Workbooks Reviews & Product Details

Worbooks is a platform that is responsible in the management of customer relationships because they contain features that go far beyond the automation in the marketing and sales system, because this CRM platform that contains various functions helps you generate and simplify business processes of the company, this approach is because Workbooks is made up of a consultative approach to incorporate very effective and excellent data management that are consolidated in them Review collected by and hosted on G2.com.

As a result of so much synchronization that contains Workbooks sometimes tends to have disadvantages such as a difficult location of documents or specific activities such as reports because the same virtue that has that is the flexibility of operation is its main problem because the more documentation you have the greater the obstacle, which is why we must have a certain sensitivity when customizing the functions of this tool to obtain an easy handling Review collected by and hosted on G2.com.

Customer Service, Support, Friendly Web Interface, easy of access and support documentations.

Very affordable for small business. We are trying to integrate Workbooks with Microsoft Dynamics 365 Business Central effectively without a hefty cost, at this moment we are using export/import with existing interface provided by Workbooks. We use Workbooks to find leads and opportunities, create quotes that leads to sales orders. It help managing our contacts/leads and customers, which drives our sales team to create new sales and maintain great relationship with customers. Review collected by and hosted on G2.com.

Need integration support for Microsoft Dynamics 365 Business Central Review collected by and hosted on G2.com.

Workbooks is a comprehensive customer relationship management platform that offers a large number of features that are necessary to interact with customers such as mailings, territory management, valuation of prospects, document storage and integration with a large number of social networks, platform is very easy to use and its learning curve is really low, customer participation is seen from a single system that combines information on sales, customer interactions and marketing data that are extracted from website where we can see when a customer has shown interest, has a great support team and also has great price in the market Review collected by and hosted on G2.com.

The interface despite being clean and simple is very outdated would be perfect an update, the workbooks offered as a suite can be complicated, software security is very low, mobile applications are not properly synchronized, the internal chat integration offered is not the best in addition to being unhelpful, you need more elements for example to manage drip campaigns or tools to create forms and surveys Review collected by and hosted on G2.com.

Workbooks has many positive features such as a consultative approach to incorporating a marketing automation system based on volume, gives you the ability to store in one place all information on sales, marketing, services and other business data, this is extremely valuable to know the behavior of customers, know marketing trends, purchase and generate feedback on products that allows organizations to plan a winning strategy that allows you to capture more customers and maximize their profits, one of the best applications because it combines information on sales, marketing and customer integrations in one program Review collected by and hosted on G2.com.

The mobile applications are not as good and profitable as the web-based program, you need to invest in training to get the most out of this application because it is extremely complete and has an upward learning curve, technical support does not provide many solutions when a problem arises, the price for a customer relationship management application is really high can be an obstacle for organizations that are growing Review collected by and hosted on G2.com.

Its a great CRM tool that is easy to use.

Its not quite expensive neither is it much cheaper.

It has a very professionally automated interface that is very user friendly and highly customizable.

What i like most about Workbooks is this one feature pipeline management that helps me to schedule my tasks and also able to work on my projects on time. Review collected by and hosted on G2.com.

I have installed workbooks app in my mobile phone and is just amazing how it works. Since its portable i work anywhere. I solemnly lack flaws on this tool. Review collected by and hosted on G2.com.

It is used in various integrated business purpose.Work book is a comprehensive and useful tools to carry out any project that is ongoing in our company.

Its made of simple dynamics that's makes it one of the simplest CRM tools to use.

Its built in UI that is so much user friendly and attractive.

I also like the aggressive customer care service team that is always behind our success. Review collected by and hosted on G2.com.

My use was mostly for marketing and I must say that it's one of the best softwares I have used. Nothing negative to give. Review collected by and hosted on G2.com.

The system itself is bespoke to every company. They integrate directly with our marketing platform Spotler which is really beneficial. Review collected by and hosted on G2.com.

Look and feel could do with an update but that’s minor. Review collected by and hosted on G2.com.

Worbooks' versatility and ability was what I want and most about his network. Many CRM systems could be focused on lead tracing but this program does operate well in this field. I enjoy the efficient real-time monitoring engine and take the chance to test business revenue, orders and payroll. Workbooks often allow me to build marketing strategies and to test if they sensitivity is effective. I also underline the customer support, and that at some point it gives me instant updates and help that I really need. Review collected by and hosted on G2.com.

What really disappoints me about this software is that the configuration and programming is not simple. It is quite flexible and its files can be customized visually to match my needs, also it is valid that you require hours of time and diligence to know how to customize it properly to achieve this degree of functionality. What I'm frustrated in is that there would be a solution to remove all such options because I get irritated with these settings at least sometimes. Review collected by and hosted on G2.com.

I found the UI is quite fascinating and easy to navigate all functions. I like the way it allows to track the real time performance. Review collected by and hosted on G2.com.

It works absolutely fine for me and haven't found any difficulties while using it. Review collected by and hosted on G2.com.

The design is very professional and I appreciate that, it looks elegant and easy to use. I also think that the pricing is good, not too expensive and not too cheap. And what I love most about workbooks is its pipeline management feature, which really helps me to do my tasks. Review collected by and hosted on G2.com.

