Here are 4 reasons why I love Workbooks
1) Brilliant interface
CRM software can often be very difficult to use, because of all the task it can do. Workbooks, however, has a beautiful user interface. The system is designed to look like Windows complete with a desktop and start menu, so it is very intuitive and familiar. The desktop is used to store the more frequent tools, while the rest is clever organized in the start menu. This means that you can always quickly find what you want as nothing is ever more than a click away, but unlike other systems, there is no danger of being overwhelmed.
Another great feature of Workbooks is the flexibility. Unlike other systems which force you into their rigid way of thinking, Workbooks lets you assign custom fields to record types. This is handy if you have specialist data requirements which may not be otherwise covered by a CRM system.
This flexibility is mirrored in the report creating functionality, as you can incorporate any fields into your reports.
In the past, I used another CRM software that didn’t have this feature. Very often, after generating a report, I would have to copy and paste it into Word and then edit it to fit my needs, which was a huge time waste especially as the number of reports and records began to grow.
Thankfully, with Workbooks, there’s none of this foolishness. The software dances to my tune and not the other way around.
3) Snappy cross-platform cloud based system
Workbooks is fully accessible over the web and even works on mobile and tablet. Quite wisely the mobile version doesn’t replicate the Windows desktop and instead has a custom designed solution that uses a well designed hamburger menu to arrange the options. Despite being a web based system, Workbooks is very snappy whether being viewed on Desktop, Mobile or Tablet. Sometimes it is so fast, that I think I am using a native app.
The last system I used required syncing with a desktop client and often I would find that data was missing when I was off site, which was a pain. Thankfully with Workbooks there is none of this nonsense!
4) Excellent training videos
Workbooks has a great library of training videos.
They are very well made and I often watched them when I had a minute. In doing so, I often came up with new ideas of how the software could better help the business, which I had not originally considered.