Workbooks is a cloud-based CRM tool for small businesses. It enables users to perform various functions such as sales task management, lead management and scoring, and marketing automation. It also has some ecommerce capabilities including invoicing, order processing, and supplier management. We compiled Workbooks CRM reviews from around the web and found that it has generally positive ratings. We also shared its available subscription options.
Pricing & Features
Summary of Workbooks CRM User Reviews
What Workbooks CRM does well:
Users who recommended Workbooks CRM said that the app is highly customizable, which allows them to design their own workflows and processes. They also said that it is user friendly, easy to understand, and has a great dashboard interface. Excellent customer service was also consistently cited.
What Workbooks CRM does not do well:
Users who gave Workbooks CRM negative reviews said that the reporting capabilities can be improved. Some users also said that they encounter occasional data importation glitches.
Most Helpful Positive User Review:
A user who left a positive review of Workbooks CRM on G2 Crowd said that Workbooks is user-friendly, unlike other CRM platforms that are difficult to understand. He said that the system is designed to look like Windows, complete with a desktop and start menu, so it is very intuitive and familiar. He shared that another great feature of Workbooks is its system flexibility. He said that, unlike other systems which force users into their rigid way of thinking, Workbooks lets users assign custom fields for users to input — which is handy if they have specialized data requirements that may not be otherwise covered by a CRM system.
Most Helpful Negative User Review:
A user who left a negative review on G2 Crowd said that she encounters occasional glitches when importing data to the system. She also said that the ability to assign task to team members is limited to one person per task, which makes it inconvenient if multiple team members are working on an item.
Workbooks CRM Pricing
Workbooks CRM has a free subscription option and four paid monthly plans ranging from $30 to $86 per month. The main difference between the plans is the availability of premium features such as order processing, invoicing, and level of customer support.
Workbooks CRM Features
Check out the list below of some of Workbooks CRM’s features.
- Lead and Pipeline Management: enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Lead and Deal Scoring: displays probability to close a deal or level of potential purchase or from a customer/client.
- Contact Management: lets users organize a directory of all their business contacts including their profile and contact information.
- Marketing Automation: allows users to perform and automate repetitive tasks related to marketing such as sending email newsletters and managing social media.
- Ecommerce Function: enables users to perform ecommerce tasks such as managing product inventory, communicating with customers, and processing orders.
- Third Party Integrations: Lets users seamlessly integrate other apps they use such as marketing automation, ecommerce, file management, social media, landing page builder programs, among others.
Useful Workbooks CRM Resources
What is a CRM Software? — In this guide, we answer questions surrounding CRM software such as what it does, who needs it, how a CRM works, and how/if it can help your small business.
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compare Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
Best Free CRM Software — Want to use a CRM, but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Workbooks CRM Overview Video
This video provides an overview on how Workbooks CRM can help businesses improve their customer relation activities using its different functionalities.
When choosing a CRM, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Workbooks CRM’s popular integrations.