--- title: Workbooks Reviews meta_title: 'Workbooks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 574 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: 574 scale: '5' date_modified: '2026-08-01' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Workbooks Reviews **Vendor:** Workbooks **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 574 ## About Workbooks Workbooks is a cloud-based Customer Relationship Management (CRM) solution designed specifically for midmarket firms seeking to streamline their business processes and enhance customer engagement. This comprehensive platform integrates various aspects of business operations, allowing organizations to manage their sales, marketing, and customer service functions from a single interface. By combining advanced software capabilities with exceptional consultancy, implementation, and support services, Workbooks aims to deliver a seamless experience for its users. Targeted at midmarket companies, Workbooks addresses the unique challenges these organizations face, such as resource constraints and the need for scalable solutions. The platform is particularly beneficial for businesses looking to improve their customer relationships and operational efficiency without the complexities often associated with larger CRM systems. Workbooks is designed to cater to a diverse range of industries, making it a versatile choice for firms that require a tailored approach to CRM. One of the standout features of Workbooks is its co-funded implementation model, which significantly reduces the cost and risk associated with CRM projects. This approach not only makes the software more accessible but also ensures that businesses receive the necessary support during the setup process. By working closely with clients, Workbooks delivers a customized CRM solution that aligns with specific business needs, all while maintaining an off-the-shelf price point. This unique offering allows organizations to benefit from a tailored system without the financial burden typically associated with bespoke software development. In addition to its cost-effective implementation, Workbooks provides a range of key features that enhance its functionality. Users can expect robust tools for sales automation, marketing campaign management, customer service tracking, project and task management, and sales order processing. The platform also includes advanced reporting and analytics capabilities, enabling businesses to gain valuable insights into their operations and customer interactions. This data-driven approach empowers organizations to make informed decisions and optimize their strategies for better outcomes. The Workbooks platform is powered by AI agents which can be automated via workflows to boost productivity and help drive greater revenue growth. Overall, Workbooks stands out in the CRM landscape by offering a comprehensive solution that combines powerful software with dedicated support services. Its focus on midmarket firms, cost-effective implementation, and customizable features makes it an attractive option for businesses looking to enhance their customer relationship management efforts. By integrating various business functions into a single platform, Workbooks helps organizations improve efficiency, reduce operational risks, and ultimately drive growth. ## Workbooks Pros & Cons **What users like:** - Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients. (16 reviews) - Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency. (8 reviews) - Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance. (7 reviews) - Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs. (7 reviews) - Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making. (7 reviews) - Users appreciate the **customizable reporting and dashboards** in Workbooks, enhancing their business processes across various departments. (7 reviews) - Users praise the **friendly and reliable support** from Workbooks' UK team, making assistance readily available and helpful. (7 reviews) - Affordable (5 reviews) - Users value the **customizability** of Workbooks, enhancing reporting and streamlining various business processes efficiently. (5 reviews) - Easy Customization (5 reviews) **What users dislike:** - Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features. (8 reviews) - Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility. (6 reviews) - Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency. (5 reviews) - Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks. (4 reviews) - Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently. (4 reviews) - Users are disappointed by the **lack of key features** in Workbooks, hindering effective client management and follow-ups. (4 reviews) - Limited Options (3 reviews) - Not Intuitive (3 reviews) - Bug Issues (2 reviews) - Bugs (2 reviews) ## Workbooks Reviews ### 1. Workbooks review **Rating:** 3.5/5.0 stars **Reviewed by:** Sara C. | Customer Service Sales Assistant, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2018 **What do you like best about Workbooks?** What I like best about workbooks is that is so big and has so many information that you can access to, it has everything in it. **What do you dislike about Workbooks?** It can be the design, but it isn't so bad. **Recommendations to others considering Workbooks:** I would like to see that more people use this tool, is really helpfull. **What problems is Workbooks solving and how is that benefiting you?** I can select several books for my work and projects. ### 2. OK but still not convinced it's fit for our purpose **Rating:** 2.5/5.0 stars **Reviewed by:** Louise D. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2018 **What do you like best about Workbooks?