It doesn't work well (slow processing, my smartphone is high-end) on my mobile, I think workbooks should take care of their mobile app soon. Review collected by and hosted on G2.com.

Workbooks CRM is one of the largest growing suppliers of web-based CRM and market software primarily built for small to medium-sized companies. Review collected by and hosted on G2.com.

Clicking on too many apps and waiting for stuff to launch. Often windows will take minutes to unlock. It is not designed as a help network, so only the emails sent with categorizations are tracked. Review collected by and hosted on G2.com.

Workbook is an excellent platform for every entrepreneur in my case I found it to be super favorable in all work travel since it allows me to maintain an order in my programs and resources.

I love its efficiency and innovation gives access to take a job with impeccable work since it allows to share information between colleagues in the case of being a group project, we also keep track of the tasks required to finish our work this seems to me that It is excellent because that way we will not miss anything.

The handling of this platform is really satisfactory since beforehand you don't need to be an expert to be used and have a good experience, very good platform with access to all the data you want in real time.

Another of the really functional and validated features of this work tool is that it allows us to have multiple interfaces on a single platform than in other websites we may find them separately. Review collected by and hosted on G2.com.

This platform is a really reliable and effective tool that has managed to facilitate many aspects in daily life as an entrepreneur and project organizer, however it has some characteristics that I consider should require some improvements one of them is the cost it is well known that it is a platform with the best methodologies in the area of ​​project planning but it is understandable that the value of the product is a little high so it is not required to be placed free but if a revision is made in this and if possible reduce its value since this way it would be accessible for all types of companies both those that are starting and those that have years in the market. Review collected by and hosted on G2.com.

It is used in various Integrated business purpose.. It properly focus on customer relationships management. Easily to generating reports.,even easier for you to access your Inbox, upload receipts and enter your time, all from the convenience of your mobile device. Review collected by and hosted on G2.com.

Properly not supported in every operating system.. Even when I open its app in my phone sometimes my mobile heat or the processing were low. Review collected by and hosted on G2.com.

Workbook is a comprehensive and useful tool to carry out any project. This is a useful tool in all its senses, its versatility, innovation and easy use, it captures the attention of each user in particular, I loved that I can manage my projects in a shared way with my work group, thanks to this tool I can take a reliability statistic thus resulting in how well my project is going.

It has a complete interface that allows us to have real-time and real-time results at hand. Review collected by and hosted on G2.com.

Really Workbook is a super versatile tool useful for each entrepreneur and project driver in particular this platform has been a great help in all the features it provides us and it has not caused me any problems that cause discomfort to stop using it.

However, it should be taken into account that if it is going to take a little time to understand it and so that you can easily find the functions you are looking for and that if you must devote time for your format to be the best. Review collected by and hosted on G2.com.

The flexibility and capacity of Worbooks on his platform is what I like the most. Other CRM systems can be heavy on tracking leads but this software works well in this area. I love the powerful reporting engine that runs real-time data and I take the opportunity to check commercial sales, purchases and billing. Workbooks also allows me to create marketing campaigns and verify if their receptivity is successful. I also highlight the support service because it offers me quick answers and the help I really need at some point. Review collected by and hosted on G2.com.

It's not software I learned to use easily. It takes time to know how to use the tools and functions. At first I was frustrated at not understanding the reports because they are not intuitive. Having to ask support for help wastes my time. However, it is a necessity. Review collected by and hosted on G2.com.

I like the customization process that this platform has, I can modify CMR system configurations to adapt them to the needs of my company. It is a complete and necessary software to improve relations with our customers.

Their customer service is good and effective, every doubt I have about the program I raise in the support team and they have helped me fast, they are certainly on the lookout for their customers to help, either in understanding the interface, problems with the software , instructions on settings, and so on. Review collected by and hosted on G2.com.

This software is powerful, but sometimes it can be confusing to make some reports, it has so many options available that when I try to make some report I can add unnecessary options and not get some that I need. Review collected by and hosted on G2.com.

The workbooks allow our company to collect data and to record our queries ' sales progress. It also enables us to create marketing campaigns and to understand our campaign response rate. Review collected by and hosted on G2.com.

I would like to have more ability to change the PDF templates in order to make adjustments when the company needs it. Review collected by and hosted on G2.com.

Easily communicate through this application to anywhere. Because of workbooks we do reminders and we easily access contacts through this application. Review collected by and hosted on G2.com.

Ya i think there is not any dislike but yes biggest disadvantage is the application are not run in all type of operating system. Review collected by and hosted on G2.com.

I honestly love how it works in reports, since it can generate basically what my need, an extremely useful option.

When I think of these reports generated by the program I hope it is the same program that determines which information is the most important to report while with workbooks I have a great power in the reports since it can report me basically what I want and as I wish.

This is critical help in obtaining the useful information for each particular case since not everyone needs the same information.

And if you are a very visual person like me, it will be of great help since the report is very visual. This is another reason why I like this program. Review collected by and hosted on G2.com.

What really displeases me about this program is that it is not easy to set up and program. It's very customizable and its reports can be configured to suit my needs visually, it is also true that to reach that level of configuration you need hours of effort and patience to learn how to configure everything correctly. What displeases me is that there should be a way to simplify all these features since at least I sometimes get upset about such settings. Review collected by and hosted on G2.com.