Workbooks Reviews & Pricing

by Workbooks | Founded 2007, Reading, UK

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Overview Pricing Benefits Reviews Features

Categories:

What is Workbooks?

Industry Specialties: Accounting, Business Services, Manufacturing, Media and Publishing, Technology Companies, Transport and Logistics

Workbooks is a cloud-based solution that helps simplify organizational tasks. It provides end-to-end marketing, sales, order processing and customer support. Equipped with an NPS score, it helps companies identify loyal customers for optimum business growth. It also assists in understanding and catering to business metrics.

The product offers a wide range of benefits like improved revenue generation, enhanced customer experience, dynamic configuration and mobility. It also helps eliminate manual tasks and provides valuable insights so users can make informed decisions.

It’s suitable for small to medium-sized industries. Key capabilities include marketing, order processing, customer service, email and workflows, and social media management.

The overall sentiment about the product is positive. Users find it easy to use, but there’s a learning curve involved. They also speak highly of its customizability, support team and training. Some drawbacks include a clunky interface and limited scalability.

The product has three pricing editions. The cost ranges from $34 to $165 per user/month, with support included.

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User Sentiment

Based on 258 reviews:

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Product Screenshots and Videos

Workbooks Pricing

Based on our most recent analysis, Workbooks pricing starts at $34 (Per User, Monthly, Plus Implementation).

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Starting From: $34
Pricing Model: Per User, Monthly, Plus Implementation
Free Trial: Yes, Request for Free

Training Resources

Workbooks is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Workbooks:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Workbooks Benefits and Insights

Why use Workbooks?

Key differentiators & advantages of Workbooks

Generate Revenue Effectively: Grow sales and marketing outcomes with the help of insights and add value to the business. Gain visibility and effective control to improve performance.
Improve Customer Experience: Integrated tools help manage the entire customer journey, assisting users with project delivery, order fulfillment and customer support to support a positive customer experience.
Enhance Revenue Insight: Understand what investments to make, which of those will give results, what deliveries will cost and which strategic approach is best. Engage in automated, simplified and streamlined business processes.
Take Calculated Decisions: Evaluate data across the business to understand and extract patterns and trends that identify issues. Gain insights to build and cater to opportunities.
Enjoy Configuration and Mobility: Highly customizable, the software handles all business processes. Product development and implementation enable businesses to build success.
Eliminate Manual Tasks: Remove manual handoffs, reduce data entry to eliminate duplicates and decrease lead report length. It also aids receipt generation in exchange for cash from customers.
Access an Intuitive Interface: Use an intuitive interface that enables quick and easy adoption for users. Migrate data, add users and customize settings easily.
Save Money: The company claims to be affordable and that its licenses and total cost of ownership are priced 50-70% less compared to alternatives like Salesforce and Microsoft Dynamics.

Industry Expertise

The solution has served over thousands of small and medium-sized businesses from dozens of different countries. It provides custom partner programs to entrepreneurs from various domains such as finance, business services, manufacturing, media and publishing, technology, and transportation and logistics. However, it doesn’t serve industries like agriculture, banking, consulting, eCommerce and the public sector.

Workbooks Reviews

Average customer reviews & user sentiment summary for Workbooks:

258 reviews

85%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Workbooks reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Customizable: The system can be tailored to user needs, according to 90% of reviewers.
Functionality: All the users who reviewed this pro praised the solution’s wide range of functionality and integration capability with several business processes.
Support: Regarding this benefit, 91% of users found the support team helpful and responsive.
Training: According to 100% of users who reviewed this aspect, the company provides extensive training and has a helpful knowledge base.
Reporting: 70% of users said that the reporting functionality was useful and up to par.

Cons

Learning Curve: 42% of reviewers mentioned that it has a learning curve that can slow down processes.
Bugs: All the reviewers said that the software can be clunky and have bugs at times.
Scalability: According to 50% of users, the tool lacks scalability and doesn't offer unlimited storage.

Researcher's Summary:

Workbooks is a cloud-based system ideal for small and medium-sized businesses. It helps streamline sales operations and optimize team and individual performance.

With features like marketing, order processing, customer service, email management, web analytics and social media management, it’s a great solution at an affordable price. The price starts from $43 per user/month. Compared to market leaders like Salesforce and Microsoft Dynamics, it offers a decent interface for the money.

Workbooks helps generate revenue and improve customer satisfaction by enabling users to make informed decisions based on data. It also saves time on tedious, manual tasks. According to user reviews, it’s intuitive and easy to use. However, there’s a learning curve involved that can slow down processes and prove to be frustrating for new and/or non-technical users.

The product has excellent training and knowledge base. The support team, in particular, is very responsive and helpful. The platform also offers a wide range of functionality and lets users easily collaborate with various business departments.

The reporting functionality could be more customizable in minor aspects, but overall, it's satisfactory. Several reviews mentioned that the interface can be clunky at times and has bugs. However, it’s not too bad and is manageable.

Overall, it’s a good choice for small or medium-sized businesses looking to upscale customer interactions and customize processes without burning a hole in their pocket.

