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

Keeps you connected with people's

What do you like best? It is used in various Integrated business purpose.. It properly focus on customer relationships management. Easily to generating reports.,even easier for you to access your Inbox, upload receipts and enter your time, all from the convenience of your mobile device. What do you dislike? Properly not supported in every operating system.. Even when I open its app in my phone sometimes my mobile heat or the processing were low. Recommendations to others ...

Easy to allocate resources from anywhere.

What do you like best? It Access my contact Get reminders and notifications me to Read conversations and leave comments Communicate with team members across the globe. What do you dislike? I not work in mac or android software it is only used in Web-Based, Cloud, SaaS. The software is not flexible in term of features. Recommendations to others considering the product: Try it in business to manage your business efficiently. What problems are you solving with the ...

Helps the business

What do you like best? Ease of use - we came from an on premise solution - just being able to access via the cloud is a huge help What do you dislike? some of the UI could be better - but its the best in its class - we benchmarked it against the rest What problems are you solving with the product? What benefits have you realized? Collaboration - before there was just paper all around the office and in peoples heads

Excellent organizational tool.

What do you like best? Workbook is a comprehensive and useful tool to carry out any project. This is a useful tool in all its senses, its versatility, innovation and easy use, it captures the attention of each user in particular, I loved that I can manage my projects in a shared way with my work group, thanks to this tool I can take a reliability statistic thus resulting in how well my project is going. It has a complete interface that allows us to have real-time and real-time results ...

Price is very good in comparison to others

What do you like best? The product is customizable and affordable. The customer service is prompt and thorough. What do you dislike? I don't really have anything bad to say about Workbooks CRM however if I did have to choose one thing to be improved it would be the look and feel of the software - it could be a bit more modern. What problems are you solving with the product? What benefits have you realized? The simplicity of the tool's interface was, and the "onboarding" phase ...

The best platform for online project tracking.

What do you like best? Workbook is an excellent platform for every entrepreneur in my case I found it to be super favorable in all work travel since it allows me to maintain an order in my programs and resources. I love its efficiency and innovation gives access to take a job with impeccable work since it allows to share information between colleagues in the case of being a group project, we also keep track of the tasks required to finish our work this seems to me that It is excellent ...

Once you understand how the platform works, it becomes an invaluable tool.

What do you like best? The workbooks allow our company to collect data and to record our queries ' sales progress. It also enables us to create marketing campaigns and to understand our campaign response rate. What do you dislike? I would like to have more ability to change the PDF templates in order to make adjustments when the company needs it. Recommendations to others considering the product: Everything is clearly established, and where I need a bit of guidance, the ...

helps with sales, marketing and supporting customers

What do you like best? allows you to obtain sales lead right from your website. you can see a track record of all previous encounters with a client or customer. unlimited dashboard customization. helps automate your business process. very efficient and low cost. What do you dislike? at times, the software can run a bit slow, not too slow but it can get a little frustrating especially if the help desk is busy (which it can be). also it would be cool if you could have a tad bit more ...

Simple and Effect

What do you like best? Easy to use and syncs normally with Microsoft outlook so that you can track all emails and meetings What do you dislike? Slowly syncing and error messages which don't clearly state the problem Recommendations to others considering the product: Ensure you have the right functionality and purpose for using Workbooks. Transparency for different departments is very useful What problems are you solving with the product? What benefits have you realized? ...

Its good platform for CRM

What do you like best? It is better platform for understanding your work and followup with lead generation. It also reminds you the work which need to prioritize. What do you dislike? The feathers are complicated and need to upgrade. What problems are you solving with the product? What benefits have you realized? Slowness in the software. Brand awareness to the people in market.