Workbooks is a solid CRM!
December 05, 2017
Workbooks is a solid CRM!
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Workbooks
The entire company use Workbooks including admin, finance, sales and management. In the sales department we use it to track web leads and manage KPI's and forecasting. It allows the team, who are not all based in the same office, to see what is in the pipeline and manage progress.
- I can create views, which allow me to quickly access opportunities which require my attention.
- I can check the history of an account, including emails, support tickets and transactions.
- I can reassign leads and opportunities to other members.
- I can log in from any device.
- Searching for names can be slow.
- Workbooks is a complex system and can take a little while to master.
- Managing multiple user types can be tricky to get the right security access.
- Our team is better managed and performing better as a result.
- Customers have also seen an improvement in customer support as cases are logged and tracked.
I've only used SugarCRM, Workbooks is a much more sophisticated product. A huge step in the right direction and the company are much better organized now, all across the board. The reporting, lead and support management are much more reliable for our business. We can do a lot more with Workbooks including the API's.