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

Easy, simple and straight forward to use

What do you like best? The layout of the system and reporting features. What do you dislike? the fact that duplicates can be hard to merge and remove also some features are not relevant to the business that i work within. Recommendations to others considering the product: It will make a huge difference in your structure and organisation What problems are you solving with the product? What benefits have you realized? Reporting and gathering a better picture of our ...

CRM for the whole business

What do you like best? The flexibility of Workbooks, means that it is used by different teams across the business, and ensures that we are all joined up What do you dislike? Frustrated that there is not a native iOS app for offline access to prospect. Recommendations to others considering the product: Forward thinking UK business What problems are you solving with the product? What benefits have you realized? We are constantly finding new ways to use Workbooks and ...

Excellent Software

What do you like best? Simplicity of usage and the support team What do you dislike? It's difficult for me to create reports, hopefully the new version will be better What problems are you solving with the product? What benefits have you realized? Invoicing has been speed up, we can close our billing cycle ion days instead of weeks

Workbooks is easy to use

What do you like best? Workbooks is easy to use because it just looks like a windows desktop. I use it to track sales enquiries, and I like that I'm able to hide fields that aren't relevant to me. The knowledge base and forum are good and there are loads of ideas of how else I can use Workbooks in my business further. I like being able to log in from anywhere, and their mobile version is really good. It allows me to take down details from customers when i see them rather than using ...

Brilliant customer service, innovative company

What do you like best? Open APIs which open up possibilities for innovative interfaces. Excellent customer service, a team that really cares about providing solutions. Good at connecting users with their events and updating on new developments. What do you dislike? Communigator interface has been a little tricky for us but through no fault of Workbooks and they have put a lot of effort into rectifying. Recommendations to others considering the product: Definitely a ...

User friendly

What do you like best? I like workbooks because it is user-friendly and the customer service is actually really great. I had to call when I was first set up and they were super helpful. All features don't pertain to my business, I'm a real estate agent, but as a CRM it works well for my needs. Great for marketing and sales. (Note my father is the actual user who deals with the "finance" part of it-as he does all of my finances) What do you dislike? There are lots of extra features ...

Workbooks Review

What do you like best? We use workbooks to record all of our potential and exsisting customer details which allows me to therefore create marketing campaigns and keep in touch with these people. The workbooks system also allows me to mange our sales pipeline and also understand what opportunities we currently have in the business and what we have created for the year. What do you dislike? I would like the flexibility to be able to change PDF layouts Recommendations to others ...

more great leveragej

What do you like best? Pros: Very helpful support team Able to customize the interface to suit your needs great flexibility in how you want to use the software excellent for lead tracking works on mobile and tablets What do you dislike? Cons: Tried to use as a support tool but it isnt suitable, we had to fill in too many different fields to close or update a case as it didnt link to organisations easily Can be difficult to use as its so flexible ...

Great tool for a customer success team

What do you like best? It is a wonderful tool to generate Reports and Dashboards that give you insight into your Case KPIs. Understanding your customer service performance will help you make the right decisions - ultimately increasing customer satisfaction. It gives a more in depth look at your clients so they don't fall through the cracks. What do you dislike? It is an excellent tool for customer success but not robust enough for a full cycle sales team so most businesses you will ...

Overall a breeze to use

What do you like best? The over website and design of the website allows you to seemingly navigate to your desired area . The easy but knowledgeable site is very easy to use . What do you dislike? The negatives of this site maybe it that there is no app . Maybe having an app would allow easier access. If there is an app it isn’t adverted or access to it wasn’t really noticeable.over all not a lot of negatives . Recommendations to others considering the product: Intergrated ...