Category
CRM Software
Pricing Type

Subscription

Price Range

£35-£58/user per month

Say goodbye to spreadsheets and poor CRM systems

Workbooks extends beyond traditional CRM systems to include sales order processing, contract management and invoicing, so you can manage all your customer information in one place.

- Workbooks
Workbooks Product Video
b Features & Options of Workbooks
  • Contacts: People & Organisations, Notes & Attachments, Relationship Mapping.
  • Email: Outbound Email, Mailshots, HTML Email Templates, Email Drop Box, Mailing Lists.
  • Sales: Leads, Web-to-Lead, Marketing Campaigns, Opportunities, Pipeline Management, Sales Forecasting , Cases, Web-to-Case.
  • Documents: Contract Management, Quotations, Customer Sales Orders, Customer Invoices & Credit Notes, Supplier Purchase Orders, Transaction Documents, PDF Output Documents.
  • Tasks: Notifications, iCal Support, Activities & Meetings.
  • Functions: Upload Library, Queues, Export to CSV & Excel, Import Wizard, Automation Engine, Custom Fields, Custom Page Layouts, Customisable Views, Global Search, vCard Support.
  • Management: Audit Tracking, Dashboards, Charting, Reporting.
  • Capacity: Multiple Databases, Multi Company Support.
  • Products & Services: Product Book, Pricing Schemes.
  • Financial: Foreign Currency & Exchange Rates, Multiple Tax Regimes.
  • Support: Knowledge Base.

Access & Support:

  • Users: Free plan – 2 users | Other plans – pay per user.
  • Apps: Android, iPhone.
  • Support: Free plan – Online only | Other plans – Online + Email + Phone.
Workbooks Pricing

Free: 2 users; 1 database, 1 GB storage, feature restrictions | CRM: £19/user/month; 5 databases, 10 GB storage, integrations, multi-currency, customisation | Business: £42/user/month; order management & invoicing.

Payment Discounts: None – billed annually.

Trial/Warranty: 30 day free trial.

Other Costs: Extensions (mandatory) – £16/user/month | Modules (optional) – £various.

Integrations & Add-Ons
  • Invoicing & Accounting: Xero, Sage, CCH Software.
  • Credit Checking: Creditsafe.
  • Event Management: EventHQ.
  • Contracts and Proposals: HelloSign, Adobe Document Cloud eSign.
  • Inbound Marketing: Hubspot.
  • Lead Generation: Lead Forensics, Barbour ABI.
  • Email List Marketing: MailChimp, MPZMail, dotMailer, Campaign Master (UK) Ltd, Constant Contact.
  • Email & Documents: Outlook Connector, Google Docs, Box.
  • Address Lookup: PCA Predict.
  • Integration Platforms: PieSync.
Ratings Summary
(4.5/5 from 339 reviews)

The rating score is a weighted average of ratings from these respected sources.

  • G2 Crowd: 4.5/5 from 267 user reviews
  • Software Advice: 4/5 from 24 user reviews
  • TrustRadius: 9.6/10 from 22 user reviews
  • Google Play: 4.3/5 from 13 user reviews
  • GetApp: 4.8/5 from 9 user reviews
  • Capterra: 5/5 from 4 user reviews