Workbooks CRM Reviews & Ratings

4.3/5

“Customizable but Lacks Some Integration”

Workbooks CRM has simplified the management of my leads and reporting. I do wish there were more third-party integrations, though. The lack of features in comparison to larger CRMs might occasionally be annoying.

Pros : I like how I can change things to fit my workflow. It provides me with good customization.

Cons : When I compare it to bigger CRMs, the integration options are fewer as it has limited third-party integrations.

Switched from : HubSpot CRM

Reason to switch : HubSpot had a lot of features I did not use and need. The costs also added up quickly.

4.3/5

“Clean Interface but Takes Time to Learn”

I like Workbooks CRM's neat and well-structured user interface. It makes keeping track of leads and reports simple and stress-free. However, the learning curve can be steep, and some features require some time to become familiar with.

Pros : The interface is clean and I do not feel lost when I am navigating through the leads and reports.

Cons : There is a steep learning curve. Some features take time to figure out, especially the advanced stuff.

Reason to switch : I switched from Pipedrive because it was too basic for my needs.

4.2/5

“Great Value but Not Ideal for Large Enterprises”

One major benefit is that I feel like I am receiving a lot of features for the money. But it is not designed for big businesses. I would require a more scalable system if my business expanded rapidly.

Pros : It is a fair value for money. I feel like I am getting the value that I have paid for, given all its features.

Cons : It is not the best for large enterprises. If my company scaled quickly, I would outgrow Workbooks and need a larger solution.

Switched from : Nutshell CRM

Reason to switch : Workbooks CRM provided more value for the same cost so I made the switch.

4.2/5

“Secure and Compliant but Lacks AI Features”

I like that Workbooks CRM complies with GDPR regulations and protects my data. Knowing that compliance is not a problem provides me comfort. The AI features are restricted as it would have been good if it had the insights that some other CRMs provide.

Pros : It keeps my data sage and I do not have to worry about compliance issues. It has secure and GDPR compliant.

Cons : Their AI has limited capabilities. It does not have the fancy AI-powered insights that some competitors offer.

Switched from : Pipeline CRM

Reason to switch : Pipeline CRM did not feel as secure as Workbooks CRM.

4.2/5

“Great for Accounting but No Mobile App”

I like the integration of Workbooks CRM with QuickBooks and Xero. I do not have to worry about manually syncing data, and it simplifies things for my financial staff. The one drawback is that I cannot access it when on the road because there is not a mobile app, which can be annoying.

Pros : It offers good integration with accounting tools. It works well with Xero and QuickBooks which keeps my finance team happy.

Cons : I cannot access it on the go easily because there is no mobile app available.

Switched from : Bitrix24

Reason to switch : Bitrix24 was good but the accounting integrations were not as good.

4.2/5

“Helpful Support but Some Features Cost Extra”

Instead of providing normal responses, they are prompt and genuinely assist in resolving problems. The only drawback is that certain features need add-ons, which can raise expenses over time. The base plan should have incorporated more.

Pros : The customer support team is responsive. They are helpful and do not leave me hanging.

Cons : Not everything is covered on the base plan. Some features require add-ons which can slowly add up.

Switched from : Zoho CRM

Reason to switch : I switched to Workbooks CRM because I needed a more responsive support team and a CRM that fit my needs.

4.2/5

“Good for Small Business but Could Use a UI Upgrade”

It is far less expensive than Salesforce, which was depleting my funds. The features are great—my process is streamlined by customization, automation, and reporting. However, the user interface seems a little old. It could be more aesthetically pleasing and contemporary, but it is not horrible.

Pros : It is affordable for small businesses unlike Salesforce. This is great for SMBs like mine.

Cons : The UI feels outdated. It is functional but not as visually appealing.

Switched from : Salesforce CRM

Reason to switch : Salesforce was too expensive for my business and I was not even using half of its features.

4.1/5

“Great Automation but Can Be Slow at Times”

Errors are decreased because I no longer complete everything by hand. The main drawback is that it can occasionally lag when managing large data sets, which can be a little unpleasant.

Pros : The automation feature has saved me time and limited the manual error. I do not have to do anything manually thanks to automated workflows and tasks.

Cons : Sometimes I feel like it occasionally lags, especially when managing large datasets.

Switched from : Microsoft Dynamics 365 Team Members

Reason to switch : I wanted something simpler that still provided decent automation features. Dynamics 365 was too complex.

4.1/5

“Great Reporting but Custom Reports Need Work”

I do not require any technological expertise to get useful insights. Custom report creation, however, might be challenging. I must change a lot of settings if I need anything specific, which takes time.

Pros : Reporting features are good; I can pull useful insights without needing a data science degree.

Cons : I found the custom reports to be a bit tricky. If I want specific report, I usually must change a lot of things.

Switched from : Insightly CRM

Reason to switch : I wanted a CRM with better built-in reporting and analytics and Insightly reporting features were too basic.

4.1/5

“Built-in Marketing Features but Basic Email Templates”

I like that Workbooks CRM includes email marketing and campaign tracking by default, eliminating the need for other tools. It maintains everything in one location and simplifies things. Though they function well, the email templates are not as slick or contemporary as I would want.

Pros : It has in-built email marketing and campaign tracking features. I do not need separate tools for them.

Cons : Email templates work but they are not sleek as I would like them to be.

Switched from : Zendesk Sell

Reason to switch : Zendesk Sell was good but it lacked strong marketing features that I wanted.