Workbooks vs Highrise
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Sir Richard BransonMost popular feedback for Workbooks
I have always loved working with Workbooks. All of their staff have never failed to be as helpful as they can be, and they are very quick to support us with any issues or queries that we may have. Their CRM package is very different to the kind of platform that a company like TDS would require but they have always helped us customize our databases so that we are able to support our products as best we can. Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.
Abigail D.
About Workbooks
Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. With Workbooks, marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. And with software and services from a single supplier, you get co-funded implementation to make sure you get a made-to-measure CRM for an off-the-shelf price.
Most popular feedback for Highrise
I have been able to keep under control interactions with my customers regarding both sales and customer service. By using tasks, I never missed a follow up, an employee's birthday or anniversary. The software has given me a great sense of control and made it look simple.
Bismark D.
About Highrise
Join tens of thousands of small businesses managing follow ups with a simple CRM that's been helping people get back to what they love for 10 years. Other tools are too cumbersome or require too many steps. Highrise is the just right, more thoughtful way to track leads, manage follow ups, and build relationships. Start with a free no risk 30 day trial - follow up, close deals, and spend the rest of your day doing the things only you can do.
Workbooks reviews
Overall workbooks has helped me to reduce the time I spend maintaining all the details related to customers and sales. Now this tool has helped me to organise and bring out more details from that. The account management and forecast has really helped me to do planning.
- Ruban D. Member of Technical Staff 3
It helps me sell. We capture leads directly from our Website and track the prospect from initial enquiry right through to final sale and beyond using workbooks.
- Dianne M. Sales Director
We needed a specific function and were told that it would be available in a future release. We changed a process in the business and then the feature came out sooner.
- Rioghan B. Software Developer
Highrise reviews
Great! Store hundreds of contacts in a cloud based database and easily zip through them. They can be tagged however you imagine. The problem is that it takes a lot of time at the end of the day/week/month/cycle to go through and categorize them. I wish there were more automated workflows.
- Blake B. Ecommerce & Consumer Products Manager
This is a brilliant CRM tool. Reminders and task list relating to contacts is great but having emails 'bcc' everything through the CRM is a time saver!
- Alex R. Account Manager
Allows our team and clients easy access to all communication and orders with our accounts. Highrise is a screen always open and in constant use. It's a very easy to use and appealing CRM.
- Kyle L. S. Founder & President
Pros & cons
Workbooks
| Pros |
|---|
| We have been working with Workbooks for 4 years and have been delighted with it |
| The on-boarding was easy, and has stood the test of time |
| They will work with you to perfect the system to be exactly like you want it to be |
| The best thing I like about this product is that its an efficient and easy way to keep all your contacts and prospects in one database |
| It is also free to use for up to 2 users, which is fantastic value for a voluntary project or small business |
| It was so easy to convert over the data from our existing Works database into Workbooks." |
| Cons |
|---|
| Lack of built in lead allocation functionality |
| Automated lead allocation would required custom php code |
| There is very little that i dis-like about this software as any issues can be raised and put into development |
| We are using GatorMail via Workbooks, we have had a few teething problems in rolling out the change |
| This drives me crazy because I run off of 3 screens and have to sign into 3 different workbooks windows |
| Also the modification costs can get really high since not very many programmers know Workbooks." |
Highrise
| Pros |
|---|
| You can send mass emails, store databases, assign tasks to employees, set reminders, and more |
| Great task manager in my opinion |
| Highrise has been a tremendous help when it comes to organizing and improving my freelance business |
| The alerts and notification emails highlighting recent events is useful as well |
| I highly recommend using Highrise |
| Good contact data base management where I can refer back to important conversation threads which might go amiss in a busy inbox |
| Also good for a Virtual Assistant to be able to access remotely." |
| Cons |
|---|
| Countless controls and functions and sections and definitions and miserable standard of support meant it was shelved within a few months |
| The search option is weak, needs work - results are difficult to read and undrestnd |
| They can be tagged however you imagine |
| The problem is that it takes a lot of time at the end of the day/week/month/cycle to go through and categorize them |
| It used to interface with gmail but has now stopped that and will no longer receive upgrades, which is a shame." |
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