Workbooks runs the entire business
Updated April 29, 2015

Workbooks runs the entire business

James Gray | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Business

Modules Used

  • Just about everything

Overall Satisfaction with Workbooks

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.

Pros

  • Report writing and automation to send reports
  • Data visibility
  • Sales Management

Cons

  • Integration to outlook.com
  • Mobile app
  • Fast customer response times along with SLA tracking
  • Clear Sales funnel, we have never had a clear picture on the sales activity
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.
Workbooks works very well for small to medium size organisations that want the functionality of enterprise CRMs costing hundreds of thousands but do not have the resources or capital available.

Using Workbooks

Put simply, we are happy with the product.

Using Workbooks

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