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Home Reviews on Workbooks.com A Very Good CRM Tool
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Workbooks.com

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COMMUNITY FEEDBACK SCORE

  • 4.56
  • 16 Reviews

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RANK
  • 52.4
    CRM Software
    16 / 729

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About the Reviewer

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Laxman Narayan

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Level1Contributor
  • CrowdReviews.com member since Feb 2016
  • Hyderabad Area, India

Review Distribution (73)

  • Excellent (49)
  • Very Good (24)
  • Average (0)
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73Reviews
22Helpful votes
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Laxman Narayan

Other
  • Level 1 Contributor
  • Point 73 reviews
  • Thumb 22 helpful votes
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A Very Good CRM Tool

Reviewed on February 15, 2023

Valid Validated Review   |  
Review Source Alert

This reviewer was offered an incentive for completing this review.

Down

What was the best part about using Workbooks.com?

Our organization uses Workbooks for managing our sales.Workbooks helps us keep track of sales transactions and are a huge value add for increasing the business. It is easily configurable and offers a great deal of flexibility. Added to it is the user friendly interface and connectivity to other systems and it also supports multi strategic business needs. The best part is it can be easily deployed by small and medium sized business without being an overhead on the pocket.

What would you change about your experience with Workbooks.com?

Workbooks could improve on the usability of dashboards and also work on integration with outlook - as some of our colleagues mentioned some compatibility issues.Also the search option is little bit complex as one needs to type the full name of a campaign and sometimes it is just not possible to remember each name in full - it would greatly help if it can do search by word parts. It would aslo greatly help if workbooks is integrated with google calendar.

Overall Feedback

Workbooks is ideally suited for small to medium organizations and being cost effective can manage and improve their workflow with efficient processes to automate the business. I especially liked the campaign tool which i felt is very efficient for marketing external and even internal events. Our organization uses the marketing campaigns for communication and coordination with our clients and contacts. I use Workbooks for internal events which saves time and effort in having to to set up a new email group each and every time about sending updates on an events.

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