Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
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 …
We selected Workbooks because it had a more powerful reporting engine and a much slicker way of managing the sales pipeline and territories. It also gave us the ability to manage the support contracts better and ensure that the support team knew exactly who was in an active …
The ability to customize Workbooks really gave them the lead against the other products that we have used or that we considered when upgrading from the Base CRM system.
I've only used SugarCRM, Workbooks is a much more sophisticated product. A huge step in the right direction and the company are much better organized now, all across the board. The reporting, lead and support management are much more reliable for our business. We can do a lot …
Workbooks was the best overall value. It had the functionality the client needed at the best price and the quickest implementation set up and overall time frame.
Have worked with the likes of SugarCRM, Salesforce, Siebel, and some of their predecessors. Most of them are too much, too complex and too expensive. Have seen most of these implemenations fail. Buying these typically require much consultancy and much bespoke implementation …
Stacks up well against private sector CRM, membership MRM and fundraising management systems - We needed functionality only normally seen within one or another of these system types and we chose Workbooks due to the comprehensive nature of what it can do, ease of use, …
We were previously with Sugar and this served us well when we started with very little money and a few staff, however we quickly outgrew Sugar and additional functionality required custom work or 3rd party plugin's. We needed a scalable system that could grow with our business, …
Sage CRM overall is a good product, but it's ease of use left something to be desired, especially with our administrative department that had little to no experience with CRM. Another BIG PLUS of Workbooks.com over Sage is the fact that it's somewhere between 50% to 30% cheaper! …
Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design …
For us, SFDC was like using a sledge hammer to crack a walnut. Plus the cost put us off. CallPro CRM came a close second in our review, but what made us eventually go with Workbooks was the UI. It was a much more friendly environment to work in.