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

Workbooks Review

What do you like best? In my line of business workbooks is realy needed for day to dday functions What do you dislike? Was a little hard to work threw at first. Recommendations to others considering the product: Workbook is great for any business you really need it to help you thrive. What problems are you solving with the product? What benefits have you realized? I am able to manage our business under one program that allows me to grow revenue and customer interactions.

Workbooks works well for what I need.

What do you like best? I prefer the organization of workbooks. What do you dislike? I feel it could provide more features to consolidate all of my information gathered daily. What problems are you solving with the product? What benefits have you realized? Cost rate and margin for certain products.

Good

What do you like best? I love the software it works great for me What do you dislike? There is not anything about the software I dislike What problems are you solving with the product? What benefits have you realized? All problems

Simple yet powerful

What do you like best? This is one of the most simple CRMs I have used but it brings everything in front of you easily and with little effort. It's reminder features are the best I have found. Great for.pipeline management. What do you dislike? The interface is unique and appears at first to have lots going on but it really is simple once you block out the stuff you don't need. What problems are you solving with the product? What benefits have you realized? Customer ...

It’s helpful and keeps me organized

What do you like best? The workbooks helps to keep myself as well as all of our agents very organized, focused and on task when referring back to any potential clients. What do you dislike? Sometimes it can be glitchy when we use it. What problems are you solving with the product? What benefits have you realized? Keep track of all our clients

Easy to use program

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. Easy to set up new users but also very secure, if you use the the security features. The service offered by the support team is second to none - always patient, exceptionally knowledgeable and always solution oriented. I could not do my job without Workbooks What do you ...

Excellent All Around

What do you like best? Workbooks.com is a great tool and is very easy to learn and use. There seems to be a lot of customization available as well as competitive pricing depending upon what you are looking for. What do you dislike? I haven't found many issues with the program. Anytime I have had any issues, the customer service reps have always been reliable and knowledgable. Recommendations to others considering the product: If you are hesitiant on trying workbooks, get ...

Productivity!

What do you like best? Workbooks is user friendly and they have a great customer service team in place. I was able to get help quickly when needed. I also like how customizeable the software is. It is truly great! The other thing that I found that I like is that they have great training videos. What do you dislike? The app takes a lot of practice to get right but that's what the training videos are for! What problems are you solving with the product? What benefits have you ...

Great product

What do you like best? Easy to use and understand, for both technical and non-technical users. What do you dislike? It's easy to use, after you get the hang out. It took some time to figure it out. Recommendations to others considering the product: It's a great product if you're in the market. User friendly. What problems are you solving with the product? What benefits have you realized? None

It is one of the best tool for kids and Business people

What do you like best? It is like work book customer relationship management it is one of the format (worksheet , excel format) where mostly business people use it.It is like excel where multiple spreadsheet will be available What do you dislike? In workbook .com there is no dislike in this tool Recommendations to others considering the product: I will recommend others to use What problems are you solving with the product? What benefits have you realized? since iam in ...