Likelihood to Recommend
Using TradeGecko requires to the company to make compromises. Which compromises depends on the business, what they are using for other 3rd party applications and what they sell. You need to be very good with excel since you are able to upload and modify most files, which gives you major control over your data. They however need to modify the way in which new inventory items get loaded, as it is quite awkward if you use variants. 'Reports' as has been described prior has improved dramatically and most if not all can be downloaded in CSV/Excel format. This allows you to build your own reports with the data from the system. If your business is very complex in nature, TradeGecko probably isn't the system for you. If you are doing thousands of transactions a day, again this is not the system. However, if you are a small to smaller mid-sized business, the system, its cost and the 3rd party applications make it worth a first second and third look.
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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.
Read full review Pros Interface with WooCommerce. Interface with Xero. Maintain Perpetual Inventory (less than 0.001% difference in value of inventory in TG and Xero). Works with ShipStation extremely well. Works with major EDI vendors (with reservations). Read full review 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 Read full review Cons - Couldn't integrate with existing QBO account. Had to set up a new QBO account and transfer all data, create lots of journal entries - was very time-consuming and labor-intensive. Caused some financial discrepancies to resolve. - Have to process returns on Amazon and Shopify orders manually - Tax-inclusive is not allowed - European sales are tax inclusive - can't import order with VAT included. Looks like the software is suitable for US only. Have to create such orders manually in Commerce and then manual journal entries in QBO - Supports accrual accounting method only. In cash - it's a mess - Support - not knowledgeable enough - I could only call for support (now they have chat) and they always had to get with the back-end and every call was not less than 1 hour. At the end I would get a link for the training materials - Inventory not synching timely sometimes - I have a screenshot proving that inventory on our Amazon account was 0 but Commerce still had quantities, I had to manually press synch - Shipping line from Shopify orders is not coded to Shipping income account but goes together with Sales of product income account - When partial of the PO is received, not able to create a bill for the partial. There're only 2 settings: either bill created at the time of PO creation (for the whole PO amount - which increases your AP right away) or at the time the whole PO received. It works only when PO is shipped as a whole. Read full review 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). Read full review Likelihood to Renew
TG works well for us.
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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.
Read full review Usability
TG is good and easy to use, but could be improved
Read full review Reliability and Availability
Workbooks CRM never let me down.
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Support team just sends links to blog posts that are often out of date.
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Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Read full review Alternatives Considered
Each of the applications has a specific place. We select and implement the best solutions for our clients based on their budget and requirements. This is often determined by integration requirements. We like to say that every application with do a different 95% of what you need it to. There will always be a different 5% to forgo between applications.
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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.
Read full review Return on Investment No real ROI - we're stilling pulling reports from multiple platforms. Positive - segregation of wholesale and DTC orders in Shopify. Read full review 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 Read full review ScreenShots QuickBooks Commerce Screenshots