--- 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: '2026-07-13' 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 the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price. ## Workbooks Pros & Cons **What users like:** - Users value the **ease of use** of Workbooks, highlighting its intuitive interface for efficient customer interaction management. (16 reviews) - Users value the **customizable reporting capabilities** of Workbooks, enhancing insights and streamlining performance monitoring. (8 reviews) - Users praise the **fantastic customer support** from Workbooks, highlighting its responsiveness and problem-solving efficiency. (7 reviews) - Users appreciate the **customization capabilities** of Workbooks, enabling tailored dashboards and reports that enhance decision-making. (7 reviews) - Users value the **extensive customization options** in Workbooks, enhancing report creation and performance monitoring significantly. (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 find the **learning curve steep** , facing challenges with setup and navigation in Workbooks, requiring additional assistance. (8 reviews) - Users experience **system slowdowns** and limited functions, especially as their company grows, impacting overall usability. (6 reviews) - Users note the **limited features** of Workbooks, particularly when compared to competitors like Salesforce, affecting scalability. (5 reviews) - Users find the **complex features** of Workbooks can be clunky and finicky, requiring additional assistance at times. (4 reviews) - Users find the **limited customization options** of Workbooks hinder their ability to adapt the platform 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:** 4.0/5.0 stars **Reviewed by:** Monique T. | Monique Tucker, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2019 **What do you like best about Workbooks?** Workbooks is like having an extra hand to take care of tasks. You are able to have a lot of client information in one space and it is very user friendly. Also automatic updates are great. **What do you dislike about Workbooks?** It takes awhile to earn how to use the system and its a lot to take in. Once you understand and get comfortable it gets much easier. I wish It took less time to learn the program. **What problems is Workbooks solving and how is that benefiting you?** Keeping all information in one program is great and it makes it easier to sort through tasks. Time management has definitely improved. ### 2. Decent CRM software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2019 **What do you like best about Workbooks?** I simpy love the fact you can integrate workbooks with google docs and outlook. Workbooks has many options and it's easy to learn. **What do you dislike about Workbooks?** What I absolutly dislike is the pricing. 46 pounds per month per user is just way too much in my opinion. **Recommendations to others considering Workbooks:** just try it :) **What problems is Workbooks solving and how is that benefiting you?** I've gained better sales visibility and spent much less time on tasks then I did before. ### 3. Pretty Good Suite **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2019 **What do you like best about Workbooks?** I like the layout and ease of use, it runs well too **What do you dislike about Workbooks?** The UI is okay but could use work. I think it could use a modern touch. **What problems is Workbooks solving and how is that benefiting you?** Communications and streamlining. ### 4. Workbooks.com software **Rating:** 4.5/5.0 stars **Reviewed by:** Jane W. | Salesperson, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2019 **What do you like best about Workbooks?** this software can be used by all staff who are involved in marketing, sales and customers, as it improves customer support and also reduces operational costs. **What do you dislike about Workbooks?** i think i have nothing to complain about it for now maybe with time there might be. **Recommendations to others considering Workbooks:** I think considering to use the Workbooks.com is the best thing you can do to your business. **What problems is Workbooks solving and how is that benefiting you?** it has help on sales but apart from that also marketing problems are solved with it. ### 5. It is very useful solution **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2019 **What do you like best about Workbooks?** I used there service and it had postive impact on my e commerce store it improves customer experience and can manage many things customer care, marketing,sales..etc everything **What do you dislike about Workbooks?** It is cost somewaht and every samll business can't afford **Recommendations to others considering Workbooks:** it will help to manage your website /service and it is useful **What problems is Workbooks solving and how is that benefiting you?** customer care solution for my e commerce website ### 6. Easy to use program **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2019 **What do you like best about Workbooks?** The configuration is simple and straightforward and yet at the same time is really powerful as you can easily add report cells, meaning that it gives a much broader view of the client. Easy to set up new users but also very secure, if you use the the security features. The service offered by the support team is second to none - always patient, exceptionally knowledgeable and always solution oriented. I could not do my job without Workbooks **What do you dislike about Workbooks?