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

User Friendly and Great for Organization

What do you like best? Workbooks is among one of the most user friendly CRMs that I have used. It allows you to keep all of your info in one place. They also have a great support staff for quick responses to questions you may have What do you dislike? The search function could be more accurate Recommendations to others considering the product: Do it What problems are you solving with the product? What benefits have you realized? I have never been more organized

Excellent Customer Service

What do you like best? 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? There is very little to dislike - any tech issues/improvements customers have can be voted up on their forum and will be addressed by ...

Great program

What do you like best? What I like the best is the ability to learn this program quickly. What do you dislike? There is nothing that I dislike about this program. Recommendations to others considering the product: The more this program is used, the easier it is to keep track of your business. What problems are you solving with the product? What benefits have you realized? Keeping track of sales and inventory.

A great asset to any business

What do you like best? The level of organisation and search capability What do you dislike? 1 license per user means it too costly to have our entire business making contributions Recommendations to others considering the product: run a trial and use live data What problems are you solving with the product? What benefits have you realized? Level of cross sell potential from our existing clients (ie who knows who and/ or who should know who)

Workbooks=Contact books

PROS & CONS What are the best aspects of this product? It is probably not the most important thing in the world, but I like how this CRM looks. The interface is somehow cute, and familiar to use. Simplicity is advantage number two, and I make entries in few mintes because the pages simply highlight the fields I need to fill. It works also as a campaign tool, so I get to organize and share internal and external events. In fact, we've never been that sure that a marketing campaign will ...

Workbooks review

PROS & CONS What are the best aspects of this product? I use Workbooks every single day, and I'd use it even more often if that was possible! It records data in so many ways, being at the same time even simple for the taste of certain members in my team. The company benefited significantly from it, as it streamlined aour processes, and it ensured inbounds are going to the right location. At the moment, we're treating complaints with it, both the ones from the telesale company and the ...

Managing and promoting sales with Workbooks

PROS & CONS What are the best aspects of this product? I am running a specific business, so I wanted something to suit the needs without a technical expert behind the well to do customization miracles. As easy as it is, Workbooks was personalized in no time, and I perceive it as a tool that was always here. I track all of my activities, and plan new ones, and I keep all team members up-to-date in order to organize a successful sales process. Long story short, I set priorities, and I ...

Great, customizable CRM

PROS & CONS What are the best aspects of this product? We checked many CRMs prior to our decision, but Workbooks was an unbeatbale winner. We liked it because there was no difficulty to implement it in our system-Workbooks is cloud-hosted, and it didn't require us to install special software on our devices. We are also satisfied by flexible customization, meaning that we can add/remove features that matter to our business. We got it running in hourse, and it started delivering amazng ...

The best customization properties I've ever seen

PROS & CONS What are the best aspects of this product? Workbooks is a great provider where customers benefit from amazing customization capacity. The can also brag with top notch support, which we non-technies really love. We relied on it so harshly, that I can honestly say that the entire business is ran on the product, and its performance is impeccable. I think we could never continue working without it! Everything is automated, which should not scare you, because you're working hand ...

I like this CRM

PROS & CONS What are the best aspects of this product? Amazing structure and unique layers, plus the fact that we get to customize and edit things our way. The software is user-orientated, with a friendly interface that converts my work in a pleasant experience. They provide a very interesting dashboard that has that familiar Windows vibe, so I don't think there will be a user who can't get hands on it in few hours. What aspects are problematic or could work better? It is not ...