Reviews, Opinions and Ratings for Workbooks CRM for Small and Medium Business
Showing 1 — 5 of 7 reviews
What is Workbooks CRM for Small and Medium Business?
Workbooks CRM for Small and Medium Business
Workbooks is one of the fastest growing provider of CRM apps designed specifically for small and mid-size organisations. With headquarters in the UK, our suite of software enables our Learn More →
An extremely usable product !
Review for Workbooks CRM for Small and Medium Business by Darren McClymont on 2011-03-10
An extremely usable product, I found Workbooks to be a great all rounder. Providing a feature rich interface which does the core of what other CRM’s products do, and in some cases that little bit better. One suggestion which they could take from other enterprise scale CRM’s would be to split their functionality into user types. This way you could include the addition of administrative users, with the power to configure organizations. You could have your case worker who handles inbound emails from customers, and your sales agent who tries to turn potential leads into sales.
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Review Context: Review written by Darren McClymont is a Freelance Writer with a passion for user focused products. A leader in the field of Software Testing he uses his unique skill set to analyze products in a way that others wouldn't envisage
Much more than a CRM
Review for Workbooks CRM for Small and Medium Business by Adam Smith on 2011-09-13
We originally took on Workbooks as a CRM, but it now effectively runs our whole business process from campaign management, sales, production through to invoice. We've integrated it into Sage and our Project Management system so most admin tasks have now been completely automated.
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Pros: It's flexibility to work around current business processes.
Cons: We know we're probably not using it to its potential, and getting staff to realize the more it's populated, the more useful it is.
Review Context: MD of Digital Agency.
Fantastic tool for voluntary work
Review for Workbooks CRM for Small and Medium Business by Rosie B on 2011-09-06
We use Workbooks to keep track of all our members, providers, volunteers and sponsors; communication and for managing activities. It saves vital time, which is invaluable when you are running a voluntary project as well as a business. Most importantly for me, it is easy to use and quick to learn. I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in, it's just a couple of clicks and I have what I need. I can easily send emails or track projects. I like the fact that we can easily personalise it to meet our unique project requirements. I am keen to now use it in my training business.
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Pros: Quick to set up, easy to use and very reliable. It is also free to use for up to 2 users, which is fantastic value for a voluntary project or small business. It was so easy to convert over the data from our existing Works database into Workbooks.
Cons: I haven't found the time to really utilise so much more of what it is capable of. I am just at the tip of the iceberg of all its functions. My fault, not Workbooks.
Best Uses: Contact management, activity tracking and communication. As my volunteer helper is remote from me, it enables us to share information instantly.
Review Context: I am Founder and Leader of the Phoenix Legacy, a voluntary community group in Dorset, as well as a Partner in a training business. I am extremely grateful for this opportunity to have a CRM system, which has transformed the voluntary work we do
Great CRM Product really easy to use.
Review for Workbooks CRM for Small and Medium Business by Andy Regent on 2011-05-20
We've been using Workbooks Business Edition now for around 6 months. The sales team find it really easy to use and it has enabled us to really stay on top of our sales pipeline and it's helped us run more structured deal reviews. We also like the fact we can use the product book, to store our product details, including cost and sales price. This means we are doing a better job of tracking gross margins within sales. All in all, a big plus for our business.
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Pros: Easy to use and setup. We like the desktop interface. The ability to track leads, opportunities and orders.
Cons: Not alot
Best Uses: Pretty Standard Stuff - we use it to track contacts, record notes, track activities, leads, opportunities and orders.
Review Context: I'm part of the leadership team at a professional services business, we specialize in providing presentation services to large enterprises.
Good CRM for SMBs
Review for Workbooks CRM for Small and Medium Business by Lucas Overmars on 2010-11-08
Helpful CRM tool at a reasonable price. Well designed for SMBs Very handy to manage contacts, integrate most emailing functions, lead management, marketing campaigns, access quoting tools, review forecasts... The business account allows orders management (processing, fulfillment, pricing schemes, invoicing...)
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Pros: good email marketing functionality integrate Google Adwords 30 day free trial web-based, no software needed
Best Uses: for SMBs looking a complete CRM / email marketing / order management tool that is easy to use and reasonably priced
Workbooks CRM for Small and Medium Business
Workbooks is one of the fastest growing provider of CRM apps designed specifically for small and mid-size organisations. With headquarters in the UK, our suite of software enables our Learn More →