Workbooks CRM Reviews in January 2025: User Ratings, Pros & Cons

"Can't do without it...."

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.

"Exceptional CRM Software for Business Growth"

What do you like best about Workbooks? I’ve been a user of Workbooks CRM for around 4 years now, and I must say, this CRM software has exceeded my expectations in every way, and here's why:

"Highly configurable CRM with a great support team"

What do you like best about Workbooks? Workbook's CRM offers exceptional efficiency through its intuitive interface, streamlining customer interactions and data management. With robust features like contact tracking, lead management, and task automation, it enhances productivity. Real-time insights via reports and dashboards empower smarter decision-making for our management team.

"Great product, great customer services"

What do you like best about Workbooks? As a marketing manager, Workbooks has a clean UX design thats easy to use and train new members on. We've had a positive experience with different teams in workbooks, from initial on-boarding, our client relations manager to the help desk. Communications surrounding updates are concise and very useful!

"A CRM With Almost No Limits"

What do you like best about Workbooks? The greatest thing about Workbooks in my opinion is the near limitless level of customisability, which puts the restrictions of the software in the users hands rather than the software itself. Because of this, if you are able to dedicate some time to learn the intricacies of the system, such as reporting, plugins and custom records, you are able to create a completely unique and customised CRM; enabling any business to have a system which is fit for them.

"Workbooks Review"

What do you like best about Workbooks? Workbooks is laid out in a really clean format which allows me to see everything that'd going on at once without the clutter.

"Workbooks is ideal for SMEs"

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!

"An extremely useful software for organisation!"

What do you like best about Workbooks? The way that you can share your progress of tasks, opportunities and company info with your fellow colleagues on shared platform.

Fast and efficient system to retrieve data

PROS: I think that Workbooks is a great system for retrieving caller data, as it records literally every detail concerning leads and cases coming to the Company's 0800 number. When you create a lead, it adds both the person and the company, which automatially cuts time for importing cases separately. We are even able to track certificates we didn't receive back, and to check the record of a client while speaking with him on the phone. Consequently, we provide information straight away, and ...

Becomes an integrative part of your business in no time

PROS: Workbooks is like an assistant who takes care of organizing relevant information, focusing obviously on clients and their information. Having all information under one roof has been amazing, especially because access is made easy, and the version of the program is automatically updated. This is not the only pro, though. We also use it to organize mailshot campaigns, and to increase the number of clients. It is just cut for the purpose, especially when integrated with Mailchimp to ...