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

Workbooks CRM in the flooring construction industry

What do you like best? The cloud based nature of the software with very competitive pricing options make Workbooks an attractive choice to use, but more than that is the simplicity of the interface and its intuitive nature to use. There is a significant degree of customisation available which meant that we could adapt the standard CRM language and names to better fit our own bespoke business processes. This is a big plus of the system to us at Courtcraft. I would also recommend you check ...

Function rich and highly configurable

What do you like best? Whilst Workbooks comes with so much functionality 'out of the box', it's highly configurable. Whilst this isn't necessarily easy for the layperson, Workbooks provide great training, assistance and support. They are regularly enhancing the product to release new features. The reporting tool is very powerful and enables pretty much any data to be combined. What do you dislike? As with any software product there's a few bugs and things that could be better, but ...

OK but still not convinced it's fit for our purpose

What do you like best? It is really easy to export contact lists into other programs What do you dislike? That the system does not automatically blind copy workbooks into each of our client emails. Therefore the team are not effectively using the system, as there is no accurate record of all client contact made, we have to blind copy dropbox in each time we send an email What problems are you solving with the product? What benefits have you realized? N/A

Workbooks is easy to use

What do you like best? 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 ...

Brilliant customer service, innovative company

What do you like best? 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? 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 the product: Definitely a ...

User friendly

What do you like best? 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? There are lots of extra features ...

Workbooks Review

What do you like best? 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? I would like the flexibility to be able to change PDF layouts Recommendations to others ...

more great leveragej

What do you like best? Pros: Very helpful support team Able to customize the interface to suit your needs great flexibility in how you want to use the software excellent for lead tracking works on mobile and tablets What do you dislike? Cons: Tried to use as a support tool but it isnt suitable, we had to fill in too many different fields to close or update a case as it didnt link to organisations easily Can be difficult to use as its so flexible ...

Great tool for a customer success team

What do you like best? 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? It is an excellent tool for customer success but not robust enough for a full cycle sales team so most businesses you will ...

Overall a breeze to use

What do you like best? 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? 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 the product: Intergrated ...