TrustRadius Insights
Workbooks is used by a wide range of departments, including finance, commercial, fundraising, membership, communications, marketing, HR, …
Starting at $30 per user/per month
View PricingOverview
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
(1-16 of 16)Companies can't remove reviews or game the system. Here's why
August 27, 2021
User of workbooks for four years
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
December 05, 2017
Workbooks is the engine that drives our business
We selected Workbooks because it had a more powerful reporting engine and a much slicker way of managing the sales pipeline and territories. It also gave us the ability to manage the support contracts better and ensure that the support team knew exactly who was in an active support contract and who wasn't eligible for support.
December 05, 2017
Workbooks - bring the whole team together with clarity; consistency; and transparency
- Base and Saleforce
The ability to customize Workbooks really gave them the lead against the other products that we have used or that we considered when upgrading from the Base CRM system.
December 05, 2017
Workbooks is a solid CRM!
I've only used SugarCRM, Workbooks is a much more sophisticated product. A huge step in the right direction and the company are much better organized now, all across the board. The reporting, lead and support management are much more reliable for our business. We can do a lot more with Workbooks including the API's.
Workbooks was the best overall value. It had the functionality the client needed at the best price and the quickest implementation set up and overall time frame.
November 11, 2015
Versatile, Effective and Efficient
Have worked with the likes of SugarCRM, Salesforce, Siebel, and some of their predecessors. Most of them are too much, too complex and too expensive. Have seen most of these implemenations fail. Buying these typically require much consultancy and much bespoke implementation time and issues. So buying too much, and using too little of what comes with the service. And still not getting it right.
Workbooks gives the right basis, intuitive and flexible, without compromising the ability to grow with and within your organisation. All very cost effective, intuitive, and efficiënt.
Workbooks gives the right basis, intuitive and flexible, without compromising the ability to grow with and within your organisation. All very cost effective, intuitive, and efficiënt.
September 30, 2015
Workbooks in the Charitable sector
Score 9 out of 10
Vetted Review
Verified User
- Sage CRM,Microsoft Dynamics CRM
Stacks up well against private sector CRM, membership MRM and fundraising management systems - We needed functionality only normally seen within one or another of these system types and we chose Workbooks due to the comprehensive nature of what it can do, ease of use, flexibility and competitive pricing
September 30, 2015
A look at Workbooks by iPS - the sales enablement professionals!ls
Score 10 out of 10
Vetted Review
Verified User
Easier to use…….and less expensive to customise.
April 29, 2015
Workbooks runs the entire business
Score 9 out of 10
Vetted Review
Verified User
We were previously with Sugar and this served us well when we started with very little money and a few staff, however we quickly outgrew Sugar and additional functionality required custom work or 3rd party plugin's. We needed a scalable system that could grow with our business, had we have known about workbooks when we started the business we would possibly not have implemented SugarCRM.
April 08, 2015
Workbooks has done what we were looking for.
Score 10 out of 10
Vetted Review
Verified User
Sage CRM overall is a good product, but it's ease of use left something to be desired, especially with our administrative department that had little to no experience with CRM.
Another BIG PLUS of Workbooks.com over Sage is the fact that it's somewhere between 50% to 30% cheaper! The fact that this is a cloud based solution was something we grew into as a company. Before we didn't have access to real time data, there would always be a production pause on data produced by our off premise sales team.
Another BIG PLUS of Workbooks.com over Sage is the fact that it's somewhere between 50% to 30% cheaper! The fact that this is a cloud based solution was something we grew into as a company. Before we didn't have access to real time data, there would always be a production pause on data produced by our off premise sales team.
March 18, 2015
#Workbooks for Customer Relationship Management!
Score 10 out of 10
Vetted Review
Verified User
Haven't used any similar products.
February 03, 2015
Workbooks is the Workflow Workhorse!
- Zoho,Salesforce,Podio,Nimble
Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design highly specific workflows, the functionality out of the gates is a tremendous asset for most businesses.
January 20, 2015
A great CRM system, easy to tailor... and very good support
Score 9 out of 10
Vetted Review
Verified User
- Salesforce.com,Callpro CRM
For us, SFDC was like using a sledge hammer to crack a walnut. Plus the cost put us off.
CallPro CRM came a close second in our review, but what made us eventually go with Workbooks was the UI. It was a much more friendly environment to work in.
CallPro CRM came a close second in our review, but what made us eventually go with Workbooks was the UI. It was a much more friendly environment to work in.
January 17, 2015
Worksbooks - great investment
Score 9 out of 10
Vetted Review
Verified User
We looked at Salesforce and Sage, they were too heavy and the custom work required meant any change would be cost prohibitive.
January 17, 2015
Workbooks makes the books work
Score 10 out of 10
Vetted Review
Verified User
- Salesforce.com and Microsoft Dynamics
Much lower cost than both products
Very favourable comparison in user experience with M'soft
Better GUI than S'force
Easier to administer than either of these
January 16, 2015
Simple but effective
Score 10 out of 10
Vetted Review
Verified User
Salesforce, Pivotal and Sugar. I find Workbooks much easier to use and more efficient.