--- title: Workbooks Reviews meta\_title: 'Workbooks Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 575 reviews by the users' company size, role or industry to find out how Workbooks works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 575 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- ### Workbooks Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients. [(16 mentions)](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645961&qs=pros-and-cons#reviews) Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency. [(8 mentions)](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645307&qs=pros-and-cons#reviews) Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance. [(7 mentions)](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1644886&qs=pros-and-cons#reviews) Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs. [(7 mentions)](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645654&qs=pros-and-cons#reviews) Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making. [(7 mentions)](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1644837&qs=pros-and-cons#reviews) Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features. [(8 mentions)](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645203&qs=pros-and-cons#reviews) Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility. [(6 mentions)](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645725&qs=pros-and-cons#reviews) Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency. [(5 mentions)](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645113&qs=pros-and-cons#reviews) Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks. [(4 mentions)](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645477&qs=pros-and-cons#reviews) Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently. [(4 mentions)](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645920&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Workbooks ##### 1. Ease of Use Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients. [ See 16 mentions ](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645961&qs=pros-and-cons#reviews) See Related User Reviews ![Kumail R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kumail R.") KR Kumail R. Small-Business (50 or fewer emp.) 5.0/5 "CRM, projects, marketing, and reporting all in one flow" What do you like about Workbooks? 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 app ![Yuvaraj h.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yuvaraj h.") YH Yuvaraj h. 4.5/5 "Flexible, Reliable, and Efficient Data Management" What do you like about Workbooks? I use Workbooks for organizing and managing business data in one place, which helps me track customer information, sales activities, and internal proc ##### 2. Reporting Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency. [ See 8 mentions ](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645307&qs=pros-and-cons#reviews) See Related User Reviews ![Yuvaraj h.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yuvaraj h.") YH Yuvaraj h. 4.5/5 "Flexible, Reliable, and Efficient Data Management" What do you like about Workbooks? I use Workbooks for organizing and managing business data in one place, which helps me track customer information, sales activities, and internal proc ![Ryan H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ryan H.") RH Ryan H. Mid-Market (51-1000 emp.) 4.5/5 "It clearly shows me which technical content generates the most engagement" What do you like about Workbooks? A great advantage is our ability to easily customize dashboards and reports. Working as a social media manager, I rely on Workbooks to create aestheti ##### 3. Customer Support Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance. [ See 7 mentions ](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1644886&qs=pros-and-cons#reviews) See Related User Reviews SH sheridan H. Small-Business (50 or fewer emp.) 4.5/5 "Customer Centric" What do you like about Workbooks? 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 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 3.5/5 "Workbooks - nonprofit Background" What do you like about Workbooks? Great CRM for our smaller non profit of around 50 employees ##### 4. Customization Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs. [ See 7 mentions ](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645654&qs=pros-and-cons#reviews) See Related User Reviews ![Yuvaraj h.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yuvaraj h.") YH Yuvaraj h. 4.5/5 "Flexible, Reliable, and Efficient Data Management" What do you like about Workbooks? I use Workbooks for organizing and managing business data in one place, which helps me track customer information, sales activities, and internal proc ![Ryan H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ryan H.") RH Ryan H. Mid-Market (51-1000 emp.) 4.5/5 "It clearly shows me which technical content generates the most engagement" What do you like about Workbooks? A great advantage is our ability to easily customize dashboards and reports. Working as a social media manager, I rely on Workbooks to create aestheti ##### 5. Feature Richness Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making. [ See 7 mentions ](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1644837&qs=pros-and-cons#reviews) See Related User Reviews ![Yuvaraj h.