About Workbooks

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations. The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel. Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency. Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.
Workbooks Software - Workbooks dashboard
Workbooks Software - Workbooks activity monitoring
Workbooks Software - Workbooks employee database
Workbooks Software - Workbooks account management
Workbooks Software - Workbooks open leads
Workbooks Software - Workbooks follow-up scheduling
Workbooks video
Workbooks Software - Workbooks dashboard - thumbnail
Workbooks Software - Workbooks activity monitoring - thumbnail
Workbooks Software - Workbooks employee database - thumbnail
Workbooks Software - Workbooks account management - thumbnail
Workbooks Software - Workbooks open leads - thumbnail

Workbooks pricing

Workbooks has a free version and offers a free trial. Workbooks paid version starts at US$30.00/month.

Starting Price:
US$30.00/month
Pricing Details:
30-day free trial, no credit card required. Free Edition - FREE CRM: $30 per user, per month CRM Pro: $45 per user, per month Business: $65 per user, per month Business Pro: $80 per user, per month
Free Version:
Yes
Free trial:
Yes

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Workbooks Reviews

Feature rating

Value for Money
4
Functionality
4.5
Ease of Use
4
Customer Support
4.5
5 reviews of 105 View all reviews
Abigail D.
  • Industry: Alternative Dispute Resolution
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 28/05/2019

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.

Pros

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.

Cons

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.

Rob S.
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
5
Ease of Use
3
Customer Support
5

4
Reviewed on 18/10/2017

An ok start but strong development & quickly becoming reliant on its versatility once...

The ability to move towards a single, powerful platform which streamlined business processes from marketing to sales and order processing and gave each area of the business full and powerful reporting.

Pros

Support: Workbooks have a very strong and capable support team which really helps outweigh any of the slightly frustrating areas of the CRM. They are very quick to respond via email and very few problems taking longer than a single phone call to resolve.

Capability / Flexibility: The system is extremely flexible. It allows a huge amount of different areas of the business to be logged, controlled and reported on. Some CRM systems can deal with lead tracking and customer tracking, but Workbooks very easily deals with this as well as all financial areas of the business sales orders, invoicing, purchasing and more.

`Single Platform: linked to its flexibility, Workbooks, with the introduction of the Web Insights and Email Marketing platforms is able to deal with a contact end to end, from warming a lead up, to delivering a product once they have become a customer and then their journey via support and account management.

Reporting: The reporting engine is so powerful that you can create virtually anything you can think of. I have only found one thing when creating reports that I wasn't able to do, even then it was a nice to have.

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

Cons

Capability / Flexibility: Although this is in the pros, it is not without its frustrations. The flexibility of the platform, in particular 'how' you make it fit what you need, also makes it difficult to understand. It is not immediately intuitive to customize and if you add modules after using it for some time, (like the advanced security) it can be extremely painful.
Some areas of the platform seem overly convoluted and often either need the help of their support team (who are excellent) or sometimes a consultant which comes at extra cost.

Reporting: Again, as the reporting engine is so powerful it creates its own downside due to being unintuitive and even with some understanding difficult to understand. You cannot simply open a new blank report and create even simple reporting without having some idea of the logic behind how it works. A number of other CRM's allow you create 'general' reports far easier due to a more simple interface but they lack the power.

I think there are areas where the platform could be easier to use and therefore create some frustrations but if you are aware that you need to have training and understanding in how the platform works first, you will have a versatile and powerful tool for your business.

Verified Reviewer
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
4
Ease of Use
2
Customer Support
2

2
Reviewed on 06/07/2021

It tries to do too much

As a publisher, we were looking to get this to do everything from flat planning, through to media booking and accounts. Due to not having one of the top packages it meant that the product couldnt meet our needs. This wasn't Workbooks fault. I did find that the integrations with things such as Outlook broke regularly which was slightly frustrating

Pros

Integration with other tools works well, and great to be able to add in things such as lead forensics into the lead generation application.

Cons

Moving clients through the customer journey is too clunky, you can easily end up with duplications, lose the data, or sometimes set the record up only to not be able to find the client at a later date. This could perhaps be due to the fact we didn't have the top functionality.

Kelly H.
  • Industry: Mechanical or Industrial Engineering
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 09/11/2018

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.

Pros

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.

Cons

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.
  • Industry: Publishing
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
3
Features
5
Ease of Use
4
Customer Support
4

4
Reviewed on 07/12/2018

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.

Pros

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.

Cons

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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