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Workbooks.com Business Review

PROS / This program has real-time sharing capabilities.

CONS / It's difficult to navigate at first since it's designed differently than traditional CRM programs.

 VERDICT / The contact management features and sales tools are helpful in supporting your business as you increase your lead pool and grow your company's influence.

At first, Workbooks.com customer database software isn't easy to use. This is because the program has been designed to work similarly to the Windows startup screen. After clicking the start button, you usually have to go a few links deep before finally getting to the feature you need within the program. While the tabs are easy to find, it is a little extra work to navigate through.

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This client management software has the basic and necessary CRM tools, such as customer portals, interaction records, case management and document management. It also has file sharing so more than one user or department can have access to contact information, and real-time sharing so multiple users can simultaneously collaborate within client accounts.

The sales and marketing functions included 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 also can generate important reports, including purchasing and vendor reports.

Unlike the best contact management systems, Workbooks.com doesn't have designated employee-tracking features. However, some of the CRM tools can be used for tracking performance, and the document-management tools allows you to upload and save documents to create a helpful knowledgebase for your employees.

As you learn to navigate through the Workbooks.com program, there are several helps available to you. Both phone and email support are available. 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 contact management application, though it takes getting used to since it is designed to function differently than most other solutions. While it takes a few links to get to the feature you need, once there, the program is dependable and includes the necessary contact tools your business needs. It also includes a great selection of sales and marketing features to help support your growing business and increase your bottom line.

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