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Overview

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.

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Recent Reviews

TrustRadius Insights

Workbooks is used by a wide range of departments, including finance, commercial, fundraising, membership, communications, marketing, HR, …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Opportunity management (9)
    8.8
    88%
  • Customer data management / contact management (9)
    8.5
    85%
  • Territory management (9)
    7.7
    77%
  • Integration with email client (e.g., Outlook or Gmail) (9)
    6.4
    64%
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Pricing

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Workbooks CRM Edition

$30

Cloud
per user/per month

Workbooks Business Edition

$65

Cloud
per user/per month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttp://www.workbooks.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Microsoft Office Excel Tutorial 2013 Workbooks 2.3 Employee Group Training

YouTube

worksheets demo: create workbooks

YouTube

ms excel 2010 how to save workbooks demo

YouTube

Merge the styles of the open workbooks.

YouTube

Merge the styles of the open workbooks.

YouTube

Neues in disy Cadenza Workbooks – Business Intelligence und Reporting – Live-Demo

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.7
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

6.3
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.3
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.5
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.6
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.7
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

7.5
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

6.6
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

6.9
Avg 7.1

Platform

4.2
Avg 7.5
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Product Details

What is Workbooks?

Headquartered in Reading, UK, with an office also in Connecticut, US, Workbooks offers growing companies a SaaS platform to run their business and engage with customers. Its core CRM services are aimed specifically at mid-market organisations and extend beyond sales, marketing and customer services to include a full suite of marketing automation tools, as well as event management, order management and fulfilment, invoicing and supplier management functionalities.

The vendor states Workbooks is not a departmental solution, but rather a true end-to-end CRM. Workbooks designs, develops and implements its own software, which is used by customers to grow revenues, streamline business processes, get insights and improve engagement with clients.

Workbooks Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Case management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data

Integrations with 3rd-party Software Features

  • Supported: Marketing automation

Platform Features

  • Supported: Mobile access

Additional Features

  • Supported: Lead, Opportunity and Sales Management Functions
  • Supported: Campaign Management and Marketing Automation
  • Supported: Case/Support Management
  • Supported: Order Processing, Quotations, Purchase Orders and Invoices
  • Supported: Reporting & Dashboards

Workbooks Screenshots

Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record

Workbooks Videos

Workbooks Integrations

Workbooks Competitors

Workbooks Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, American English, French, German, Spanish

Frequently Asked Questions

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.

NetSuite ERP, HubSpot Marketing Hub, and Sugar Sell (SugarCRM) are common alternatives for Workbooks.

Reviewers rate Opportunity management and Pipeline visualization and Customizable reports highest, with a score of 8.8.

The most common users of Workbooks are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(30)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Workbooks is used by a wide range of departments, including finance, commercial, fundraising, membership, communications, marketing, HR, ICT, policy, and research. It helps manage daily workflow processes and interactions with third parties. The software serves as a primary sales tool for pipeline and sales management, tracking renewals and providing an overview of services and channel partner support.

Users have praised Workbooks for its simplicity and affordability for small businesses without compromising functionality. It is most effective when used across the entire organization, enabling a complete picture of interactions with prospects or clients and resulting in improved efficiency and customer service. Workbooks also allows for the full management of customers, enhanced efficiency and productivity, and the ability to customize CRM solutions for companies integrating cloud-based software.

Dashboard: Users have found the dashboard of the service to be highly valuable, with multiple reviewers highlighting its effectiveness. It provides a centralized location for important information and allows easy access to pertinent data for sales calls.

Reporting and Dashboards: The in-depth reporting and dashboards offered by the service were praised by users. Several reviewers mentioned that these features help them stay on top of their business, from following up on sales leads to monitoring their pipeline.

Automation: Many users have appreciated the automation capabilities of the service. They have found it time-saving and efficient to create automated follow-ups and reminders based on updating fields or other criteria.

Unintuitive Report Building: Many users have expressed frustration with the unintuitive and confusing process of building reports in Workbooks. They find it difficult to navigate and understand, leading to inefficiency in creating the desired reports.

Difficulties with Managing Access Rights: Several users have mentioned that managing individual access rights in Workbooks can be quite challenging. This complexity makes it harder for them to assign appropriate permissions and ensure data security within their organizations.

