Workbooks

Score4.9 out of 10

30 Reviews and Ratings

What is Workbooks?

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.

Categories & Use Cases

Media

1 / 6

Opportunity management
Users can track deals and create quotes.
Category average: 8.5
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 8.3
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 8.1

Social data
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
Category average: 7.8
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.8

Adam Grieve View profile

Operations Manager in Finance and Accounting at Taopix LTD (11-50 employees employees)

Pros

Order tracking
APIs for invoicing scripts
User management

Cons

Can sometimes be slow
Sometimes the amount of customisation available leads to it being very difficult to change things you created a few months/years ago
The mobile offering is poor

Return on Investment

Tracking of customers who are in active support or not has benefited the support team's time by not supporting non paying customers.
Keeping track of why sales are won or lost has meant we can call upon times when new leads have the same characteristics as old wins/loses.
Creating auto invoicing scripts has drastically cut the finance team's invoicing time.

Alternatives Considered

NetSuite CRM+

Other Software Used

Xero, Adobe eSign services, Trello

David Carter View profile

Quality Assurance Manager in Quality Assurance at Taopix Ltd (11-50 employees employees)

Pros

Great flexibility. The system is very flexible and you are able to setup reports and manage screens in the way you wish, adding custom fields and hiding any information deemed not important enough. user access levels can be used lock down various parts of the system
Great support team and very helpful when doing our own custom integrations
Excellent for lead management and reporting on opportunities that we can then pass onto the sales team
Easy to use, the interface looks clean and modern and its simple to find your way around

Cons

We use it for support but find it difficult to easily link support emails that arrive to organisations, it requires a lot of manual input to open/close a case
The flexibility can be a hindrance as it can be difficult to work out exactly what you wish to see, especially in reports. Sometimes a simple report is all thats required but it provides a lot of information
Can sometimes be a little slow and goes down from time to time but this is fairly rare

Return on Investment

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

Dianne Moralee View profile

Sales Director in Sales at Taopix Ltd (11-50 employees employees)

Pros

The Workbooks automated reporting works particularly well for us. We can send a weekly email to the sales team so they know exactly where they are against target.
The Dashboard feature is particularly good in Workbooks, it means that we can see, at a glance, the status of our sales pipeline and who is performing, who is not and what business we are likely to close for the upcoming months and quarters.
Being able to see key reports on login is also a really nice feature, it means that crucial information that can determine business decisions is displayed as soon as Workbooks is launched and we're forewarned at the start of the business day.

Cons

I'd like to see the multi currency handled better. If I want to see a view that contains customer finance data from multiple regions, I can't see a total in GBP unless I create a report.
We found it difficult to manage support cases in Workbooks and the support team has had to move to another platform. Maybe looking at what ZenDesk is doing would be a good next step here.
I'd like to see a way of adding multiple contacts to a lead record. At the moment, every person has to have their own record as there's only space for one person and that means multiple records for one company.

Return on Investment

I can only compare where we were before we had Workbooks and we really lacked automation which meant that we were spending valuable time doing things that could have been automated.

Alternatives Considered

SugarCRM

Other Software Used

Trello, GoToMeeting, GoToWebinar

Andrew Cutler View profile

General Manager in Corporate at Beta Safety Systems Limited (11-50 employees employees)

Pros

Transparency regarding the stage that each of our projects are at.
Excellent way of ensuring that each project has a current task against it, ensuring that someone within the team has control of the project.
Great data accessibility as many of the team work in the field or from home.
Excellent management reporting.

Cons

Uploading images (that we insert into our quotes or risk assessments/method statements) could be better.
Some kind of time sheet function would be great.
More data space per user and a better indexing of the upload library.

Return on Investment

The ability for all team members to be able to see where we are on a project has been very valuable.
Having a consistent area for all of our compliance is good.
It has really helped us to understand the profitability/ease of delivery of our products and services.
Workbooks helps us to highlight strengths and weaknesses of our suppliers and of our clients/prospects.

Alternatives Considered

Base and Saleforce

Other Software Used

Sage 50 Accounting, Adobe Acrobat DC, Microsoft Office 365

Michael Carey View profile

Business Development Manager in Sales at Taopix Ltd (11-50 employees employees)

Pros

I can create views, which allow me to quickly access opportunities which require my attention.
I can check the history of an account, including emails, support tickets and transactions.
I can reassign leads and opportunities to other members.
I can log in from any device.

Cons

Searching for names can be slow.
Workbooks is a complex system and can take a little while to master.
Managing multiple user types can be tricky to get the right security access.

Return on Investment

Our team is better managed and performing better as a result.
Customers have also seen an improvement in customer support as cases are logged and tracked.

Alternatives Considered

SugarCRM

Other Software Used

GoToMeeting, Expensify, Trello, TeamViewer, WordPress

NetSuite ERP

Sugar Sell (SugarCRM)

HubSpot Marketing Hub

Workbooks

What is Workbooks?

Categories & Use Cases

Media

Key Features

Top Performing Features

Opportunity management

Pipeline visualization

Customizable reports

Areas for Improvement

Social data

Help desk management

Mobile access

Reviews

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Pros

Cons

Return on Investment

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Related Products