Workbooks CRM Features List

Workbooks CRM Reviews

Workbooks CRM

CRM For Small and Medium Businesses

4.35/5 (71 reviews)
2,822

Workbooks CRM Feature Summary

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

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (273 other apps)
Activity Dashboard (131 other apps)
Activity Tracking (94 other apps)
Automatic Notifications (128 other apps)
Automatic Reminders (124 other apps)
CRM Integration (92 other apps)
Calendar Management (120 other apps)
Contact Database (95 other apps)
Custom Fields (99 other apps)
Customer Database (101 other apps)
Customizable Branding (120 other apps)
Customizable Reporting (108 other apps)
Customizable Templates (103 other apps)
Data Import/Export (121 other apps)
Electronic Payments (96 other apps)
Email Integration (118 other apps)
Mobile Integration (96 other apps)
Reporting & Statistics (115 other apps)
Social Media Integration (109 other apps)
Third Party Integration (122 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


0 reviews

See all iOS Apps

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

Android App


0 reviews

See all Android Apps

Workbooks CRM Feature Reviews

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

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
lucas overmars

Good CRM for SMBs

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...

Pros

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

Source: GetApp
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
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
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 CRM

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
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
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 CRM

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
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 CRM

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

Source: Software Advice
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
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
Teresa Brown

It is easy to use and cutomise.

2017-10-27

Real time reporting on quotes, orders and invoicing. Management dashboards.

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
(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
Mark Cohen

Excellent Product for Small - Mid-Sized Business

2015-02-20

Pros

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

Cons

The only reason I'm not giving it a 10 is because it isn't as intuitive to use as some of the other CRMs, and the integrations aren't as smooth as Salesforce.com.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

9/10

Recommendations to others considering Workbooks CRM

Clearly list your requirements/expectations. Don't only get demos, but get a hands on trial version to play with, and make sure you ask the tough questions!

Source: Software Advice
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
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
(Automotive company, 11-50 employees)

Great Value, OK CRM

2018-03-07

It's helped our business grow for years, but we've outgrown it and we'll be moving on soon.

Pros

A lot of stuff can be customized, though the API & tools are just so-so

Cons

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Neil Bather

Fantastic CRM tool

2017-11-14

It keeps all our business Managment in one system, so everything is at our fingertips.

Pros

We use the software from lead management through to invoicing, it is easy to use and fully featured.

Cons

I think the mobile tools could be improved as we don't use the mobile workflow.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Peter Johnson

Workbooks great product great price.

2015-01-15

Great CRM software at a good price point.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Yemsi Pino

Comprehensive crm software

2018-02-27

I think the most useful benefit we get is to get in board to the technologies and impulse our business in the web and social networks if aviable, in order to get more costumers

Pros

I like this tool because the dashboard is very transparent and very easy to understand the status of the pipeline, in order to make decisions in our pipeline in order to increase our numbers.

Cons

I don't like to move from workbook to another software platform to attend support cases. In this matter, searching names for support could be a slow process, I think in general is complex to master the different features of the software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Amber Carr

Evolving and Improving

2015-02-19

Pros

I love how the programs is almost completely able to be customized to whatever our needs might be and whatever fields of information we want to track.

Cons

There are a few features that I wish we could do away with completely, like the fact that quotes in Workbooks are Drafts first and then Posted later-- that feature doesn't really mesh well with our company although I can see why it might be beneficial to others.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

9/10

Recommendations to others considering Workbooks CRM

Figure out how you want the system to work step by step, considering all contingencies, and then explain your needs to Lucid Switch. They will work with you to perfect the system to be exactly like you want it to be.

Source: Software Advice
Helpful?   Yes   No
Read more
Catherine Jamieson

Workbooks Review

2010-07-14

As our business grows so does our usage of Workbooks, providing quotes, forecasts and many other reports to help keep us on track as well as ensure we all share important information.

Pros

As a SAS application, the deployment is extremely straight forward. Being a small business, knowing that updates will just get taken care of, simply removes the hassle. If we do have any questions or queries, technical support is excellent too.

Cons

My dislikes are classic inherent database and process issues, eg: if for whatever reason an opportunity is lost, how do you put that organisation/person back into the “lead bucket” or why can’t I have more than one name associalted wtih a lead?

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
Read more
Julio A Rivas

Workbook - Great business marketing plan

2018-02-27

We found that the numbers of our company were slowing down, so we tried out some new tools in order to make our business to keep on track. Workbooks gave us a new way of thinking because just making things in a different way we can reach more clients.

Pros

The software covers from leads to payments, and it have to manage a invoice program.

Cons

Once we knew is a flexible software, we didn't understand the dimensions of it, it took a while to process and adapt all our data to a new way to manage the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

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

Workbooks is incredibly user friendly, and adaptable. The team are always willing to help.

2017-11-14

Pros

It was the first database I have ever used, so I was worried that I would not be able to use it well.

Cons

As System Admin, I use Ids far more than I do references due to importing. That being said, it is still simple to find a record based on their id by using filters within the Record Type.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more