Occasional Slowness and Downtime: Some users have reported occasional slowness while using the software, which negatively impacts their productivity. Although rare, there are instances when they experience downtime, causing interruptions and delays in their work processes.

According to user reviews, there are three common recommendations for Workbooks. Firstly, users suggest mapping out and re-doing existing processes when implementing Workbooks to ensure a smooth transition and maximize benefits. Secondly, it is recommended to set up Workbooks properly to avoid future problems. Lastly, users recommend connecting with Oliphant for excellent support during implementation and usage. These recommendations highlight the importance of careful planning, thorough setup, and utilizing available support resources for a successful experience with Workbooks.

Attribute Ratings

Reviews

(1-18 of 18)
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Adam Grieve | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
As we have a relatively small pipeline, Workbooks works great for us as the whole team can see in real time which member is doing the best/worst. I would say if an organisation has a very large pipeline it may be much harder to keep track of this with Workbooks.
David Carter | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Very well suited for lead management, the sales team can review and manage leads and opportunities through workbooks. It is also suitable for customer management, including support and linking support cases to customers. it also allows us to manage if customers have paid for support and then suspend or activate their accounts accordingly
Dianne Moralee | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I think Workbooks is best suited for sales and marketing teams as there is really nothing glaringly obvious that it doesn't do. It probably is not best suited to a support environment where cases have to be tracked and customers communicated with automatically. It's probably too manual a process at the moment.
Andrew Cutler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The ability to customize Workbooks makes it perfect for any company that would benefit from a more transparent/consistent process (marketing - quotation - order processing - product/service delivery - invoicing - management reporting/analysis - repeat business prospecting).
Jenny Spires | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Workbooks is best suited for a sales CRM, it has all the functionality to track sales cycles and targets, combined with GatorMail it's perfect for this. It also works well for marketing purposes. However I would not recommend it for support or finance as such. I use it daily for all of these departments.
December 05, 2017

Workbooks is a solid CRM!

Michael Carey | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
It works well in our business - for small to medium businesses it is a great tool. It is very sophisticated and can really improve the organization of teams within a business. It helps employees stay on track and management to record performance. Overall I am very happy using Workbooks.
Mark Cohen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Workbooks is an all-purpose, full featured CRM as powerful as Salesforce but far less expensive and with not as much bloat. I wrote that it isn't always intuitive, and you need a consultant to do advanced reporting as examples, but this is no different than Salesforce in my experience. The only place I can see Workbooks not being appropriate is for solopreneurs.
Peter Lindeman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
Workbooks provides multi-currency, multi-tier functionality. Which supports the channel in being able to differentiate towards various partners and to leverage the functionality for the various communities and countries, using the same system/setup.
If you are very heavy on project management then Workbooks is somewhat limited, but then again its a CRM and not a project planning tool.
There is no limit to scale, although Workbooks aims and is most geared towards SMB.
Lots of functionality is available and can be added upon or modified using scripts and integrations.
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.
Martijn Daalder | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Workbooks offers great support, as do ( in our experience) local partners. It works really well for our sales and marketing departments. Workbooks is really effective in tracking our marketing campaigns. It also keeps tabs on existing clients, and gives insight on how quickly potentials are turned to customers.

As with all CRM it strongly depends on how well it is being maintained and used by the user. We have found that with the ease of use of Workbooks its become much less of an issue. Where as 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.

The fact that we see data being produced organically (naturally being updated and tracked) to me is a testament of the user friendly nature of workbooks.
Brian Walsh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
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.
Phil Brooks | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Workbooks is certainly applicable for companies that need a good tool to manage their data, and track opportunities through the sales funnel. It can also be used for invoicing, sending documents etc... fully branded, forecasting etc... but at this time we have not used this functionality. Where it is helpful is giving individuals tailored rights and views, or subscribing them to groups, to ensure the right people, have the right access rights.
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.
Paul Reynolds | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

How many application are you replacing near term or in the future, think about the costs of doing so even though the services work is a reasonable day rate.

This is a subscription cost so make sure you company benefits from the opex budget versus the capex costs usually associated with software and supporting hardware.

January 16, 2015

Simple but effective

Score 10 out of 10
Vetted Review
Verified User
Drill into use of use and flexibility. Software needs to be intuitive and easy to use for all levels of user. Screens are all tailorable and configurabel so you can tailor the screens for each user.
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