What users are saying about
1 Ratings
28 Ratings
1 Ratings
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Score 9 out of 100
28 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Workbooks
7.7
Customer data management / contact management
17hats
9.0
Workbooks
8.5
Workflow management
17hats
9.0
Workbooks
8.2
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Workbooks
6.4
Contract management
17hats
10.0
Workbooks
7.2
Quote & order management
17hats
10.0
Workbooks
7.6
Interaction tracking
17hats
8.0
Workbooks
6.4
Territory management
17hats
Workbooks
7.7
Opportunity management
17hats
Workbooks
8.8
Channel / partner relationship management
17hats
Workbooks
8.4

Customer Service & Support

17hats
8.0
Workbooks
6.3
Case management
17hats
8.0
Workbooks
6.2
Call center management
17hats
Workbooks
6.8
Help desk management
17hats
Workbooks
5.8

Marketing Automation

17hats
8.0
Workbooks
7.3
Lead management
17hats
8.0
Workbooks
8.0
Email marketing
17hats
Workbooks
6.6

CRM Project Management

17hats
9.5
Workbooks
7.5
Task management
17hats
9.0
Workbooks
7.7
Billing and invoicing management
17hats
10.0
Workbooks
6.8
Reporting
17hats
Workbooks
7.8

Customization

17hats
8.0
Workbooks
7.7
Custom fields
17hats
8.0
Workbooks
8.4
Custom objects
17hats
Workbooks
7.6
Scripting environment
17hats
Workbooks
7.5
API for custom integration
17hats
Workbooks
7.5

Security

17hats
9.5
Workbooks
7.5
Single sign-on capability
17hats
10.0
Workbooks
7.0
Role-based user permissions
17hats
9.0
Workbooks
8.0

Integrations with 3rd-party Software

17hats
8.0
Workbooks
6.9
Marketing automation
17hats
8.0
Workbooks
6.7
Compensation management
17hats
Workbooks
7.0

Platform

17hats
8.0
Workbooks
4.2
Mobile access
17hats
8.0
Workbooks
4.2

CRM Reporting & Analytics

17hats
Workbooks
8.6
Forecasting
17hats
Workbooks
8.2
Pipeline visualization
17hats
Workbooks
8.8
Customizable reports
17hats
Workbooks
8.8

Social CRM

17hats
Workbooks
6.6
Social data
17hats
Workbooks
6.0
Social engagement
17hats
Workbooks
7.3

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

Reliability and Availability

17hats

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

Workbooks

Workbooks 8.2
Based on 1 answer
No answer on this topic is available.

Online Training

17hats

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | TrustRadius Reviewer

Screenshots

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

17hats Editions & Modules

Additional Pricing Details

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

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