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Über Workbooks

Nutzerfreundliche Online-Software zur Unterstützung des Geschäftslebenszyklus, einschließlich Vertrieb, Marketing, Kundenbetreuung und Verkaufsauftragsabwicklung.

Erfahre mehr über Workbooks

Vorteile:

We have been working with Workbooks for 4 years and have been delighted with it. The on-boarding was easy, and has stood the test of time.

Nachteile:

Lack of built in lead allocation functionality. Automated lead allocation would required custom php code.

Bewertungen zu Workbooks

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,1
Kundenservice
4,3
Funktionen
4,2
Preis-Leistungs-Verhältnis
4,1

Weiterempfehlungsquote

8,1/10

Workbooks hat eine Gesamtbewertung von 4,3 von 5 Sternen basierend auf 109 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (109)

Neil
Neil
Managing Director in UK
Verifizierter Nutzer auf LinkedIn
Computer-Software, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Fantastic CRM tool

5,0 vor 7 Jahren

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

Vorteile:

We use the software from lead management through to invoicing, it is easy to use and fully featured. Our support team manage all cases through the system.

Nachteile:

I think the mobile tools could be improved as we don't use the mobile workflow. Maybe a dedicated app would be an option in the future.

Teresa
Business Support Manager in UK
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

It is easy to use and cutomise.

5,0 vor 7 Jahren

Kommentare: No more manual processes!
Real time reporting on quotes, orders and invoicing.
Management dashboards.
Tracking Sales against targets
Following up on opportunities.
The list is endless :)

Vorteile:

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.

Nachteile:

The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great!

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

It tries to do too much

2,0 vor 3 Jahren

Kommentare: As a publisher, we were looking to get this to do everything from flat planning, through to media booking and accounts. Due to not having one of the top packages it meant that the product couldnt meet our needs. This wasn't Workbooks fault. I did find that the integrations with things such as Outlook broke regularly which was slightly frustrating

Vorteile:

Integration with other tools works well, and great to be able to add in things such as lead forensics into the lead generation application.

Nachteile:

Moving clients through the customer journey is too clunky, you can easily end up with duplications, lose the data, or sometimes set the record up only to not be able to find the client at a later date. This could perhaps be due to the fact we didn't have the top functionality.

Rioghan
Rioghan
Software Developer in Irland
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Workbooks makes keeping track of orders easy

4,0 vor 7 Jahren

Vorteile:

Its very user friendly and has an interface that's easy to understand and use. Its easy to customize layouts views etc. The quality of service delivered to customers has improved. Overall it has helped the company to grow and continue to do so.

Nachteile:

We needed a specific function and were told that it would be available in a future release. We changed a process in the business and then the feature came out sooner.

Mike
Mike
IS Officer and Data Analyst in UK
Verifizierter Nutzer auf LinkedIn
Non-Profit-Organisation Management, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Good, all round CRM system

4,0 vor 6 Jahren

Kommentare: We manage client support using cases and record those individuals in people records. Consent recording for data protection and recording of objections to processing is our most recent change

Vorteile:

The level of customisation that we can carry out in house. The reporting suite is also pretty flexible.

Nachteile:

When reporting, linking to some table can really slow the reports down. Campaign membership being the main one

Adam
Adam
Operations Manager in UK
Verifizierter Nutzer auf LinkedIn
Computer-Software, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

User for 5 years

4,0 vor 7 Jahren

Kommentare: The use of automated invoice scripts saves several members of staff many hours each week.

Vorteile:

Highly Customisable, and very easy to grant access to specific areas only to different staff members. Very good reporting tool.

Nachteile:

Sometimes picking apart the customisation to fix one small thing can be time consuming. Only being allowed two named support contacts is a little tedious sometimes.

Yemsi
Yemsi
Planificador Territorial II in Venezuela
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

Comprehensive crm software

4,0 vor 7 Jahren

Kommentare: 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

Vorteile:

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. I like the reports, because we can focus on marketing spots accordingly. And the hole company, and I mean sales, support and management are connected around one software.

Nachteile:

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

Simon
Simon
IT Director in UK
Verifizierter Nutzer auf LinkedIn
Architektur & Planung, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

CRM that just works well

5,0 vor 6 Jahren

Kommentare: The implementers and support team are spot on. Very attentive, got our business and did their job well. The whole company is easy to work with.

