Kintone vs. Workbooks

Kintone is great if you want a software that will help you in managing your data, and keep track of which tasks are assigned to whom. It also helps to streamline communication and information in one central place. However, it is not for you if you are looking for something complex that has to manage a lot of data.

Incentivized

Workbooks offers great support, as do ( in our experience) local partners. It works really well for our sales and marketing departments. Workbooks is really effective in tracking our marketing campaigns. It also keeps tabs on existing clients, and gives insight on how quickly potentials are turned to customers.

As with all CRM it strongly depends on how well it is being maintained and used by the user. We have found that with the ease of use of Workbooks its become much less of an issue. Where as before we didn't only look at the data produced but actually had to keep track of the system being used accurately. We constantly needed to keep tabs on the actual level of maintaining.

The fact that we see data being produced organically (naturally being updated and tracked) to me is a testament of the user friendly nature of workbooks.

• Flexibility. You can build apps (without coding) to serve a wide range of processes and projects.
• Ease of use. The interface is intuitive.
• Training. There are resources readily available to train new users. Even starting from scratch, I felt like I was up to speed in just a few hours.

Incentivized

• Sales process management from enquiry to delivery of product
• This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
• Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
• The FD loved it
• The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
• Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over

• I feel that Kintone is not well enough known yet. This means that other apps/APIs are not necessarily easy to connect with Kintone. Yes, you can use Zapier though for interfacing with other apps.
• It would be great if it could give more customized options to change the look and format of certain things. You can make price quote apps, for example, but have to rely on 3rd party apps or programming skills to customize the look and fields.
• If you make a table as an input field, it cannot connect to other internal Kintone apps for lookups and such.
• I think there is more potential to make more customized data graphs.

Incentivized

• We use it for support but find it difficult to easily link support emails that arrive to organisations, it requires a lot of manual input to open/close a case
• The flexibility can be a hindrance as it can be difficult to work out exactly what you wish to see, especially in reports. Sometimes a simple report is all thats required but it provides a lot of information
• Can sometimes be a little slow and goes down from time to time but this is fairly rare

Incentivized

I still think that there's a room for Kintone's future, and high expectations for them in additional features and innovative tools and supports. Truly hope that they will support email features, and standardized supports for various plug-ins with the 3rd party software and apps. In the meantime, we will have to consider our ways of doing our work in all aspects

Incentivized

the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.

Kintone is agile app and most of the time we can easily come up with new apps. However, there should be more feature-based drag and drop and or a visual-based usability, as we all want to minimize the number of clicks and dropdown menu selections as much as possible. Thanks.

Incentivized

Never had an issue with this.

Incentivized

Workbooks CRM never let me down.

No issues.

Incentivized

The support from Kintone has been excellent. On numerous occasions, customer service representatives have proactively reached out to us to see if we needed help with anything. They also scheduled Zoom calls one month after we went live to go over any questions we had. Additionally, they assigned a local account representative to check in on us periodically to provide any necessary help.

Incentivized

Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..

Everyone has their own tastes of things and way they want to work. Asking them to adapt to the changes with the new tools or apps is always difficult. We would want to start with a very small but best example within the organization, which in our case was that the employees will not be bothered by the bosses by being asked to find the documents, status of the progresses, or major things/requests/projects.

Incentivized

Kintone is the easiest product to create from and the cost is the lowest I believe. In addition, reconfigurability and extendability are great. If you look for a low code tool, you can try Kintone. But as same as another low code tool, don't expect too much.

Incentivized

Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design highly specific workflows, the functionality out of the gates is a tremendous asset for most businesses

I could see this work for all departments if implemented correctly.

Incentivized

• It used to take us 15-20 minutes to create a quote for a client. It now takes less than 3.
• It allows a few of our employees to work remotely, which was essentially impossible prior.
• We can see raw data for success/failure rates, which we actively use in our employee review process.

Incentivized

• Tracking of customers who are in active support or not has benefited the support team's time by not supporting non paying customers.
• Keeping track of why sales are won or lost has meant we can call upon times when new leads have the same characteristics as old wins/loses.
• Creating auto invoicing scripts has drastically cut the finance team's invoicing time.

Incentivized