Innovate
- Enables Productivity
- Unique Features
- Inspires Innovation
Søren E.
- Role: Information Technology
- Industry: Energy
- Involvement: Business Leader or Manager
Submitted Sep 2021
Great CRM for SME's
Likeliness to Recommend
What differentiates Workbooks CRM from other similar products?
Workbooks has a very easy and intuitive interface, which makes it great for SME's that doesn't require the advanced functionality of larger corporates.
What is your favorite aspect of this product?
Easy and intuitive layout. It was very easy to get started with Workbooks, as the main functionality follows a simple structure.
What do you dislike most about this product?
Compared to Salesforce, functions are limited (no apps etc)
What recommendations would you give to someone considering this product?
Great CRM system, especially for a SME
Pros
- Reliable
- Performance Enhancing
- Enables Productivity
- Efficient Service
Cons
- Under Delivered
- Charges for Enhancements