Workbooks Reviews & Product Details

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 that Workbooks is a genuine all-in-one CRM and business platform, not just a basic sales tool with extra features. It unifies CRM, sales automation, marketing tracking, customer support, and order management into one clean, connected system. Everything from lead capture to post-sale support lives in the same place, providing us with a full, consistent view of every customer. Workbooks' automation and workflow rules are impressive for a mid-market CRM, allowing us to automate lead assignments, follow-up tasks, stage updates, and customer notifications without complex setup. This reduces repetitive work for our sales and support teams. I also really appreciate its customer support and onboarding experience. The team is responsive, knowledgeable, and takes the time to understand our process instead of just giving generic help. Review collected by and hosted on G2.com.

I think the main issue is that the user interface can feel a bit dated and less intuitive compared to modern CRMs. New reps sometimes take longer to get comfortable with navigation, and some menus feel nested deeper than they need to be. A more modern, streamlined UI would make adoption even easier. Another issue is that navigation feels overly nested and inconsistent. A lot of common actions—like editing a field, creating a task, or switching between a contact and its related account—require too many clicks. Some menus use different layouts depending on which module you’re in, which slows down new users and creates small frictions for experienced ones. 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 tool which is mostly used for sales and customer services at single place where we can satisfy our customers by providing all required support or information at one palce . also it is easy to use or intergrate with any other calling software's its implementation is easy in any organisation. Review collected by and hosted on G2.com.

Sometime its requre high technical skill to configuration and automations implementation in our organisation. It also costly as compare to other crm tool . 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.

I like how I can use two different devices and everything shares seamlessly. This makes it easier for me to work with a partner. Review collected by and hosted on G2.com.

I like everything so far honestly Review collected by and hosted on G2.com.

Great CRM for our smaller non profit of around 50 employees Review collected by and hosted on G2.com.

It at times felt too big for what we were looking to utilize it for, but still it fit better than any others out there. Review collected by and hosted on G2.com.

Workbooks is an easy to use, fully cloud based CRM solution perfect for Small and Mid-sized organisations alike. Easy to setup with no installing or server required allows for Workbooks to be accessed from anywhere easily irregardless of role and working requirements.

Support is quick to respond and many helpful resources online to help resolve or identify different approaches to take. Review collected by and hosted on G2.com.

The online help articles are not updated as frequently as the product is growing leading to some outdated help pages. Review collected by and hosted on G2.com.