Webgility vs. Workbooks

Webgility allows for an accounting based on the real world of our business. We are in control and charge of all of the processes that give dynamic to our businesses. We do not feel near to our business we are near and we can do this with nothing else than the intelligence behind Webgility. Everything is better since we started and we have ourselves still space to put under our reign with the vast amount of methodologies that are implemented at best in Webgility Desktop, Online, and Intelligence. There is positive improvement in the benefits every employee generates with the suites. Cases in which some starts to get in unintended directions can be detected early and corrected with no worse impact. Webgility did not too much enhance our reach to new markets or customers. Our new qualities are getting around but we expect more from the business generating features sets of Webgility. We are still curious about enhancing ourselves and our employees but we already integrated the suites to a significant degree in our processes. We are very satisfied with the POS and markets but there is for us still a lot left out where we are strong and reach our clients and customers.

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.

• This product has seamlessly helped my company in a form of scrutiny that has minimized human errors to almost zero.
• It ensures an optimal level of accuracy exists when we are in the middle of downloading any sort of customer data.
• The tailored, customizable, and personalized reporting of this platform is another great aspect of it.
• I am satisfied with the usability of this software because it is very easy to use plus it has an intuitive interface that is easy to grasp.
• Customer support of this product is commendable and worth to be praised because they have always been very helpful and supportive in any time of need.

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

• Keeping in mind all the good things said about Webgility there is also a need to pinpoint some loopholes that exist in Webgility so that Webgility can further work on those deprivations in order to bring the best to its users.
• I feel that the inventory management system of Webgility is pretty basic compared to the overall level of Webgility.

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..

It is one of the best platforms I have ever used. Webgility has been very helpful in mitigating human errors, which leads to so much time-saving. Webgility connects all the pieces, like a messed-up jigsaw puzzle, and keeps the orders synchronized well in Quickbooks.

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

• There is an on-going monthly fee, but our company finds it is well worth it for both the support we recieve as well as the time saved by not manually entering orders into out accounting software from our online store.
• The biggest ROI is absolutely time saved in entering orders.

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