Kintone vs. Workbooks

Kintone is great if you want a software that will help you in managing your data, and keep track of which tasks are assigned to whom. It also helps to streamline communication and information in one central place. However, it is not for you if you are looking for something complex that has to manage a lot of data.

Incentivized

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.

• Flexibility. You can build apps (without coding) to serve a wide range of processes and projects.
• Ease of use. The interface is intuitive.
• Training. There are resources readily available to train new users. Even starting from scratch, I felt like I was up to speed in just a few hours.

Incentivized

• 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

• I feel that Kintone is not well enough known yet. This means that other apps/APIs are not necessarily easy to connect with Kintone. Yes, you can use Zapier though for interfacing with other apps.
• It would be great if it could give more customized options to change the look and format of certain things. You can make price quote apps, for example, but have to rely on 3rd party apps or programming skills to customize the look and fields.
• If you make a table as an input field, it cannot connect to other internal Kintone apps for lookups and such.
• I think there is more potential to make more customized data graphs.

Incentivized

• 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).

I still think that there's a room for Kintone's future, and high expectations for them in additional features and innovative tools and supports. Truly hope that they will support email features, and standardized supports for various plug-ins with the 3rd party software and apps. In the meantime, we will have to consider our ways of doing our work in all aspects

Incentivized

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.

While, we have been quite happy with out choice to use Kintone, there are a couple of things (mentioned previously) that would make the experience better. Overall, it has been the best fit for our organisation. We are still in the process of building out a needed API and integrating that, so we have yet to reach full functionality with one of our apps in Kintone. Once we have that completed, I think we'll have a better idea of how well it truly works for us

Incentivized

Never had an issue with this.

Incentivized

Workbooks CRM never let me down.

No issues.

Incentivized

I have had very specific questions about different aspects of the software, and I have always been able to get a hold of someone who could help. If my sales rep didn’t know the answer, he would get me in touch with someone who did know the answer. The whole team is very ready to help. It definitely feels like they view my success as their success, which is so important with this type of software.

Incentivized

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

Everyone has their own tastes of things and way they want to work. Asking them to adapt to the changes with the new tools or apps is always difficult. We would want to start with a very small but best example within the organization, which in our case was that the employees will not be bothered by the bosses by being asked to find the documents, status of the progresses, or major things/requests/projects.

Incentivized

Kintone is the easiest product to create from and the cost is the lowest I believe. In addition, reconfigurability and extendability are great. If you look for a low code tool, you can try Kintone. But as same as another low code tool, don't expect too much.

Incentivized

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.

Incentivized

Should be multiple pricing packages.

Incentivized

I could see this work for all departments if implemented correctly.

Incentivized

Needed improvement at the time.

Incentivized

• It has helped us reduce the amount of people we need to track our inventory. We’ve saved time and money using less people.
• We are able to see our data much better now and have a spot that we can all look at the database on the go.

• 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