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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

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Brendan Harris, MBA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Workbooks is used as an organisation wide tool. The finance, commercial, fundraising, membership, communications, marketing, HR, ICT, policy and research departments all use the product daily. It is used to manage daily workflow processes that surround any and all interactions with third parties, either organisations or people.
  • Flexibility
  • Ease of configuration to suit specific requirements
  • Inter-connectivity with other applications
  • Friendly user interface
  • Extent of capability to support multifaceted businesses
  • Integration with Outlook from cloud based business systems
  • Ease of dashboard creation
Workbooks is well suited for use by small to medium size organisations who do not want to employ sequel expertise to manage their customer data.
Sales Force Automation (9)
85.55555555555556%
8.6
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Territory management
80%
8.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
90%
9.0
Quote & order management
90%
9.0
Interaction tracking
90%
9.0
Channel / partner relationship management
100%
10.0
Customer Service & Support (3)
83.33333333333334%
8.3
Case management
90%
9.0
Call center management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (2)
90%
9.0
Lead management
90%
9.0
Email marketing
90%
9.0
CRM Project Management (2)
85%
8.5
Task management
90%
9.0
Billing and invoicing management
80%
8.0
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
80%
8.0
Pipeline visualization
70%
7.0
Customizable reports
90%
9.0
Customization (4)
97.5%
9.8
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
90%
9.0
API for custom integration
100%
10.0
Security (1)
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
85%
8.5
Social data
90%
9.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
85%
8.5
Marketing automation
90%
9.0
Compensation management
80%
8.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • Single data set enabling more scope for data analysis across the organisation.
  • 100% satisfied staff uptake.
  • Enabled increases in income from multiple income streams.
  • 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
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
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