Workbooks
VERIFIEDby WorkBooks
CRM
What is Workbooks?
Workbooks is a CRM and business process management platform for UK mid-market companies. It manages the complete customer lifecycle including marketing campaigns, sales pipelines, order fulfilment, invoicing, and customer service with UK-focused implementation.
Workbooks Features
Lead management
Contact management
Sales pipeline management
Marketing automation
Customer support
Reporting and analytics
View All 50 Features
Email integration
Task management
Calendar integration
Document management
Customizable dashboards
Mobile access
Workflow automation
Opportunity management
Quote management
Order management
Billing and invoicing
Social media integration
Api access
Data import/export
Accounting
Cloud computing
Contact manager
Crm & sales dashboards
Crm & sales reports
Email marketing / sms marketing
Expense management
Inventory management
Lead generation
On demand (saas)
Product database
Project management
Survey management
Appointment management
Territory management
Sales forecasting
Mobile app
Sales force automation
Workflow management
Lead scoring
Contract management
Web forms
Proposal management
Manage quotations
Interaction tracking
Landing pages
List management
Product catalog
Quotes management
Sales dashboards & reports
Workbooks Pricing Plans
FREE
Free
- 2 users only
- Contact Management
- Sales Team Automation
- Marketing Automation
- Customer Service Management
- Order Processing
- Invoicing & Credit Notes
- Workbooks Forum Support
POPULAR
CRM
$30
/User/Month
- Contact Management
- Sales Team Automation
- Marketing Automation
- Customer Service Management
- Automation Engine
- Customisable Layouts
- Workbooks Forum Support
- Workbooks Phone/Email Support
CRM Pro
$50
/User/Month
- CRM+
- Multi Company Extension
- Multi Currency Extension
- Advanced Security Extension
- Multi Language Extension
- Audit Extension
- Contract Management Module
Business Pro
$86
/User/Month
- Business+
- Multi Company Extension
- Multi Currency Extension
- Advanced Security Extension
- Multi Language Extension
- Audit Extension
- Contract Management Module
- Workbooks Exchange Server Sync
Workbooks Resources
Frequently Asked Questions
Is there a free plan or free trial for Workbooks?
Yes, Workbooks has a free plan. Paid plans start with CRM at USD 30 per user per month.
How much does Workbooks cost?
Workbooks offers a Free plan, CRM at USD 30 per user per month, CRM Pro at USD 50 per user per month, Business at USD 70 per user per month, and Business Pro at USD 86 per user per month.
What does Workbooks integrate with?
Workbooks integrates with Zapier, Google Workspace, Microsoft 365, QuickBooks, Xero, Slack, Mailchimp, and Outlook.
Who is Workbooks best for?
Workbooks is best for small to medium-sized businesses in the UK, particularly sales and marketing teams, service providers, and companies needing CRM with business process management.
What are the best alternatives to Workbooks?
Top alternatives include HubSpot for inbound marketing focus and free tier, Salesforce for enterprise scalability, Pipedrive for simple sales pipelines, Zoho CRM for affordability and multi-module support, and Freshsales for AI-driven lead scoring.
Is Workbooks GDPR / SOC 2 compliant?
Compliance information not publicly confirmed.
Does Workbooks have a mobile app?
Yes, Workbooks has a mobile app for iOS and Android.
What do real users say about Workbooks?
Users praise Workbooks for its user-friendly interface, strong UK compliance features, and comprehensive CRM tools, though some note it lacks advanced AI capabilities compared to larger competitors.
How does Workbooks compare to its top competitor?
Compared to Salesforce, Workbooks is more affordable and tailored for UK SMBs with built-in accounting and process management, while Salesforce excels in enterprise customization and global scale but at a higher cost.
Does Workbooks offer customer support?
Yes, Workbooks provides customer support via phone, email, live chat, and a knowledge base, with priority options for higher-tier plans.