** It is really easy to export contact lists into other programs **What do you dislike about Workbooks?** That the system does not automatically blind copy workbooks into each of our client emails. Therefore the team are not effectively using the system, as there is no accurate record of all client contact made, we have to blind copy dropbox in each time we send an email **What problems is Workbooks solving and how is that benefiting you?** N/A ### 3. Really flexible CRM does help stay on top of leads **Rating:** 5.0/5.0 stars **Reviewed by:** Dan B. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2018 **What do you like best about Workbooks?** Its a really flexible system, our previous CRM was not really suitable for our business (B2B/recruitng), so it wasn't very efficient, but thanks to the adaptability of workbooks we've really been able to set it up to work perfectly in our business, and it makes us a lot more productive. We've definitely had less leads slip through the net since we've been using it **What do you dislike about Workbooks?** It was quite a big job to set up. There were a lot of elements to tailor the arm to work in our company with our sales process and customer service. As it's so flexible there are a lot of elements which we changed, but in the long run that's helped us save a lot mire time so it was worth it! **Recommendations to others considering Workbooks:** Invest the time at the beginning to get it set up properly and it will save you hundreds of hours in the long run **What problems is Workbooks solving and how is that benefiting you?** We've found it easier to stay on top of leads and keep them from going cold. We've increased sales and we're now missing out on less opportunities as we know exactly when to be contacting people.It's also helping us a lot with customer service, so we've had happier clients as well as more clients. ### 4. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Greg M. | Installation Supervisor, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2018 **What do you like best about Workbooks?** Great CRM with a fantastic user interface and a lot of nice features. **What do you dislike about Workbooks?** There is nothing I dislike about workbooks. **What problems is Workbooks solving and how is that benefiting you?** A clear, easy to use and user friendly CRM is hard to come by, and workbooks offers one at a great price point. ### 5. Easy, simple and straight forward to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2018 **What do you like best about Workbooks?** The layout of the system and reporting features. **What do you dislike about Workbooks?** the fact that duplicates can be hard to merge and remove also some features are not relevant to the business that i work within. **Recommendations to others considering Workbooks:** It will make a huge difference in your structure and organisation **What problems is Workbooks solving and how is that benefiting you?** Reporting and gathering a better picture of our customers and their needs. ### 6. Workbooks tracking customer service needs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2019 **What do you like best about Workbooks?** The ease of creating a case for departments within our company to use as communication. **What do you dislike about Workbooks?** Workbooks can be slow to react and some of the words are not the typical USA spelling **What problems is Workbooks solving and how is that benefiting you?** When a client calls with a suggestion for improving our platform it is easy to create a case that will be used as a work order for different departments to implement ### 7. It’s helpful and keeps me organized **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2019 **What do you like best about Workbooks?** The workbooks helps to keep myself as well as all of our agents very organized, focused and on task when referring back to any potential clients. **What do you dislike about Workbooks?** Sometimes it can be glitchy when we use it. **What problems is Workbooks solving and how is that benefiting you?** Keep track of all our clients ### 8. Workbooks works! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2019 **What do you like best about Workbooks?** Easy to use. Hands on. Love it. Takes care of my marketing and sales. **What do you dislike about Workbooks?** Wish the page was a bit more organized. **What problems is Workbooks solving and how is that benefiting you?** Use it for marketing and my sales. ### 9. more great leveragej **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2018 **What do you like best about Workbooks?** Pros: Very helpful support team Able to customize the interface to suit your needs great flexibility in how you want to use the software excellent for lead tracking works on mobile and tablets **What do you dislike about Workbooks?** Cons: Tried to use as a support tool but it isnt suitable, we had to fill in too many different fields to close or update a case as it didnt link to organisations easily Can be difficult to use as its so flexible **Recommendations to others considering Workbooks:** very easy to use has helped with lost numbers great support to back them up **What problems is Workbooks solving and how is that benefiting you?** lost revenue ### 10. Workbooks **Rating:** 4.5/5.0 stars **Reviewed by:** Shelby R. | Manager, Legal Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2018 **What do you like best about Workbooks?** I like workbooks because it improves customer service improves growth revenue and the experience is overall better **What do you dislike about Workbooks?