Key Features

CRM Capabilities

Marketing: Access marketing tools such as lead generation, campaign management, data insights, segmentation and target accuracy. Get lead capturing, web analytics, lead management, lead scoring and supplier management capabilities.
ROI: Evaluate estimations to set budgets and forecast sales and marketing metrics.
Sales Performance: Identify opportunities, execute tasks, close more deals and grow revenue with real-time reporting, analytics and tracking. Automated workflows and pipeline visibility aid strategy. Access sales-specific features such as subscription and renewal monitoring, field representative mapping, and contact information enrichment.
Order Processing: Generate contacts and sales quotes, take orders, and integrate digital signatures for an easy buying experience. Sync information with ERP systems for maximum visibility and performance. Configure currencies by defining exchange rates and periods and select a home currency for global transactions.
Customer Service: Manage cases, answer customer queries, track activity and boost in-house productivity by automating repetitive tasks, accurately measuring service-level agreements (SLAs) and providing personalized solutions to customers. Capabilities include ticketing, customer sentiment monitoring, case allocation and addressing reoccurring issues.

Other Capabilities

Email and Workflows: GatorMail, an advanced email marketing tool, helps easily automate, target and send messages to any mailing list. Manage complex or dynamic contact lists and workflows with smarter prospecting, improved nurturing, responsive campaigns and segmentation.
Web Analytics: Identify website visitors, track page views and monitor web insights. Record customers’ online activity to better assist them and follow up.
Social Media Management: GatorSocial, an inbuilt suite, helps manage, publish and schedule content to increase the company’s social media presence. Align the content marketing calendar and conduct online reputation management.
Gator Pop-Ups: Customers can choose the type of font, format, layout and responsive behavior.
Gator Online Surveys: Build surveys with a drag-and-drop tool to add a variety of questions. Use surveys to gather feedback from employees, customers and prospects.
Integration: Integrate popular third-party apps on one dashboard for ease of usage. Manage engagement, activities, transactions, the customer lifecycle, quotations, orders, invoices, ongoing customer interactions and customer support.

Approach to Common CRM Challenges

Lack of Visibility: Dynamic reporting tools and dashboards provide a 360-degree customer view.
Limited Functionality: Optimizing processes with a wide range of functionality helps several business departments collaborate easily.
Lack of Customizability: The solution can be tailored and configured according to each team’s unique needs.
Inefficient Customer Interactions: Users can easily collaborate and communicate with each other and stay on top of customer concerns. Reminders are an added benefit, helping resolve queries quickly.

Cost of Ownership

Frequently asked questions regarding Workbooks pricing include:

Q: How much does Workbooks cost?

A: The price ranges from $43 per user/month to $200 per user/month. There are three pricing editions and a free trial available. The company also allows users to mix and match editions so they can pay only for what they need.

Q: Can you mix and match licenses?

A: Workbooks allows you to mix and match licenses and have some users from the CRM edition while others users can be for the business edition.

Q: Is support included?

A: Yes, support is included in all packages. The support team is available Monday through Friday, from 9 a.m. to 5:30 p.m.

Q: Do users need to pay for data and file storage?

A: All Workbooks packages contain a standard 100GB of storage. If users need more than 100GB, they’ll need to upgrade their storage allowance.

Q: What is the minimum subscription duration?

A: The minimum subscription duration is 12 months.

Limitations

These are the product limitations at the time of this writing, based on user reviews:

The reporting system isn’t as customizable.
The system can be clunky at times.
The solution doesn’t have unlimited storage.
It can be tricky to set permissions for processes.
Limited third-party integrations.

Training Resources

Videos: Workbooks has put together a series of free training videos that users can watch at their own pace. The topics include everything from how to customize your forms to importing data and reporting on the results.
Resource Hub: The platform offers informative blogs on CRM software and how to optimize business processes.Training Courses:
Training Courses: Workbooks offers two-day courses each month for system administrators, reporting and developers. The instructor-led courses cost £895 per attendee and take place at the Workbooks office.

Suite Support

Workbooks offers packaged services and implementation support to help users add value to their time and increase their ROI. The consultants help users plan, build, migrate, test, train and run campaigns that help throughout the process.

Email: [email protected].

Phone: (305) 260-6448 (U.S.) or +44 0118 3030 101 (U.K.).

Training: There’s a self-serve online library of information where users can find answers. Its dedicated knowledgebase contains FAQs, informative documents, blogs, an online forum and much more so customers can use Workbooks efficiently. Users can make use of project scoping to implement and train members on how to use the software as well.

Tickets: Log in to the case portal from the website’s support section to view the status of open tickets. Access to the portal requires an invitation from Workbooks.

FAQs

Frequently asked questions regarding Workbooks include:

Q: How user-friendly is the Workbooks interface?

A: According to user reviews, the interface is user-friendly and intuitive. However, some mention there’s a learning curve while becoming familiar with the platform’s tools and processes that might initially slow down processes.

Q: Is Workbooks customizable to a company’s specific needs?

A: Workbooks is highly customizable and configurable for different team and individual needs. Users can tailor the system to fit the unique demands of various industries.

Q: Does Workbooks provide adequate customer support?

A: Many users were satisfied with the support team’s responsiveness and helpfulness. Additionally, there is extensive training available to help users navigate the system.

Q: What is the biggest drawback of Workbooks?

A: The biggest drawbacks of the software are the learning curve involved in its processes and the clunky interface.