Vorteile:

It did everything we asked of it. We have integrated it with our back end systems to provide a single version of the "truth" - the API was very easy to use and the integration very quick to do. We also esily integrated with other SAAS software such as MailChimp and Survey Monkey

Nachteile:

The origin UI was very old school, but fortunately that has now been fixed. Workbooks being a smaller vendor don't have so many out-of-the-box integrations as other CRM vendors, such as SalesForce

Adam
Adam
Commercial Manager in UK
Verifizierter Nutzer auf LinkedIn
Kunststoffe, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Excellent easy to learn CRM System

5,0 vor 7 Jahren

Vorteile:

Friendly user interface encourages fast adoption. Powerful reporting and customization helps us make informed data driven decisions easily

Nachteile:

Limitations for Manufacturing businesses. We will always need an MRP/ERP system alongside Workbooks.

Cesar A
Cesar A
Analista in Venezuela
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

This is what you need to improve your company

5,0 vor 7 Jahren

Kommentare: This tool has help us a lot planning our expenses and calculating our taxes paying through out the year, this help us a lot to control our budget and to know when we have to reduce our expenses and when we can expend more money for the community with our social projects.

Vorteile:

Workbooks offers everything a company needs to get the most of it, there are a endless numbers of things that you can do with this app, this app does not only do like other apps of CRM do, like manage accounting, automatizing processes or show expenses and budget graphics, this app also improve all that you need for paying taxes, invoicing, ordering, costs and handle in the perfect way the relationship client-company. There are a big numbers of features that can help your organization or company to do the best work.

Nachteile:

This kind of app requiere a great number of data to performance in the best way, so you have to feed in with all the details, about marketing, costumers, details of accounting of your company an so on, if you do not do that you are wasting a huge opportunity to improve your company and not using this tool in the right way.

Samantha
IS officer & data analyst in UK
Non-Profit-Organisation Management, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Intuitive and always striving for more

4,0 vor 6 Jahren

Kommentare: As a client for over 8 years we have been with Workbooks since relevant infancy and it has seen us through significant changes over the years

Vorteile:

This CRM has a logical and flexible approach to enable users to develop a platform that best meets their needs. The configuration functionality allows clients to be self reliant and the knowledge base provides an excellent support resource empowering users to implement their own requirements

Nachteile:

The dashboard functionality has been somewhat one dimensional in the past though I know this is the pipeline for further development and based on the previous enhancements adapted by the CRM I am only expecting great things

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Automotive, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Value, OK CRM

4,0 vor 7 Jahren

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

Vorteile:

The price is extremely good for what you get. If price is your primary criteria, go for it. A lot of stuff can be customized, though the API & tools are just so-so

Nachteile:

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK. They do an extremely good job for how cheap it is, but there are compromises as a result. The add-ons can add up and diminish the price advantage, so if you need the add-on features, it's worth investigating other products.

Jane
Support Consultant in UK
Computer-Software, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Using Workbooks on customer support desk

4,0 vor 6 Jahren

Kommentare: Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Vorteile:

It was easy to set up and to configure to our needs. Flexible screen configuration and picklists meant we could see what we needed to easily.

Nachteile:

Runs very slowly at times, this makes for frustration on a busy support desk.

Amber
USA
Unternehmensberatung
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

Evolving and Improving

5,0 vor 10 Jahren

Vorteile:

Lucid Switch responds almost immediately to your questions, and any support issues are handled in a professional and timely manner. 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. With a little experience, you can literally design the fields to be whatever you want it to be. We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once. The owner likes the program so much that he instituted it in his other company, as well.

Nachteile:

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. I also wish the icons on the Desktop were movable and stayed where you placed them (like a Microsoft desktop).

Nicola
Service Desk, Change and Contract Manager in UK
Versicherung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Workbooks review

4,0 vor 5 Jahren

Kommentare: Overall it's very good, support is excellent and the team are very helpful.

Vorteile:

The report features - being able to build them yourself.

Nachteile:

Complicated at times, especially with the multiple relationships

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Öl & Energie, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Simple to use, captures all the information we need, flexible and has been well adopted

4,0 vor 7 Jahren

Vorteile:

I like that the system is simple to navigate and update. With little training users can get started use the system effectively.

Nachteile:

I think the reports are complicated to set up, particularly from scratch. I have needed to contact support for assistance on reports. They are not as intuitive as other areas of the system.