** There’s nothing to dislike about workbooks they help with a lot of issues **Recommendations to others considering Workbooks:** For a very low price workbooks helps with your company and works with you the whole way **What problems is Workbooks solving and how is that benefiting you?** My buisness revenue has improved with sales and marketing for a low price ### 11. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Sierra S. | Mrs , Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2018 **What do you like best about Workbooks?** Was pretty easy to use and get going was a definite time saver **What do you dislike about Workbooks?** The cost of the upgraded use as well as not so easily explainable **What problems is Workbooks solving and how is that benefiting you?** Payroll as well as tax returns ### 12. Workbooks works well for what I need. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2019 **What do you like best about Workbooks?** I prefer the organization of workbooks. **What do you dislike about Workbooks?** I feel it could provide more features to consolidate all of my information gathered daily. **What problems is Workbooks solving and how is that benefiting you?** Cost rate and margin for certain products. ### 13. It was the best experience ever. **Rating:** 3.5/5.0 stars **Reviewed by:** Nicole W. | Server, Restaurants, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2018 **What do you like best about Workbooks?** I liked everything about it so very much. **What do you dislike about Workbooks?** I didnt dislike anything about this product at all. **What problems is Workbooks solving and how is that benefiting you?** We are solving all kinds of problems. ### 14. Administrative Assistant **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2018 **What do you like best about Workbooks?** I love how organized it keeps me and my boss. I also like the color scheme it's soothing to me. **What do you dislike about Workbooks?** I don't like how you have to enter in every single line, unless there is a short cut I'm unaware of . **What problems is Workbooks solving and how is that benefiting you?** It helps keep miniscule office purchases, as well as, big time invoice s. Returns etc. Neatly in electronic state so it virtually eliminates the need to hold onto hard copies any longer. ### 15. My experience with Workbooks **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2018 **What do you like best about Workbooks?** The application with Workbooks is very intuitive and will help you get the job done. It's not hard to understand what you need to do, and where to go to do it. This app helps process much data and makes your sales job easier. **What do you dislike about Workbooks?** Workbooks has functions that seem outdated, and a design that looks like it came straight from Windows vista. **What problems is Workbooks solving and how is that benefiting you?** Workbooks just helps me to organize my sales and records. Not much benefit other than being digital. ### 16. Workbooks Overview **Rating:** 3.5/5.0 stars **Reviewed by:** Thea P. | Sales Support , Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2018 **What do you like best about Workbooks?** Easy to use and adapt to our needs. Reporting is of benefit **What do you dislike about Workbooks?** Integration as it is very long winded and follow up **What problems is Workbooks solving and how is that benefiting you?** Recording and tracking sales & opportunities ### 17. Worksbooks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2018 **What do you like best about Workbooks?** I love using workbooks because it is so easy and flexible! **What do you dislike about Workbooks?** When I first started using workbooks it was difficult to learn at first, but once I was trained it was extremely easy to catch on. **What problems is Workbooks solving and how is that benefiting you?** Well the benefits of worksbooks is that it helpful for our company; however, it all depends on how the company is using it. It just easier for our business ### 18. A great asset to any business **Rating:** 4.0/5.0 stars **Reviewed by:** Chris L. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2018 **What do you like best about Workbooks?** The level of organisation and search capability **What do you dislike about Workbooks?** 1 license per user means it too costly to have our entire business making contributions **Recommendations to others considering Workbooks:** run a trial and use live data **What problems is Workbooks solving and how is that benefiting you?** Level of cross sell potential from our existing clients (ie who knows who and/ or who should know who) ### 19. Workbooks review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** December 17, 2018 **What do you like best about Workbooks?** I love the customization aspects compared to other software. It is very user friendly and work wonderfully for small businesses! **What do you dislike about Workbooks?** It can be a little confusing to get started using the software. **What problems is Workbooks solving and how is that benefiting you?** Workbooks has helped emensely with my orginazational capabilities. ### 20. Workbooks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2018 **What do you like best about Workbooks?** It does a great job of keeping track of sales and customer information **What do you dislike about Workbooks?** It's really similar to quickbooks, nothing special, comparable in pricing. **What problems is Workbooks solving and how is that benefiting you?** Keeping track of most popular items, and when we are the busiest ### 21. Great system, but not perfect. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Media Production | Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2018 **What do you like best about Workbooks?