# Workbooks Software Reviews, Demo & Pricing - 2026 > Review of Workbooks Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/workbooks-crm-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Workbooks Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/workbooks-crm-profile/alternatives/) # Workbooks 2026: Benefits, Features & Pricing Wondering if Workbooks is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Workbooks 4.3 [(112)](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/) 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. Wondering if Workbooks is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Workbooks User Interface ## Popular Workbooks Alternatives Main Product Workbooks 4.3 [(112)](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/) Ratings Breakdown - 4.11Ease of use - 4.06Value for money - 4.26Customer support - 4.22Functionality Pricing Starting at $45.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4465)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.5 [(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.20Value for money - 4.43Customer support - 4.44Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(733)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.73Value for money - 4.49Customer support - 4.50Functionality Pricing Starting at $7.00 per year Get Price ## 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 Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 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 Workflow Automation ## Workbooks Integrations Box Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review Sage 50 Accounting Integration rated undefined from -1 review Mailchimp Integration rated undefined from -1 review Dotdigital Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review See all 9 integrations ## Workbooks User Reviews Overall Rating 4.3 Ratings Breakdown 5 51% 4 39% 3 8% 2 1% 1 1% 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 5 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 5 Ease of use 5 Customer support 4 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 Read More DH 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 4 Good product, with good people behind it.The acquisition and deployment process was comprehensive and gave us confidence in the product. Ratings Breakdown 4 Ease of use 3 Value for money 5 Customer support 5 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. Read More HS Herve S. Non-Profit Organization Management 11-50 employees Used daily for more than 2 years Review source Reviewed November 2018 Workbooks experience 4 Ratings Breakdown 5 Ease of use 3 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 Read More SJ 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 4 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 4 Ease of use 4 Value for money 5 Customer support 4 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 Read More DG 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 4 Overall good experience. Looking forward to integration with Force24 and in future with new web portal. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 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 Read More EP 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 4 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 5 Ease of use 4 Value for money 4 Customer support 5 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 Read More FS 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 4 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 4 Ease of use 4 Value for money 3 Customer support 3 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 Read More NF Nick F. Verified reviewer Logistics and Supply Chain 11-50 employees Used daily for less than 12 months Reviewed September 2025 Game Changer 5 User friendly, with great back office support - I could not recommend the platform more strongly. It is a game changer. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 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 Read More 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 4 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 4 Ease of use 4 Value for money 4 Customer support 4 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. Read More 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 4 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 4 Ease of use 3 Value for money 4 Customer support 5 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. Read More Showing 1 - 10 of 112 Reviews [See All Reviews](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/) ## Workbooks Popular Comparisons [Salesforce Sales Cloud vs Workbooks](https://www.softwareadvice.com/compare/2764-Salesforce/vs/4391-workbooks-crm/)[HubSpot CRM vs Workbooks](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/4391-workbooks-crm/)[Zoho CRM vs Workbooks](https://www.softwareadvice.com/crm/workbooks-crm-profile/vs/zoho-crm/)[HubSpot Sales Hub vs Workbooks](https://www.softwareadvice.com/crm/hubspot-sales-profile/vs/workbooks-crm/)[Bigin by Zoho CRM vs Workbooks](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/workbooks-crm/)[Kylas Sales CRM vs Workbooks](https://www.softwareadvice.com/marketing/kylas-profile/vs/workbooks-crm/)[Ploomes CRM vs Workbooks](https://www.softwareadvice.com/compare/4391-workbooks-crm/vs/449937-Ploomes/)[Dynamics 365 vs Workbooks](https://www.softwareadvice.com/compare/4391-workbooks-crm/vs/106335-Dynamics-365/)[Claritysoft CRM vs Workbooks](https://www.softwareadvice.com/crm/claritysoft-profile/vs/workbooks-crm/)[Pipedrive vs Workbooks](https://www.softwareadvice.com/crm/pipedrive-profile/vs/workbooks-crm/) [Compare All Alternatives](https://www.softwareadvice.com/crm/workbooks-crm-profile/alternatives/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (251) Recently recommended **110** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **107** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **71** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **62** times Stuck Between Options? 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