Welcome, today we’ll be looking at Workbooks, cloud-delivered customer relationship management
software with a flexible API, invoicing support, and many more features.
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Our mission is to educate, advise and connect buyers of business technology and one of the
ways we do so is by providing unbiased reviews of software.
This video review is for Workbooks, cloud-delivered customer relationship management software
for small-to-medium businesses looking to increase sales, marketing efficiency, offer
better customer service, and do so affordably.
The Challenge for Workbooks is to reach companies looking for a strong, popular, and straightforward
CRM without too many bells and whistles.
As it is a cloud-delivered product, it can be accessed from anywhere there is an Internet
connection — letting your team input sales and opportunity information, view activities,
and more, in or out of the office.
It includes all the standard CRM features like contact management, scheduling, etc.,
but its collaborative, operational, and analytical abilities set it apart from most of its competitors.
This is the Workbooks home screen.
The application is laid out similarly to a computer’s operating system with icons in
the top left, a start button at the bottom left, and a search feature to its side.
The start button has a very similar look and feel to windows with the most used applications
to the left and helpful icons and preferences to the right.
It’s possible to quickly add a new contact, organization, and more with the new button
at the top of the menu.
Users have access to basic CRM features here as well as sales, marketing, finance, auditing,
and more.
To get into the crux of the CRM, users can search for a particular user.
Within the user page is quite a bit of information.
Relationships, contact details, and more can all be added on the main page.
Users can also select whether or not a user has opted out of calls, email, or direct mail.
Across the top users can save, download, send an email or select watch so that a contact
always shows up in the “my people” dashboard.
Above that is the ability to view additional information about a person such as notes,
transactions, campaigns, and more.
It’s also possible to view what company is attached to a user.
The company profile is similar to that of a person and can be quickly updated or adjusted.
Next up is the Activities Window which displays all activities currently open.
Within the actions tab, you can quickly select a new task, phone call, to-do item or meeting.
These tasks can be updated and additional notes or descriptions can be added depending
on the outcome of various tasks or calls.
Various views can help you more easily determine what needs to be completed and when.
Cases are another important component of Workbooks.
One of several within the Sales tab from teh start icon, they display priority, assignment,
and summary.
Opportunities and leads are also helpful at viewing prospects and keep track of potential
revenue.
Lastly, since Workbooks is designed to be more than just a CRM, it has several integrated
applications to help companies make decisions from their data.
There’s also quite an in-depth marketing and finance section that allow companies to
keep track of everything from campaigns, mailing lists, and products to customer and supplier
transactions.
Advanced reporting and email capabilities also helps Workbooks stay an important tool
for businesses to keep track of their interactions with customers.
Made for small to medium-sized companies, Workbooks is available for a medium-price
point.
A limitation we noticed while reviewing was the operating system format can be helpful
at times but for the most part it seemed a tad superfluous and made navigating between
windows frustrating at times.
Also it would be nice to have more out of the box integrations to other cloud providers
and services in the same way that Salesforce has.
In summary, Workbooks helps businesses: Collaborate more effectively within a desktop-like
interface End-to-end support for your sales and marketing
teams Pre-built reports so users can create their
own reports or visualizations from within the system
To find out more about Workbooks or other customer relationship management software,
check out our website where we can help you find technology that will fit the needs of
your work.
Thanks for watching!