** Need to make sure that you do not use Internet explorer, especially with the gator mail add-on as it is then very slow but runs brilliantly on other browsers. The knowledge base is good but if would be helpful to have printable pdfs of the pages so that you can use them as manual when printed out **Recommendations to others considering Workbooks:** With the Workbooks system we are able to capture the sales to order process and actively record this live data.Workbooks have a great support team who are always on hand to help and support our business when changes are required. This could be from a small field change through to a complete new pdf document. **What problems is Workbooks solving and how is that benefiting you?** like the mapping module and again you can customer this to show the information that you need as a business. Integration with Web Insights and Gatormail plus the workflow means that you have a platform that offer marketing automation. ### 7. Development **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2019 **What do you like best about Workbooks?** Workbooks.com convenience of use and constant availability **What do you dislike about Workbooks?** Some inherent inconsistencies still somewhat buggy, **What problems is Workbooks solving and how is that benefiting you?** Needs to be better streamlined to be able to share resources with other members. ### 8. Very intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Mandy A. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2019 **What do you like best about Workbooks?** User friendly interface, audit tracking, marketing automation , highly configurable, real time reporting & ease of data manipulation **What do you dislike about Workbooks?** Happy with all the features - no dislikes **Recommendations to others considering Workbooks:** Don't self implement, engage in a full implementation with professionals to get the maximum benefit of a CRM. You will see the huge difference it can make to your business **What problems is Workbooks solving and how is that benefiting you?** Visibility of sales pipeline in real time, reporting & data analysis of lead tracking , customer support ### 9. Great website **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy A. | User , Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2019 **What do you like best about Workbooks?** The easy access! Simple use. The prices are cheap and affordable for any business. If you’re thinking about getting it do it. **What do you dislike about Workbooks?** Not much I can say. Sometimes the site will glitches on us and we can’t access our accounts for a few hours. **Recommendations to others considering Workbooks:** Get it! **What problems is Workbooks solving and how is that benefiting you?** Calendar and events ### 10. User friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2018 **What do you like best about Workbooks?** I like workbooks because it is user-friendly and the customer service is actually really great. I had to call when I was first set up and they were super helpful. All features don't pertain to my business, I'm a real estate agent, but as a CRM it works well for my needs. Great for marketing and sales. (Note my father is the actual user who deals with the "finance" part of it-as he does all of my finances) **What do you dislike about Workbooks?** There are lots of extra features and windows that probably could be streamlined. **Recommendations to others considering Workbooks:** I definitely like the ease of use, and the customer service is very good. Great for marketing, CRM, and finance tracking especially in my case as a self-employed business. **What problems is Workbooks solving and how is that benefiting you?** My CRM mostly and for sales tracking and finances. I like the part for marketing and CRM for tracking my sales and for mailchimp and web stuff. My father is the one who deals with Workbooks for all of my finances. He is my "accountant". ### 11. Great tool for a customer success team **Rating:** 3.5/5.0 stars **Reviewed by:** Edynn S. | Executive Director , Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2018 **What do you like best about Workbooks?** It is a wonderful tool to generate Reports and Dashboards that give you insight into your Case KPIs. Understanding your customer service performance will help you make the right decisions - ultimately increasing customer satisfaction. It gives a more in depth look at your clients so they don't fall through the cracks. **What do you dislike about Workbooks?** It is an excellent tool for customer success but not robust enough for a full cycle sales team so most businesses you will need to use 2 different systems to get what you need. **Recommendations to others considering Workbooks:** This is a great stand alone tool but it does not solve for all the CRM needs for most sales organizations so we found ourselves having to use this in conjunction of another CRM to provide everything that we needed in our organization. **What problems is Workbooks solving and how is that benefiting you?** It is allowing us to identify re-occurring problems with customers and churn. Customer services teams often deal with recurring problems or issues: a recurring issue with a particular product, a problematic courier etc. Use that knowledge to deal with the source of the problems and stop the issues recurring, saving your business money and improving overall customer satisfaction. ### 12. accelerate growth, automate business processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2019 **What do you like best about Workbooks?** Workbooks has 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. **What do you dislike about Workbooks?** 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. **What problems is Workbooks solving and how is that benefiting you?** We use it for the following Calendar/Reminder System Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration ### 13. Easy to use. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2019 **What do you like best about Workbooks?