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

Best CRM we've tried for small business

What do you like best? Workbooks flexibility enables us to edit and format the system precisely as we would like. It is pretty easy to use as it is intuitive. We are able to find everything we need about our customers in just a few clicks. The layout is user friendly. It works pretty well on every device. The marketing options are great as we are able to track all our mailings in the blink of an eye. What do you dislike? Sometimes the support isn't that good. Is does really depend ...

Decent CRM software

What do you like best? I simpy love the fact you can integrate workbooks with google docs and outlook. Workbooks has many options and it's easy to learn. What do you dislike? What I absolutly dislike is the pricing. 46 pounds per month per user is just way too much in my opinion. Recommendations to others considering the product: just try it :) What problems are you solving with the product? What benefits have you realized? I've gained better sales visibility and spent ...

Very good marketing & sales help

What do you like best? Workbooks is amazing for helping you segment the audience you want to reach and target it effectively. It is easy to process the orders you get (you get step-by-step instructions on everything you need to do). It’s also convenient for customer service purposes. All this in one tool! What do you dislike? The marketing is automated, thereby helping you save money, but the downside of that is that the marketing gets less personalized What problems are you ...

Easy to use.

What do you like best? Easy to use, a really user friendly interface. It runs smoother than other similar programs. It has alot of features too. What do you dislike? The search function doesn't work ideally. What problems are you solving with the product? What benefits have you realized? Creating more work than ever before.

A good software

What do you like best? Workbooks has grown my revenue greatly, It has also reduced the cost of my CRM software greatly. What do you dislike? I have no real negative ideas about this product, it is fairly simple to use and works well. What problems are you solving with the product? What benefits have you realized? My colleagues find it easier to use then my previous CRM software, and improves the experience.

workbooks.com itsnot for me

What do you like best? nothing special was there, one thing was good, interface What do you dislike? i dislike there all segments , functionality was terrible Recommendations to others considering the product: i would recommend this product for beginners, only for. What problems are you solving with the product? What benefits have you realized? i didint resolve any problems with workbook, also didnt have any benefits :)

Exceptional ease of use

What do you like best? The configuration is simple and straightforward and yet at the same time is really powerful as you can easily add report cells, meaning that it gives a much broader view of the client. I like the mapping module and again you can customer this to show the information that you need as a business. Integration with Web Insights and Gatormail plus the workflow means that you have a platform that offer marketing automation. Easy to set up new users but also ...

It is very useful solution

What do you like best? I used there service and it had postive impact on my e commerce store it improves customer experience and can manage many things customer care, marketing,sales..etc everything What do you dislike? It is cost somewaht and every samll business can't afford Recommendations to others considering the product: it will help to manage your website /service and it is useful What problems are you solving with the product? What benefits have you realized? ...

With Workbooks I can evolve in my business

What do you like best? The flexibility and capacity of Worbooks on his platform is what I like the most. Other CRM systems can be heavy on tracking leads but this software works well in this area. I love the powerful reporting engine that runs real-time data and I take the opportunity to check commercial sales, purchases and billing. Workbooks also allows me to create marketing campaigns and verify if their receptivity is successful. I also highlight the support service because it offers ...

CMR software with excellent customer support and good customization.

What do you like best? I like the customization process that this platform has, I can modify CMR system configurations to adapt them to the needs of my company. It is a complete and necessary software to improve relations with our customers. Their customer service is good and effective, every doubt I have about the program I raise in the support team and they have helped me fast, they are certainly on the lookout for their customers to help, either in understanding the interface, ...