What users are saying about
Top Rated
28 Ratings
Top Rated
28 Ratings
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Score 8.6 out of 101

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Likelihood to Recommend

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 profile photo

Feature Rating Comparison

Sales Force Automation

Workbooks
7.7
Customer data management / contact management
Workbooks
8.5
Workflow management
Workbooks
8.2
Territory management
Workbooks
7.7
Opportunity management
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Workbooks
6.3
Contract management
Workbooks
7.2
Quote & order management
Workbooks
7.6
Interaction tracking
Workbooks
6.4
Channel / partner relationship management
Workbooks
8.4

Customer Service & Support

Workbooks
6.3
Case management
Workbooks
6.2
Call center management
Workbooks
6.8
Help desk management
Workbooks
5.8

Marketing Automation

Workbooks
7.3
Lead management
Workbooks
8.0
Email marketing
Workbooks
6.6

CRM Project Management

Workbooks
7.5
Task management
Workbooks
7.7
Billing and invoicing management
Workbooks
6.8
Reporting
Workbooks
7.8

CRM Reporting & Analytics

Workbooks
8.6
Forecasting
Workbooks
8.2
Pipeline visualization
Workbooks
8.8
Customizable reports
Workbooks
8.8

Customization

Workbooks
7.8
Custom fields
Workbooks
8.4
Custom objects
Workbooks
7.6
Scripting environment
Workbooks
7.5
API for custom integration
Workbooks
7.5

Security

Workbooks
7.5
Single sign-on capability
Workbooks
7.0
Role-based user permissions
Workbooks
8.0

Social CRM

Workbooks
6.6
Social data
Workbooks
6.0
Social engagement
Workbooks
7.3

Integrations with 3rd-party Software

Workbooks
6.8
Marketing automation
Workbooks
6.7
Compensation management
Workbooks
7.0

Platform

Workbooks
4.3
Mobile access
Workbooks
4.3

Pros

  • 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 profile photo

Cons

  • Enhanced outlook contact synchronisation - which is under way
No photo available

Likelihood to Renew

Workbooks8.5
Based on 7 answers
Confidence in the product going forward and the support that is received
No photo available

Reliability and Availability

Workbooks9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman profile photo

Online Training

Workbooks6.4
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 profile photo

Alternatives Considered

Salesforce, Pivotal and Sugar. I find Workbooks much easier to use and more efficient.
No photo available

Return on Investment

  • It has greatly made our business more effective. For me the clearest sign of this is found in the off premise sales team being able to interact more accurately with the 'home base'.
  • Real time reporting has made my job a great deal easier in maintaining tabs of processes and progress made.
  • Less leads and potentials have fallen through the cracks of every day business. We work with many deadlines (publishing).
  • In the past the craziness of day to day deadlines would keep focus more on recurring clients where as now there is a clear assignment to who does what.
  • Making it clear when someone droppes the ball on generating new business, or with recurring business for that matter.
  • Because of this clear view on processes and the ease with which this data is accessible our lead conversion has increased greatly.
  • Our overall sales has increased 12% after implementing workbooks (over 18 months).
Martijn Daalder profile photo

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
Workbooks
Edition
Workbooks CRM Edition
$301
Workbooks Business Edition
$701
1. per user/per month
Additional Pricing Details