Workbooks Testimonials

"It's easy to use, easy to customise and the reporting functionality is brilliant. The training videos make it easy to train staff and refresh skills. I like that Workbooks is constantly evolving. The team is continually adding functionality and enhancing the user experience based on direct feedback from their client base. They're not a faceless organisation hiding behind chatbots and FAQ posts...."

"The flexibility of the product is great and means you don't have to contact Workbooks everytime you want to make a change. Things can be changed in realtime which is a key driver when getting buy-in from other people within the firm when they see how quickly things can change to make their lives easier its a win-win."

"Very easy to use, good support team and very flexible."

"Flexibility of the system makes it so adaptable and customisable to suit our business needs. The interface itself is easy to configure and I love the fact that whatever is recorded is reportable ensuring you have information at your fingertips. This suits all areas of our business from sales and marketing through to how we service our clients. The support team are knowledgeable and a great..."

"Accessible team, always able to help, and available to chat online. Help section particularly usefull"

"User management is very friendly, flexibility is nice to have with support."

"Simple configuration and the support team"

"Easy and intuitive layout. It was very easy to get started with Workbooks, as the main functionality follows a simple structure."

"What I like most is that there is a lot of care put into building this system and its usability. With every new version, there are small improvements that make the experience easier to administrate and easy for the users. I like how small details are dealt with and the high quality of the helpdesk when we need them to sort things out."

"Besides the staff at Workbooks, I would say the tools and features (designs) that help focus on our client's company and their advertisement."

"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..."

"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. ..."

"Generating reports is a piece of cake and the entire interface is very user-friendly."

"The team at Workbooks have been great to work with all the way from our Success Workshop through today. It has been a year since we flipped the switch and they are still just as great to work with now as they were at the beginning. It continues to grow as we expand it into new opportunities for our company and see how well it works for us compared to our previous CRM. It is just a great fit for..."

"Workbooks is a customer relationship management platform that offers a wide range of tools and features that help organizations accelerate growth, automate business processes and reduce corporate costs; in addition to being software that focuses on customer satisfaction, it has an organized interface with an intelligent design, affordable, competitive pricing even for SMBs and excellent..."

"Configuration and ease of use allow tracking any data needed for analytics and insights. Workbooks supports good integration to major system for additional data capture or export for analytics. The Workbooks Support Team is excellent and very quick to respond and help with every enquiry."

"Workbooks is a comprehensive and complete customer relationship management platform that has all the tools and features you need to increase your number of customers and strengthen your customer relationships in order to scale the market you need to create marketing campaigns and generate advertising that really appeals to your audience. The positive features that mark this software are its..."

"Customer Service, Support, Friendly Web Interface, easy of access and support documentations. Very affordable for small business. We are trying to integrate Workbooks with Microsoft Dynamics 365 Business Central effectively without a hefty cost, at this moment we are using export/import with existing interface provided by Workbooks. We use Workbooks to find leads and opportunities, create..."

"Workbooks is a comprehensive customer relationship management platform that offers a large number of features that are necessary to interact with customers such as mailings, territory management, valuation of prospects, document storage and integration with a large number of social networks, platform is very easy to use and its learning curve is really low, customer participation is seen from a..."

"Its a great CRM tool that is easy to use. Its not quite expensive neither is it much cheaper. It has a very professionally automated interface that is very user friendly and highly customizable. What i like most about Workbooks is this one feature pipeline management that helps me to schedule my tasks and also able to work on my projects on time."