** Easy to use, a really user friendly interface. It runs smoother than other similar programs. It has alot of features too. **What do you dislike about Workbooks?** The search function doesn't work ideally. **What problems is Workbooks solving and how is that benefiting you?** Creating more work than ever before. ### 14. Good program to use for sales. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2019 **What do you like best about Workbooks?** We can edit all the record types in terms of how they look, what must be filled and what is shown for certain people if necessary **What do you dislike about Workbooks?** Sometimes it acts up a little depending on what browser your using. **Recommendations to others considering Workbooks:** Take your time to get familiar with it and you should have no problems. **What problems is Workbooks solving and how is that benefiting you?** Making information available and accessible to different members of the team. Billing and customer service. Keeps data organized. ### 15. CRM that does what it sets out to do **Rating:** 4.0/5.0 stars **Reviewed by:** Simon J. | IT Director, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2018 **What do you like best about Workbooks?** Integrates well with our back-end systems, works very well for our users and integrates well with other SAAS software, such as Survey Monkey and MailChimp. **What do you dislike about Workbooks?** When we first purchased, the UI was awful - but thankfully that has now been rectified to a much slicker and modern looking interface. **Recommendations to others considering Workbooks:** Do your homework and check it's the right software for you **What problems is Workbooks solving and how is that benefiting you?** A very outdated (20th Century) contacts database, that needed to integrate with other systems we have in our business. Also, to provide more intelligence around what contacts bring us the most business. ### 16. great **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2019 **What do you like best about Workbooks?** workbooks is a great tool helping in management and all different types from learning. The skillsets vary amongst the workbooks, and its great to compare; i was using them a lot a few years ago. **What do you dislike about Workbooks?** its sort of tricky to purchase and not spend the money doing so; some of them can be pricey, others inexpensive which is great but also tough if you need a bunch for set marketing tools. **What problems is Workbooks solving and how is that benefiting you?** they are easy to navigate once revieving and its great to be able to see the benefits right after completing. ### 17. workbooks review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2019 **What do you like best about Workbooks?** It has marketing , sales features. You can process a lot of things from this software. It tracks performances, manages , threes dashboards that we look at . **What do you dislike about Workbooks?** For business it is a bit expensive. its functions work well. **What problems is Workbooks solving and how is that benefiting you?** No Problems just as usual for Androids it works slow. ### 18. Excellent Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Carl B. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2018 **What do you like best about Workbooks?** I like the level of bespoke care given to our business. We have taken advantage of the CS+ package where Workbooks allocate additional hours for support and development but even their standard level of care is excellent. Their onsite technical support has also been of exceptional quality in my experience. **What do you dislike about Workbooks?** There is very little to dislike - any tech issues/improvements customers have can be voted up on their forum and will be addressed by their tech teams. It would perhaps be beneficial for the sales team to have a higher degree of tech literacy so that many different types of enquiry can be handled with a single call but this is a minor gripe considering just how good the technical team is. **What problems is Workbooks solving and how is that benefiting you?** We are streamlining our fee renewal processes, our ability to report and are branching out into marketing campaigns. Workbooks is excellent for integration with mail clients and surveys allowing for a granular level of detail recorded in real time on customer records. We are also hoping to roll out their customer service system of ticketing and priority categorisation very soon. ### 19. Intuitive and always striving for more **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2018 **What do you like best about Workbooks?** I like that the system follows a logical and common sense approach to creating a user friendly system that enables clients to develop the CRM into a platform that works for them. Their knowledge base is a excellent resource that empowers users to learn and develop the system in a way that works for them **What do you dislike about Workbooks?** The dashboard functionality has felt a bit one dimensional though I know this is an area on Workbooks roadmap for future development so am confident of great things to come in this area **What problems is Workbooks solving and how is that benefiting you?** We are able to overview our membership population whilst recording interaction with our client base from service support, marketing, training and event attendance as well as managing business relationships and opportunities to grow these relationships further ### 20. It works great **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2019 **What do you like best about Workbooks?** I like how when you use the site you get exactly what it says it could do it does **What do you dislike about Workbooks?