Workbooks
Review of Workbooks Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
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Customer Reviews
See why people love Workbooks
Abigail D.
Verified UserAlternative Dispute Resolution · 51-200 employees
TDS Workbooks review
I have always loved working with Workbooks. All of their staff have never failed to be as helpful as they can be, and they are very quick to support us with any issues or queries that we may have. Their CRM package is very different to the kind of platform that a company like TDS would require but they have always helped us customize our databases so that we are able to support our products as best we can. Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.
- Workbooks is easy to use and intuitive
- We have customised our databases heavily to support our products and this has only made Workbooks better for us as a company
- It is largely a self-service platform and means that we have a lot more control of our data than we had with our previous provider
I would like more information when I receive errors when creating reports, or a bit more content on the Knowledge Base about this so that I do not need to refer my queries to Support as often
Dan H.
Verified UserRenewables & Environment · 51-200 employees
Our cloud-based CRM that let us make profits without too much technical know how
Good product, with good people behind it.The acquisition and deployment process was comprehensive and gave us confidence in the product.
- It is cloud-based, the support is second to none, and the product is flexible for customisation
- Reporting is excellent
- It is stable
- Testing new releases are limited to around a month in advance, which is a tad shorter than we like
- Inability to track mail from aliases, mail tracking is linked to the user's email address only
- It is fairly expensive for a CRM system
Switched From
We needed to part with the on-premise products as a strategy, plus we needed better and more flexible reporting.End-user experience had to get improved.
Why they chose it
"The overall ability to fit the product around our needs.Good value for money."
Herve S.
Verified UserNon-Profit Organization Management · 11-50 employees
Workbooks experience
Non-Profit Organization Management
Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration
- Rigidity of display Dashboards are not great
Shani J.
Verified UserHuman Resources · 11-50 employees
Happy with the support from the Workbooks team
Good. It has been an enabler for our business to manage our data better. We have been able to consider growth areas, and understand more our how our customers use our service using the reporting.
- Workbooks is a logical system, rich in functionality
- We have been able to transfer our processes into the Workbooks framework relatively simply, and as a result our reporting has been massively improved
- The Workbooks implementation team and support teams have been great
- They take time to educate you on the system, so that you can be self sufficient
- The implementation has been more labour intensive than we expected, and we didn't properly plan for this
- In hindsight, we should have brought in more resources to support us and to make better use of the system
- To introduce some of our processes into WB, this has required additional configuration which has meant extra cost - it would be better if more of this was offered as standard
Deni G.
Verified UserNon-Profit Organization Management · 51-200 employees
Good admin and experience
Overall good experience. Looking forward to integration with Force24 and in future with new web portal.
- Excellent client support
- Easy to use product
- Good support and training resources
- Good integration with Spotler for marketing and communications automations and tailored renewal and onboarding workflows
- Sometime records are slow to update/save
- Updates via field updater take time
- Good reporting functionality and dashboards, but reports build is not always intuitive
Emily P.
Verified UserMechanical or Industrial Engineering · 11-50 employees
Easy to use and helpful team
Overall it has been pretty positive. Uptake has been slow and we probably could have done with a bit more support when starting out. It would have been good for someone to visit site and fully understand what we want it to do but appreciate this is more difficult due to location from the head office.
- The system is very easy to use, it looks and feels like other common dashboards so it is easy for team members to pick up
- We like how every record links, making it easy to find customer data in only a few clicks
- Our account manager is very helpful and always available to answer any queries
- I feel we could have done with a little more support in setting the system up, particularly as we had never used a CRM in this company before
- It would also be good if some of the reports had been customised to what we're looking for before we started, rather than having to try and change these after the facts
Frankie S.
Verified UserEnvironmental Services · 51-200 employees
Ability to Tailor Product / Improvements required to API links
Overall, I have had a largely positive experience of Workbooks. During the project it was at times difficult to get the right level of skill and experience to support but we are on the whole happy with the outputs the upgrades have provided.
- The ability to tailor the product to the needs of our business
- We have made significant changes over the last year that have really helped to drive commercial visibility
The API links between Workbooks and other products require a significant amount of set up and maintenance from our Technology team
Nick F.
Verified UserLogistics and Supply Chain · 11-50 employees
Game Changer
User friendly, with great back office support - I could not recommend the platform more strongly. It is a game changer.
It is so very easy to use, and has a flexibility to allow insight and analysis on almost any metric
Very little - perhaps the export function to allow accessing long lists of customers and their contact details could be a little easier to use
Kelly H.
Verified UserMechanical or Industrial Engineering · 51-200 employees
Workbooks Review
With the Workbooks system we are able to capture the sales to order process and actively record this live data.Workbooks have a great support team who are always on hand to help and support our business when changes are required. This could be from a small field change through to a complete new pdf document.
- Workbooks allows our company to capture data and record the sales progress of our enquires through to order
- It also allows us to create marketing campaigns and be able to understand the response rate of our campaigns
- The reporting aspect of the workbooks is also very powerful and they run as live data which enable us as a business to monitor growth and orders as and when the data is created in workbooks
- As a cloud based system this system allows are external users to have access to the workbooks system no matter there location
I would like more ability to be able to change layouts of PDF's so I can make changes as and when the business needs it
Tim M.
Verified UserPublishing · 51-200 employees
A new improved way of working
We were working across 6 databases (a separate one for each of our brands) and had no visibility of crossover. Workbooks has given us this capability as well as the business intelligence that connects an individual to their activity with our products. This means segmenting and targeting our marketing becomes easier and more effective.
- The flexibility of Workbooks allows us to edit and format the system exactly as we want it The system is easy to navigate and has helped us introduce a more standardised way of working across the business
- Integrating into GatorMail means that Workbooks becomes more powerful
- We now have a true single customer view that includes all marketing contact as well as website activity of our members
- From this information, we are able to automate marketing campaigns triggered by this intelligence
- The importing tool is good and fairly intuitive for simple tasks but there is a lot of data work that needs to be done beforehand
- Importing orders can be awkward and it takes a fair bit of trial and error to get the mapping of existing data to fit into the system correctly
- Reporting takes a bit of time to master but once you've done this, it becomes a key part of the systems everyday usage
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