** Streamlined order tracking system along with great automation features. **What do you dislike about Workbooks?** It's a little bit lacking in the mobile platform. **What problems is Workbooks solving and how is that benefiting you?** Invoicing and order tracking. We used to use salesforce but this has made us much more efficient. ### 22. Workbooks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2018 **What do you like best about Workbooks?** The conveinancy and easy to use format leave me happy everytime I use it. It simple to use if you do not hold alot of software use or you are getting back into it. **What do you dislike about Workbooks?** There was honestly not too much to the software I dislike. **What problems is Workbooks solving and how is that benefiting you?** Finding ways to get advertisements out there is hard but workbooks takes the stress off. ### 23. Easy **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Printing | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2019 **What do you like best about Workbooks?** It is very easy to use and keep track of **What do you dislike about Workbooks?** Can be a bit slow sometimes on opening application **What problems is Workbooks solving and how is that benefiting you?** Keep track off accounts ### 24. Workbooks solutions for businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Veterinary | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2018 **What do you like best about Workbooks?** I like the ease of access and how the program is a solution for small and larger companies **What do you dislike about Workbooks?** Nothing yet I haven’t encountered issues **What problems is Workbooks solving and how is that benefiting you?** Day to day problems are being solved. It’s veey user friendly. ### 25. Wonderful CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Pradeep H. | Postdoctoral Researcher, Higher Education, Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2017 **What do you like best about Workbooks?** Support: Workbooks have a very strong and capable support team which really helps outweigh any of the slightly frustrating areas of the CRM. They are very quick to respond via email and very few problems taking longer than a single phone call to resolve. Capability / Flexibility: The system is extremely flexible. It allows a huge amount of different areas of the business to be logged, controlled and reported on. Some CRM systems can deal with lead tracking and customer tracking, but Workbooks very easily deals with this as well as all financial areas of the business sales orders, invoicing, purchasing and more. `Single Platform: linked to its flexibility, Workbooks, with the introduction of the Web Insights and Email Marketing platforms is able to deal with a contact end to end, from warming a lead up, to delivering a product once they have become a customer and then their journey via support and account management. Reporting: The reporting engine is so powerful that you can create virtually anything you can think of. I have only found one thing when creating reports that I wasn't able to do, even then it was a nice to have. Once you understand how the platform works, it becomes an invaluable tool. **What do you dislike about Workbooks?** Capability / Flexibility: Although this is in the pros, it is not without its frustrations. The flexibility of the platform, in particular 'how' you make it fit what you need, also makes it difficult to understand. It is not immediately intuitive to customize and if you add modules after using it for some time, (like the advanced security) it can be extremely painful. Some areas of the platform seem overly convoluted and often either need the help of their support team (who are excellent) or sometimes a consultant which comes at extra cost. Reporting: Again, as the reporting engine is so powerful it creates its own downside due to being unintuitive and even with some understanding difficult to understand. You cannot simply open a new blank report and create even simple reporting without having some idea of the logic behind how it works. A number of other CRM's allow you create 'general' reports far easier due to a more simple interface but they lack the power. I think there are areas where the platform could be easier to use and therefore create some frustrations but if you are aware that you need to have training and understanding in how the platform works first, you will have a versatile and powerful tool for your business. **Recommendations to others considering Workbooks:** I strongly recommend this software for those who are looking to implement CRM in their business **What problems is Workbooks solving and how is that benefiting you?** I am not using for business. But I am using it to manage my peers and their progress in research. ### 26. Workbooks **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2018 **What do you like best about Workbooks?** Workbooks offers a place for not only contacts but orders and invoicing so you can easily see everything about a client in one spot **What do you dislike about Workbooks?** Their help section is not the easiest to use. It is often vague or is not accurate to how the system works (not updated) **Recommendations to others considering Workbooks:** Takes a while to learn but has great modules **What problems is Workbooks solving and how is that benefiting you?** Forecasting and assigning accounts for clients, also utilize the marketing module ### 27. Awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2018 **What do you like best about Workbooks?** It is the perfect way to start the day on a positive note **What do you dislike about Workbooks?