Jason
Trinidad und Tobago
Unternehmensberatung
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung
Quelle: SoftwareAdvice

Affordable CRM Solution for Sales and Marketing

5,0 vor 10 Jahren

Vorteile:

Workbooks offers an affordable solution for sales and marketing. It allows easy integration possibilities with most other systems with an API and has good integration with other systems out of the box. They take customer support and feedback very seriously and are continuous on their roll out of updates. This CRM offers transaction documents out of the box for Sales Processing, which is very convenient for sales. Other modules for event management and customer support makes this CRM just more than your typical CRM. This system has its own tabbed Windows-like interface which can make it very easy for new users.

Nachteile:

The CRM could use a better mobile app, but it does provide basic functionality if you want to check your records. Some tasks and stronger functionality in Workbooks CRM may require some more consultation. But this is understandable because the system has to be gentle for new user but allow functionality to admins on the same instance.

Chris
CEO in UK
Forschung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Happy. Selected Workbooks from a wide search and still convinced its the best for what we need.

5,0 vor 7 Jahren

Kommentare: Better access to the right information.

Vorteile:

Versatility. Capable of dealing with complex relationships - people to multiple organisations and organisation to organisation. Analysis and reporting.

Emma
Sales Manager in UK
Gastgewerbe
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Utilised for general data base and sales lead tool

4,0 vor 9 Jahren

Vorteile:

I don't deal too much with the Vendor directly, however, they seem to be able to make the necessary updates required in a prompt manner. 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

Nachteile:

Reporting is pretty complex, not so intuative but exports to excel very well.

James
James
CEO & Founder in UK
Verifizierter Nutzer auf LinkedIn
Computer-Software, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Workbooks is a very feature rich easy to use CRM platform

5,0 vor 7 Jahren

Vorteile:

Once setup the level of data available is amazing. We use workbooks across all parts of our business. As the CEO I regularly access to a few dashboards that tell me the majority of information I need to know about the business performance in realtime.

Trevor Townsend
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung
Quelle: GetApp

Make your choice carefully, the cost is not the software

5,0 vor 11 Jahren

Kommentare: When selecting a CRM you should not only be concerned about the license and implementation cost, both of which are important, but you should be equally concerned about the long term viability of the first supplying the CRM. There are 100's of small and cheaps CRM's that will not survive for very long. And if you have spent the time implementing, embedding these in your business process and training your staff, you will have a huge disruption to your business if they disappear. Workbooks is increasingly popular and consistently receives high customer satisfaction rating because it easy to use and very flexible to configure. Quite simply, your sales and admin people will like using it! .

Vorteile:

Workbooks has all the features you need in a CRM and more. Its ease of adoption is its #1 attribute.

Nachteile:

The mobile client uses HTML5, so it is not ideal. A new IOS and Android app is due out soon, really looking forward to seeing that.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Workbook is one of the best CRM companies/services I have used and I will certainly be using again

4,0 vor 6 Jahren

Kommentare: Its extremely simple to use and it really did help us grow and keep track of revenue better then any of the other software we have tried.

Vorteile:

The ease of use and setup. The CRM is extremely easy to use but its made even easier by the fantastic technicians that helped us along every set of the way from purchase to going live.

Nachteile:

I don't really have anything bad to say about Workbooks CRM however if I did have to choose one thing to be improved it would be the look and feel of the software - it could be a bit more modern.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Einzelhandel, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great CRM Solution for Small Business

5,0 vor 4 Jahren

Kommentare: Overall user experience is great, very cost effective for us - small business.

Vorteile:

Easy of Use, Cost Effective, Cloud-based

Nachteile:

Support contact is slow for us to work with integrations, no API/web services to work with so it is not as smooth as we would like it to be.

Valerie
Account Manager in UK
Gastgewerbe
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Easy to use and easy to access

4,5 vor 9 Jahren

Vorteile:

The filing and retrieving of information is easy to do. And you can access your file from any computer.

Nachteile:

Reporting - Not very straightforward to create a report

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

This has been absolutely great for GDPR compliance.

5,0 vor 6 Jahren

Kommentare: A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

Vorteile:

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Nachteile:

I found it a slightly steep learning curve but this is mainly down to my own inexperience rather than anything to do with the software itself.