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

Workbooks

What do you like best? The conveinancy and easy to use format leave me happy everytime I use it. It simple to use if you do not hold alot of software use or you are getting back into it. What do you dislike? There was honestly not too much to the software I dislike. What problems are you solving with the product? What benefits have you realized? Finding ways to get advertisements out there is hard but workbooks takes the stress off.

Workbooks

What do you like best? I like workbooks because it improves customer service improves growth revenue and the experience is overall better What do you dislike? There’s nothing to dislike about workbooks they help with a lot of issues Recommendations to others considering the product: For a very low price workbooks helps with your company and works with you the whole way What problems are you solving with the product? What benefits have you realized? My buisness ...

Workbooks

What do you like best? Workbooks offers a place for not only contacts but orders and invoicing so you can easily see everything about a client in one spot What do you dislike? Their help section is not the easiest to use. It is often vague or is not accurate to how the system works (not updated) Recommendations to others considering the product: Takes a while to learn but has great modules What problems are you solving with the product? What benefits have you realized? ...

Becomes an integrative part of your business in no time

PROS & CONS What are the best aspects of this product? 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 ...

Becomes an integrative part of your business in no time

PROS & CONS What are the best aspects of this product? 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 ...

amazing!

What do you like best? i like everything about it! workbooks is the best! What do you dislike? there is nothing that i dislike about workbooks! everything is awesome! What problems are you solving with the product? What benefits have you realized? they provide all the benefits you could ever want

Workbooks is how our business shines

PROS & CONS What are the best aspects of this product? Honestly, Workbooks wouldn't be that far ahead of its competition if it weren't for that amazing flexibility! It works absolutely perfectly with all of our business processes, and it has an incredible and easy interface that allows us push development work through without dealing with code writing and technical input. This was essential to the growth and organic development of our business, as we managed to effortlesly accomplish ...

This was such an easy product to use

What do you like best? I love that I’m able to move all of my receipts over to my work books and sort them out and match them up with customers and keep track of all of those expenses. What do you dislike? I dislike the price. But honestly nothing works as well as my work books Recommendations to others considering the product: Get QuickBooks to go with workbooks. 100% What problems are you solving with the product? What benefits have you realized? I’m able to keep ...

Great for Organizing

What do you like best? I really enjoy the specific tools the site offers with minimal distractions and the ability to access all documents in a neat space. It also allows better usage of managing sales leads and analytics. What do you dislike? It needs more features and ideas to improve the customer experience What problems are you solving with the product? What benefits have you realized? Lots of benefits outweigh the problems and makes it my number one tool in leadership ...

Suitable for every institution, made easy

PROS & CONS What are the best aspects of this product? There are four specific features I like about Workbooks: It is a web-based tool, so you access it from literally everywhere; the license is affordable, so you get to include many users in the system; it is made easy and understandable for non-techies; and it is flexible and tailored to fit the needs of every business out there! What aspects are problematic or could work better? I am a public office administrator, not a ...