** I honestly did not find any flaws and will recommend it to my friends **What problems is Workbooks solving and how is that benefiting you?** I realized by using workbook as a tool will help for future projects ### 28. The easiest program for me. It is very easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Workbooks?** I like that it is very user friendly. It always helps with my everyday work tasks. **What do you dislike about Workbooks?** I really don't have any dislikes. Everything is very user friendly. **What problems is Workbooks solving and how is that benefiting you?** Filing forms and it is very easy to use. ### 29. Workbooks is user friendly, and adaptable. The Support team is fantastic. **Rating:** 5.0/5.0 stars **Reviewed by:** Abigail D. | Business Support Analyst, Alternative Dispute Resolution, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2017 **What do you like best about Workbooks?** Workbooks is easy to pick up. It was the one of the first databases that I have used, and the only database that I have used full-time, so I was worried that I would not be able to use it to its full advantage. I was wrong, and was able to fully grasp its functions in a short period of time. Everything is clearly laid out, and, where I do need that little bit of guidance, the Support team are always happy and willing to help. The different Record Types allow me to navigate easily around the database, and the Reporting function is brilliant. Gone are the days of tirelessly amending spreadsheets in Excel! All the information that I need is in Workbooks exactly where I need it. The Importing tool is also a massive asset to me personally, as I import a lot of a data on a regular basis, both to create and update records. The function is completely logical, and works seamlessly. I am also able to test using our UAT database to ensure that my workings are correct, which is very handy for those moments when I am hesitate to manipulate live data without first checking that my process will work as I would hope. **What do you dislike about Workbooks?** In an ideal world, I would be able to use the Search function to search by Id. As System Admin, I use Ids far more than I do references due to importing. That being said, it is still simple to find a record based on their id by using filters within the Record Type. **Recommendations to others considering Workbooks:** If you would like a database that is secure, easy to navigate and simple to use, Workbooks is for you. I was not well-versed in databases before using Workbooks and have been able to pick it up quickly and without difficulty. I can use all of its functions as they were intended, and my company benefits greatly from its ease. The data and stats that it provides us with are exceptional, and save us a lot of time. **What problems is Workbooks solving and how is that benefiting you?** With Workbooks, we are able to create and hold more secure data than we could with our previous provider. I am easily able to give different users their own individual capabilities based on experience and job role, which means that the data that we hold cannot be amended incorrectly. We are also able to prevent customers from changing secure data, and can use the Auditing functionality to track everything that occurs within the database. I am also able to view my data in a more structured setting, which is easy to navigate. The Filtering tools provide me with more specific data when I need it, and means that I spend far less time manipulating data in Excel than I would previously. ### 30. Good people - Good training **Rating:** 5.0/5.0 stars **Reviewed by:** Kirsty W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2018 **What do you like best about Workbooks?** The fact that it is not structured and the team are flexible. **What do you dislike about Workbooks?** That it comes across quite complicated and I think that there should be manuals specifically for section. For instance marketing, accounts etc **Recommendations to others considering Workbooks:** Being able to use the system offline. marketing courses offered. **What problems is Workbooks solving and how is that benefiting you?** Issues with quotations, reporting and general use. That it was not implemented right for various reasons, but that it is more versatile than I thought. ### 31. Great, never any problems **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2018 **What do you like best about Workbooks?** Customer service, everyone I have talked you have helped a lot **What do you dislike about Workbooks?** maybe needs a more updated website, something fun **What problems is Workbooks solving and how is that benefiting you?** anything that I can solve, easy for others to access ### 32. Pros and Cons **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2018 **What do you like best about Workbooks?** Excellent resource planning and project management. Very good summary information for PMs and it's easy to use. HTML interface is much better than Silverlight now. **What do you dislike about Workbooks?** A lot of the reports are unclear, where figures are derived from. There are too many of them to be of real use. It would be great if reports were tailored to company requirements as part of set up. **What problems is Workbooks solving and how is that benefiting you?** With Workbooks I am able to create and hold more secure data than I could with my previous provider. I am also able to prevent customers from changing secure data. ### 33. Workbooks.com is a great website to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2018 **What do you like best about Workbooks?