Workbooks provides online CRM software and other business applications. The company was founded in 2007 and is headquartered in the UK.
Workbooks customers include Amstore, Broker Profile, EST Marketing, and CRCC Asia.
|Employees (per LinkedIn):||32|
|Pricing:||Free to $70 per user per month|
|Best Fit For:||
|Rating Attribute||Workbooks||# of Reviewers Contributing to Rating Average||CRM Category Average|
|Likelihood to recommend||9.5||11||7.9|
|Likelihood to renew||9.6||7||8.3|
|Workbooks Pros||Workbooks Cons|
The interface is intuitive and easy to use and administer.
|Integration with Outlook
Users would like to see improved integration with Microsoft Outlook.
Workbooks can be customized through features such as custom fields, multiple form layouts, different user views, and custom relationships between objects (e.g. companies and contacts).
|Building dashboards and reports
Users like the reports once created, but say it can take a bit of work to get the reports and dashboards built correctly.
Users like the ability to set up automated / scheduled reports. This helps avoid missed deadlines, leads not followed up with, etc.
Users would like to see a mobile and iPad app.
Users say Workbooks is more affordable than some competitors.
“If we were going through the process again, I would focus more around how data is managed, and how we as Connection2 would like to work. The platform is good, but we are using it slightly differently to how it was designed.”—
Operations Director at Connection2
“It is recommended to do a good requirements gathering and use a phased implementation approach such that you stay on track. The Workbooks team is very happy to support with this.”—
Managing Director at WeCloud Benelux
“As with all CRMs, it strongly depends on how well it is being maintained and used by the users. We have found that with the ease of use of Workbooks it's become much less of an issue. Whereas before, we didn't only look at the data produced but actually had to keep track of the system being used accurately. We constantly needed to keep tabs on the actual level of maintaining.”—
Media Advisor / Sales Director at i.o.v. MMD Media Selectieve verkoop
“We are pleased to be rated the highest in the CRM Software TrustMap user ratings. Workbooks CRM is again recognised to be delivering a quality, robust cloud service to customers and one that leads against other CRM vendors where we are often radically more cost effective. We have delivered a consistently high availability to customers since inception and continue to be chosen over big name brands for our quality of service, breadth of function and affordability.
Our consistent winning of awards across the globe helps validate to customers that we are the right choice to shortlist when comparing CRM systems and we are proud that our customers score our support and their likelihood to renew and recommend so highly.” – John Cheney, CRO, Workbooks Online Limited.