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

Easy to navigate

What do you like best? I found the UI is quite fascinating and easy to navigate all functions. I like the way it allows to track the real time performance. What do you dislike? It works absolutely fine for me and haven't found any difficulties while using it. What problems are you solving with the product? What benefits have you realized? The most of time to track our product performance and allows to stay connected with teams to work together in one platform.

Workbooks provides a great CRM Solution

What do you like best? Customer Service, Support, Friendly Web Interface, easy of access and support documentations. Very affordable for small business. We are trying to integrate Workbooks with Microsoft Dynamics 365 Business Central effectively without a hefty cost, at this moment we are using export/import with existing interface provided by Workbooks. We use Workbooks to find leads and opportunities, create quotes that leads to sales orders. It help managing our contacts/leads ...

Workbooks intuitive CRM tool to make my job attractive and organized.

What do you like best? Its a great CRM tool that is easy to use. Its not quite expensive neither is it much cheaper. It has a very professionally automated interface that is very user friendly and highly customizable. What i like most about Workbooks is this one feature pipeline management that helps me to schedule my tasks and also able to work on my projects on time. What do you dislike? I have installed workbooks app in my mobile phone and is just amazing how it works. ...

Great CRM tool with an intuitive UI.

What do you like best? It is used in various integrated business purpose.Work book is a comprehensive and useful tools to carry out any project that is ongoing in our company. Its made of simple dynamics that's makes it one of the simplest CRM tools to use. Its built in UI that is so much user friendly and attractive. I also like the aggressive customer care service team that is always behind our success. What do you dislike? My use was mostly for marketing and I must ...

100% Cloud CRM Solution

What do you like best? Workbooks CRM is one of the largest growing suppliers of web-based CRM and market software primarily built for small to medium-sized companies. What do you dislike? Clicking on too many apps and waiting for stuff to launch. Often windows will take minutes to unlock. It is not designed as a help network, so only the emails sent with categorizations are tracked. What problems are you solving with the product? What benefits have you realized? Ability to ...

Effective and reliable platform that expands a business by enhancing its functionality and life line

What do you like best? Workbooks is a cloud based solution that provides the users with a variety of tools to make their business efficient. It is accessed from anywhere at any time through a network connection. It lets your teams input sales and opportunity information and view activities. It includes all the standard features including contact management and scheduling as well along with the reminders and alerts. The collaborative, operational and analytical abilities set it apart from ...

Best CRM tool

What do you like best? The design is very professional and I appreciate that, it looks elegant and easy to use. I also think that the pricing is good, not too expensive and not too cheap. And what I love most about workbooks is its pipeline management feature, which really helps me to do my tasks. What do you dislike? It doesn't work well (slow processing, my smartphone is high-end) on my mobile, I think workbooks should take care of their mobile app soon. Recommendations to ...

Brilliant client support, creative company

What do you like best? Worbooks' versatility and ability was what I want and most about his network. Many CRM systems could be focused on lead tracing but this program does operate well in this field. I enjoy the efficient real-time monitoring engine and take the chance to test business revenue, orders and payroll. Workbooks often allow me to build marketing strategies and to test if they sensitivity is effective. I also underline the customer support, and that at some point it gives me ...

Ulimate application for marketing and business purposes

What do you like best? Easily create and deliver quotes, Workbooks helps marketing departments run campaigns and generate more quality leads. it helps many more things to run the business What do you dislike? it is operated by limited OS. Sometimes its run too slow which makes me very uncomfortable to work. Recommendations to others considering the product: Highly recommended for every organization to use workbook. What problems are you solving with the product? What ...

Globally communications

What do you like best? Easily communicate through this application to anywhere. Because of workbooks we do reminders and we easily access contacts through this application. What do you dislike? Ya i think there is not any dislike but yes biggest disadvantage is the application are not run in all type of operating system. Recommendations to others considering the product: I think try to use this application not because to secure your contacts but because to make your life ...