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11 Ratings
Top Rated
28 Ratings
11 Ratings
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Score 8.7 out of 101
Top Rated
28 Ratings
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Score 8.6 out of 101

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Likelihood to Recommend

Acumatica 5.0

As I have only used it in one business I can't say too much how relevant it would be for other types of business, eg Retail or Manufacturing. It doesn't appear to be specifically set up for ecommerce.

We wholesale products and it works well for that kind of business model.
Justin Leflaive profile photo

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 profile photo

Feature Rating Comparison

Customization

Acumatica 5.0
7.0
Workbooks
7.8
API for custom integration
Acumatica 5.0
7.0
Workbooks
7.5
Custom fields
Acumatica 5.0
Workbooks
8.4
Custom objects
Acumatica 5.0
Workbooks
7.6
Scripting environment
Acumatica 5.0
Workbooks
7.5

Security

Acumatica 5.0
7.0
Workbooks
7.5
Role-based user permissions
Acumatica 5.0
7.0
Workbooks
8.0
Single sign-on capability
Acumatica 5.0
Workbooks
7.0

Reporting & Analytics

Acumatica 5.0
6.7
Workbooks
Dashboards
Acumatica 5.0
4.0
Workbooks
Standard reports
Acumatica 5.0
7.0
Workbooks
Custom reports
Acumatica 5.0
9.0
Workbooks

General Ledger and Configurable Accounting

Acumatica 5.0
8.3
Workbooks
Accounts payable
Acumatica 5.0
10.0
Workbooks
Accounts receivable
Acumatica 5.0
8.0
Workbooks
Global Financial Support
Acumatica 5.0
5.0
Workbooks
Intercompany Accounting
Acumatica 5.0
9.0
Workbooks
Journals and Reconciliations
Acumatica 5.0
10.0
Workbooks
Standardized Processes
Acumatica 5.0
8.0
Workbooks

Inventory Management

Acumatica 5.0
8.5
Workbooks
Inventory tracking
Acumatica 5.0
9.0
Workbooks
Location management
Acumatica 5.0
8.0
Workbooks

Order Management

Acumatica 5.0
9.3
Workbooks
Pricing
Acumatica 5.0
10.0
Workbooks
Order entry
Acumatica 5.0
9.0
Workbooks
Cost of goods sold
Acumatica 5.0
8.0
Workbooks
End-to-end order visibility
Acumatica 5.0
10.0
Workbooks

Subledger and Financial Process

Acumatica 5.0
6.8
Workbooks
Automated Invoice Processing
Acumatica 5.0
7.0
Workbooks
Customer Collections
Acumatica 5.0
7.0
Workbooks
Cash Management
Acumatica 5.0
7.0
Workbooks
Period Close
Acumatica 5.0
6.0
Workbooks

Sales Force Automation

Acumatica 5.0
Workbooks
7.7
Customer data management / contact management
Acumatica 5.0
Workbooks
8.5
Workflow management
Acumatica 5.0
Workbooks
8.2
Territory management
Acumatica 5.0
Workbooks
7.7
Opportunity management
Acumatica 5.0
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Acumatica 5.0
Workbooks
6.3
Contract management
Acumatica 5.0
Workbooks
7.2
Quote & order management
Acumatica 5.0
Workbooks
7.6
Interaction tracking
Acumatica 5.0
Workbooks
6.4
Channel / partner relationship management
Acumatica 5.0
Workbooks
8.4

Customer Service & Support

Acumatica 5.0
Workbooks
6.3
Case management
Acumatica 5.0
Workbooks
6.2
Call center management
Acumatica 5.0
Workbooks
6.8
Help desk management
Acumatica 5.0
Workbooks
5.8

Marketing Automation

Acumatica 5.0
Workbooks
7.3
Lead management
Acumatica 5.0
Workbooks
8.0
Email marketing
Acumatica 5.0
Workbooks
6.6

