Cin7 Omni vs. Workbooks

Cin7 is great because a business can set up quickly without having to invest in hardware/servers, and the business does not need to be concerned about backing up data. Cin7 software is easy and intuitive to use. The pricing was competitive for cloud-based software that can be customized to each business. The software is constantly updated so a business does not have to worry about paying for updates or paying a large lump sum to purchase new updated software. However, Cin7 is able to increase its fees at any time. We experienced a significant price increase after 1 year. With purchased software, a business would not have to worry about unexpected pricing changes. Cin7 offers a useful integration with BigCommerce. Unfortunately, their own B2B website is lacking in features and ultimately not useful to our company. Cin7 does not provide the most useful customer service, as they only offer paid access to phone support. Most of our issue with the software were caused by updates in the software that were not announced, and they could only be fixed via email or tickets the next day.

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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.

• Powerful reporting that can be customized to fit your needs.
• Tons of integrations that help you get up and running quickly.

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• 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

• Onboarding could be improved. We worked with a programmer who was not as familiar with our business needs. Additionally, the person in charge of our onboarding was initially difficult to schedule time with until we reached out to a manager.
• Cin7 occasionally makes updates to the software that causes the software to not work properly. For example, we would experience new errors on a CVS file import for products that had worked previously to the update. Additionally, our custom field implementations would be reverted to original and require set up again.
• We experienced semi-frequent outages of the software. The software would not be accessible for up to 1 hour at a time. I believe they took steps to address this and reduce down time.

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• 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).

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.

Workbooks CRM never let me down.

The Cin7 support team has never let us down, even if they weren't able to completely solve our problem. They are willing to have conference calls, video chats, whatever works to help fix your issue.

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Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..

As a wholesale focused business, we found Vend to be tailored to retail businesses. TradeGecko was well suited for our wholesale business, however, lacked the full range of capabilities that Cin7 offered (B2B website, POS). Fishbowl had many features that we would not need. OMS Office Master System offered the wholesale capabilities we needed, however, the software could use an update. Cin7 was a perfect balance in terms of features and pricing for our company.

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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.

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• Improved inventory accuracy across all channels.
• Sales gains from always showing products as in stock.

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• 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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info