Workbooks vs. Zoho One

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.

Zoho One helps me to create and document each of my closures by creating deals. Zoho One helps me to generate reports, which helps me to track my contact. Zoho One helps me on creating tasks and reminds me to get it done on time. Zoho One keeps each steps and actions I took from lead to a deal.

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• 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

• Customized dashboards
• Easy to see the kpis for different aspects of my business
• And offers a consolidation of CRM campaign and other applications without having to use other technologies from other companies so it's great to consulate consolidated
• The analytics is great what else
• Collaboration tools are excellent

Incentivized

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• 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).

• In my opinion, SUPPORT IS AWFUL!!!
• If you want to get in touch with a support representative, your best bet is to call the sales number and demand to speak with an agent.
• Each of the tools operates in a silo, from a support perspective. Some applications, like books, have chat-based support and others require an e-mail.
• In my experience, expect any e-mail to the main support e-mail to go unanswered.
• The first year of support was great, but after we renewed for the second year, it has become terrible.

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.

We've been a long time user and are always tweaking our automation to gain efficiencies while improving our service levels. It's pretty easy to come up with what you want to do and then do it yourself. Though, if you're looking to do some really tricked out automations, use of a Zoho Consultant would be a better idea as you'll get exactly what you need much quicker.

Incentivized

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Workbooks CRM never let me down.

Support is great as a customer, as a partner I get moved to that team more often and find issues in the support being provided. It also appears that the support agents do not take into account all the information provided and default back to the "step 1 of the playbook" instead of taking into account the business reason the support is being requested and understanding the steps already taken.

Incentivized

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

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.

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Independently Invited by TrustRadius

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There is nothing quite close to what Zoho offers with Zoho One in terms of breadth and depth of applications integrated together as a single product. Also, you get to manage a single license and user management on Zoho One, whereas you would need to work with multiple vendors and also simultaneously take care of billing and contract management with all of them. It is much easier with Zoho One

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• 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

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Independently Invited by TrustRadius

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• It is hassle-free to access, which saves you a lot of time and manual effort to get the data accessible.
• Lead status and follow-ups in one place- what you require is a paradise for the Sales team.
• Reduces the work of HR a lot.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info