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yuvaraj h.") YH Yuvaraj h. 4.5/5 "Flexible, Reliable, and Efficient Data Management" What do you like about Workbooks? I use Workbooks for organizing and managing business data in one place, which helps me track customer information, sales activities, and internal proc ![Ryan H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ryan H.") RH Ryan H. Mid-Market (51-1000 emp.) 4.5/5 "It clearly shows me which technical content generates the most engagement" What do you like about Workbooks? A great advantage is our ability to easily customize dashboards and reports. Working as a social media manager, I rely on Workbooks to create aestheti ### 5 Cons or Disadvantages of Workbooks ##### 1. Learning Curve Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features. [ See 8 mentions ](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645203&qs=pros-and-cons#reviews) See Related User Reviews ![Kumail R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kumail R.") KR Kumail R. Small-Business (50 or fewer emp.) 5.0/5 "CRM, projects, marketing, and reporting all in one flow" What do you dislike about Workbooks? 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 ![Yuvaraj h.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yuvaraj h.") YH Yuvaraj h. 4.5/5 "Flexible, Reliable, and Efficient Data Management" What do you dislike about Workbooks? While Workbooks is a powerful platform, there is a learning curve for new users, especially when setting up advanced features. Some workflows could be ##### 2. Limitations Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility. [ See 6 mentions ](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645725&qs=pros-and-cons#reviews) See Related User Reviews SH sheridan H. Small-Business (50 or fewer emp.) 4.5/5 "Customer Centric" What do you dislike about Workbooks? 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 hel ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") C Verified User Small-Business (50 or fewer emp.) 4.5/5 "CRM for the whole business" What do you dislike about Workbooks? Frustrated that there is not a native iOS app for offline access to prospect. ##### 3. Limited Features Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency. [ See 5 mentions ](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645113&qs=pros-and-cons#reviews) See Related User Reviews SH sheridan H. Small-Business (50 or fewer emp.) 4.5/5 "Customer Centric" What do you dislike about Workbooks? 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 hel SE Soren E. Mid-Market (51-1000 emp.) 5.0/5 "Highly configurable CRM with a great support team" What do you dislike about Workbooks? Workbook's CRM falls short in certain aspects. Its learning curve can be steep, posing challenges for new users. Compared to Salesforce, functionality ##### 4. Complex Features Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks. [ See 4 mentions ](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645477&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.5/5 "Good CRM for small business" What do you dislike about Workbooks? Sometimes it can be a little bit clunky but there is always a way to get things done ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.0/5 "User of Workbooks for 10 years" What do you dislike about Workbooks? Sometimes the amount of customisation in place makes it hard to make simple changes further down the line. ##### 5. Limited Customization Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently. [ See 4 mentions ](https://www.g2.com/products/workbooks/reviews?filters%5Bsentiment_snippet%5D=1645920&qs=pros-and-cons#reviews) See Related User Reviews ![Kumail R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kumail R.") KR Kumail R. Small-Business (50 or fewer emp.) 5.0/5 "CRM, projects, marketing, and reporting all in one flow" What do you dislike about Workbooks? 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 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.0/5 "User of Workbooks for 10 years" What do you dislike about Workbooks? Sometimes the amount of customisation in place makes it hard to make simple changes further down the line. ![Verified User in Entertainment](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Entertainment") UE Verified User in Entertainment Small-Business (50 or fewer emp.) 6/16/2025 "Workbooks - nonprofit Background" 3.5/5 What do you like best about Workbooks? Great CRM for our smaller non profit of around 50 employees Review collected by and hosted on G2.com. What do you dislike about Workbooks? 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. What problems is Workbooks solving and how is that benefiting you? We had been using 3 different softwares prior to changing to workbooks. This helped us centralize all of our CRM, email marketing and audience tracking all to one location and software Review collected by and hosted on G2.com. Show More Response from Jean Hardie-Matthews of Workbooks [Editedit](https://www.g2.com/survey_responses/workbooks-review-11299485/official_response/edit) Hi. Thank you for taking the time to complete a G2 review, which is appreciated. We're pleased to see you describe our platform as a great CRM and to hear that you've been able to centralize the processes previously covered by 3 different software packages, which is the sort of feedback we often hear from our customers. We'd love to help you improve the rating you've given us so that you feel able to provide a 5\* review. We would reach out to directly but it's not clear who has submitted this review. Please do contact your Account Manager to discuss your experiences with them and, hopefully, we can work with you to ensure that Workbooks is set up to make it easy to use and effective in achieving your aims. Thanks again for your review. Validated ReviewerIncentivizedSource: G2 invite DK Dave K. Small-Business (50 or fewer emp.) 5/9/2024 "The easiest CRM, wherever you are" 5/5 What do you like best about Workbooks? 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. What do you dislike about Workbooks? 