CRM Project Management

Acumatica 5.0
Workbooks
7.5
Task management
Acumatica 5.0
Workbooks
7.7
Billing and invoicing management
Acumatica 5.0
Workbooks
6.8
Reporting
Acumatica 5.0
Workbooks
7.8

CRM Reporting & Analytics

Acumatica 5.0
Workbooks
8.6
Forecasting
Acumatica 5.0
Workbooks
8.2
Pipeline visualization
Acumatica 5.0
Workbooks
8.8
Customizable reports
Acumatica 5.0
Workbooks
8.8

Social CRM

Acumatica 5.0
Workbooks
6.6
Social data
Acumatica 5.0
Workbooks
6.0
Social engagement
Acumatica 5.0
Workbooks
7.3

Integrations with 3rd-party Software

Acumatica 5.0
Workbooks
6.8
Marketing automation
Acumatica 5.0
Workbooks
6.7
Compensation management
Acumatica 5.0
Workbooks
7.0

Platform

Acumatica 5.0
Workbooks
4.3
Mobile access
Acumatica 5.0
Workbooks
4.3

Pros

  • Generic Inquiries are a very easy way to create custom reports.
  • The automation schedules are useful, we use these for confirming of shipments, creating invoices and emailing them. Reduces workload.
  • Open for integration with other software. We find the ease of connection to MS PowerBI very useful.
Justin Leflaive profile photo
  • Automation - It allows you to create automated follow ups and reminders based on updating fields or other criteria
  • Reporting - In depth reporting and dashboards allow you to keep track of your business from following up on sales leads to what is in your pipeline. You can even automate reports so that they are created and sent in real time so you don't even have to be in the system to get your reports if you so choose.
  • Integrating with other platforms. We have integrated Workbooks with things like Quickbooks, MailChimp, HelloSign and others to make our processes more automated and streamlined.
  • High amount of Customization - No limitations on custom fields that can be created, multiple form layouts per record type, create your own relationships between people and/or organizations.
Brian Walsh profile photo

Cons

  • The CRM module is very basic.
  • There is no supplier remittance function.
  • The API is basic, our ecommerce integration has had to be built nearly from scratch.
Justin Leflaive profile photo
  • Searching for names can be slow.
  • Workbooks is a complex system and can take a little while to master.
  • Managing multiple user types can be tricky to get the right security access.
Michael Carey profile photo

Likelihood to Renew

Acumatica 5.09.0
Based on 1 answer
It is very customisable and good value for money. It is also scalable for the future. The CRM and ecommerce integtration are the main downsides.
Justin Leflaive profile photo
Workbooks8.5
Based on 7 answers
Because our overall business increased our hold on the processes expanded and our data gives us a clear view on or direction. It's everything we wanted for our business development. We have a clear view on our primary focus etc. People enjoy working with the system and new employees pick up on it's functionality quickly.
Martijn Daalder profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Workbooks9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman profile photo

Online Training

No score
No answers yet
No answers on this topic
Workbooks6.4
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 profile photo

Alternatives Considered

NetSuite is much more expensive and is difficult to customise or integrate.
SAP is a more complex and powerful system, but several times more expensive to implement and run.
Justin Leflaive profile photo
I've only used SugarCRM, Workbooks is a much more sophisticated product. A huge step in the right direction and the company are much better organized now, all across the board. The reporting, lead and support management are much more reliable for our business. We can do a lot more with Workbooks including the API's.
Michael Carey profile photo

Return on Investment

  • Time to match customer payments has decreased by approximately 30%.
  • Time to enter sales orders has decreased by approx 10%.
  • It has enabled up to easily access our system remotely, meaning we are able to be more flexible in our work.
Justin Leflaive profile photo
  • Our team is better managed and performing better as a result.
  • Customers have also seen an improvement in customer support as cases are logged and tracked.
Michael Carey profile photo

Screenshots

Pricing Details

Acumatica 5.0

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Acumatica 5.0 Editions & Modules
Acumatica 5.0
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
Workbooks
Edition
Workbooks CRM Edition
$301
Workbooks Business Edition
$701
1. per user/per month
Additional Pricing Details