** Sometimes for for the program to work it takes a while for it to start up and processing all the information that I have for it to process through its database **Recommendations to others considering Workbooks:** At this time I really do not have any advice for anybody that's considering to work with work books.com so far so good **What problems is Workbooks solving and how is that benefiting you?** My employment history and earnings for all employees ### 21. It's all about the set up! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2018 **What do you like best about Workbooks?** Reporting - although they can be a little tricky to set up, the reporting function is really useful in my role and I like the level of detail included which can be set up for daily, weekly, monthly reporting or whenever i need it. GatorLeads - We have recently added GatorLeads to our portfolio which is proving really useful for our lead generation team. **What do you dislike about Workbooks?** It is a little 'clunky' although some of this is definitely down to how it was set up (before i joined the company) and the amount of data it is holding. **Recommendations to others considering Workbooks:** Don't rush into setting it up. make sure you consider every aspect of your business and get it right. I struggle to get what I want out of Workbooks from time to time, but I know a lot of that is down to the set up (which happened before I joined the company). Workbooks has the potentially to be a fantastic CRM, but you need to start with a very clear vision of what you want to get out of it. **What problems is Workbooks solving and how is that benefiting you?** KPI tracking and identifying interested customers. ### 22. Workbooks is easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2018 **What do you like best about Workbooks?** Workbooks is easy to use because it just looks like a windows desktop. I use it to track sales enquiries, and I like that I'm able to hide fields that aren't relevant to me. The knowledge base and forum are good and there are loads of ideas of how else I can use Workbooks in my business further. I like being able to log in from anywhere, and their mobile version is really good. It allows me to take down details from customers when i see them rather than using pen/paper and risk losing or not being able to read what I wrote. **What do you dislike about Workbooks?** There are lots of reports that are simple to build, but some reports are more difficult. They have a good knowledge base to help with that though. It took a while to figure out how to change form layouts, but once I knew how to do it, it was actually straightforward. **Recommendations to others considering Workbooks:** You need to understand why you want CRM in the first place, and understand the value that offers to your business. I have found that my sales have increased, ,and i'm spending less time doing 'admin' so i can focus on selling more. **What problems is Workbooks solving and how is that benefiting you?** Understand the conversion rate for Leads. It has enabled me to chase hot leads and increase conversion. I have integrated with MailChimp so I can send Campaigns easily. No more spreadsheets to track all of my customers too! ### 23. Great software! **Rating:** 5.0/5.0 stars **Reviewed by:** Autum B. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2019 **What do you like best about Workbooks?** We use this everyday at work! The whole thing is amazing! **What do you dislike about Workbooks?** Sometimes it runs a little slow, but what technology doesn’t have a bad day? **What problems is Workbooks solving and how is that benefiting you?** Financial ### 24. Workbooks Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2018 **What do you like best about Workbooks?** We use workbooks to record all of our potential and exsisting customer details which allows me to therefore create marketing campaigns and keep in touch with these people. The workbooks system also allows me to mange our sales pipeline and also understand what opportunities we currently have in the business and what we have created for the year. **What do you dislike about Workbooks?** I would like the flexibility to be able to change PDF layouts **Recommendations to others considering Workbooks:** Workbooks allows your business to record and report on data in one system **What problems is Workbooks solving and how is that benefiting you?** Since using workbooks we have been able to report year on year our sales growth and by recording all the sales data in workbooks understand our market better ### 25. Big improvement on old CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Brian P. | FInance Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2018 **What do you like best about Workbooks?** Easy to use, and adding additional features/fields easy. Customised reports are very good. **What do you dislike about Workbooks?** Customisation could be better with layouts, report writing, easy to write macros (no built in script writer) like in Microsoft Access, so programming even simple scripts is virtually impossible and customisable macro buttons. Better report functionality and formatting (ie pulling data from other reports, better layouts/templates (very basic), formatting printing reports, and be ability to run a report straight from Organisation record which is filtered on that record like an activity statement) Dashboards are also a bit too cumbersome and not scalable. **What problems is Workbooks solving and how is that benefiting you?** Merging two separate databases into one ### 26. Good all round CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Mike S. | Information Systems officer and Data Protection Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2018 **What do you like best about Workbooks?