WorkBook

The thing that I like the most about this product is that it has an amazing layout and structure. It is very easy to edit details and manipulate it to our liking. The user interface is quite intuitive making it easy to navigate across the whole program. Using it is quite fun.

We have come across a few bugs, which have been noted and reported. But that would be the most hated things about Workbooks. Their technical support team does an excellent job on helping us in correcting issues about the product and also goes out of their way to give us tips on how to efficiently and effectively maximize the product’s full potential.

Overall, this product is a great tool to have. It definitely affected our company in a positive way and it has been part of our success. With an impressive product performance and excellent support service, Workbook is definitely one of the best CRM tool out there in the market today.

The best part that I like about workbooks is that is can be integrated with a third party like MailChimp. Because of this you can connect easily with the customer and of course, this results to a better customer experience. Not only that, but since it is integrated with SaaS, its platform is described to be robust.

Thought this tool can easily export you report to excel, there are some features in the reporting that are complex. If it could be more intuitive then that will be great. Also, some of the features are hard to learn, but if you go over and over again you will learn how the software works.

This software is a great product in the market that companies can try. Not only that it has a robust platform but it can blend to what business you are in. Of course, you still have to check it yourself. Moreover, this is a software that has a clean interface to keep your information such as meetings.