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

My experience with workbooks

What do you like best? 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? 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 are you solving with the product? What benefits have you realized? My spreadsheets are all stored on here and it helps me make ...

Workbooks tracking customer service needs

What do you like best? The ease of creating a case for departments within our company to use as communication. What do you dislike? Workbooks can be slow to react and some of the words are not the typical USA spelling What problems are you solving with the product? What benefits have you realized? When a client calls with a suggestion for improving our platform it is easy to create a case that will be used as a work order for different departments to implement

Workbooks is great

What do you like best? that its easy and workbooks does all the work for you. All I have to do is enter your information and sit back, and watch the magic happen. I also love that if you are struggling with your business workbooks will help you with your problems. It will advertise and give you tips What do you dislike? That you have to pay for it, and also it does all the work for you. you can't have your own design. Recommendations to others considering the product: If you ...

Easy

What do you like best? It is very easy to use and keep track of What do you dislike? Can be a bit slow sometimes on opening application What problems are you solving with the product? What benefits have you realized? Keep track off accounts

Extremely useful for your company

What do you like best? Everything is straight forward and easy to understand. The tips and tools this website offers are spectacular! Once you get everything you need from this service, your business will improve dramatically like mine has. What do you dislike? There is not much to dislike and nothing that is worth saying. Every issue is on my end and is never a big problem. I trust workbooks support to handle every issue i have. What problems are you solving with the product? ...

Workbooks

What do you like best? It does a great job of keeping track of sales and customer information What do you dislike? It's really similar to quickbooks, nothing special, comparable in pricing. What problems are you solving with the product? What benefits have you realized? Keeping track of most popular items, and when we are the busiest

Great system, but not perfect.

What do you like best? Streamlined order tracking system along with great automation features. What do you dislike? It's a little bit lacking in the mobile platform. What problems are you solving with the product? What benefits have you realized? Invoicing and order tracking. We used to use salesforce but this has made us much more efficient.

Easy to use

What do you like best? Was pretty easy to use and get going was a definite time saver What do you dislike? The cost of the upgraded use as well as not so easily explainable What problems are you solving with the product? What benefits have you realized? Payroll as well as tax returns

Workbooks review

What do you like best? I love the customization aspects compared to other software. It is very user friendly and work wonderfully for small businesses! What do you dislike? It can be a little confusing to get started using the software. What problems are you solving with the product? What benefits have you realized? Workbooks has helped emensely with my orginazational capabilities.

Great CRM

What do you like best? Great CRM with a fantastic user interface and a lot of nice features. What do you dislike? There is nothing I dislike about workbooks. What problems are you solving with the product? What benefits have you realized? A clear, easy to use and user friendly CRM is hard to come by, and workbooks offers one at a great price point.