** The level of customisation that we can carry out in house. The reporting suite is also pretty flexible. **What do you dislike about Workbooks?** When reporting, linking to some table can really slow the reports down. Campaign membership being the main one **Recommendations to others considering Workbooks:** Reporting on significant lines of data (100K+) can take 45 minutes plus to cache and download **What problems is Workbooks solving and how is that benefiting you?** Consent recording for data protection and recording of objections to processing ### 27. Great experience so far **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2019 **What do you like best about Workbooks?** The marketing analytics provide very helpful insights on the marketing performance. **What do you dislike about Workbooks?** The user interface can get simplified and more intuitive, but I haven't experienced any downsides overall. **What problems is Workbooks solving and how is that benefiting you?** Efficiently organising the marketing pipeline. Getting valuable insights from marketing analytics. Having one software for marketing, sales and orders' bookings & billings. ### 28. Brilliant customer service, innovative company **Rating:** 5.0/5.0 stars **Reviewed by:** Fran K. | Business Development and Marketing Manager, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2018 **What do you like best about Workbooks?** Open APIs which open up possibilities for innovative interfaces. Excellent customer service, a team that really cares about providing solutions. Good at connecting users with their events and updating on new developments. **What do you dislike about Workbooks?** Communigator interface has been a little tricky for us but through no fault of Workbooks and they have put a lot of effort into rectifying. **Recommendations to others considering Workbooks:** Definitely a good option. **What problems is Workbooks solving and how is that benefiting you?** We are working on a client onboarding platform in order to automate this process as much as possible, we are using Workbooks as the backbone to this and the flexibility of the system is proving beneficial. ### 29. Beginner selection for public polling **Rating:** 2.5/5.0 stars **Reviewed by:** Maxim S. | Peer Mentor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2019 **What do you like best about Workbooks?** Fairly similar to Microsoft Office essentials **What do you dislike about Workbooks?** Standard with limited pricing but lesser known **What problems is Workbooks solving and how is that benefiting you?** Publishing and creating documentation ### 30. Workbooks review **Rating:** 4.5/5.0 stars **Reviewed by:** Cathy C. | Marketing and Promotions Coordinator(SAA), Higher Education, Enterprise (> 1000 emp.) **Reviewed Date:** July 24, 2018 **What do you like best about Workbooks?** The workbooks have a fast and capable support team that is ready to help with any areas of CRM. They respond very fast compared to other call centers and they can resolve every problem that is given to them. The workers are all well trained with the system. The system is also very flexible which allows for ease of use. Once workbook is mastered then it becomes a tool that can be always relied upon. **What do you dislike about Workbooks?** I suppose what I dislike about workbook would be the search system. Also it can be a little bit hard for people who never used these types of systems before, but anything can be over come with a little bit of practice. Also I do not like how there is no function that it forces me to write a certain amount of words like it should be up to the user to say how much they want. If its short let it be short. **Recommendations to others considering Workbooks:** its a nice software **What problems is Workbooks solving and how is that benefiting you?** Well the business problems would be that I can view data in a more organized format which is easier to navigate. I also love using this to manage my co workers and myself. Nice tool ### 31. It is one of the best tool for kids and Business people **Rating:** 5.0/5.0 stars **Reviewed by:** rajarajeswari r. | Enrollment Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2019 **What do you like best about Workbooks?** It is like work book customer relationship management it is one of the format (worksheet , excel format) where mostly business people use it.It is like excel where multiple spreadsheet will be available **What do you dislike about Workbooks?** In workbook .com there is no dislike in this tool **Recommendations to others considering Workbooks:** I will recommend others to use **What problems is Workbooks solving and how is that benefiting you?** since iam in sales department i have used it a lot . ### 32. Great **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2019 **What do you like best about Workbooks?** It is easy and simple to use. It works with Sales Navigator. The tools are fast at finding contact information. **What do you dislike about Workbooks?** the charges per credit are too expensive lol **Recommendations to others considering Workbooks:** yes I would recommend great add on program for LinkedIn **What problems is Workbooks solving and how is that benefiting you?** great, I was able to contact my target. ### 33. Simple yet powerful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2019 **What do you like best about Workbooks?** This is one of the most simple CRMs I have used but it brings everything in front of you easily and with little effort. It's reminder features are the best I have found. Great for.pipeline management. **What do you dislike about Workbooks?