Looking for a CRM? Workbooks Is The Best Overall Value.
July 18, 2016

Looking for a CRM? Workbooks Is The Best Overall Value.

Mark Cohen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Workbooks

My client uses Workbooks across the organization for prospect and customer management. It is also used for:

  1. Contact management
  2. Contact tracking
  3. Campaign tracking
  4. Lead tracking
  5. Lead management
  6. Invoicing
  7. Statements
  8. Customer service

Pros

  • Contact management - by this I mean core CRM functionality. Workbooks does it as well as any other software we tested.
  • Pipeline management and reporting - again, Workbooks does this as well as any other software we tested.
  • Client management - From a holistic client management perspective, from contact management to sales tracking, invoicing, and service, Workbooks does it all.

Cons

  • Workbooks is not easy or as intuitive to learn as some CRMs and that is the primary reason I don't rank it as a 10.
  • Workbooks has quite a few built in reports and dashboards but to do more advanced reports and dashboards you need to utilize the services of a consultant.
  • Workbooks integrates with a few other software packages such as MailChimp but it is not an intuitive process to integrate.
  • Positive ROI
  • Increased Efficiencies
  • Single customer relationship management platform
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.
Workbooks is an all-purpose, full featured CRM as powerful as Salesforce but far less expensive and with not as much bloat. I wrote that it isn't always intuitive, and you need a consultant to do advanced reporting as examples, but this is no different than Salesforce in my experience. The only place I can see Workbooks not being appropriate is for solopreneurs.

Workbooks Feature Ratings

8.4
Customer data management / contact management
9
Workflow management
7
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
8
Channel / partner relationship management
8
8.0
Case management
8
Help desk management
8
Marketing Automation ()
Not Rated
8.3
Task management
8
Billing and invoicing management
8
Reporting
9
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
9.0
Custom fields
9
Custom objects
9
API for custom integration
9
9.0
Role-based user permissions
9
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
7.0
Marketing automation
7
Compensation management
7
7.0
Mobile access
7

Comments

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