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. What problems is Workbooks solving and how is that benefiting you? Tracking multiple support tickets in one place and easily accessible additional details. Furthermore, the ability to report on the cases to easily identify key metrics and additonal data that can be passed to the marketing and sales teams. Review collected by and hosted on G2.com. Show More Response from Jean Hardie-Matthews of Workbooks [Editedit](https://www.g2.com/survey_responses/workbooks-review-9628258/official_response/edit) Hi Dave. Thank you for taking the time to submit a 5\* review of Workbooks, which is very much appreciated. We're particularly pleased to hear your feedback about our Support team, who work hard to deal with any queries that come in. Your comment about the help articles is noted (and I know that as a result of a recent case for you, the team have updated the relevant help page). Do please let us know if you find any similar issues. Hopefully you continue to enjoy the functionality offered by the platform and we look forward to hearing from you in the future. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Giulia M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Giulia M.") GM Giulia M. Business Operations Manager Small-Business (50 or fewer emp.) 3/4/2024 "Our Workbooks Experience" 4.5/5 What do you like best about Workbooks? I love how much /quickly you can customise the platform, its a really clean looking appearance making it nice and easy to use throughout across all areas. When we first implemented the system it was an easy process that we were walked through step by step. We are now 3 years into using it, and the PS team still have a good understanding of how we use it, and the system itself dispite all the other customers and projects they have worked on inbetween. Review collected by and hosted on G2.com. What do you dislike about Workbooks? That you dont get unlimited storage, and keeping on top of that can be difficult. Review collected by and hosted on G2.com. What problems is Workbooks solving and how is that benefiting you? Docusign implementation to allow us to use electronic signatures between us and our clients. We are also integrating our accounts department so we can run reports and creating a new work flow within that department. Review collected by and hosted on G2.com. Show More Response from Jean Hardie-Matthews of Workbooks [Editedit](https://www.g2.com/survey_responses/workbooks-review-9376809/official_response/edit) Hi Giulia. Thank you for taking the time to submit a review of Workbooks. As you identified, it can be challenging for the Professional Services team to remember all the nuances of the many implementations they are involved with, but I'm glad to hear that they're doing a good job of that. The Support Team too enjoy working with you and learning about your data flows and and business drivers. I hope that the DocuSign integration is streamlining things for you and your clients and I'm sure the onboarding of the accounts department will be a success. Thanks again for your review. If we can be of any help, feel free to contact your Account Manager, Ben, or email support@workbooks.com. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Peter J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Peter J.") PJ Peter J. General Manager and Head of Training Information Technology and Services Small-Business (50 or fewer emp.) 4/17/2024 "Great Product with great features and competitive price" 5/5 What do you like best about Workbooks? Easy and intuative to use. All the features you would expect to help with the lead to Cash workflow. Easy to cinfigure and customise. Great customer service from a UK software author. Review collected by and hosted on G2.com. What do you dislike about Workbooks? Can't think of anything right now. I would recomend to anybody. Review collected by and hosted on G2.com. What problems is Workbooks solving and how is that benefiting you? Full business Lead to cash and tracking service and support. Review collected by and hosted on G2.com. Show More Response from Jean Hardie-Matthews of Workbooks [Editedit](https://www.g2.com/survey_responses/workbooks-review-9547348/official_response/edit) Hi Peter. Thanks for submitting such a great G2 review about Workbooks. We're glad you like our platform and are pleased to have you on the service. Do let us know if there's anything we can be of help with. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Harriet D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harriet D.") HD Harriet D. Sales & Marketing Administrator Computer Software Small-Business (50 or fewer emp.) 1/27/2015 "Extremely helpful and effective in assisting organisation" 4/5 What do you like best about Workbooks? The wide range of areas you can tap into, it covers all aspects of the business e.g operations, finance, sales. Review collected by and hosted on G2.com. What do you dislike about Workbooks? Once setting permissions that these cannot be revoked, the records shared can then not be restricted, only new records. Review collected by and hosted on G2.com. Recommendations to others considering Workbooks: Get full training as there is so much to learn and some great features that may not seem that obvious if not pointed out. Review collected by and hosted on G2.com. What problems is Workbooks solving and how is that benefiting you? Streamlining our sales process from lead to customer. I have realised that the whole process is possible through workbooks and can effectively be dealt with and activities shared between the team. Along with all targets and figures can be reported clearly. Review collected by and hosted on G2.com. Show More Response from Jean Hardie-Matthews of Workbooks [Editedit](https://www.g2.com/survey_responses/workbooks-review-34534/official_response/edit) Hi Harriet. Thank you for your positive review of Workbooks, which is appreciated. It's good to hear that you find it can support you in all aspects of your business. As a trainer myself, I wholeheartedly agree with getting training as it's a very rich platform and you