** The interface is unique and appears at first to have lots going on but it really is simple once you block out the stuff you don't need. **What problems is Workbooks solving and how is that benefiting you?** Customer management and pipeline success strategies. ### 34. Excellent All Around **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2019 **What do you like best about Workbooks?** Workbooks.com is a great tool and is very easy to learn and use. There seems to be a lot of customization available as well as competitive pricing depending upon what you are looking for. **What do you dislike about Workbooks?** I haven't found many issues with the program. Anytime I have had any issues, the customer service reps have always been reliable and knowledgable. **Recommendations to others considering Workbooks:** If you are hesitiant on trying workbooks, get the free edition! You won't regret it! **What problems is Workbooks solving and how is that benefiting you?** We use the program for tracking our books and other fee related items. ### 35. Workbooks makes life easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2019 **What do you like best about Workbooks?** Workbooks is like an assistant. It makes my life easier for the most part. It’s not a necessity but I like the way this CRM looks **What do you dislike about Workbooks?** It can be a little pricey and it only lets you add up to 2 users before raising the price **What problems is Workbooks solving and how is that benefiting you?** It takes care of organizing my relevant information and helpful for focusing on clients ### 36. CRM software based on knowledge, and great for marketing campaigns **Rating:** 5.0/5.0 stars **Reviewed by:** Ramon Enrique B. | profesor universitario, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2018 **What do you like best about Workbooks?** The part of keeping the accounts of my clients in my company, besides the control of the invoices, the credits, the contracts and the orders of my clients this part is very complete in the software **What do you dislike about Workbooks?** For a not very experienced user it becomes a little complex but it is enough to see the training tutorials with it, you get an idea of how you have to work with this software. Also with the webinars with this tool you also learn to use this application a lot **Recommendations to others considering Workbooks:** It is a quite complete software with many potentialities when it comes to keeping accounts and its security layer with the double factor of authentication is very good at validating the login of users. The permisology of the different modules or options that allows you to give public and private access to certain users depending on what each user doesThe templates to give a very personal touch to the pages that are going to have in your web domain, also allows you to customize the same and of course the tool for marketing to send emails to your different contacts as scheduled. **What problems is Workbooks solving and how is that benefiting you?** It has helped me to be more orderly and have a better control of the accounts of my clients in my company has given me multiple benefits among them being up to date when it comes to delivering a summary of all the orders of purchase and sale that I have with my suppliers (clients) ### 37. Workbooks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2019 **What do you like best about Workbooks?** Really easy to organize and fun to work with **What do you dislike about Workbooks?** Nothing at all easy to use not hard to figure it out **Recommendations to others considering Workbooks:** Its freaking awesome **What problems is Workbooks solving and how is that benefiting you?** Nothing ### 38. It does what it needs to. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2019 **What do you like best about Workbooks?** It is able to handle our data and let us view it in manageable ways. It helps us to use the data we have collected. **What do you dislike about Workbooks?** At times it can be simplistic in it's handling and non-intuitive in its organization. **What problems is Workbooks solving and how is that benefiting you?** It helps us to have all our numbers and data in one location, rather than scattered across various elements. ### 39. Productivity! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2019 **What do you like best about Workbooks?** Workbooks is user friendly and they have a great customer service team in place. I was able to get help quickly when needed. I also like how customizeable the software is. It is truly great! The other thing that I found that I like is that they have great training videos. **What do you dislike about Workbooks?** The app takes a lot of practice to get right but that's what the training videos are for! **What problems is Workbooks solving and how is that benefiting you?** I am able to be more task orientated and keep everything on schedule. ### 40. Easy to use and convenient **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2019 **What do you like best about Workbooks?** Or keeps everything organized and in ready working order. **What do you dislike about Workbooks?** It takes a while to load and has a tenancy to crash at times **Recommendations to others considering Workbooks:** Try it you'll like it **What problems is Workbooks solving and how is that benefiting you?** Don't really run into too many issues ### 41. My experience with workbooks **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2019 **What do you like best about Workbooks?** Workbooks keeps track of all your files and keeps them stored for you. You can do spreadsheets which is what just what I needed and it was a lot better than most of the ones I used **What do you dislike about Workbooks?