TrustRadius Top Rated CRM Software for Small Businesses 2015

Workbooks

CRM Software

Software Profile & Review Summary

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.

Company Status: Private
Customers: N/A
Employees (per LinkedIn): 32
Pricing: Free to $70 per user per month
Best Fit For:
  • Small to mid-sized companies

Workbooks Customer Distribution

Workbooks Customer Distribution Pie Chart
Source: (19) User reviews and ratings of Workbooks on TrustRadius

Aggregate User Ratings of Workbooks on TrustRadius

Source: (11) User reviews of Workbooks on TrustRadius
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
Support 9.0 1 7.8

Summary of Workbooks Reviews

Source: (11) User reviews of Workbooks on TrustRadius
Workbooks Pros Workbooks Cons
Usability
The interface is intuitive and easy to use and administer.
Integration with Outlook
Users would like to see improved integration with Microsoft Outlook.
Customizable
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.
Automated reports
Users like the ability to set up automated / scheduled reports. This helps avoid missed deadlines, leads not followed up with, etc.
Mobile access
Users would like to see a mobile and iPad app.
Price
Users say Workbooks is more affordable than some competitors.

Tips from Workbooks End-Users

“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.”
Phil Brooks
Operations Director at Connection2
Jan. 2015
“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.”
Peter Lindeman
Managing Director at WeCloud Benelux
Jan. 2015
“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.”
Martijn Daalder
Media Advisor / Sales Director at i.o.v. MMD Media Selectieve verkoop
Dec. 2014

Workbooks Response to Reviewer Feedback

“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.