Likelihood to Recommend Bitrix24 is highly beneficial for teams that are geographically dispersed or working remotely. Its real-time communication tools, including instant messaging and video conferencing, enable seamless collaboration regardless of physical location. The centralized document management feature ensures that team members can easily access and collaborate on shared documents from anywhere, facilitating efficient teamwork in a remote or distributed environment.
Read full review 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.
Read full review Pros Huge opportunities for customization, integration with other services. Easy search for solutions to setup questions. The ability to write letters directly from the system with the help of a binding for working mail. The presence of an application for Android. This helps to get access anywhere. Read full review 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 Read full review Cons It's user interface can use some work. Although it doesn't take as long as some other software to learn, there is still a bit of a learning curve when it comes to day to day usage. Bitrix offers a lot of features. It would be nice to have those features laid out in an easier-to-read layout, versus the long list at the side of the page. It's mobile app functionality is quite limited. It can be difficult to work with other team members, solely off of their mobile app. Read full review 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). Read full review Likelihood to Renew the product works. support has been good or great so 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.
Read full review Usability It is a time-saving CRM that will help save time by using one application for all your business needs. Our brain sees colors, images, drawings, it is very visual, and so is Bitrix24. You can plan visually and easily see how everything is progressing. It has tasks, projects management, chat and video, CRM (as you know), visual staff structure, calendar, shared drive, mobile app. You can't ask for anything better out on the market for what you get with their free version and also their step-up plan is $20/month, all the way up to $200, they have a plan for your business. Get your free account and try it out for a few weeks.
Read full review Reliability and Availability Workbooks CRM never let me down.
Read full review Support Rating The absolute worst! Your only contact method is via the paid version and via a chat window. They will take days to answer and when they finally do answer, they will provide nothing but a half baked canned help file.
Read full review Online Training Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Read full review Alternatives Considered In fact, I use both, but in different ways, monday to control the internal agenda, Bitrix for all other parts within the company, such as task control, chat with employees and with calendar also for control in two systems. Bitrix is more complete and has many more features, but its purpose is also different from monday.
Read full review 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.
Read full review Return on Investment It definitely has a positive impact as it helps with collaboration and improves data health. Overall it reduces time and speeds up the processes and helps achieve more in the less time. It has helped target the right customers and the success ration or the success rate has gone up when we have sent out marketing campaigns. Read full review 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 Read full review ScreenShots