Workbooks Features

Workbooks

CRM For Small and Medium Businesses

4.37/5 (103 reviews)

Workbooks Feature Summary

  • Customer Support - Case assignment, automatic ticket numbers
  • Email Dropbox & ability to send Outbound Emails
  • Foreign Currency & Exchange Rates
  • Fully Featured Reporting Functionality
  • Marketing - Campaign Management, Campaign Membership
  • Notes, Activities and Notifications
  • Product Book - Manage Products & Pricing Schemes
  • Sales - Lead & Opportunity Management, Forecast & Quotas
  • Sales Order Processing - Create Quotes, Orders & Invoices
  • Unlimited Customisable Dashboards

Competitor Feature Comparison

API
Activity Dashboard
Activity Tracking
Appointment Management
Auditing
Authentication
CRM Integration
Calendar Management
Campaign Management
Case Management
Client Portal
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Charts
Custom Fields
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Mapping
Data Synchronization
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Estimating
Event Triggered Actions
Geographic Maps
Goal Setting / Tracking
Invoice Management
Lead Management
Microsoft Outlook Integration
Mobile Workforce Control
Monitoring
Multi-Company
Multi-Currency
Multi-Language
Order Management
Pipeline Reports
Projections
Quote Management
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Social Media Integration
Summary Reports
Task Management
Task Scheduling
Third Party Integration
User Management
Visual Analytics
Workflow Management
Learn moreCompare App
API
Activity Dashboard
Activity Tracking
Appointment Management
Auditing
Authentication
CRM Integration
Calendar Management
Campaign Management
Case Management
Client Portal
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Charts
Custom Fields
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Mapping
Data Synchronization
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Estimating
Event Triggered Actions
Geographic Maps
Goal Setting / Tracking
Invoice Management
Lead Management
Microsoft Outlook Integration
Mobile Workforce Control
Monitoring
Multi-Company
Multi-Currency
Multi-Language
Order Management
Pipeline Reports
Projections
Quote Management
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Social Media Integration
Summary Reports
Task Management
Task Scheduling
Third Party Integration
User Management
Visual Analytics
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Tracking
Appointment Management
Auditing
Authentication
CRM Integration
Calendar Management
Campaign Management
Case Management
Client Portal
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Charts
Custom Fields
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Mapping
Data Synchronization
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Estimating
Event Triggered Actions
Geographic Maps
Goal Setting / Tracking
Invoice Management
Lead Management
Microsoft Outlook Integration
Mobile Workforce Control
Monitoring
Multi-Company
Multi-Currency
Multi-Language
Order Management
Pipeline Reports
Projections
Quote Management
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Social Media Integration
Summary Reports
Task Management
Task Scheduling
Third Party Integration
User Management
Visual Analytics
Workflow Management
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Mobile apps

iOS App


0 reviews

Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Workbooks Feature Reviews

25 reviewers had the following to say about Workbooks's features:

Tim Martin

A new improved way of working

2018-12-07

We were working across 6 databases (a separate one for each of our brands) and had no visibility of crossover.

Pros

We now have a true single customer view that includes all marketing contact as well as website activity of our members.

Cons

The importing tool is good and fairly intuitive for simple tasks but there is a lot of data work that needs to be done beforehand.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike Starnes

Workbooks CRM

2010-07-09

Once we started to trial and use the service we recognised that we could use it for much much more, and in fact we have been able to reduce the amount of paperwork and personnel involved in managing certain tasks, such as producing quotes or tracking the success and return of marketing campaigns.

Pros

Easy to customize (fields, views, reports), the service requires very little training Configuration and policy enforcement is straightforward Ability to manage multiple databases Forecasting and tracking opportunites from prospect through to sale

Cons

My only criticism currently is that to my knowledge I can integrate it with outlook to record history, I believe this is coming.

Source: GetApp
Helpful?   Yes   No
Read more
Brian Phoenix

Good CRM system for small SMS

2018-11-20

We were using two separate systems, so made sense to merge new business and customer databases into one

Pros

Good customisation; easy to use; automatic email reports.

Cons

Customisation of report layouts for printing needs to be improved, but working on this

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
David Cartwright

Flexible, Powerful and Strong competitor to Salesforce.com!

2017-02-02

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

Pros

Reporting, bulk updates, custom email templates, sales lead web form.

Cons

Automated lead allocation would required custom php code.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
lucas overmars

Good CRM for SMBs

2010-11-08

Well designed for SMBs Very handy to manage contacts, integrate most emailing functions, lead management, marketing campaigns, access quoting tools, review forecasts...

Pros

good email marketing functionality integrate Google Adwords 30 day free trial web-based, no software needed

Source: GetApp
Helpful?   Yes   No
Read more
Emma Peacock

Utilised for general data base and sales lead tool

2015-10-01

Pros

This product is easy to use to track all customer interactions and sales leads, straightforward and fairly intuative for anyone who has used a lead management tool

Cons

Reporting is pretty complex, not so intuative but exports to excel very well.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering Workbooks

Use as much of the system as possible, ensure you have plenty of experience with the product you are reviewing/evaluating

Source: Software Advice
Helpful?   Yes   No
Read more
Paolo D'Angelo

Excellent product

2018-11-16

It's never a pain to work on this software, it's easy to use and the support is brilliant

Pros

Simplicity, integration and functionalities

Cons

Creating reports it's a bit of a challenge

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dave

Fantastic UI/UX

2014-03-15

One thing I can stop thinking about is the desktop-style UI, with the movable windows, file icons, and pop-up start menu, all work just as well as Mac OS or Windows (Pre-W8) desktop.

