Wie gebruikt deze software?

Our CRM and business applications are suited to all industries.

Gemiddelde scores

102 beoordelingen
  • In totaal 4.5 / 5
  • Gebruiksgemak 4 / 5
  • Klantenservice 4.5 / 5
  • Functies 4.5 / 5
  • Waar voor je geld 4 / 5

Productgegevens

  • Beginprijs US$ 45,00/maand
  • Gratis versie Ja
  • Gratis proefversie Ja
  • Implementatie Cloud, SaaS, Web
  • Training Persoonlijk
    Live online
    Webinars
    Documentatie
  • Ondersteuning 24/7 (contact met medewerker)
    Kantooruren
    Online

Leveranciergegevens

  • Workbooks.com
  • http://www.workbooks.com/
  • Opgericht in 2007

Over Workbooks CRM

Workbooks' web-based CRM and business solutions provide you with the tools you need to accelerate growth, automate business processes, reduce operational costs and improve customer support.

Our technology extends beyond sales, marketing and customer support to include order management, order fulfillment, invoicing and customer support. Its cloud-based, easy to use and competitively priced.

Find out why we have won #1 CRM Product of The Year.

Functies van Workbooks CRM

  • Documenten opslaan
  • E-mailmarketing
  • Integratie van marketingautomatisering
  • Integratie van sociale media
  • Interne chatintegratie
  • Kalender-/herinneringssysteem
  • Leadscoring
  • Mobiele toegang
  • Offertes en voorstellen
  • Segmentering
  • Taakbeheer
  • Territoriumbeheer
  • Analyse van klantenservices
  • Catalogiseren / categoriseren
  • Controle van antwoorden via e-mail
  • Kennisbeheer
  • Klantenondersteuning bijhouden
  • Live chatten
  • Prestatiemeetwaarden
  • Zelfserviceportal
  • Zoeken

Aanbevolen producten

De nuttigste reviews van Workbooks CRM

An ok start but strong development & quickly becoming reliant on its versatility once understood

Beoordeeld op 18-10-2017
Rob S.
Business Applications & Operations Manager
Computersoftware, 51-200 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer 
4/5
In totaal
3 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
4 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: The ability to move towards a single, powerful platform which streamlined business processes from marketing to sales and order processing and gave each area of the business full and powerful reporting.

Pluspunten: Support: Workbooks have a very strong and capable support team which really helps outweigh any of the slightly frustrating areas of the CRM. They are very quick to respond via email and very few problems taking longer than a single phone call to resolve. Capability / Flexibility: The system is extremely flexible. It allows a huge amount of different areas of the business to be logged, controlled and reported on. Some CRM systems can deal with lead tracking and customer tracking, but Workbooks very easily deals with this as well as all financial areas of the business sales orders, invoicing, purchasing and more. `Single Platform: linked to its flexibility, Workbooks, with the introduction of the Web Insights and Email Marketing platforms is able to deal with a contact end to end, from warming a lead up, to delivering a product once they have become a customer and then their journey via support and account management. Reporting: The reporting engine is so powerful that you can create virtually anything you can think of. I have only found one thing when creating reports that I wasn't able to do, even then it was a nice to have. Once you understand how the platform works, it becomes an invaluable tool.

Minpunten: Capability / Flexibility: Although this is in the pros, it is not without its frustrations. The flexibility of the platform, in particular 'how' you make it fit what you need, also makes it difficult to understand. It is not immediately intuitive to customize and if you add modules after using it for some time, (like the advanced security) it can be extremely painful.
Some areas of the platform seem overly convoluted and often either need the help of their support team (who are excellent) or sometimes a consultant which comes at extra cost.
Reporting: Again, as the reporting engine is so powerful it creates its own downside due to being unintuitive and even with some understanding difficult to understand. You cannot simply open a new blank report and create even simple reporting without having some idea of the logic behind how it works. A number of other CRM's allow you create 'general' reports far easier due to a more simple interface but they lack the power. I think there are areas where the platform could be easier to use and therefore create some frustrations but if you are aware that you need to have training and understanding in how the platform works first, you will have a versatile and powerful tool for your business.

