Spot Score

Workbooks CRM

Nurture relationships, boost sales with Workbooks CRM.

4.5

(510)

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Starts from $39/User/Month

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Overview

Features

Pricing

Alternatives

Ratings

Media

Customers

Integrations

Support

FAQs

What is Workbooks CRM?

Affiliate Disclosure

Workbooks CRM is a comprehensive Customer Relationship Management solution for small to medium businesses. It allows you to manage your prospects and customers, call management, marketing, sales and more - in one easy-to-use cloud solution.

Pricing

Starts from $39/User/Month
Free Trial available

Customer Type

Medium Business
Small Business

Platform Type

SaaS/Web/Cloud
Mobile - iOS

Workbooks CRM software demo

View demo

Workbooks CRM Features

Show Feature Explanation

Features Score:

Analytics (ROI Tracking)

Campaign Segmentation

Email Drip Campaigns

Lead Management

Lead Nurturing

Website Visitor Tracking

Channel Management

Workbooks CRM Pricing

Claim a Free Trial

Free Trial

Yes, It's available

Workbooks CRM Pricing

Starts from $39/User/Month

Pricing Model

Free trial
Paid Plans (Subscription )

Claim a Free Trial

Pricing Plans

Standard CRM

$39

/User/Month

Sales Management
Marketing Managment
Customer Service Management
Platform Capability Account & Contact Management Workflows & Automation Custom Layouts & Data Objects Reports & Dashboards Location Intelligence Mobile Security Audit Trail Sandbox & Testing
Account & Contact Management

Show more +

Business CRM

$79

/User/Month

Sales Management
Marketing Managment
Customer Service Management
Order Management
Platform Capability Account & Contact Management Workflows & Automation Custom Layouts & Data Objects Reports & Dashboards Location Intelligence Mobile Security Audit Trail Sandbox & Testing

Show more +

Explore in-depth pricing

Screenshots of the Workbooks CRM Pricing Page

Disclaimer: Pricing information for Workbooks CRM is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

View detailed pricing for Workbooks CRM

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8.2

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Workbooks CRM Reviews & Ratings

4.5

Very Good

Based on 510 ratings & 163 reviews

Rating Distribution

Excellent

(91)

Very Good

(57)

Good

(15)

Poor

(0)

Terible

(0)

Expert's Review generated by AI

Workbooks has emerged as a versatile, robust, and highly customizable CRM solution, particularly well-suited for small to medium-sized enterprises (SMEs). Praised for its flexibility, intuitiveness, and feature-rich platform, Workbooks allows businesses to streamline and integrate their operations across sales, marketing, account management, support, and finance. ...Read more

Workbooks CRM pros and cons

Highly customizable platform, enabling users to tailor the CRM to fit specific business processes and goals.
Affordable and ideal for small to medium-sized businesses, with no hefty costs for essential functionalities.
Streamlines business operations across departments, connecting sales, marketing, and finance on one unified platform.
Intuitive user interface, making it easy to learn and navigate, even for non-tech-savvy users.
Excellent data organization and accessibility, allowing user-friendly reporting and real-time insights for smarter decision-making.

Configuration and setup can be time-consuming, and a learning curve exists, especially for creating customized reports.
Limited out-of-the-box integrations with popular tools like Tableau, SurveyMonkey, or BI platforms, which restricts advanced connectivity.
Mobile app performance is suboptimal compared to the desktop version, with slow processing and occasional bugs.

User Review

Anonymous User

09/20/23

5 out of 5

"Exceptional CRM Software for Business Growth"

What do you like best about Workbooks? I’ve been a user of Workbooks CRM for around 4 years now, and I must say, this CRM software has exceeded my ...

Stephanie K

09/20/23

5 out of 5

"Can't do without it...."

What do you like best about Workbooks? Allows us to build whatever report we need, add custom fields, and is fundamental to our business processes for ...

Anonymous User

08/29/23

5 out of 5

"Great product, great customer services"

What do you like best about Workbooks? As a marketing manager, Workbooks has a clean UX design thats easy to use and train new members on. We've had a ...

Soren E

08/29/23

5 out of 5

"Highly configurable CRM with a great support team"

What do you like best about Workbooks? Workbook's CRM offers exceptional efficiency through its intuitive interface, streamlining customer ...

View all Reviews

Workbooks CRM Customers

Rotary

TCMM

Workbooks CRM Integrations

4.4

4.2

4.5

4.6

3.8

4.4

4.5

4.3

4.2

Hubspot Marketing Hub

4.5

4.3

4.2

4.1

4.3

4.1

4.3

4.5

4.2

4.2

4.4

3.9

4.3

4.5

3.4

3.9

4.3

4.2

4.6

3.5

4.1

4.5

4.3

4.6

4.4

4.2

4.2

4.7

4.6

4.3

4.3

4.2

3.9

4.7

3.1

Microsoft OneDrive for Business

4.5

4.3

4.3

4.6

4.7

4.4

4.4

4.6

4.1

4.5

4.5

4.5

4.4

4.4

3.8

4.3

4.7

4.6

3.5

4.3

View all integrations

Workbooks CRM Support

Contact

+44 118-3030-100

Customer Service

24/7 (Live rep)

Business Hours

Online

Location

Berkshire, England

Reach out to Workbooks CRM Social channels

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Workbooks CRM is a CRM Software. Workbooks CRM offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.

Some top alternatives to Workbooks CRM includes Salesforce Sales Cloud, Pipedrive, Thryv, Vendasta and CRM.io by 500apps.

Yes, Workbooks CRM provides API.

Yes, Workbooks CRM provides mobile app.

Workbooks CRM is located in Berkshire, England

Workbooks CRM offers Free Trial, Subscription pricing models

Yes, Workbooks CRM can integrate with Quickbooks, Xero, Freshbooks, Reckon One and many more.You can find more integration for Workbooks CRM here

The starting price of Workbooks CRM is $39/User/Month

Researched by Rajat Gupta