Workbooks 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Workbooks

4.3

(112)

Pricing

Starting at $45.00 per month

About Workbooks

Workbooks is the 'No-BS' CRM.

Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.

The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions.

It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.

Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.

Finally, Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.

Workbooks Screenshots

Workbooks Pricing and Plans

Starting price: $45.00 per month

Free Trial

Free Version

CRM

$45.00

per user, per month

Plan includes:

Audit Trial
Customer Service Management
Marketing Management
Mobile
Reports and Dashboards
Sales Management
Sandbox and Testing
Security
Workflows and Automation

Business

$92.00

per user, per month

Plan includes:

Audit Trial
Customer Service Management
Location Intelligence
Marketing Management
Mobile
Order Management
Reports and Dashboards
Sales Management
Sandbox and Testing
Security

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Workbooks Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Workbooks
Access Controls/Permissions
Activity Dashboard
Activity Tracking
AI Copilot
Alerts/Notifications
API
Appointment Scheduling
Assignment Management
Batch Processing
Calendar/Reminder System
Calendar Sync
Call Logging
Campaign Management
Catalog Management
Channel Management
Collaboration Tools
Commenting/Notes
Commission Management
Communication Management
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
CRM
Customer Database
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Enrichment
Data Import/Export
Data Security
Deal Management
Demographic/Firmographic Data
Document Management
Document Storage
Electronic Signature
Email Marketing
Email Sequences
Email Templates
Email Tracking
Event Triggered Actions
Field Sales Management
Forecasting
For Sales Teams/Organizations
Generative AI
Goal Setting/Tracking
Interaction Tracking
Internal Chat Integration
Knowledge Management
Lead Assignment
Lead Capture
Lead Distribution
Leaderboards
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Scoring
Lead Segmentation
List Management
Marketing Automation
Mobile Access
Mobile App
Mobile Interface
Monitoring
Multi-Channel Communication
Multi-Language
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Process/Workflow Automation
Product Catalog
Proposal Generation
Prospecting Tools
Real-Time Data
Real-Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Revenue Management
Rich Text Editor
Role-Based Permissions
Sales Activity Management
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Self Service Portal
Shared Contacts
Single Sign On
Social Media Integration
Source Tracking
Tagging
Templates
Text Editing
Third-Party Integrations
User Management
Web-based Deployment
Web Forms

Workbooks Integrations

Box

Zapier

Sage 50 Accounting

Mailchimp

Dotdigital

Microsoft Outlook

See all 9 integrations

Workbooks User Reviews

Overall Rating

4.3

Ratings Breakdown

51%

39%

Secondary Ratings

Ease of Use

4.1

Value for money

4.1

Customer support

4.3

Functionality

4.2

Abigail D.

Verified reviewer

Alternative Dispute Resolution

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

TDS Workbooks review

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.

Ratings Breakdown

Ease of use

Customer support

Functionality

Previously 5

Pros:

Workbooks is easy to use and intuitive. We have customised our databases heavily to support our products and this has only made Workbooks better for us as a company. It is largely a self-service platform and means that we have a lot more control of our data than we had with our previous provider.

Cons:

I would like more information when I receive errors when creating reports, or a bit more content on the Knowledge Base about this so that I do not need to refer my queries to Support as often.

Vendor Response

Thank you so much for the kind review, we really appreciate it!

Replied September 2025

Dan H.

Verified reviewer

Renewables & Environment

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2022

Our cloud-based CRM that let us make profits without too much technical know how

Good product, with good people behind it.The acquisition and deployment process was comprehensive and gave us confidence in the product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is cloud-based, the support is second to none, and the product is flexible for customisation.Reporting is excellent. It is stable.

Cons:

Testing new releases are limited to around a month in advance, which is a tad shorter than we like.Inability to track mail from aliases, mail tracking is linked to the user's email address only.It is fairly expensive for a CRM system.

Reasons for choosing Workbooks

The overall ability to fit the product around our needs.Good value for money.

Reasons for switching to Workbooks

We needed to part with the on-premise products as a strategy, plus we needed better and more flexible reporting.End-user experience had to get improved.

Herve S.

Non-Profit Organization Management

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2018

Workbooks experience

Ratings Breakdown

Ease of use

Functionality

Previously 4

Pros:

Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration

Cons:

Rigidity of display Dashboards are not great

Shani J.

Verified reviewer

Human Resources

11-50 employees

Used daily for less than 2 years

Reviewed September 2025

Happy with the support from the Workbooks team

Good. It has been an enabler for our business to manage our data better. We have been able to consider growth areas, and understand more our how our customers use our service using the reporting.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Workbooks is a logical system, rich in functionality. We have been able to transfer our processes into the Workbooks framework relatively simply, and as a result our reporting has been massively improved. The Workbooks implementation team and support teams have been great. They take time to educate you on the system, so that you can be self sufficient.