Pros

Desktop-Style UI Easy-to-grasp UX Reporting capabilities

Source: GetApp
Helpful?   Yes   No
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Teresa Brown

It is easy to use and cutomise.

2017-10-27

Real time reporting on quotes, orders and invoicing.

Pros

This was a big step for our business as our processes were all done manually. This has revolutionised the business as almost everything is system generated. It is a fanatic piece of software.

Cons

The reporting element can be a little overwhelming but the support received is second to none.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 11-50 employees)

Workbooks is an excellent sales tool!

2017-11-02

It is easy to find contacts and their history.

Pros

I can contact leads directly from their record by email and workbooks will keep track of our communications.

Cons

Setting up complex reports can be a bit challenging at times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Telecommunications company, 51-200 employees)

I like the customisability of the application.

2017-11-03

increased efficiency through automation Increased monitoring and reporting Increased infomation to better understand our business

Pros

I like the way you can pretty much create anything using there API and PHP based script database.

Cons

Often issues are experienced by multiple customers and work arounds are certainly possible.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Retail company, 11-50 employees)

Great CRM Solution for Small Business

2020-09-03

Overall user experience is great, very cost effective for us - small business.

Pros

Easy of Use, Cost Effective, Cloud-based

Cons

Support contact is slow for us to work with integrations, no API/web services to work with so it is not as smooth as we would like it to be.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason Khan

Affordable CRM Solution for Sales and Marketing

2015-02-06

Pros

It allows easy integration possibilities with most other systems with an API and has good integration with other systems out of the box.

Cons

The CRM could use a better mobile app, but it does provide basic functionality if you want to check your records.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering Workbooks

It is best to always speak with someone who is already familiar with the system rather than having to go through learning it from scratch. Also, people would prefer transaction documents (the PDFs) to be customized, and it is possible to do this if you have a developer or can hire a developer who can code in XSL. This would be an example of something which may not appear to be easily editable but is very possible.

Source: Software Advice
Helpful?   Yes   No
Read more
Brian Walsh

Verified Reviewer

Amazingly Simple

2014-06-12

As a software service company we had been using crm that did a lot of what we needed but whose functionality didn't allow us to scale, and customer service was very difficult to get in touch with.

Pros

Easy integration with other cloud software.

Cons

Integration with google calendar is not present until August of 2014.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more
Simon Johns

CRM that just works well

2018-11-20

The whole company is easy to work with.

Pros

We have integrated it with our back end systems to provide a single version of the "truth" - the API was very easy to use and the integration very quick to do.

Cons

The origin UI was very old school, but fortunately that has now been fixed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Rosie Barfoot

Fantastic tool for voluntary work

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.

Pros

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.

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
Read more
Rob Stevenson

An ok start but strong development & quickly becoming reliant on its versatility once understood

2017-10-18

The ability to move towards a single, powerful platform which streamlined business processes from marketing to sales and order processing and gave each area of the business full and powerful reporting.

Pros

Some CRM systems can deal with lead tracking and customer tracking, but Workbooks very easily deals with this as well as all financial areas of the business sales orders, invoicing, purchasing and more.

Cons

A number of other CRM's allow you create 'general' reports far easier due to a more simple interface but they lack the power.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Alternative Dispute Resolution company, 51-200 employees)

Easy to use, understand and adapt to the needs of the business

2017-11-14

Merged existing business systems (spread across 3 databases) into one database and automated huge parts of the business processes.

Pros

Powerful reporting functionality.

Cons

Occasional need to develop a more complex solution than it first appears and limitations to a certain extent by automated processing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam Priestley

Excellent easy to learn CRM System

2018-03-09

Pros

Powerful reporting and customization helps us make informed data driven decisions easily

Cons

Limitations for Manufacturing businesses. We will always need an MRP/ERP system alongside Workbooks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Abigail Davis-Fletcher

TDS Workbooks review

2019-05-28

Their CRM package is very different to the kind of platform that a company like TDS would require but they have always helped us customize our databases so that we are able to support our products as best we can.

Pros

We have customised our databases heavily to support our products and this has only made Workbooks better for us as a company.

Cons

I would like more information when I receive errors when creating reports, or a bit more content on the Knowledge Base about this so that I do not need to refer my queries to Support as often.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Oil & Energy company, 51-200 employees)

Simple to use, captures all the information we need, flexible and has been well adopted

2017-11-08

Pros

I like that the system is simple to navigate and update. With little training users can get started use the system effectively.

Cons

I have needed to contact support for assistance on reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jaime Bloom

Customer Support is Fantastic

2015-02-19

Pros

The product is customizable and affordable.

Cons

The many applications that can be added to the CRM are not already integrated.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

9/10

Recommendations to others considering Workbooks

All companies need a CRM; this platform is the most affordable for a startup/small business.

Source: Software Advice
Helpful?   Yes   No
Read more
Adam Grieve

User for 5 years

2017-11-10

The use of automated invoice scripts saves several members of staff many hours each week.

Pros

Very good reporting tool.

Cons

Only being allowed two named support contacts is a little tedious sometimes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew Barnes

Does what it says on the tin

2015-01-15

Great user interface, easy to use, flexible and comprehensive.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anna Ottomar

Reviewing workbooks

2015-09-25

Pros

The best thing I like about this product is that its an efficient and easy way to keep all your contacts and prospects in one database.

Cons

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Likelihood to recommend

5/10

Recommendations to others considering Workbooks

Think about what you would use this for on a day to day basis - how easy or quick is it to use?

Source: Software Advice
Helpful?   Yes   No
Read more