9.0
Spot Score
Nurture relationships, boost sales with Workbooks CRM.
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Starts from $39/User/Month
Workbooks has emerged as a versatile, robust, and highly customizable CRM solution, particularly well-suited for small to medium-sized enterprises (SMEs). Praised for its flexibility, intuitiveness, and feature-rich platform, Workbooks allows businesses to streamline and integrate their operations across sales, marketing, account management, support, and finance. ...Read more
Highly customizable platform, enabling users to tailor the CRM to fit specific business processes and goals.
Affordable and ideal for small to medium-sized businesses, with no hefty costs for essential functionalities.
Streamlines business operations across departments, connecting sales, marketing, and finance on one unified platform.
Intuitive user interface, making it easy to learn and navigate, even for non-tech-savvy users.
Configuration and setup can be time-consuming, and a learning curve exists, especially for creating customized reports.
Limited out-of-the-box integrations with popular tools like Tableau, SurveyMonkey, or BI platforms, which restricts advanced connectivity.
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Showing 161-163 out of 163
M
Moses
02/22/18
Fast and efficient system to retrieve data
PROS & CONS What are the best aspects of this product? I think that Workbooks is a great system for retrieving caller data, as it records literally every detail concerning leads and cases coming to the Company's 0800 number. When you create a lead, it adds both the person and the company, which automatially cuts time for importing cases separately. We are even able to track certificates we didn't receive back, and to check the record of a client while speaking with him on the phone. ...
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M
Milton
01/29/18
Workbooks' Contact and Case Management empowered our IT support team
PROS & CONS What are the best aspects of this product? Workbooks fits right in that small support gap that pulls a business back when it can't support all customers equally. It was the right decision made at the right moment to summarize all customer-related actions, and it integrated into our daily To-Dos without us even noticing it. The strongest feature is definitely Case and Contact Management, and we use many of its component. My personal favorite is Outlook Connector because it ...
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N
Nicolas
12/15/17
The exact dynamic solution our company needed
PROS & CONS What are the best aspects of this product? Workbooks is a fast and reliable system, with amazing reporting tools to support our sales. Pipeline tracking is where the system becomes most helpful, because of the amazing reporting, invoicing, and processing leads. The quotation process is incredibly dynamic and fast, but the best part of it is definitely its professional appearance. What aspects are problematic or could work better? It doesn’t really allow you to format ...
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