Pobuca vs. Workbooks

It is a great tool for everyone who has a lot of contacts to manage and is not good at keeping contacts. It has the capacity to hold a massive number of contacts and it arranges them so one can effortlessly find any of their contacts without wasting time.

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.

• Contacts are entered easily.
• It has many options for different types of information you can input.
• The ability to take pictures of business cards and it stores it makes it easier to find at a later date.

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

• Alphabetical display
• Merging contacts (fix screen so only contacts move, not the whole display of action buttons)
• Improve scan quality

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).

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.

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

BizConnect’s customer service was not good and was a bit slow in searching contacts. But Pobuca is the best choice in this regard--from customer service to the ease with which we can add contact into it is amazing. Its flexibility is another major factor in choosing Pobuca. Finding any contact through this software is very simple, but its scanning feature is a bit slow and takes time.

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

• Shortened time looking for leads
• Practicality in dialing direct from the app
• Our custom fields help us a lot job-wise

Incentivized

• 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