Workbooks.com

Workbooks are the user-friendly interface and easy to set up. It syncs the data of Google and Salesforce very easily. It also creates logs and other valuable things for our business. It manages our sales so efficiently. Workbooks software helps us to track the sales statements and other information to increase our business revenue. The software is too good for small and medium scale enterprises without charging any extra cost. The various CRM features contain in this software is sales, marketing, finance, legal and auditing. The only additional feature contains in this software is that it can also track our expenses.

When I used this software, I got confused several times with its outdated features. The cost of Workbooks is also little bit costly as compared to any other software in the market. No doubt this software has the user friendly interface but some features are too confusing. It does not work on my Google chrome. The Navigation application should be improved to get more staff member experience. Currently, they don't have application for iPhones and ipads, so it should be solved by them shortly. Workbooks are not even available in many languages.

Workbooks offer us better organization of our sales and marketing strategy process in addition to the contact list information world- wide. It is best for the larger organization to increase more traffic. The setup and use of this software are too easy but also have some complicated features that are difficult to understand. The program provide by this software is outstanding and creative. The customer support is too great to solve our problems at any time. The best part is the free tutorial which they provided us. For me, I think this software is the complete combination of perfect CRM tool.

Workbooks has been the perfect tool for organising the client and customer information. Now that I have all of the information in one, easily accessible database, I'm assured that everyone within the business is viewing the most current and updated version. As of now, I've been able to connect more with the people who love to see what goes on in the company, and therefore building those all important relationships.

I find the learning process a bit too difficult, but as of now, I really have nothing bad to say about my experience with this company. Except the fact that they are a bit heavy on the price tags, but that's probably because they are the best ones around. I really appreciate their work, and I honestly think they are trying their best to keep all of their customers satisfied. The few bugs you might find on their system are absolutely ignorant, and I believe most of you won't even notice them. The people working there are great!

I would highly recommend Workbooks.com to any business. The least I can say is - give this company a shot! I believe you'll be just as satisfied as me, because their services are in the very least functional. Warm recommendations to anyone interested in this type of service! Your business can profit with these guys!

Workbooks has quite a long list of great things in it. So far, my best experience with Workbooks are in line with their (1) customer support (2) automated reporting and (3) fair price. Among the 3, the automated reporting is what I like the most. Due to Workbooks' powerful feature - allow setting up of end to end processes (lead to invoicing), the ability of being able to receive automated updates or reminders about leads, invoices or orders could greatly help in preventing missed orders and the likes.

The only limitation is see now is that whenever a file is imported to the system and 'something' was wrong with the file, there isn't any clear or detailed feedback as to what specifically went wrong which prevented the import. This could be frustrating especially on your first few imports.

Overall, there isn't really much that I can say apart from appreciations. Workbooks has the ability to offer wide area of functionalities which for me, is almost like a combination of a CRM + Quickbooks. I am happy with what Workbooks can provide and I'm definitely recommending it to everyone. Great job!

Data organization in managing a business is so important to carry everything you've done to success. For so many year of being able to those things manually and separately, I see my team so weary in making those things work. WorkBooks.com is a software built to offer clients a single platform that contains everything you need to do in order for your be business to be tracked and Grow. CRM can sometimes be so overwhelming, from the fact that you are going to do different things separately. Like checking your gmail, and your Salesforce account to manage your leads.Workboos is the software that can make this all in one! After using it I've felt so comfortable navigating around it. It offers a function that will make you save time in taking down the whereabouts of your leads. It also automatically synchs in everything between Google and Salesforce, then it also create tasks logs and calls and so much more for you to manage everything easily.

The system they're using right now is a cutting edge, but using the software also has got some glitches, like there are isolated moments where I can't click a button. It also gives some isolated cases of system Crashes. The management right now I think is doing something about this kind of glitches in their system.

So overall Workbooks is a very good software product that you can right now to increase your sales and increase your number of leads. After all this what we want from this kind of software, so I will give recommendation that you buy this kind of product right now. I'd give this software 7.9 out 10, that is a reasonable rating because they're nearly perfect. The price of this software is a price that everyone can afford.

Workbooks is a solution for mid-size companies and even small business. It is web based platform. It's easy to customize and implement into your workflow. It is also priced well comparing to other CRM systems. When you create a lead it will automatically create person and organization information which is a time saving feature. It can be integrated easily to many platforms.

