Workbooks
Workbooks is a CRM and business management platform from a company founded in 2009 and based in Reading, United Kingdom. It runs on the web, iOS, and Android, with tools for managing accounts and contacts, opportunities and sales pipelines, quotations, and ticketing and case management. The CRM plan includes Office 365 integration; the product also lists email synchronization, marketing automation, AI features, and a mobile app. Higher-level plans add orders and finance, invoices and credit notes, and accounting and ERP integrations. Workbooks has no free plan, but offers a 30-day free trial. CRM costs $47.00 per month, CRM Pro $66.00 per month, Business $97.00 per month, and Business Pro $116.00 per month. Each paid plan is billed annually under a one-, two-, or three-year subscription. The listed trial is free for 30 days.
Who it is for
Workbooks suits businesses looking for CRM tools alongside functions for orders, finance, invoicing, and integrations. Its web, iOS, and Android availability may suit teams using a mix of devices.
What is good
- Manages accounts, contacts, opportunities, and pipelines.
- Includes quotations and ticketing and case management.
- CRM plan includes Office 365 integration.
- Higher plans include finance and accounting integrations.
- Available on web, iOS, and Android.
What to know first
- No free plan is listed.
- The free trial lasts 30 days.
- CRM starts at $47.00 per month, billed annually.
Verdict
Workbooks combines CRM capabilities with additional business functions as plans move up the range. It has a 30-day free trial, but no free plan; listed subscriptions are billed annually.
Workbooks plans and pricing
All plansCompared on CRM software
- Free plan
- Yes
- Paid from
- $47/user/mo
- Free trial
- Yes
- Visual sales pipeline
- Yes
- Email sync
- Yes
- Marketing automation
- Yes
- AI features
- Yes
- Mobile app
- Yes
