Workbooks Reviews & Product Details

Workbooks has been a fantastic partner as our business has grown. The core contact, lead and opportunity management is excellent, and the platform is so configurable that it adapts to the way we work rather than the other way round. The open API is a real highlight: it has allowed us to build our own tools on top of the CRM, such as automated lead matching and certificate generation, which save our team hours every week. Rules like routing leads by email domain have removed manual admin, and the reporting is powerful enough to handle genuinely complex questions, feeding the dashboards our management team relies on every day. Above all, the support team is superb: responsive, knowledgeable and always willing to help us get the most out of the system. I’d recommend Workbooks to any business looking for a flexible CRM it can truly make its own Review collected by and hosted on G2.com.

Honestly, very little. Because Workbooks is so powerful, there is a lot to learn, so new users benefit from some initial training to unlock its full potential. A few more ready-made options for advanced calculated fields and reporting would make the system’s power even more accessible to non-technical users. A small point against a platform we’d happily recommend Review collected by and hosted on G2.com.

Easy to use, good for creating leads/opportunities records, and creating tasks for colleagues. There isn't loads of different complicated sections like some CRMs. its also easy to edit & create fields etc. Review collected by and hosted on G2.com.

My main issue is the reporting section. I find it very difficult to customise reports and I do not really understand the dependencies i need to set up etc. Even after watching reporting videos and joining webinars. I have used a couple of previous CRM systems where the reporting part was so easy. Review collected by and hosted on G2.com.

The recent AI Beta has improved the platform. Review collected by and hosted on G2.com.

The UI for making layout changes could be improved and is on the roadmap, I believe. Review collected by and hosted on G2.com.

After bouncing back through several CRM’s that promised heaven and ended up being a mess, with Workbooks I finally felt the pieces fit together. I appreciate not having to jump from one tab to another all day; here the CRM, projects, and business automation really coexist. I had just been keeping track of clients, budgets, and tasks on different planets, and being able to connect everything from the first hello to the final payment brought me back to life in terms of productivity. Being 100% cloud, I forget about rare installations or maintenance; I enter and work, something that any team who does not want infrastructure clutter will appreciate infinitely. Review collected by and hosted on G2.com.

Customization is a double-edged sword. It’s so powerful that if you jump into the platform without having a clear idea of your own processes, you can easily end up spending hours setting up features you don’t even need. It’s definitely a tool for people who already know what they want to track and measure, not something you use to just improvise as you go. Review collected by and hosted on G2.com.

I like Workbooks because it's extremely easy to use. I use it to track my hours and pay, and it helps with easy management by having all my personal information in one place. I find all the features valuable because of how easy they are to use. Setting it up was very easy too, which is a big plus. Review collected by and hosted on G2.com.

And sometimes how slow it takes to load. Review collected by and hosted on G2.com.

I use Workbooks for organizing and managing business data in one place, which helps me track customer information, sales activities, and internal processes efficiently. I like its flexibility and ease of use, as the platform is well-structured and customizable to business needs, making it easy to manage data without complexity. It improves collaboration, provides clear visibility across teams, and keeps everything organized and up to date. I also appreciate the customization options and reporting features as it adapts well to different business workflows, with dashboards making it easy to track performance and progress. The system is reliable, scalable, and supports smooth day-to-day operations. Furthermore, Workbooks integrates well with other tools like email, spreadsheets, and accounting software, helping to keep data consistent across platforms. It's this combination of flexibility, features, and effective support for workflows that makes Workbooks stand out for me. Review collected by and hosted on G2.com.

While Workbooks is a powerful platform, there is a learning curve for new users, especially when setting up advanced features. Some workflows could be made more intuitive, and additional in-app guidance or tutorials would help speed up onboarding. Review collected by and hosted on G2.com.

It has to be their friendly, reliable UK team. Always on hand to help whether this is a quick phone/teams call or by email, a response is always given on the day or at least the day after. The advice and support given is always helpful and insightful.

Their training courses are detailed but also there is so much to cover in just 4 days and learning doesn't just stop after you have attended the courses the online support site is a great tool to aid any further learning or to recap. Review collected by and hosted on G2.com.

Sometimes the system can be a little slow with loading data or looking, but general housekeeping and ensuring data is kept updated and correct can help minimize this. Also in a report, you can't look at leads or opportunities together you have to create separate reports.

Being able to have a dual workbook screen, would be a great feature to have! Review collected by and hosted on G2.com.

Workbook is a tool which is mostly used for sales and customer services at a single place where we can satisfy our customers by providing all required support or information in one place. Also, it is easy to use or integrate with any other calling software; its implementation is easy in any organization. Review collected by and hosted on G2.com.

Sometimes it requires high technical skill for configuration and automation implementation in our organization. It is also costly compared to other CRM tools. Review collected by and hosted on G2.com.

I like having everything in one place to track all items, and I find the keyboard shortcuts valuable because they make inputting information fast and simple. It's also great that Workbooks has helped us immensely since we previously had no way to track our sales and bills. Review collected by and hosted on G2.com.

Exporting and sharing data can glitch at times. Review collected by and hosted on G2.com.

A great advantage is our ability to easily customize dashboards and reports. Working as a social media manager, I rely on Workbooks to create aesthetically pleasing reports that I could quickly distribute to managers and co-workers. It has helped us monitor the performance of our efforts and make rapid changes in our approach to achieve better impact. From campaign planning and tracking to budget management and analysis of results, it gives us a complete picture that helps us make decisions. The result has been a reduction in the time spent on the transition between applications and an increase in the importance given to strategy and innovation. Review collected by and hosted on G2.com.

Although it’s unusual that I can create my own dashboards without using Excel exports, the reports are comprehensive. Review collected by and hosted on G2.com.