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Workbooks

Workbooks CRM

Composite Score

7.0 /10

CX Score

7.1 /10

30 Reviews Write a Review

What is Workbooks CRM?

Developed by a team of entrepreneurs based in the UK, Workbooks is a robust SaaS-based CRM system offering Marketing and Sales Automation, Customer Service and Support, and a host of other useful business and customer relationship applications. The system is used by small and mid-sized companies in a variety of verticals, including consulting, healthcare, media, and professional services.

Company Details

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Workbooks CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Workbooks CRM.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

79 Likeliness to Recommend

96 Plan to Renew

2
Since last award

74 Satisfaction of Cost Relative to Value

2
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+76 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Workbooks CRM?

3% Negative

12% Neutral

85% Positive

Pros

Efficient Service
Reliable
Enables Productivity
Respectful

Feature Ratings

Average 78

Account and Contact Management

Analytics and Reporting

Sales Management

Marketing Management

Quote Contract and Proposal

Lead Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Mobile

Customer Service Management

Vendor Capability Ratings

Average 74

Availability and Quality of Training

Ease of Customization

Usability and Intuitiveness

Ease of Data Integration

Quality of Features

Business Value Created

Product Strategy and Rate of Improvement

Ease of IT Administration

Ease of Implementation

Breadth of Features

Vendor Support

Workbooks CRM Reviews

Simone R.

Role: C-Level
Industry: Education
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted May 2023

So many brilliant features.

Likeliness to Recommend

9 /10

What differentiates Workbooks CRM from other similar products?

The breadth of features and the ease of reporting

What is your favorite aspect of this product?

Integration with Spotler is excellent and easy to use.

What do you dislike most about this product?

Unfortunately the cost.

What recommendations would you give to someone considering this product?

Check the differences between the different packages as sometimes less is more.

Pros

Continually Improving Product
Reliable
Enables Productivity
Over Delivered

Antony F.

Role: C-Level
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted May 2023

Awesome short think

Likeliness to Recommend

9 /10

What differentiates Workbooks CRM from other similar products?

Flexibility in the hands of the customer, powerful tools to get things done without a need for a consultant.

What is your favorite aspect of this product?

Flexibility to do what I want to get done in terms of reporting and customisation.

What do you dislike most about this product?

Support and professional services after care can be a little patchy.

What recommendations would you give to someone considering this product?

Know what you want to achieve and what date you want to collect. Focus on your outcomes.

Pros

Reliable
Performance Enhancing
Enables Productivity
Trustworthy

Carson W.

Role: Consultant
Industry: Other
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted May 2023

I have been using it for nine years!

Likeliness to Recommend

7 /10

What differentiates Workbooks CRM from other similar products?

Price & UI

What is your favorite aspect of this product?

We’ll thought out

What do you dislike most about this product?

Processing speed

What recommendations would you give to someone considering this product?

Strongly consider it if you’re an SME

Pros

Continually Improving Product
Respectful
Reliable
Performance Enhancing

Latest Research

Workbooks CRM

What is Workbooks CRM?

Company Details

Need Assistance?

Workbooks CRM Ratings

79 Likeliness to Recommend

96 Plan to Renew

2 Since last award

74 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+76 Net Emotional Footprint

How much do users love Workbooks CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Activity and Workflow Management Text or code-based and visual workflow designers.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Workbooks CRM Reviews

Simone R.

So many brilliant features.

Likeliness to Recommend

Pros

Antony F.

Awesome short think

Likeliness to Recommend

Pros

Carson W.

I have been using it for nine years!

Likeliness to Recommend

Pros

Title

2
Since last award

2
Since last award

Feature Ratings

Account and Contact Management

Analytics and Reporting

Sales Management

Marketing Management

Quote Contract and Proposal

Lead Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Mobile

Customer Service Management

Vendor Capability Ratings

Availability and Quality of Training

Ease of Customization

Usability and Intuitiveness

Ease of Data Integration

Quality of Features

Business Value Created

Product Strategy and Rate of Improvement

Ease of IT Administration

Ease of Implementation

Breadth of Features

Vendor Support