Cons:

The implementation has been more labour intensive than we expected, and we didn't properly plan for this. In hindsight, we should have brought in more resources to support us and to make better use of the system. To introduce some of our processes into WB, this has required additional configuration which has meant extra cost - it would be better if more of this was offered as standard.

Vendor Response

Thank you so much for the review! We're thrilled to hear about the difference we've made to your organization to date, and we really look forward to continuing our relationship.

Replied September 2025

Deni G.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for more than 2 years

Reviewed September 2025

Good admin and experience

Overall good experience. Looking forward to integration with Force24 and in future with new web portal.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Excellent client support. Easy to use product. Good support and training resources. Good integration with Spotler for marketing and communications automations and tailored renewal and onboarding workflows.

Cons:

Sometime records are slow to update/save. Updates via field updater take time. Good reporting functionality and dashboards, but reports build is not always intuitive.

Vendor Response

Thank you so much for the kind review! We really appreciate it.

Replied September 2025

Emily P.

Verified reviewer

Mechanical or Industrial Engineering

11-50 employees

Used daily for less than 12 months

Reviewed September 2025

Easy to use and helpful team

Overall it has been pretty positive. Uptake has been slow and we probably could have done with a bit more support when starting out. It would have been good for someone to visit site and fully understand what we want it to do but appreciate this is more difficult due to location from the head office.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The system is very easy to use, it looks and feels like other common dashboards so it is easy for team members to pick up. We like how every record links, making it easy to find customer data in only a few clicks. Our account manager is very helpful and always available to answer any queries

Cons:

I feel we could have done with a little more support in setting the system up, particularly as we had never used a CRM in this company before. It would also be good if some of the reports had been customised to what we're looking for before we started, rather than having to try and change these after the facts.

Vendor Response

Many thanks for leaving your feedback and for your positive rating!

Replied September 2025

Frankie S.

Verified reviewer

Environmental Services

51-200 employees

Used daily for more than 2 years

Reviewed September 2025

Ability to Tailor Product / Improvements required to API links

Overall, I have had a largely positive experience of Workbooks. During the project it was at times difficult to get the right level of skill and experience to support but we are on the whole happy with the outputs the upgrades have provided.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to tailor the product to the needs of our business. We have made significant changes over the last year that have really helped to drive commercial visibility

Cons:

The API links between Workbooks and other products require a significant amount of set up and maintenance from our Technology team.

Vendor Response

Thanks for leaving a review, we really appreciate it!

Replied September 2025

Nick F.

Verified reviewer

Logistics and Supply Chain

11-50 employees

Used daily for less than 12 months

Reviewed September 2025

Game Changer

User friendly, with great back office support - I could not recommend the platform more strongly. It is a game changer.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is so very easy to use, and has a flexibility to allow insight and analysis on almost any metric.

Cons:

Very little - perhaps the export function to allow accessing long lists of customers and their contact details could be a little easier to use.

Vendor Response

Thank you so much for the great review! Much appreciated.

Replied September 2025

Kelly H.

Verified reviewer

Mechanical or Industrial Engineering

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2018

Workbooks Review

With the Workbooks system we are able to capture the sales to order process and actively record this live data.Workbooks have a great support team who are always on hand to help and support our business when changes are required. This could be from a small field change through to a complete new pdf document.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Workbooks allows our company to capture data and record the sales progress of our enquires through to order. It also allows us to create marketing campaigns and be able to understand the response rate of our campaigns. The reporting aspect of the workbooks is also very powerful and they run as live data which enable us as a business to monitor growth and orders as and when the data is created in workbooks. As a cloud based system this system allows are external users to have access to the workbooks system no matter there location.

Cons:

I would like more ability to be able to change layouts of PDF's so I can make changes as and when the business needs it.

Tim M.

Verified reviewer

Publishing

51-200 employees

Used daily for less than 12 months

Review source

Reviewed December 2018

A new improved way of working

We were working across 6 databases (a separate one for each of our brands) and had no visibility of crossover. Workbooks has given us this capability as well as the business intelligence that connects an individual to their activity with our products. This means segmenting and targeting our marketing becomes easier and more effective.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The flexibility of Workbooks allows us to edit and format the system exactly as we want it The system is easy to navigate and has helped us introduce a more standardised way of working across the business. Integrating into GatorMail means that Workbooks becomes more powerful. We now have a true single customer view that includes all marketing contact as well as website activity of our members. From this information, we are able to automate marketing campaigns triggered by this intelligence.

Cons:

The importing tool is good and fairly intuitive for simple tasks but there is a lot of data work that needs to be done beforehand. Importing orders can be awkward and it takes a fair bit of trial and error to get the mapping of existing data to fit into the system correctly. Reporting takes a bit of time to master but once you've done this, it becomes a key part of the systems everyday usage.

Showing 1 - 10 of 112 Reviews

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