User of workbooks for four years
Updated August 27, 2021
User of workbooks for four years
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Workbooks
We use Workbooks as our CRM, sales pipeline management, order book, invoicing tool, and marketing management system. Over the years we have slowly added more things to the list of things we use Workbooks for, but since moving our accounting away from Sage and on to Xero, we have begun to stop using Workbooks for things like supplier orders and collections.
- Order tracking
- APIs for invoicing scripts
- User management
- Can sometimes be slow
- Sometimes the amount of customisation available leads to it being very difficult to change things you created a few months/years ago
- The mobile offering is poor
- Tracking of customers who are in active support or not has benefited the support team's time by not supporting non paying customers.
- Keeping track of why sales are won or lost has meant we can call upon times when new leads have the same characteristics as old wins/loses.
- Creating auto invoicing scripts has drastically cut the finance team's invoicing time.
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.