** Workbooks is the #1 CRM for client satisfaction with the highest NPS score. **What do you dislike about Workbooks?** The interface is confusing to learn for beginners. **What problems is Workbooks solving and how is that benefiting you?** Workbooks helps with organization and,marketing tools that benefit the company I work for. ### 34. This was such an easy product to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2018 **What do you like best about Workbooks?** I love that I’m able to move all of my receipts over to my work books and sort them out and match them up with customers and keep track of all of those expenses. **What do you dislike about Workbooks?** I dislike the price. But honestly nothing works as well as my work books **Recommendations to others considering Workbooks:** Get QuickBooks to go with workbooks. 100% **What problems is Workbooks solving and how is that benefiting you?** I’m able to keep track of my marketing, and my expenses without being overwhelmed ### 35. Great for tracking sales cycles and orders **Rating:** 4.0/5.0 stars **Reviewed by:** Jenny S. | Sales & Marketing, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2017 **What do you like best about Workbooks?** I like how much information you can store in one record, whether it is a sales lead or person record, how it all links to organisations and what emails have been sent is very handy. I use workbooks primarily for sales administration, so being able to see the sales team opportunities and the features like 'close date' and being able to link records to that is also a really good feature. **What do you dislike about Workbooks?** I think the search function could be a lot more advanced, trying to find exact people in a certain country etc, I think this would be a good feature to have. I also don't like how complicated it can be to make a report, all the different criteria you need to complete can make it tricky to use. **What problems is Workbooks solving and how is that benefiting you?** Using this for sales cycles has been ideal, being able to track and update opportunities in real time so that everyone can see has been beneficial to the company. ### 36. I use workbooks.com in my direct sales business and it works well for me. **Rating:** 2.5/5.0 stars **Reviewed by:** ashley r. | Independent Consultant, Consumer Goods, Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2018 **What do you like best about Workbooks?** I like best the how easily the site is navigated. **What do you dislike about Workbooks?** I dislike that sometimes the site lags a lot. **Recommendations to others considering Workbooks:** Start with the free trial and take advantage of it. You will have 30 days to decide whether it is a good match for your business. **What problems is Workbooks solving and how is that benefiting you?** workbooks.com helps me to identify opportunities, close more deals and increase my income. ### 37. User Friendly and Great for Organization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2018 **What do you like best about Workbooks?** Workbooks is among one of the most user friendly CRMs that I have used. It allows you to keep all of your info in one place. They also have a great support staff for quick responses to questions you may have **What do you dislike about Workbooks?** The search function could be more accurate **Recommendations to others considering Workbooks:** Do it **What problems is Workbooks solving and how is that benefiting you?** I have never been more organized ### 38. Effective system for tracking business needs but can be very slow. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2018 **What do you like best about Workbooks?** It allows our company to run our business. We can track support cases and the associated organisational contracts. As this is a SaaS system this means no server maintenance, upgrades take place at night so there is very little downtime. **What do you dislike about Workbooks?** So many windows to click and wait for things to open. At times it can take minutes for windows to open which can get very frustrating. It's not built as a support system, so it's only logging the emails which some with categorisations and custom fields. Overtime your DB can become massive due to storing every entire email rather than reading the email and storing only the new parts. There isn't a convenient way to see a summary of a support case you have to read every email. Contacting their support team can be complex, they only allow 2 authorised contacts, so if your 2 colleagues happen to be off they won't answer your call. **Recommendations to others considering Workbooks:** Good system for tracking customers and contacts, opportunities etc... Tracking support cases is an add on to this and depending on how complex your needs will depend on how well workbooks does this. It works it just could be significantly better. **What problems is Workbooks solving and how is that benefiting you?** Companies can be linked to contracts, contracts can be linked to support cases. So only active support contracts get support. Multiple team members can do support at the same time, without answering the same case two times. Automated replies giving customer case numbers and a point of reply. Integration with our accounts software. ### 39. Workbooks **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2018 **What do you like best about Workbooks?** APIs for invoicing scripts, you Caneed track your orders easily, awesome user management I have never had any major issues at all with t b email program. **What do you dislike about Workbooks?