Workbooks

What Workbooks is

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 suits

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.

Limits

The free option is a 30-day trial, with no ongoing free plan. Paid subscriptions are billed annually and run for one, two, or three years.

Getting started

1. Visit the Workbooks website.
2. Start the 30-day free trial.
3. Choose a plan based on whether you need CRM functions, CRM extensions, or Business functions.
4. Use Workbooks on the web, iOS, or Android.

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.