What users are saying about
2 Ratings
28 Ratings
2 Ratings
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Score 8 out of 100
28 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7 out of 100

Likelihood to Recommend

Dimelo

We use Dimelo for managing across multiple channels for single clients, which it is really good at. We have not had as much success in identifying posts that may be more suited for escalations--so, for interrogating the content of posts for intent, sarcasm or content inspection, and to automatically assign to different departments or colleagues depending upon the rules.
Anonymous | 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

Dimelo
8.9
Workbooks
7.7
Customer data management / contact management
Dimelo
9.0
Workbooks
8.5
Workflow management
Dimelo
9.0
Workbooks
8.2
Territory management
Dimelo
9.0
Workbooks
7.7
Opportunity management
Dimelo
9.0
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Dimelo
9.0
Workbooks
6.4
Contract management
Dimelo
9.0
Workbooks
7.2
Quote & order management
Dimelo
9.0
Workbooks
7.6
Interaction tracking
Dimelo
9.0
Workbooks
6.4
Channel / partner relationship management
Dimelo
8.0
Workbooks
8.4

Customer Service & Support

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

Marketing Automation

Dimelo
8.0
Workbooks
7.3
Lead management
Dimelo
7.0
Workbooks
8.0
Email marketing
Dimelo
9.0
Workbooks
6.6

CRM Project Management

Dimelo
8.0
Workbooks
7.5
Task management
Dimelo
7.0
Workbooks
7.7
Billing and invoicing management
Dimelo
8.0
Workbooks
6.8
Reporting
Dimelo
9.0
Workbooks
7.8

CRM Reporting & Analytics

Dimelo
7.3
Workbooks
8.6
Forecasting
Dimelo
6.0
Workbooks
8.2
Pipeline visualization
Dimelo
8.0
Workbooks
8.8
Customizable reports
Dimelo
8.0
Workbooks
8.8

Customization

Dimelo
8.5
Workbooks
7.7
Custom fields
Dimelo
7.0
Workbooks
8.4
Custom objects
Dimelo
9.0
Workbooks
7.6
Scripting environment
Dimelo
9.0
Workbooks
7.5
API for custom integration
Dimelo
9.0
Workbooks
7.5

Security

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

Social CRM

Dimelo
9.0
Workbooks
6.6
Social data
Dimelo
9.0
Workbooks
6.0
Social engagement
Dimelo
9.0
Workbooks
7.3

Integrations with 3rd-party Software

Dimelo
8.5
Workbooks
6.9
Marketing automation
Dimelo
8.0
Workbooks
6.7
Compensation management
Dimelo
9.0
Workbooks
7.0

Platform

Dimelo
8.0
Workbooks
4.2
Mobile access
Dimelo
8.0
Workbooks
4.2

Pros

Dimelo

  • Being able to unify all the messages we receive daily is easier.
  • It helps reduce time when giving answers and solutions to problems that arise.
  • Its interface is very simple and easy to understand.
  • You can add all customer interactions in digital channels and synchronize ticket information and customer profiles with your existing CRM
luar lamas | 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

Dimelo

  • Social media listening over and above management
  • Simpler schedule for content managing posts where the content editors may not have/need/want direct access to Dimelo--such as marketing directors, etc.
Anonymous | 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

Dimelo

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

Dimelo

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 4 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Online Training

Dimelo

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

Dimelo

This application meets all the needs that the company faces today, and it is cheaper than other systems. This unified management solution allows you to provide quality customer service with a fast response speed, which has allowed me to win more customers to the company.
luar lamas | TrustRadius Reviewer

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

Dimelo

  • Provided the service we required based upon an assumed initial level of customer engagement
  • Increased social media engagement for the client - positive impact
Anonymous | 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

Dimelo

General

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

Dimelo 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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