Workbooks in the Charitable sector
Updated September 30, 2015
Workbooks in the Charitable sector
Score 9 out of 10
Vetted Review
Verified User
Software Version
A.44.36
Modules Used
- All
Overall Satisfaction with Workbooks
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
- 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