What do you like best?
We needed a CRM that could do time tracking, project management and tie in with our finance department. This was the only product in our price range.
It gets the job done, even though a more responsive UI would have been preferred.
It makes it easier for us to book our employee resources.
We had an easy time integrating it with our AD.
We were able to integrate it with our cloud based filestorage.
Our financing department seems quite happy with it.
What do you dislike?
Old version uses silverlight plugin which we can't use in Chrome, our preferred browser. It's a hassle for most our users.
Newer HTML5 version that works in Chrome lacks functionality.
App for inputting expenses is still lacking, has been in development for over a year.
Seems like they have a small development team.
The UI is extremely clunky, they could benefit a lot from spending more effort on ease of use.
Recommendations to others considering the product
Make sure it fits your usecase.
What business problems are you solving with the product? What benefits have you realized?
We needed a CRM that could do time tracking, project management and tie in with our finance department. Workbook does that however it could be a bit easier to navigate through.