Ryan M.
RM
Ryan M.
Production Assistant
Small-Business (50 or fewer emp.)
"Workbooks - An easy to use CRM"
4/5
What do you like best about Workbooks?

It is a very easy to use and simple to grasp system. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

An application for mobile devices would be extremely useful. Review collected by and hosted on G2.com.

DH
Daran H.
Director & Head of Business Development
Mid-Market (51-1000 emp.)
"Flexible CRM system which is adaptable to our business"
4/5
What do you like best about Workbooks?

Adaptability to suit the needs of our business Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

A little over engineered, but we have a great relationship with our consultant to be able to manage this. Review collected by and hosted on G2.com.

Simone R.
SR
Simone R.
Regional Director - East of England
Small-Business (50 or fewer emp.)
"Excellent customer service from Abid Hussain"
5/5
What do you like best about Workbooks?

Fast response to queries. Willingness to stay in touch during solution face. Checking in afterwards to check all is ok. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Nothing about this instance of requesting help from support. Abid was fantastic Review collected by and hosted on G2.com.

Verified User in Publishing
AP
Verified User in Publishing
Mid-Market (51-1000 emp.)
"Workbooks"
5/5
What do you like best about Workbooks?

The best bit amount Workbooks is it has so many options and can be fully integrated CRM system and the Support via telephone/email is outstanding - Chris Crawford has been extremely knowledgeable and patient. He has a great attitude and I always learn something new when talking to him, nothing is too much trouble. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It is complicated to learn at the beginning but worth it after some training sessions. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
Mid-Market (51-1000 emp.)
"Great CRM"
4/5
What do you like best about Workbooks?

Ease of use, the search function, and the capabilities of the CRM as a whole are endless. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Nothing as of yet, I've not experienced Workbooks long enough to say. Review collected by and hosted on G2.com.

AbdulRahman N.
AN
AbdulRahman N.
Technical Project Manager
Aviation & Aerospace
Mid-Market (51-1000 emp.)
"Sometimes feels a little clunky"
2.5/5
What do you like best about Workbooks?

The search function is very comprehensive Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Not always straight forward to input data and edit data Review collected by and hosted on G2.com.

AP
Adam P.
Commercial Manager
"Easy to use, great value CRM"
5/5
What do you like best about Workbooks?

Very easy to use, good support team and very flexible. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Some visual design elements are behind some larger (More expensive) competitors. Review collected by and hosted on G2.com.

JT
Jo T.
Senior Membership Officer
Small-Business (50 or fewer emp.)
"Supportive Network"
5/5
What do you like best about Workbooks?

Accessible team, always able to help, and available to chat online. Help section particularly usefull Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Nothing! The product was easy to use, straightforward and logical Review collected by and hosted on G2.com.

Macy B.
MB
Macy B.
Accounting Associate
Mid-Market (51-1000 emp.)
"Workbooks is awesome!"
5/5
What do you like best about Workbooks?

We switched over to Workbooks a little over a year ago, and it has been a great change. I think the thing I like most about Workbooks is the reporting feature. I can build very in-depth reports to ensure I get the information I need. I no longer have a keep multiple spreadsheets to keep up with legal documents and their expiration dates. They layout is clean and information is easy to find. The staff is very helpful and bubbly. We never ran across anything they couldn't do. Workbooks has made my day to day tasks easier. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I don't have any dislikes about Workbooks. Review collected by and hosted on G2.com.

Antony F.
AF
Antony F.
Director
Small-Business (50 or fewer emp.)
"A real powerhouse solution, offering great functionality for the price"
5/5
What do you like best about Workbooks?

The amount of flexibility. There are really powerful feature that are very easy to pick up straight out of the box. Customising the interface, what data is collected etc. could be difficult in other solutions but is an utter breeze with Workbooks. If you invest in training in an areas such as reporting then really you have a huge degree of flexibiity. It's great that Workbooks focuses on enableing the customer to get work done. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Could be a bit clearer on some pricing elements, and despite feedback their website stil doesn't indicate some pricing information (for example Advanced Security Extension is required to single sign on). Review collected by and hosted on G2.com.