** It was a little hard to learn. It wasn't as descriptive as I would have wanted it because I like to be precise. **What problems is Workbooks solving and how is that benefiting you?** My spreadsheets are all stored on here and it helps me make new ones every week for our weekly schedules and business plans ### 42. Good **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca S. | Securtaity , Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2019 **What do you like best about Workbooks?** I love the software it works great for me **What do you dislike about Workbooks?** There is not anything about the software I dislike **What problems is Workbooks solving and how is that benefiting you?** All problems ### 43. Sales manage and review products **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Enterprise (> 1000 emp.) **Reviewed Date:** April 20, 2019 **What do you like best about Workbooks?** Very easy to use efficient and love product **What do you dislike about Workbooks?** Honestly nothing not a single bad thing to say **Recommendations to others considering Workbooks:** Love program havnt had any issues so no recommendation to give **What problems is Workbooks solving and how is that benefiting you?** Manage sales reports and scheduling ### 44. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca B. | Associate Recruiter, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2019 **What do you like best about Workbooks?** Easy to use and understand, for both technical and non-technical users. **What do you dislike about Workbooks?** It's easy to use, after you get the hang out. It took some time to figure it out. **Recommendations to others considering Workbooks:** It's a great product if you're in the market. User friendly. **What problems is Workbooks solving and how is that benefiting you?** None ### 45. Excellent Software **Rating:** 5.0/5.0 stars **Reviewed by:** Paolo D. | Service Desk Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2018 **What do you like best about Workbooks?** Simplicity of usage and the support team **What do you dislike about Workbooks?** It's difficult for me to create reports, hopefully the new version will be better **What problems is Workbooks solving and how is that benefiting you?** Invoicing has been speed up, we can close our billing cycle ion days instead of weeks ### 46. Workbooks Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2019 **What do you like best about Workbooks?** In my line of business workbooks is realy needed for day to dday functions **What do you dislike about Workbooks?** Was a little hard to work threw at first. **Recommendations to others considering Workbooks:** Workbook is great for any business you really need it to help you thrive. **What problems is Workbooks solving and how is that benefiting you?** I am able to manage our business under one program that allows me to grow revenue and customer interactions. ### 47. Works well enough. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2019 **What do you like best about Workbooks?** It stream lines service needs and makes access to crucial tools easy. **What do you dislike about Workbooks?** Could use some touch ups on the user interface. Seems a little buggy at times. **Recommendations to others considering Workbooks:** Learn the system. **What problems is Workbooks solving and how is that benefiting you?** Solving crucial employee and sales marketing problems. ### 48. Really easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Cosmetics | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2019 **What do you like best about Workbooks?** Easy acess to ve able to get the job done **What do you dislike about Workbooks?** Nothing loved everything about it its easy to login to **What problems is Workbooks solving and how is that benefiting you?** Its easy to get the job done ### 49. Happy with it **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2018 **What do you like best about Workbooks?** the level of care given to our business is great.y company have taken advantage of the CS+package. Their standard level of care is excellent something that I am 100% please with. I love their onsite technical support it has also been of exceptional quality in my experience. **What do you dislike about Workbooks?** I am yet to find anything that I dislike about this product its great. **Recommendations to others considering Workbooks:** I would 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?** My company use it for business and they also use it to manage the workers and their progress in research. ### 50. Overall a breeze to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2018 **What do you like best about Workbooks?** The over website and design of the website allows you to seemingly navigate to your desired area . The easy but knowledgeable site is very easy to use . **What do you dislike about Workbooks?** The negatives of this site maybe it that there is no app . Maybe having an app would allow easier access. If there is an app it isn’t adverted or access to it wasn’t really noticeable.over all not a lot of negatives . **Recommendations to others considering Workbooks:** Intergrated app pleas **What problems is Workbooks solving and how is that benefiting you?** Work books makes my business more efficient and that allows me time to focus if other challenges . This time free me to wok on other task that helps my productivity. Productivity is my biggest benefit. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-15+11%3A10%3A05+-0500&secure%5Bsession_id%5D=a375856a-050c-41b8-800e-b4fca692c91f&secure%5Btoken%5D=fa51bf7c5913e08b247cc645d0f1a8c832122523c20e0876a9f13e6c8a6dec25&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 (24,668 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,835 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,265 reviews)