Workbooks - Excellent CRM software
December 11, 2017
Workbooks - Excellent CRM software
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Workbooks
Workbooks is used for lead management for the sales team, the operations team use it to manage our current customer base and the support team use workbooks for support cases. It allows us to manage clients in one location rather than using a number if different systems for support, leads and customer management
- Great flexibility. The system is very flexible and you are able to setup reports and manage screens in the way you wish, adding custom fields and hiding any information deemed not important enough. user access levels can be used lock down various parts of the system
- Great support team and very helpful when doing our own custom integrations
- Excellent for lead management and reporting on opportunities that we can then pass onto the sales team
- Easy to use, the interface looks clean and modern and its simple to find your way around
- We use it for support but find it difficult to easily link support emails that arrive to organisations, it requires a lot of manual input to open/close a case
- The flexibility can be a hindrance as it can be difficult to work out exactly what you wish to see, especially in reports. Sometimes a simple report is all thats required but it provides a lot of information
- Can sometimes be a little slow and goes down from time to time but this is fairly rare
- Allows us easy management of leads and clear visibility of opportunities for the sales team
- User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
- Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations