Pros from reviewers
-
Consolidation of business management: Workbooks consolidates all business management into one system, making everything easily accessible. It is used for a range of tasks, from lead management to invoicing, and is user-friendly and comprehensive
-
Eradication of manual procedures: Workbooks has eradicated manual procedures in businesses. It offers real-time reports on quotes, orders, and invoices, as well as management dashboards and sales tracking against targets
-
Enhanced customer service: Workbooks has enhanced the quality of customer service and aided company growth. It is user-friendly with a comprehensible interface and allows for easy personalization of layouts and views
-
Extensive customization and reporting: Workbooks allows for extensive customization and has a flexible reporting suite. It is also used for client support management and individual record keeping
-
Integration with technology: Workbooks has the ability to integrate with technology and enhance online business presence, helping to attract more customers. It has a transparent and simple dashboard, making it easy to understand pipeline status and make informed decisions.
Cons from reviewers
-
Limited mobile tools: While Workbooks consolidates various business management tasks into one system, its mobile tools could use improvement. A dedicated mobile app could enhance accessibility and efficiency
-
Overwhelming reporting aspect: Despite offering real-time reports and management dashboards, the reporting aspect of Workbooks can be overwhelming and complex, potentially slowing down business processes
-
Issues with integrations: Some users have experienced regular issues with integrations with tools like Outlook, which can be frustrating and hinder efficient workflow
-
Cumbersome customer journey: The process of moving clients through the customer journey can be too cumbersome in Workbooks, with risks of creating duplications, losing data, or being unable to locate a client record
-
Slow reporting process: Linking to certain tables in Workbooks can considerably slow down the reporting process, especially with campaign membership, affecting the overall efficiency of the software.
Main features
Starting Price
Free Plan
Comprehensive CRM and Marketing Automation
Customizable Software
Customer Interaction Management
Robust Reporting and Automation
Seamless Integration
Starting Price
N/A
Free Plan
No
Comprehensive CRM and Marketing Automation
Customizable Software
Customer Interaction Management
Robust Reporting and Automation
Seamless Integration
What is Workbooks?
How Workbooks compare to similar software?
Product
Workbooks
4.5
Workbooks reviews
Price
N/A
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
Who is Workbooks best for according to our reviewers?
Business Management Teams: These teams can consolidate all their tasks into one system, making everything easily accessible. They can use it for a range of tasks, from lead management to invoicing
Sales Teams: Workbooks offers real-time reports on quotes, orders, and invoices, as well as management dashboards and sales tracking against targets, revolutionizing sales processes and tracking
Publishing Companies: Workbooks can be used for various tasks ranging from flat planning to media booking and accounts. However, the full functionality might not be available without top packages
Customer Support Teams: Workbooks can be utilized for client support management and individual record keeping, enhancing the quality of customer service and aiding company growth
Online Businesses: Workbooks can integrate with technology and enhance online business presence, helping to attract more customers. The dashboard is transparent and simple, making it easy to understand the pipeline status and make informed decisions to boost performance.
Workbooks reviews
4.5
Workbooks rating
0.0
Ease of use
0.0
Customer service
4.1
Value for money
4.1
Likelihood to recommend
4.2
Features
6 Workbooks reviews
-
Aaron Smith
Utilizing this Software for PCR Tests - My Experience
I use Workbooks for PCR tests and was pleasantly surprised. I highly recommend it. The report turnaround time is fantastic. It's a clinic you must try.
May 14, 2024
-
Doris G
Effortless to Use and Personalise: Workbooks Software
I'm extremely satisfied with Workbooks as it has eradicated manual procedures in our business. It offers real-time reports on quotes, orders, and invoices, as well as management dashboards and sales tracking against targets. It has been a game-changer for us, revolutionizing our business by systematizing nearly everything. The reporting aspect can be somewhat overwhelming, but the support is excellent. Overall, it's an outstanding software.
May 6, 2024
-
Pamela Davis
Intuitive and User-Friendly Software Workbooks
I found the software workbooks to be highly intuitive and user-friendly
April 29, 2024
-
Diane W
Boost Your Business Efficiency with Workbooks
This software has been instrumental in helping us plan our expenses and calculate our tax payments throughout the year, allowing us to manage our budget and decide when to cut costs or invest more in our community social projects. Workbooks is more than just a typical CRM app that handles accounting, automates processes, and displays expense and budget graphics. It also improves everything needed for tax payments, invoicing, ordering, cost management, and effectively managing client-company relationships. It offers many features that can help our organization perform at its best. However, this app requires a lot of data to perform optimally. Therefore, it's essential to input all the details about marketing, customers, and company accounting. Otherwise, we would be missing a significant opportunity to improve our company and not using this tool correctly.
April 23, 2024
-
Willie M
Confidently Protected: Competitive Pricing and Great Value for Sensitive Data
I felt confident that our sensitive data was well-protected. The pricing is competitive and offers good value for money
April 14, 2024
