Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
Operations Manager in Finance and Accounting at Taopix LTD (Computer Software, 11-50 employees)
Chose Workbooks
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sales Director in Sales at Taopix Ltd (Computer Software, 11-50 employees)
Chose Workbooks
We selected Workbooks because it had a more powerful reporting engine and a much slicker way of managing the sales pipeline and territories. It also gave us the ability to manage the support contracts better and ensure that the support team knew exactly who was in an active …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
General Manager in Corporate at Beta Safety Systems Limited (Public Safety, 11-50 employees)
Chose Workbooks
The ability to customize Workbooks really gave them the lead against the other products that we have used or that we considered when upgrading from the Base CRM system.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Business Development Manager in Sales at Taopix Ltd (Computer Software, 11-50 employees)
Chose Workbooks
I've only used SugarCRM, Workbooks is a much more sophisticated product. A huge step in the right direction and the company are much better organized now, all across the board. The reporting, lead and support management are much more reliable for our business. We can do a lot …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
President in Marketing at Colloquy Digital, LLC (Marketing and Advertising, 1-10 employees)
Chose Workbooks
Workbooks was the best overall value. It had the functionality the client needed at the best price and the quickest implementation set up and overall time frame.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
BA/PM in Marketing at Lucid Switch (Information Technology and Services, 1-10 employees)
Chose Workbooks
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Director of ICT in Information Technology at Coeliac UK (Non-Profit Organization Management, 11-50 employees)
Chose Workbooks
Stacks up well against private sector CRM, membership MRM and fundraising management systems - We needed functionality only normally seen within one or another of these system types and we chose Workbooks due to the comprehensive nature of what it can do, ease of use, …
Operations Director in Marketing at Connection2 (Marketing and Advertising, 11-50 employees)
Chose Workbooks
For us, SFDC was like using a sledge hammer to crack a walnut. Plus the cost put us off. CallPro CRM came a close second in our review, but what made us eventually go with Workbooks was the UI. It was a much more friendly environment to work in.
Managing Director in Marketing at WeCloud Benelux (Information Technology and Services, 1-10 employees)
Chose Workbooks
Have worked with the likes of SugarCRM, Salesforce, Siebel, and some of their predecessors. Most of them are too much, too complex and too expensive. Have seen most of these implemenations fail. Buying these typically require much consultancy and much bespoke implementation …
CEO & Founder in Sales at Taopix Limited (Information Technology and Services, 11-50 employees)
Chose Workbooks
We were previously with Sugar and this served us well when we started with very little money and a few staff, however we quickly outgrew Sugar and additional functionality required custom work or 3rd party plugin's. We needed a scalable system that could grow with our business, …
Media Advisor / Sales Director in Sales at i.o.v. MMD Media Selectieve verkoop (Publishing, 11-50 employees)
Chose Workbooks
Sage CRM overall is a good product, but it's ease of use left something to be desired, especially with our administrative department that had little to no experience with CRM. Another BIG PLUS of Workbooks.com over Sage is the fact that it's somewhere between 50% to 30% cheaper! …
Key User Insights
Would buy again
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Delivers good value for the price
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Happy with the feature set
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Lived up to sales and marketing promises
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Implementation went as expected
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Features
Workbooks
Sales Force Automation
Comparison of Sales Force Automation features of Workbooks
Feature
Workbooks
7.7
9 Ratings
0% below category average
Customer data management / contact management
8.59 Ratings
Workflow management
8.27 Ratings
Territory management
7.79 Ratings
Opportunity management
8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)
6.49 Ratings
Contract management
7.29 Ratings
Quote & order management
7.68 Ratings
Interaction tracking
6.48 Ratings
Channel / partner relationship management
8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Workbooks
Feature
Workbooks
6.3
8 Ratings
18% below category average
Case management
6.28 Ratings
Call center management
6.82 Ratings
Help desk management
5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Workbooks
Feature
Workbooks
7.3
7 Ratings
4% below category average
Lead management
8.07 Ratings
Email marketing
6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Workbooks
Feature
Workbooks
7.5
9 Ratings
1% below category average
Task management
7.77 Ratings
Billing and invoicing management
6.88 Ratings
Reporting
7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Workbooks
Feature
Workbooks
8.6
8 Ratings
13% above category average
Forecasting
8.28 Ratings
Pipeline visualization
8.88 Ratings
Customizable reports
8.88 Ratings
Customization
Comparison of Customization features of Workbooks
Feature
Workbooks
7.7
8 Ratings
3% above category average
Custom fields
8.48 Ratings
Custom objects
7.67 Ratings
Scripting environment
7.56 Ratings
API for custom integration
7.57 Ratings
Security
Comparison of Security features of Workbooks
Feature
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability
7.05 Ratings
Role-based user permissions
8.07 Ratings
Social CRM
Comparison of Social CRM features of Workbooks
Feature
Workbooks
6.6
3 Ratings
11% below category average
Social data
6.03 Ratings
Social engagement
7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Workbooks
It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
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
There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
I am sure that would increase productivity even further (if it's of the same standard as the main environment).
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.
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