Workbooks.com doesn't search by word parts, you may need to type exactly the keyword. Search features isn't smart enough. I would like to see more efforts to make the mobile version of Workbooks.com. Only one person can be assigned one record only. It is bit priced comparing to Nimble for example. It is not available in many languages. It offers 2 users completely for free. The user interface could be confusing for some users but this nothing new for such a system. Workbooks should work more on the UX.

I would recommend Workbooks.com to any business. It has all major features for CRM system. It has time saving features. Workbooks.com helps with Email management. So it worth being used. Workbooks.com help sales leaders, sales people, and marketers to create leads and handle sales. I would recommend it as well as Nimble. It is an affordable solution for small and medium companies.

"This product supports powerful sales and marketing for maintenance of the contacts.It has all the feature that one will expect from Sales and marketing CRM tool. One more thing which I likes is that Workbooks.com has many online video tutorials, live chat and an active support community to help answer your queries. Alert system is the one which needs be mentioned here for its ability to followup , track the leads status which is very importance any Sales and marketing industry"

"I have concern on the user interface that has been developed by workbook.com. User interface is not instinctive . I felt it will take some time to understand the navigation and UI when initially started. With the hep of very good online support and help desk , one can overcome this concern very easily. There is one concern on the number of user who can use. It can be to the maximum of 25 users"

"Having a concern that it takes a little bit to learn to navigate the program, Workbooks.com CRM solution has powerful customer relation and marketing tools which helps in creating a positive customer-interaction experience. If there is no concern on the numbers of user who are going to use it, then this a good tool for one to have a look at it."

This software has a load of benefits. It contains advance features that help you with affiliate needs. It integrates well with other software. True results are produce, and organization become easy. Automatic reports are ran, and the pricing is right. Automatic updates are a awesome, as well. Well worth the money.

It lacks in telling why an error occurs. I dont get many errors, but the few I have gotten I had to call customer support. They were great and helped me fix the problems. I think they just need to add more detail so you know why things are not working correctly. This is my only complaint so far. It really is a great software.

Workbooks is an outstanding program. It is great for affiliates, and easy to navigate through. There are loads of features, and it is easy to install. Customer support is amazing, and there are online tutorials for help. The automatic reporting is one of my favorite features. I highly recommend giving it a try.

I should say Workbooks is extremely intuitive, we've been using it on a day to day basis for over a years now and we are highly satisfied with the product. It works really well, all departments can communicate together, and this improves visibility to all for any contract currently being worked on. It is a highly flexible CMR product. It was also easy to customize and it allowed us to turn on and off as many features as was needed, so it is flexible enough to personalize to suit any possible business requirements.

Sometimes it was difficult to get into the bottom of some features in Workbooks.com and we felt there was not enough info, so the use of Support service was required. A better training would be highly appreciated. So we can conclude, some things are little complicated. So for beginners,that is a probelm.

After reviewing a number of CRM systems you will chose Workbooks.com due to the ease of implementation to your business. You can mainly use Workbooks to aid sales/support in keeping in touch with our existing customer base and to drive new sales through the use of Leads, Activities and Opportunities. The Workshops' ability to link suppliers, customers, transactions, emails and more is another great feature which i have used.

Its easy to customize and easy to record callers details too. Aside from the obvious fac that it is user friendly the information that we put into the software can be directly accessed on our database and not to mentin that the user interface is also good. It intergartes well with Google Adwords as well.

The process to follow sometimes is confusing and the database should be frequently updated for a much reliable source not that it’s the worst part of the system but its nice if they fix it. The cost is a little bit higher compared to other s as well. Its also a bit annoying specially if the campaign can’t be search by parts.

There is always the free 30 days trial if you want to check the app itself for your own convenience. The trial version also has man features so the users can test it before they proceed with having the paid versions. It also good the it can be integrated with other applications likes salesforce which made it easy for subscribers.

Workbook.com is an excellent customize able interface. It allows you add, view and track different activities. It allows standard CRM features like Finanace, Marketing, auditing and sales. You can manage additional contacts information like notes, Campaign etc. You can also track your expenses and revenues as well. I really like this tool due to these additional feature which other tools are not providing.

Despite of easy to use interface, workbook dashboard still misses some core features. This can be handle by using some basic video tutorials. Cost is also higher when you compare it with other tools. It should have modern interface that can deal with emails. I have no idea about its Customer Support yet. Performance wise it is a great tool.

Overall feedback is great. I will rate this application 4 star due to various reasons. Interation with Gmail and Outlook is excellent. Speed wise it is a reliable and efficient. Moreover, Compatibility with Web Browser, Operating System, Mobile Devices are awesome. So I am happy with overall performance of Workbook. Therefore, I am strongly recommending this tool to my fellows.