can't know what you don't know! We love hearing about our customers streamlining their processes and I'm glad you're finding our platform helpful with every step along the way. I noted about not being able to change permissions - if you're referring to sharing permissions then yes, it is possible to change these on existing records. It sometimes take some thought to ensure that you get the outcomes you're looking for and we'd be happy to discuss your requirements with you. Feel free to contact support@workbooks.com if you'd like a chat about this. I've also supplied a link below that may be useful regarding changing permissions in bulk but do feel free to discuss this with us first. [See how Workbooks improved](https://www.workbooks.com/forum/recalculating-permissions-bulk) 3/4/2024 Validated ReviewerSource: Organic JW Justyna W. Small-Business (50 or fewer emp.) 8/17/2023 "Stable and constantly evolving CRM solution with great customer service behind it." 4/5 What do you like best about Workbooks? Workbooks is a user frieldy online CRM platform which gives variety of solutions and is flexible enough to cover the needs of the business. Behind the platform seats a professional customer service team who is very helpful and responsive which is extremely important when dealing with technical or set-up issues or implementing new solutions. Workbooks is constantly adding new functionality to its portfolio so we are looking forward to what it will bring to the table next. Review collected by and hosted on G2.com. What do you dislike about Workbooks? Workbooks is not a popular CRM platform that other service/platforms providers integrate with out of the box. In many instances it requires a custom build integration which can be costly and time consuming. The repoting functionality is good but dashboards could be developed into a more intelligent and visually appealing add-on. Review collected by and hosted on G2.com. What problems is Workbooks solving and how is that benefiting you? Workbooks is a good sales solution for managing pipeline and raising orders but requires good onboarding for sales team to ensure effective use of the tool. It is a great contact management tool which can hold variety of intellignece about the contact in one place including activities, online behaviour and trends, email interactions, employment history and many more. Having all this information in one place gives strong grounds fro complex reporting which can be also automated. Review collected by and hosted on G2.com. Show More Response from Jean Hardie-Matthews of Workbooks [Editedit](https://www.g2.com/survey_responses/workbooks-review-8488799/official_response/edit) Hi Justyna. We really appreciate you taking the time to submit a Workbooks review. It's great to hear that you find the customer services team helpful and I know they enjoy dealing with you. We love it when customers talk about the value of having all their data in one place so that you can leverage powerful reports to help inform the business. I hope you and your colleagues continue to benefit from using our platform and if you have any queries, please feel free to contact support@workbooks.com. Current UserValidated ReviewerIncentivizedSource: Seller invite HB Harry B. Mid-Market (51-1000 emp.) 8/15/2023 "A CRM With Almost No Limits" 5/5 What do you like best about Workbooks? The greatest thing about Workbooks in my opinion is the near limitless level of customisability, which puts the restrictions of the software in the users hands rather than the software itself. Because of this, if you are able to dedicate some time to learn the intricacies of the system, such as reporting, plugins and custom records, you are able to create a completely unique and customised CRM; enabling any business to have a system which is fit for them. Even though this sounds complex to begin with, the user interface of Workbooks is extremely easy to understand, and Workbooks provides fantastic resources to learn, such as their training videos and their Knowledge Base. Additionally, their customer support is extremely helpful and knowledgeable, which makes the experience of workbooks even easier to learn and understand. I have been using Workbooks for just over a year, and have not yet found a problem which I have had to say 'Workbooks cant do this' due to the vast amount of options, support and customisability the system offers. Review collected by and hosted on G2.com. What do you dislike about Workbooks? Its hard to find anything I would say I 'dislike' about Workbooks, but something that may effect users negatively is that some of the systems more advanced features do utilise programming languages, such as calculated columns utilising formulas based on MySQL, and scripts using PHP. Because of this, more in-depth/custom reports and automation does require a large chunk of additional time to learn these languages, which some users may find daunting or not enjoy. Review collected by and hosted on G2.com. What problems is Workbooks solving and how is that benefiting you? The main problems that Workbooks helps us solve relates to human error, in which certain features within workbooks allows us to prevent a variety of mistakes being made, and helps us keep on top of our work through automation. Some of the ways Workbooks allows us to do this includes: 1. Highlighting data that could be wrong and automatically sending it to us on a daily/weekly/monthly basis through scheduled reports 2. Automatically generating tasks to follow up/chase clients for important information 3. Locking down certain form fields by making them 'read only', as well as forcing users to fill in certain fields by making them 'required' 4. Automatically rolling on records for the next year, instead of having us make them manually 5. Providing a simple and easy way to merge duplicate records if they are created through the 