Workbooks Alternatives & ReviewsUsed by 75% Professionals

Workbooks Overview




(Alternatives.Co rating)
  • 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

Alternatives.Co has rated
Workbooks as 4.2



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Top Reviews
  • Catherine J.



    As a new business we deployed Workbooks early this year. It has quickly become a central part of our infrastructure, giving us the ability to target vertical markets , analyse the results of campaigns and make informed choices as to where to spend any further funds. As our business grows so does our usage of Workbooks, providing quotes, forecasts and many other reports to help keep us on track as well as ensure we all share important information.

  • Nicola H.Insurance



    Complicated at times, especially with the multiple relationships

Workbooks PricingWorkbooks Pricing

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