Exceptional ease of use

Beoordeeld op 30-10-2017
Geverifieerde reviewer
Marketing Manager
Facilitaire diensten
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
4 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
5 / 5
Waar voor je geld

Pluspunten: The configuration is simple and straightforward and yet at the same time is really powerful as you can easily add report cells, meaning that it gives a much broader view of the client.
I like the mapping module and again you can customer this to show the information that you need as a business.
Integration with Web Insights and Gatormail plus the workflow means that you have a platform that offer marketing automation.
Easy to set up new users but also very secure, if you use the the security features.
The service offered by the support team is second to none - always patient, exceptionally knowledgeable and always solution oriented.
I could not do my job without Workbooks

Minpunten: Need to make sure that you do not use Internet explorer, especially with the gator mail add-on as it is then very slow but runs brilliantly on other browsers.
The knowledge base is good but if would be helpful to have printable pdfs of the pages so that you can use them as manual when printed out

Workbooks Review

Beoordeeld op 9-11-2018
Kelly H.
Export Sales Executive
Machine- en installatiebouw, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
4/5
In totaal
4 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
4 / 5
Klantenondersteuning
4 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: With the Workbooks system we are able to capture the sales to order process and actively record this live data.Workbooks have a great support team who are always on hand to help and support our business when changes are required. This could be from a small field change through to a complete new pdf document.

Pluspunten: Workbooks allows our company to capture data and record the sales progress of our enquires through to order. It also allows us to create marketing campaigns and be able to understand the response rate of our campaigns. The reporting aspect of the workbooks is also very powerful and they run as live data which enable us as a business to monitor growth and orders as and when the data is created in workbooks. As a cloud based system this system allows are external users to have access to the workbooks system no matter there location.

Minpunten: I would like more ability to be able to change layouts of PDF's so I can make changes as and when the business needs it.

TDS Workbooks review

Beoordeeld op 28-5-2019
Abigail D.
Business Support Analyst
Alternatieve geschillenbeslechting, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
5 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: I have always loved working with Workbooks. All of their staff have never failed to be as helpful as they can be, and they are very quick to support us with any issues or queries that we may have. Their CRM package is very different to the kind of platform that a company like TDS would require but they have always helped us customize our databases so that we are able to support our products as best we can. Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

Pluspunten: Workbooks is easy to use and intuitive. We have customised our databases heavily to support our products and this has only made Workbooks better for us as a company. It is largely a self-service platform and means that we have a lot more control of our data than we had with our previous provider.

Minpunten: I would like more information when I receive errors when creating reports, or a bit more content on the Knowledge Base about this so that I do not need to refer my queries to Support as often.

A new improved way of working

Beoordeeld op 7-12-2018
Tim M.
Head of Data
Publiceren, 51-200 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer 
4/5
In totaal
4 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
4 / 5
Klantenondersteuning
3 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: We were working across 6 databases (a separate one for each of our brands) and had no visibility of crossover. Workbooks has given us this capability as well as the business intelligence that connects an individual to their activity with our products. This means segmenting and targeting our marketing becomes easier and more effective.

Pluspunten: The flexibility of Workbooks allows us to edit and format the system exactly as we want it The system is easy to navigate and has helped us introduce a more standardised way of working across the business. Integrating into GatorMail means that Workbooks becomes more powerful. We now have a true single customer view that includes all marketing contact as well as website activity of our members. From this information, we are able to automate marketing campaigns triggered by this intelligence.

Minpunten: The importing tool is good and fairly intuitive for simple tasks but there is a lot of data work that needs to be done beforehand. Importing orders can be awkward and it takes a fair bit of trial and error to get the mapping of existing data to fit into the system correctly. Reporting takes a bit of time to master but once you've done this, it becomes a key part of the systems everyday usage.

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