** It can be slow at times,not great with mobile offering, can be difficult to use when trying to fix anything from past uses **Recommendations to others considering Workbooks:** Best for smaller businesses in my opinion. Great program **What problems is Workbooks solving and how is that benefiting you?** It's great for my business since it is a small self based business. I've never had any major issues with the program. ### 40. Workbooks Review **Rating:** 4.5/5.0 stars **Reviewed by:** Ysamar G. | Sales Coordinator, Furniture, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2018 **What do you like best about Workbooks?** It keeps me organized and im able to know who to call when i first get to work **What do you dislike about Workbooks?** its alot of navigating in the beginning, but you the the hang of it **What problems is Workbooks solving and how is that benefiting you?** keeps me up to date with what i need to do for the day ### 41. Flexible CRM software **Rating:** 3.5/5.0 stars **Reviewed by:** David C. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2017 **What do you like best about Workbooks?** Flexibility is the main reason we use workbooks, We were allowed to customise the software to exactly how we wanted it for our business. We use it for sales, lead tracking and management of our customer database. We also use it as a support tool, allowing us to link support requests to existing organisations The support from workbooks is excellent and prompt **What do you dislike about Workbooks?** Whilst it is extremely flexible, this can be a hinderance as it then becomes complicated to setup. We use it for support but its not entirely suitable for this as its more aimed at managing customer data. **What problems is Workbooks solving and how is that benefiting you?** We use it to allow us easy management of our customers and potential customers through lead tracking, as well as using it for support ### 42. Powerful, user-friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Adam P. | Commercial Manager, Plastics, Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2018 **What do you like best about Workbooks?** Adoption very easy, logical layouts and easy customization made implementation a breeze. Intuitive and powerful reporting makes data driven decisions quick and correct. **What do you dislike about Workbooks?** As a manufacturing business we will always rely on an MRP/ERP system as well as CRM. **What problems is Workbooks solving and how is that benefiting you?** Centralization of all data-Previously our data was spread across individual outlook clients and excel spreadsheets. Using Workbooks we have rationalized this and all users have access to all the data required when dealing with clients. ### 43. Great for Organizing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2018 **What do you like best about Workbooks?** I really enjoy the specific tools the site offers with minimal distractions and the ability to access all documents in a neat space. It also allows better usage of managing sales leads and analytics. **What do you dislike about Workbooks?** It needs more features and ideas to improve the customer experience **What problems is Workbooks solving and how is that benefiting you?** Lots of benefits outweigh the problems and makes it my number one tool in leadership training. ### 44. Saves me time **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2018 **What do you like best about Workbooks?** This has saved me so much time re GDPR compliance and managing marketing strategies. It is a type of software that I have not been particularly familiar with but after the initial learning curve I have found that it does exactly what it is supposed to do. **What do you dislike about Workbooks?** Nothing to dislike really although I did find it a steep learning curve but that is more down to my inexperience. Anyone new, I would recommend taking your time to familiarise yourself with the many different aspects. **Recommendations to others considering Workbooks:** Try it and you will be surprised at its ease of integration **What problems is Workbooks solving and how is that benefiting you?** Targeted marketing ### 45. Workbooks **Rating:** 5.0/5.0 stars **Reviewed by:** Ricky L. | Certified Medical Assistant/Electrocardiogram Technician, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2018 **What do you like best about Workbooks?** I use this for core accounting management. It has a very good accounting functionality. **What do you dislike about Workbooks?** I dislike nothing so far, it has exceeded my expectations **What problems is Workbooks solving and how is that benefiting you?** Data entry ### 46. Workbooks CRM is the best out there! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2018 **What do you like best about Workbooks?** The ease of use! Not only is the software incredibly easy to find your way around and learn how to use it, but the technicians that helped us every step of the way made it even easier! **What do you dislike about Workbooks?** There isnt much I dislike about Workbooks CRM but if I had to choose something it would be the appearance of the software interface. However the function does make up for this. **Recommendations to others considering Workbooks:** Can't go wrong, give it a try! **What problems is Workbooks solving and how is that benefiting you?** We are using Workbooks to better track are revenue and identify opportunities to maximise growth. It's really helping us achieve our goals! ### 47. Making the complex - straightforward **Rating:** 4.0/5.0 stars **Reviewed by:** Fiona E. | Marketing Manager, Facilities Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2013 **What do you like best about Workbooks?