'merge duplicates' feature 6. Automatically filling in certain form fields through the field updater plugin Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") CI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 11/16/2018 "CRM for the whole business" 4.5/5 What do you like best about Workbooks? The flexibility of Workbooks, means that it is used by different teams across the business, and ensures that we are all joined up Review collected by and hosted on G2.com. What do you dislike about Workbooks? Frustrated that there is not a native iOS app for offline access to prospect. Review collected by and hosted on G2.com. Recommendations to others considering Workbooks: Forward thinking UK business Review collected by and hosted on G2.com. What problems is Workbooks solving and how is that benefiting you? The Workbooks CRM allows my business to have a 360 view of our customers and prospects and ensures that everyone in the business can sing from the same hymn sheet. This is hugely beneficial to the business, but critically also for our customers. Review collected by and hosted on G2.com. Show More Response from Jean Hardie-Matthews of Workbooks [Editedit](https://www.g2.com/survey_responses/workbooks-review-1185068/official_response/edit) Hi and thank you for taking the time to update your review of Workbooks CRM. Whilst we don't provide offline access to data on the platform, we do have apps for both iOS and Android. I've provided a link to our Knowledge Base information about this below (the 'See how Workbooks improved' link), which I hope is useful. It's particularly great to hear that you are getting benefit from have a 'single source of truth' in terms of the data held in Workbooks, ensuring that you and your colleagues have shared visibility of your customers and that, importantly, this results in a better experience for those customers when interacting with you. Thanks again for your review. [See how Workbooks improved](https://www.workbooks.com/help/mobile_client) 3/4/2024 Current UserValidated ReviewerIncentivizedSource: Seller invite MJ Martyn J. Mid-Market (51-1000 emp.) 8/14/2023 "HIghly Configurable CRM Solution" 4.5/5 What do you like best about Workbooks? Workbooks is an incredibly flexible and configurable CRM Tool. We have been using the application for a number of years and is a critical part of our architecture. We are continually finding new opportunities to expand its use and importantly, almost without exception we can implement these quickly and through self service configuration. Review collected by and hosted on G2.com. What do you dislike about Workbooks? There arent things i dont "like" about workbooks, mainly any frustration is about ensuring we are maximising the full value of the tool and sometimes not knowing automatically how to implement a new, or change an existing function. That being said, the training material and support model are excellent... Review collected by and hosted on G2.com. What problems is Workbooks solving and how is that benefiting you? We primarily use Workbooks as a Sales Propsecting Tool, CRM and email / process workflow tool. Hving this all in a single application allows us to use centralised data and try to utilise this for furture efficiencies and insight. Review collected by and hosted on G2.com. Show More Response from Jean Hardie-Matthews of Workbooks [Editedit](https://www.g2.com/survey_responses/workbooks-review-8473593/official_response/edit) Hi Martyn. Thank you for taking the time to submit a Workbooks review, which we really appreciate. It's great to hear that you're expanding the use of our platform and that you feel empowered to make these changes yourselves, relatively easily. We love that by centralising your data you're able to gain insight into your customer base and identify areas where improvements in efficiency can be made. We agree that one of the great strengths of Workbooks is that you've got one source of truth in the business and that information can be shared easily across all teams. If there's anything that we can do to help with future developments, please feel free to contact support@workbooks.com or to speak to your Account Manager. (And look out for notifications about our next release, which is due in September.) Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Events Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Events Services") AE Verified User in Events Services Small-Business (50 or fewer emp.) 3/5/2024 "Good CRM for small business" 4.5/5 What do you like best about Workbooks? Workbooks is easy to use with great support. Updating records is easy. Searching for anything is quick. Workbooks handles all reporting and forecasting as well as standard Company and people data. Review collected by and hosted on G2.com. What do you dislike about Workbooks? Sometimes it can be a little bit clunky but there is always a way to get things done Review collected by and hosted on G2.com. What problems is Workbooks solving and how is that benefiting you? Workbooks handles all of our reporting and forecasting. Previously, everything was done through spreadsheets but this is a much easier and accurate way of doing things. Review collected by and hosted on G2.com. Show More Response from Jean Hardie-Matthews of Workbooks [Editedit](https://www.g2.com/survey_responses/workbooks-review-9381498/official_response/edit) Hi. Thanks for providing Workbooks with a 4.5\* review, which is appreciated. It's good to know that you find the platform easy to use and that it helps with the reporting and forecasting within your business. We love to hear that our users have moved away from masses of spreadsheets, so that's music to our ears! You've also mentioned our great support so, if you do have any queries, feel free to contact us. Thanks again for taking the time to submit a review. 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