Looking for a CRM? Workbooks Is The Best Overall Value.
July 18, 2016
Looking for a CRM? Workbooks Is The Best Overall Value.
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:
- Contact management
- Contact tracking
- Campaign tracking
- Lead tracking
- Lead management
- Invoicing
- Statements
- Customer service
- 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.
- 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.