Workbooks
CRM software
Sales performance management software
Sales acceleration software
Sales analytics software
Lead scoring software
Demand generation software
Lead generation software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$45 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Construction
- Information technology and software
What is Workbooks
Workbooks is a cloud-based CRM platform that supports sales, marketing, and customer service processes in a single system. It is used by small to mid-sized organizations that need configurable pipelines, contact and account management, and reporting without deploying multiple point solutions. The product includes workflow automation, email marketing capabilities, and analytics dashboards, with options for customization and integration via APIs.
Broad CRM suite coverage
Workbooks combines core CRM functions with marketing and service modules, which can reduce the need for separate tools for basic campaigns and case handling. Teams can manage leads, opportunities, accounts, and customer interactions in one database. This can simplify reporting and handoffs between sales and support compared with using multiple disconnected systems.
Configurable workflows and fields
The platform supports configurable entities, fields, and workflow rules to match different sales processes. Organizations can tailor pipelines, forms, and automation steps without building a custom application from scratch. This flexibility helps teams adapt the CRM to industry-specific data capture and approval processes.
Reporting and analytics built in
Workbooks provides standard and custom reports and dashboards for pipeline, activity, and performance tracking. Users can segment data and monitor key metrics across sales stages and campaigns. This supports sales analytics use cases without requiring a separate BI tool for common operational reporting.
Less extensive ecosystem depth
Compared with larger CRM platforms, Workbooks typically offers a smaller marketplace of prebuilt apps, connectors, and packaged industry solutions. Integrations may require more configuration effort or use of APIs and middleware. This can increase implementation time when an organization relies on many third-party systems.
Advanced SPM features limited
While it supports sales reporting and performance tracking, it is not primarily a dedicated sales performance management suite. Complex compensation management, quota planning, and territory optimization may require additional tools or custom work. Organizations with mature SPM requirements may find gaps versus specialized platforms.
Lead scoring and acceleration constraints
Workbooks includes marketing automation features, but advanced lead scoring models and sales acceleration capabilities can be less comprehensive than purpose-built tools. Teams needing sophisticated multi-touch attribution, intent data, or AI-driven prioritization may need integrations. This can add operational overhead for demand generation programs at scale.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| CRM (Standard) | £30 per user/month (billed annually) — $45 per user/month (billed annually) | Core CRM: manage opportunities & pipeline, quotations, ticketing/case management, Office 365 integration. 30-day free trial available. Mix-and-match licenses supported. |
| CRM Pro | £46 per user/month (billed annually) — $63 per user/month (billed annually) | Includes CRM plus all extensions (Audit Trail, Advanced Security, Multi-Currency, Custom Records, etc.). |
| Business (Standard) | £64 per user/month (billed annually) — $92 per user/month (billed annually) | CRM + order processing, invoicing & credit notes, supplier purchase orders, integrations with accounting/ERP. |
| Business Pro | £78 per user/month (billed annually) — $110 per user/month (billed annually) | Business edition plus all extensions included. |
Notes on add-ons & modules (official site):
- Extensions (examples): Audit Trail +£6.50 / +$9.00; Multi-Currency Documents +£6.50 / +$9.00; Advanced Security +£6.50 / +$9.00; Multi-Company +£6.50 / +$9.00; Custom Records +£6.50 / +$9.00.
- Modules (examples): Project Management +£15.00 / +$21.00; Contract Management +£6.50 / +$9.00; Event Management +£15.00 / +$21.00; Mapping +£7.00 / +$10.50; Microsoft Exchange/Outlook Integration +£7.00 / +$10.50.
- Additional storage: £33 per 1 GB per year (equivalent to £2.75 per month) or $48 per 1 GB per year ($4.00 per month).
- Billing & terms: subscriptions are available for 1, 2, or 3 years and are billed annually. A pricing calculator and personalized quote are available on the official site.
Seller details
Workbooks.com Ltd
Reading, Berkshire, United Kingdom
2007
Private
https://www.workbooks.com/
https://x.com/workbooks
https://www.linkedin.com/company/workbooks/