** The ability to let your processes dictate the best way to use Workbooks - you don't need to build your processes around the limitations of the system as is the case with other systems. I particularly find this useful for sending press releases to media partners which can be tested and scheduled to be sent and then record the outcomes of interest. I also like the drop box function which enables employees who are not users to be able to share info in to the system **What do you dislike about Workbooks?** The configuration can be a little tiresome if you do it yourself, but adding to the customisation, after the initial set-up is simple to do. The is a perception that an App for use on mobile may work better for sales people when they do not access to the internet **Recommendations to others considering Workbooks:** Seriously consider using workbooks as it is easy to set up and the with it the adoption rates then follow through. Make sure that you have a strong team and an executive sponsor who will help overcome an challenges Look at all the functionality as now the web Insights and email platform it is truly an all embracing system **What problems is Workbooks solving and how is that benefiting you?** Sharing and simplifying processes both for people who are users and work in departments that are not currently using it ### 48. Workbooks - Taopix **Rating:** 5.0/5.0 stars **Reviewed by:** James G. | CEO & Founder, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2014 **What do you like best about Workbooks?** Once setup the level of data available is amazing. We use workbooks across all parts of our business. As the CEO I regularly access to a few dashboards that tell me the majority of information I need to know about the business performance in realtime. **What do you dislike about Workbooks?** To get the best out of the system you need to put a lot of effort in, however this is the same for every CRM and workbooks is much easier to work with than other systems I have previously used. **What problems is Workbooks solving and how is that benefiting you?** We needed one platform that could manage everything from a lead coming in to the business, tracking through the pipeline and into order/invoice along with contract management. Previously we used SugarCRM along with far too many google docs and spreadsheets, workbooks has now allowed us to streamline our processes and gain access to key business data in realtime. Workbooks was one of over 50 CRM products we evaluated, the performance/features vs price left workbooks with o competition. ### 49. amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2018 **What do you like best about Workbooks?** i like everything about it! workbooks is the best! **What do you dislike about Workbooks?** there is nothing that i dislike about workbooks! everything is awesome! **What problems is Workbooks solving and how is that benefiting you?** they provide all the benefits you could ever want ### 50. Workbooks is an excellent sales tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Michael C. | Business Development Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2017 **What do you like best about Workbooks?** Workbooks makes it easy to keep track of leads and opportunities. With Workbooks I always know where we are in our sales cycle and what our next actions are. I can contact a lead directly via their record by email and workbooks will keep track of my communication. **What do you dislike about Workbooks?** Setting up reports can be tricky and the search tool can be a bit slow. **What problems is Workbooks solving and how is that benefiting you?** Workbooks makes it easy to manage customer and prospect accounts. All of their information can be found quickly and if used correctly can store their history, meaning that even if accounts are reassigned it's easy to find what you are looking for. ## Workbooks Discussions - [Outlook Integration?](https://www.g2.com/discussions/outlook-integration) - 1 comment, 4 upvotes - [Is it easy to integrate web forms on our site to feed straight into Workbooks and to automatically allocate a lead to the right sales rep?](https://www.g2.com/discussions/is-it-easy-to-integrate-web-forms-on-our-site-to-feed-straight-into-workbooks-and-to-automatically-allocate-a-lead-to-the-right-sales-rep) - 1 comment, 3 upvotes - [What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform?](https://www.g2.com/discussions/workbooks) - 1 comment, 3 upvotes - [Do you have integration with Sage financials and how do you compare to Sage CRM?](https://www.g2.com/discussions/sage-financials) - 1 comment, 2 upvotes - [Do you have many US-based customers?](https://www.g2.com/discussions/do-you-have-many-us-based-customers) - 1 comment, 2 upvotes - [View Workbooks pricing details and edition comparison](https://www.g2.com/products/workbooks/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-02+10%3A39%3A24+-0500&secure%5Bsession_id%5D=b7ddf08a-1fa9-4c1e-a847-a6067889fd15&secure%5Btoken%5D=4f59ac3a3dfdf4827f1c374f2e8b62b6e84a4cbfe37f8f3332c2454b4d0403ce&format=llm_user) ## Workbooks Integrations - [intalk.io](https://www.g2.com/products/intalk-io/reviews) ## Workbooks Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Discovery** - Lead Management - Scoring/Ranking - Lead Context **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Management** - Conversion Viability - Workflow **Administrative** - Integration - Employee Structure - Behavior Monitoring **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Platform** - Data Synchronization - Analysis **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Workbooks Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,679 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,838 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,286 reviews)