Workbooks

Workbooks

30 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Workbooks	Score4.9 out of 10	N/A	Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.	$30 per user/per month

Pricing

Workbooks

Workbooks CRM Edition: $30
per user/per month
Workbooks Business Edition: $65
per user/per month

Pricing Offerings
Workbooks
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes

Optional

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Community Pulse
Key User Insights
	Workbooks
Considered Both Products	Workbooks Online Adam Grieve Operations Manager in Finance and Accounting at Taopix LTD (Computer Software, 11-50 employees) Chose Workbooks We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as … Incentivized Helpful? Dianne Moralee Sales Director in Sales at Taopix Ltd (Computer Software, 11-50 employees) Chose Workbooks We selected Workbooks because it had a more powerful reporting engine and a much slicker way of managing the sales pipeline and territories. It also gave us the ability to manage the support contracts better and ensure that the support team knew exactly who was in an active … Incentivized Helpful? Andrew Cutler General Manager in Corporate at Beta Safety Systems Limited (Public Safety, 11-50 employees) Chose Workbooks The ability to customize Workbooks really gave them the lead against the other products that we have used or that we considered when upgrading from the Base CRM system. Incentivized Helpful? Michael Carey Business Development Manager in Sales at Taopix Ltd (Computer Software, 11-50 employees) Chose Workbooks I've only used SugarCRM, Workbooks is a much more sophisticated product. A huge step in the right direction and the company are much better organized now, all across the board. The reporting, lead and support management are much more reliable for our business. We can do a lot … Incentivized Helpful? Mark Cohen President in Marketing at Colloquy Digital, LLC (Marketing and Advertising, 1-10 employees) Chose Workbooks Workbooks was the best overall value. It had the functionality the client needed at the best price and the quickest implementation set up and overall time frame. Incentivized Helpful? Brian Walsh BA/PM in Marketing at Lucid Switch (Information Technology and Services, 1-10 employees) Chose Workbooks Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design … Incentivized Helpful? Brendan Harris, MBA Director of ICT in Information Technology at Coeliac UK (Non-Profit Organization Management, 11-50 employees) Chose Workbooks Stacks up well against private sector CRM, membership MRM and fundraising management systems - We needed functionality only normally seen within one or another of these system types and we chose Workbooks due to the comprehensive nature of what it can do, ease of use, … Helpful? Phil Brooks Operations Director in Marketing at Connection2 (Marketing and Advertising, 11-50 employees) Chose Workbooks For us, SFDC was like using a sledge hammer to crack a walnut. Plus the cost put us off. CallPro CRM came a close second in our review, but what made us eventually go with Workbooks was the UI. It was a much more friendly environment to work in. Helpful? Peter Lindeman Managing Director in Marketing at WeCloud Benelux (Information Technology and Services, 1-10 employees) Chose Workbooks Have worked with the likes of SugarCRM, Salesforce, Siebel, and some of their predecessors. Most of them are too much, too complex and too expensive. Have seen most of these implemenations fail. Buying these typically require much consultancy and much bespoke implementation … Helpful? James Gray CEO & Founder in Sales at Taopix Limited (Information Technology and Services, 11-50 employees) Chose Workbooks We were previously with Sugar and this served us well when we started with very little money and a few staff, however we quickly outgrew Sugar and additional functionality required custom work or 3rd party plugin's. We needed a scalable system that could grow with our business, … Helpful? Paul Reynolds IT Admin in Information Technology at CA Technologies (Hospitality, 11-50 employees) Chose Workbooks We looked at Salesforce and Sage, they were too heavy and the custom work required meant any change would be cost prohibitive. Helpful? Chris Hood Sales and Marketing Manager in Sales at Cobham Aviation and Engineering Services (Defense & Space, 51-200 employees) Chose Workbooks Much lower cost than both products Very favourable comparison in user experience with M'soft Better GUI than S'force Helpful? Verified User Chose Workbooks Salesforce, Pivotal and Sugar. I find Workbooks much easier to use and more efficient. Helpful? Verified User Chose Workbooks Haven't used any similar products. Helpful? Andy Regent Sales Director in Sales at Interactive Presentation Solutions Ltd (Design, 1-10 employees) Chose Workbooks Easier to use…….and less expensive to customise. Helpful? Martijn Daalder Media Advisor / Sales Director in Sales at i.o.v. MMD Media Selectieve verkoop (Publishing, 11-50 employees) Chose Workbooks Sage CRM overall is a good product, but it's ease of use left something to be desired, especially with our administrative department that had little to no experience with CRM. Another BIG PLUS of Workbooks.com over Sage is the fact that it's somewhere between 50% to 30% cheaper! … Helpful?
	Would buy again
	No answers on this topic
	Delivers good value for the price
	No answers on this topic
	Happy with the feature set
	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic
	Implementation went as expected
No answers on this topic

Features

Workbooks

Comparison of Sales Force Automation features of Workbooks
Feature	Workbooks 7.7 9 Ratings
Customer data management / contact management	8.59 Ratings
Workflow management	8.27 Ratings
Territory management	7.79 Ratings
Opportunity management	8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)	6.49 Ratings
Contract management	7.29 Ratings
Quote & order management	7.68 Ratings
Interaction tracking	6.48 Ratings
Channel / partner relationship management	8.48 Ratings

Comparison of Customer Service & Support features of Workbooks
Feature	Workbooks 6.3 8 Ratings
Case management	6.28 Ratings
Call center management	6.82 Ratings
Help desk management	5.88 Ratings

Comparison of Marketing Automation features of Workbooks
Feature	Workbooks 7.3 7 Ratings
Lead management	8.07 Ratings
Email marketing	6.67 Ratings

Comparison of CRM Project Management features of Workbooks
Feature	Workbooks 7.5 9 Ratings
Task management	7.77 Ratings
Billing and invoicing management	6.88 Ratings
Reporting	7.87 Ratings

Comparison of CRM Reporting & Analytics features of Workbooks
Feature	Workbooks 8.6 8 Ratings
Forecasting	8.28 Ratings
Pipeline visualization	8.88 Ratings
Customizable reports	8.88 Ratings

Comparison of Customization features of Workbooks
Feature	Workbooks 7.7 8 Ratings
Custom fields	8.48 Ratings
Custom objects	7.67 Ratings
Scripting environment	7.56 Ratings
API for custom integration	7.57 Ratings

Comparison of Security features of Workbooks
Feature	Workbooks 7.5 8 Ratings
Single sign-on capability	7.05 Ratings
Role-based user permissions	8.07 Ratings

Comparison of Integrations with 3rd-party Software features of Workbooks
Feature	Workbooks 6.9 6 Ratings
Marketing automation	6.76 Ratings
Compensation management	7.02 Ratings

Comparison of Platform features of Workbooks
Feature	Workbooks 4.2 7 Ratings
Mobile access	4.27 Ratings

User Ratings
	Workbooks
Likelihood to Recommend	7.0 (18 ratings)
Likelihood to Renew	8.5 (7 ratings)
Usability	7.3 (1 ratings)
Availability	9.1 (2 ratings)
Support Rating	8.2 (1 ratings)
Online Training	6.4 (1 ratings)