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Workbooks is used by a wide range of departments, including finance, commercial, fundraising, membership, communications, marketing, HR, …
Starting at $30 per user/per month
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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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Popular Features
- Opportunity management (9)8.888%
- Customer data management / contact management (9)8.585%
- Territory management (9)7.777%
- Integration with email client (e.g., Outlook or Gmail) (9)6.464%
Pricing
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
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
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
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
Workbooks Videos
Customer Success
Watch Workbooks Overview Video
Watch Workbooks for Sales Teams
Workbooks Integrations
- Mailchimp
- HubSpot Marketing Hub
- Box
- Basecamp
- Constant Contact
- Eventbrite
- EventHQ
- GoTo Meeting
- Dropbox Sign
- Lead Forensics
- Microsoft Azure
- Microsoft Exchange
- Microsoft SQL Server
- MPZMail
- MySQL
- QuickBooks Online
- Xero
- Zendesk Suite
- Adobe Acrobat Sign
- GoCardless
- PieSync
- from HubSpot
- CCH
- dotdigital
- MS Outlook
- Google Docs
- SharePoint
- Sage
- Postcode Anywhere
- 750+ Zapier Apps
- Adobe Sign (formerly EchoSign)
- Barbour ABI
- Campaign Master
- Creditsafe
- Import/Export
- Logate
- MagneticOne Mobile
- Mondago
Workbooks Competitors
- NetSuite ERP
- HubSpot Marketing Hub
- Sugar Sell (SugarCRM)
- Salesforce
- Microsoft Dynamics
Workbooks Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Languages | English, American English, French, German, Spanish |
Workbooks Downloadables
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).
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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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
(1-7 of 7)Companies can't remove reviews or game the system. Here's why
August 27, 2021
User of workbooks for four years
We use Workbooks as our CRM, sales pipeline management, order book, invoicing tool, and marketing management system. Over the years we have slowly added more things to the list of things we use Workbooks for, but since moving our accounting away from Sage and on to Xero, we have begun to stop using Workbooks for things like supplier orders and collections.
- Order tracking
- APIs for invoicing scripts
- User management
- 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
December 11, 2017
Workbooks - Excellent CRM software
Workbooks is used for lead management for the sales team, the operations team use it to manage our current customer base and the support team use workbooks for support cases. It allows us to manage clients in one location rather than using a number if different systems for support, leads and customer management
- 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
- 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
December 05, 2017
Workbooks is a solid CRM!
The entire company use Workbooks including admin, finance, sales and management. In the sales department we use it to track web leads and manage KPI's and forecasting. It allows the team, who are not all based in the same office, to see what is in the pipeline and manage progress.
- 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.
- 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.
November 11, 2015
Versatile, Effective and Efficient
Workbooks is being used as our primary sales tool. For both pipeline and sales management, as well as keeping track of renewals. Workbooks helps us keep track of sales and supports us in developing the business. Provides overview of our portfolio of services and helps support our channel partners.
- Workbooks is intuitive, and provides the right type of functionality that fit SMB type organisations in handling their sales and business development processes. Workbooks provides the capability to deal with End-to-End processes, from Lead to Order to Cash. So including sending out invoices. Also allows to integrate with accounting packages, either through existing integrations or through available API.
- Workbooks is easy to use and configure and yet powerful and flexible. Most functionality is available 'out of the box' and more is available through configuring the system yourselves or by being supported by Workbooks, who are very knowledgable and provide friendly and high quality support in delivering to your requirement.
- Workbooks is priced right and cost effective. Allows to mix-and-match users with different requirements and corresponding licenses. Thus stays fit for purpose to the various types of users in your organisation, ensuring you are not overcharged.
- Really like the scheduled reporting, so we can have automated reports in email telling us new leads in today not followed up yet when on the move. Also useful for weekly management summaries automatically prompting you to review exceptions.
- The flexibility and wealth of functions does require good thinking and preparation before implementing Workbooks. At times it is rather complex to choose the right approach to the type of functionality to implement, as a multitude of options is available and could end up not choosing the right setup. This could cause some iterations in getting it right. Advanced insights may redirect your approach, but then the service is very flexible to modify to your need. Still it's easy to start off quickly and learn by doing.
- Importing functionality is somewhat limited in feedback of where the import goes wrong. While the function works great when you have it right, and this protects from loading in wrong data, you are not getting much feedback where you go wrong in trying to import legacy data.
- Limited planning and Calendar function, and limited synchronisation / integration with e.g. google calendar.
- Need for language packs. Whilst Google Chrome provides an automated translate function when using Workbooks, and the ability to change the names of (almost) all your fields, as well as handle the data in Workbooks in your own language, it would be great to be able to have language packages in working with Workbooks fully in your native language.
April 29, 2015
Workbooks runs the entire business
Score 9 out of 10
Vetted Review
Verified User
We use workbooks across the whole organisation for all sales, support and marketing activities. Workbooks allows us to very closely manage and track sales cycles all the way through to close, invoicing, contract management and post sales support. We have also used many of the API's provided by workbooks to build further automation in many parts of the business.
We are 3 years in and are very happy with the product.
We are 3 years in and are very happy with the product.
- Report writing and automation to send reports
- Data visibility
- Sales Management
- Integration to outlook.com
- Mobile app
April 08, 2015
Workbooks has done what we were looking for.
Score 10 out of 10
Vetted Review
Verified User
I have worked with many CRM systems from a Sales perspective in various organizations (mostly media sales and publishing). The thing that stands out for me most working with Workbooks is the intuitive way with which it operates. Most of the people on my sales team are pretty tech savvy, and are used to working with CRM systems. We are however employing a team of administrative workers who are rather reluctant when embracing new technologies and change in general. I was truly amazed at how quickly they embraced working with Workbooks. The fact that it has a similarity with their Windows environment (start button at the bottom of the screen etc.) made the change that much easier. The fact that it is a cloud based service gave my sales team more freedom to operate and keep everyone informed on their progress even while away from the office. Because of this we have been able to quickly respond to developments in the field which has expanded our opportunities. The implementation of old data into workbooks went rather smoothly as well.
The general set up of Workbooks is also good. We worked with a local partner of Workbooks in the Netherlands, and they have helped us a great deal in respects to getting a clear view on what we needed etc.
- Scalability of the service
- Integration with Mailchimp and other solutions such as Google Agenda etc
- The fact that it has a great dashboard was a big help to our sales team, as well as the ease with which reports can be produced on the fly as well as exporting reset data
- Actually keeping tabs on the sales process per user is a great help for me to set targets or adjust course if needed
- The simplicity and easewith which we can export PDF templates for offers, confirmation orders and invoices.
- There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
- While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
- I am sure that would increase productivity even further (if it's of the same standard as the main environment).
January 20, 2015
A great CRM system, easy to tailor... and very good support
Score 9 out of 10
Vetted Review
Verified User
Workbooks is being used across the company, both to track activities against existing clients, and for the sales team targeting prospects. Managing follow up calls, data management and tracking opportunities. We had no central place for our data, opportunities, and email stats. Having now integrated DotMailer, we have everything in one place, and so sending targeted email campaigns is far easier.
- Relatively simple to customise the layout of the various screens
- Support is very good
- Opportunity management, tracking and reporting
- Reporting, with a little help, is good. Particularly the scheduled emails, so no missed deadlines!.
- Dashboards are a good idea, but take quite a bit of work to get right
- Customising screens is not as straight forward as it can be, but after a time you get used to it.
- If you already have a database uploaded to Workbooks, some of the integrations and APIs don't function in a way we would like. If a record is new to your database, then there are no issues.