Workbooks CRM Reviews in July 2026: User Ratings, Pros & Cons

CRM that does what it sets out to do

What do you like best? Integrates well with our back-end systems, works very well for our users and integrates well with other SAAS software, such as Survey Monkey and MailChimp. What do you dislike? When we first purchased, the UI was awful - but thankfully that has now been rectified to a much slicker and modern looking interface. Recommendations to others considering the product: Do your homework and check it's the right software for you What problems are you solving ...

Workbooks Overview

What do you like best? Easy to use and adapt to our needs. Reporting is of benefit What do you dislike? Integration as it is very long winded and follow up What problems are you solving with the product? What benefits have you realized? Recording and tracking sales & opportunities

User friendly, customisable CRM product

What do you like best? Workbooks has a great level of customisation available, meaning we can edit all the record types in terms of how they look, what must be filled and what is shown for certain people if necessary What do you dislike? I've found more often than not, I have had to chase up Workbooks on completion of some minor paid developments. I also found in our early days of using the product in situations where I'd need customer service it would be a real pot luck of if I get ...

Worksbooks

What do you like best? I love using workbooks because it is so easy and flexible! What do you dislike? When I first started using workbooks it was difficult to learn at first, but once I was trained it was extremely easy to catch on. What problems are you solving with the product? What benefits have you realized? Well the benefits of worksbooks is that it helpful for our company; however, it all depends on how the company is using it. It just easier for our business

Workbooks review

What do you like best? What I like best about workbooks is that is so big and has so many information that you can access to, it has everything in it. What do you dislike? It can be the design, but it isn't so bad. Recommendations to others considering the product: I would like to see that more people use this tool, is really helpfull. What problems are you solving with the product? What benefits have you realized? I can select several books for my work and projects.

Administrative Assistant

What do you like best? I love how organized it keeps me and my boss. I also like the color scheme it's soothing to me. What do you dislike? I don't like how you have to enter in every single line, unless there is a short cut I'm unaware of . What problems are you solving with the product? What benefits have you realized? It helps keep miniscule office purchases, as well as, big time invoice s. Returns etc. Neatly in electronic state so it virtually eliminates the need to hold ...

Intuitive and always striving for more

What do you like best? I like that the system follows a logical and common sense approach to creating a user friendly system that enables clients to develop the CRM into a platform that works for them. Their knowledge base is a excellent resource that empowers users to learn and develop the system in a way that works for them What do you dislike? The dashboard functionality has felt a bit one dimensional though I know this is an area on Workbooks roadmap for future development so am ...

Function rich and highly configurable

What do you like best? Whilst Workbooks comes with so much functionality 'out of the box', it's highly configurable. Whilst this isn't necessarily easy for the layperson, Workbooks provide great training, assistance and support. They are regularly enhancing the product to release new features. The reporting tool is very powerful and enables pretty much any data to be combined. What do you dislike? As with any software product there's a few bugs and things that could be better, but ...

OK but still not convinced it's fit for our purpose

What do you like best? It is really easy to export contact lists into other programs What do you dislike? That the system does not automatically blind copy workbooks into each of our client emails. Therefore the team are not effectively using the system, as there is no accurate record of all client contact made, we have to blind copy dropbox in each time we send an email What problems are you solving with the product? What benefits have you realized? N/A

Workbooks CRM in the flooring construction industry

What do you like best? The cloud based nature of the software with very competitive pricing options make Workbooks an attractive choice to use, but more than that is the simplicity of the interface and its intuitive nature to use. There is a significant degree of customisation available which meant that we could adapt the standard CRM language and names to better fit our own bespoke business processes. This is a big plus of the system to us at Courtcraft. I would also recommend you check ...