JG
Julien G.
Small-Business (50 or fewer emp.)
"Highly customisable and useful CRM option"
3.5/5
What do you like best about Workbooks?

Workbooks is a good tool and allows for lots of options to create reports and analyse our sales data and customer behaviour, manage email campaign, track cases, and more. The customisation options are useful to make it work in ways that best suit your specific needs. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Certain things can be finicky, such as setting up reports and displaying tables in a particular way, or it can be difficult at first to know where to look in the settings to make the changes that you want. Additional external assistance is sometimes necessary to get over this. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks
Edit edit

Hi Julien. Thanks for submitting a review of Workbooks. We're glad to know you're able to analyse your sales data and have been able to customise the platform to suit your needs.

Hopefully you're finding it easy to access the help you need in terms of any reporting requirements or configuration queries you may have. You can get this help via our partner from whom you purchased your licences or directly from us. You've probably found our Knowledge Base, but in case not, here's the URL: https://www.workbooks.com/knowledge_base

Harrison D.
HD
Harrison D.
Middle School Social Studies Teacher
Small-Business (50 or fewer emp.)
"Great CRM Platform for a New Company"
3.5/5
What do you like best about Workbooks?

I like combining all sales, marketing, outreach, and team collaboration. The "Shared Success Program" was a highlight for our customers to work with us. Workbooks allowed them to meet with our team, have check-ins, schedule meetings, etc. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

This program was great for our company's size, but as our company grew, Workbooks did not have the functions we needed to handle a larger clientele. The free version is minimal and the cost of upgrading may not be worth it for everyone Review collected by and hosted on G2.com.

SK
Stephanie K.
Mid-Market (51-1000 emp.)
"Can't do without it...."
5/5
What do you like best about Workbooks?

Allows us to build whatever report we need, add custom fields, and is fundamental to our business processes for Sales, Marketing, Account Management, Support and Finance. All encompassing CRM, at affordable rate. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Probably not the most modern slickest looking UI Review collected by and hosted on G2.com.

CS
Connor S.
Training Advisor
Mid-Market (51-1000 emp.)
"Easy to use"
4/5
What do you like best about Workbooks?

The reminders you can set really help keep focus on what task is next. So you can call a client and set a reminder when it's best to call them next. Great for if you have terrible memory. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I dislike the fact a double click brings up the option you clicked twice. Very much used to double clicking to open something up so when it's just workbooks that operates this way it can be annoying. Review collected by and hosted on G2.com.

Carson W.
CW
Carson W.
CRM Consultant
Small-Business (50 or fewer emp.)
"Workbooks is ideal for SMEs"
5/5
What do you like best about Workbooks?

It has everything you need to store the contact information for your accounts & contacts (customers, prospects, suppliers etc.) You can be reminded about your most important activities from the CRM or Outlook & you can track marketing campaigns & sales performance using its views, reports & dashboards. You can even use it to send sales orders & issue invoices, credit notes, contracts & supplier orders! Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Like any application you need to invest time to learn the software but Workbooks is pretty intuitive. Review collected by and hosted on G2.com.

VK
Vishwajeet K.
Mid-Market (51-1000 emp.)
"Superb Lead tracking CRM"
4.5/5
What do you like best about Workbooks?

Lead nurturing at its best, selects suitable timing of user activities and trigger mail campaigns. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Gasification suggested , but not required. Review collected by and hosted on G2.com.

Steven S.
SS
Steven S.
IT Program Manager
Small-Business (50 or fewer emp.)
"Workbooks does a good job of keeping everyone on the team up to date with accurate status"
4.5/5
What do you like best about Workbooks?

It is in the cloud and updates made by an resource is live. It keeps everyone on the same page regardless of when they have work hours or their location. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

The UI is still a bit clunky in my opinion. Nothing the best UI for new users. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks
Edit edit

Hi Steven. Thanks for submitting a Workbooks review, we appreciate you taking the time to do this.

I'm glad to hear that you're finding it helpful in terms of team collaboration, which can often be a problem for businesses, so that's great.

I hope you find the UI less clunky as you use it more but if you have any particular feedback, please let your Authorised Support Contact know and they can relay that to our support team.

Mark M.
MM
Mark M.
Mid-Market (51-1000 emp.)
"the interface seems old fashioned and clunky"
2/5
What do you like best about Workbooks?

not much really I find it difficult to navigate and unintuitive and its workflows overly complicated, logical but overly complicated from a users perspective Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

the windows all look very similar and open on top of one another and you very soon lose where the hell you are in the system, its generally quite annoying Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks
Edit edit

Hi Mark. Thanks for taking the time to complete a G2 review, which is appreciated. As you can imagine, however, we're disappointed to hear that you find the system unhelpful and difficult to use.

In terms of the interface, I noticed that you're using an old version. In June 2022 we released a Beta version of an interface called 'Clean', which went on general release in September 2022. The changes include making the records less cluttered in terms of buttons and the shading of the background and also applying a coloured border to each type of record, making it easier to distinguish one from another. The feedback we've received has largely been extremely positive, so if you haven't tried it, I'd really recommend giving it a go. The URL below takes you to information on our Knowledge Base about themes.

In terms of your workflows, I'm unsure whether you mean 'out of the box' configuration or something that's been customised to meet your company's requirements. I will, however, drop a line to our main contact at your organisation to check how things are going.

In the meantime, I hope you do try the Clean theme and find it helpful.

See how Workbooks improved
KR
Kadan R.
Mid-Market (51-1000 emp.)
"Quick and easy"
3.5/5
What do you like best about Workbooks?

Its Easy and quick understand, Not much training needed to know how to do simple tasks. Its also got a nice clean layout that shows all information.Its quicker to bill cases or set timesheets Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

when Saving time to case and editing the stage on workbooks it sometimes dosnt load straight away and you have to set stage and resave its not a big issues just abit annoying Review collected by and hosted on G2.com.

Cameron D.
CD
Cameron D.
Mid-Market (51-1000 emp.)
"Exceptional capabilities on workbooks"
4/5
What do you like best about Workbooks?

There are so many possibilities on workbooks, it is effective at gathering information and is relatively intuitive to use. The categorisations are helpful and the system holds almost limitless information. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Sometimes it can be challenging to get used to the jargon, categories and the way things all link together on Workbooks. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks
Edit edit

Hi Cameron. What a great review of Workbooks, thank you so much for taking the time to submit it.

It's great to hear that you find the platform intuitive to use and that you're able to store all the information that your business requires.

I hope you keep enjoying using our software and if you have any queries, please do let your Workbooks Authorised Support Contact know so that she can either help directly or raise any queries with us.