WorkbooksUsed by 75% Professionals

Workbooks Overview




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  • Linux
  • Windows

Workbooks is a cloud-based CRM software with co-funded implementation. Businesses can use Workbooks to connect all of their marketing, finance, sales, and customer service teams through cloud-based CRM software for improved workflow and output. You can also easily generate and close leads.

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About Workbooks

Workbooks Features

  • Workbooks FeaturesMarketing Management : Captures leads, segments data, auto-assigns opportunities, and measures marketing ROI.
  • Workbooks FeaturesSales Management : Displays all prospects-related interactions, passes leads for follow-up, and converts qualified leads.
  • Workbooks FeaturesOrder Management : Generates orders and invoices, while supporting digital signature solutions and tax calculations.
  • Workbooks FeaturesCustomer Service Management : Tracks support calls, customer enquiries, and project delivery in one place.
  • Workbooks FeaturesAutomation Engine & Workflows : Allows building simple no-code workflows as well as complex workflows using scripts.
  • Workbooks FeaturesEvent Management : Manages all aspects of events from online ticket purchasing to driving attendee communication.

Workbooks Ratings and ReviewsWorkbooks Ratings and Reviews has rated
Workbooks as 4.1



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Top Reviews
  • Paul ReynoldsIT Admin



    We looked at Salesforce and Sage, they were too heavy and the custom work required meant any change would be cost prohibitive.
    How many application are you replacing near term or in the future, think about the costs of doing so even though the services work is a reasonable day rate. This is a subscription cost so make sure you company benefits from the opex budget versus the capex costs usually associated with software and supporting hardware.
    Simple to use and bring new users on to Lower cost of ownership with no upgrades or patching to "have to do" When you need support its there
    We needed a specific function and were told that it would be available in a future release. We changed a process in the business and then the feature came out sooner.

  • Andrew CutlerGeneral Manager



    The ability to customize Workbooks really gave them the lead against the other products that we have used or that we considered when upgrading from the Base CRM system.
    The ability to customize Workbooks makes it perfect for any company that would benefit from a more transparent/consistent process (marketing - quotation - order processing - product/service delivery - invoicing - management reporting/analysis - repeat business prospecting).
    Transparency regarding the stage that each of our projects are at. Excellent way of ensuring that each project has a current task against it, ensuring that someone within the team has control of the project. Great data accessibility as many of the team work in the field or from home. Excellent management reporting.
    Uploading images (that we insert into our quotes or risk assessments/method statements) could be better. Some kind of time sheet function would be great. More data space per user and a better indexing of the upload library.

Workbooks PricingWorkbooks Pricing

Basic CRM
StartingUSD 39/moBilled Monthly
Business CRM
StartingUSD 79/moBilled Monthly