PROS / This program has real-time sharing capabilities for simultaneous collaboration.
CONS / It's difficult to navigate at first, since it's designed differently from traditional contact management programs.
VERDICT / Workbooks.com is a reliable and versatile contact management program with a great selection of integrations to popular business programs, but the interface takes some getting used to.
At first, Workbooks.com customer database software can be confusing, because it is designed to work similarly to the Windows startup screen. After clicking the start button, you have to navigate menus and submenus before finally opening to the feature you need within the program. While the tabs are easy to find, it takes a little extra work to navigate the interface. The software offers dozens of integrations, however, making it very adaptable.
This contact manager has the basic and necessary tools, such as customer portals, interaction records, case management and document management. It allows more than one user or department to access contact information, and it has real-time sharing so multiple users can collaborate within client accounts. In addition, it ties in with social media, so you can reach customers where they prefer to interact. Not all contact managers offer this capability.
For file-sharing tools, you’ll need an integration. This contact manager offers an impressive number of integrations to key business programs like Zapier, Basecamp, Constant Contact, GoToMeeting, HubSpot, Outlook, QuickBooks and Zendesk. This makes it a useful option for starting software that lets you grow or for a complementary program if you already have business software you are comfortable with.
The sales and marketing functions in this contact management software include sales-quote generation, invoicing and email marketing. It also has tools for forecasting, lead generation and sales automation. Workbooks.com is one of the few programs we reviewed that includes competitor tracking, so you can always be one step ahead of everyone else. This contact management system can also generate important reports, including purchasing and vendor reports.
There are some employee contact and management features. However, unlike the best contact management systems, Workbooks.com doesn't have designated inventory-tracking features, nor an integration for an inventory program.
As you learn to navigate the Workbooks.com program, several resources are available to you. You can contact support through both phone and email. A live chat feature is available online; however, since Workbooks.com is located in the United Kingdom, the open business hours differ from those in the United States.
Workbooks.com is a clean and versatile contact management application, though it takes some getting used to, since it is designed to function differently from most other solutions. While it takes a few steps to get to the feature you need, once you’re there, the program is dependable and includes the necessary contact tools. It also includes a great selection of sales and marketing features to support your growing business and increase your bottom line.