What users are saying about
2 Ratings
28 Ratings
2 Ratings
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Score 9.7 out of 100
28 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Lasso CRM

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.
Nathalie Harput | 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

Lasso CRM
9.1
Workbooks
7.7
Customer data management / contact management
Lasso CRM
8.6
Workbooks
8.5
Workflow management
Lasso CRM
7.1
Workbooks
8.2
Opportunity management
Lasso CRM
10.0
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Lasso CRM
10.0
Workbooks
6.4
Interaction tracking
Lasso CRM
10.0
Workbooks
6.4
Territory management
Lasso CRM
Workbooks
7.7
Contract management
Lasso CRM
Workbooks
7.2
Quote & order management
Lasso CRM
Workbooks
7.6
Channel / partner relationship management
Lasso CRM
Workbooks
8.4

Customer Service & Support

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

Marketing Automation

Lasso CRM
9.7
Workbooks
7.3
Lead management
Lasso CRM
10.0
Workbooks
8.0
Email marketing
Lasso CRM
9.4
Workbooks
6.6

CRM Project Management

Lasso CRM
8.6
Workbooks
7.5
Task management
Lasso CRM
8.6
Workbooks
7.7
Reporting
Lasso CRM
8.6
Workbooks
7.8
Billing and invoicing management
Lasso CRM
Workbooks
6.8

CRM Reporting & Analytics

Lasso CRM
6.9
Workbooks
8.6
Pipeline visualization
Lasso CRM
8.0
Workbooks
8.8
Customizable reports
Lasso CRM
5.8
Workbooks
8.8
Forecasting
Lasso CRM
Workbooks
8.2

Customization

Lasso CRM
5.0
Workbooks
7.7
Custom fields
Lasso CRM
5.0
Workbooks
8.4
Custom objects
Lasso CRM
5.0
Workbooks
7.6
Scripting environment
Lasso CRM
Workbooks
7.5
API for custom integration
Lasso CRM
Workbooks
7.5

Security

Lasso CRM
8.3
Workbooks
7.5
Single sign-on capability
Lasso CRM
8.0
Workbooks
7.0
Role-based user permissions
Lasso CRM
8.6
Workbooks
8.0

Integrations with 3rd-party Software

Lasso CRM
8.0
Workbooks
6.9
Marketing automation
Lasso CRM
8.0
Workbooks
6.7
Compensation management
Lasso CRM
Workbooks
7.0

Platform

Lasso CRM
5.0
Workbooks
4.2
Mobile access
Lasso CRM
5.0
Workbooks
4.2

Social CRM

Lasso CRM
Workbooks
6.6
Social data
Lasso CRM
Workbooks
6.0
Social engagement
Lasso CRM
Workbooks
7.3

Pros

Lasso CRM

  • Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
  • Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
  • Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.
Anonymous | 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

Lasso CRM

  • Connection between inventory and sales modules.
  • Calculation of commissions of representatives using the tool (not outside realtors).
  • Price revisions.
Nathalie Harput | 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

Lasso CRM

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

Lasso CRM

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Online Training

Lasso CRM

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

Lasso CRM

No answers on this topic

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

Lasso CRM

  • Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
  • We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
  • Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.
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

Lasso CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Lasso CRM 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

Likelihood to Recommend

Lasso CRM
9.7
Workbooks
8.7

Likelihood to Renew

Lasso CRM
Workbooks
8.5

Usability

Lasso CRM
Workbooks
7.3

Reliability and Availability

Lasso CRM
Workbooks
9.1

Support Rating

Lasso CRM
Workbooks
8.2

Online Training

Lasso CRM
Workbooks
6.4

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