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Workbooks description
Workbooks is cloud-based CRM software designed for mid-sized businesses. It offers tools for marketing, sales, customer service, and operations, promising a simpler and more affordable alternative to larger CRM providers. Features include sales forecasting, reporting, and integrations, with a focus on transparent pricing and reliable support. Workbooks emphasizes fast implementation and personalized onboarding.
What companies are using Workbooks?
Who is Workbooks best for
Workbooks CRM is a cloud-based solution designed for mid-sized businesses. It offers sales, marketing, customer service, and operations tools, providing a user-friendly alternative to larger CRM providers. Users praise Workbooks for its ease of use, real-time updates, and helpful customer support. However, some users have noted initial learning difficulties and occasional bugs. Workbooks is ideal for businesses seeking an accessible and customizable CRM.
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Best fit for mid-sized businesses seeking a simpler CRM.
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Suitable for a wide range of industries, including Healthcare, Finance, and E-commerce.
Workbooks features
| Supported Workbooks supports sales forecasting, including pipeline management and revenue prediction. |
| Supported Workbooks CRM offers marketing automation features like campaign management, customer segmentation, and email templates. |
| Supported Workbooks supports sales management, including invoices, orders, and customer data. |
| Supported Workbooks supports campaign management and marketing automation. |
| Supported Workbooks CRM offers reporting and analytics, including financial metrics. |
| Supported Workbooks CRM supports contact management, lead management, sales automation, and marketing automation. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Workbooks reviews
We've summarised 565 Workbooks reviews (Workbooks G2 reviews) and summarised the main points below.
- Real-time, cloud-based platform praised for live updates and accessibility
- Easy to use and implement, requiring minimal training
- Facilitates team collaboration and breaks down information silos
- Customizable platform and adaptable to various business needs
- Responsive and helpful customer support
- Difficult to learn initially
- Some inconsistencies and bugs
- Online help articles need more frequent updates
- Limited native mobile app functionality
- Limited storage space requires monitoring
Workbooks pricing
The commentary is based on 18 reviews from Workbooks G2 reviews.
Workbooks is praised for its competitive pricing and affordability, especially for small to medium-sized businesses. Many reviewers highlight its cost-effectiveness compared to other CRM solutions, making it a valuable tool for managing sales, marketing, and customer relationships. Some find the free version limiting, but overall, the pricing is considered a significant advantage.
Users sentiment
See the Workbooks pricing page.
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Workbooks has a free trial.
CRM Edition
Sophisticated CRM to help manage contacts, activities and pipeline. Create and send quotations. Market-leading customer support by phone and online. Office365 integration, including SharePoint connector. Perfect for users that want core CRM features and a 360° view of customers.
Business Edition
All CRM Edition features, Sales Order Management, Supplier Purchase Orders, Contract Management, Invoices & Credit Notes. Ideal for CRM users who also need to facilitate orders, invoices and contracts.
Events Edition
All Business Edition features, Publish events on your website, Sell tickets and sponsorships, Online event registration and management, On the day attendance check-in, WordPress plug-in, Integration with leading event platforms. Great for users who want to manage events in one central platform.
Workbooks alternatives
SalesPro CRMBetter fit for smaller businesses. Offers free training. A Workbooks CRM alternative.Read more
HubSpot Marketing HubBetter for inbound marketing and lead generation. Has broader appeal across various business sizes. Growing faster than Workbooks. More user reviews available, although user ratings are similar.Read more
OverloopBetter for sales outreach automation and LinkedIn integration. Popular with users for ease of use and automation features. A Workbooks CRM alternative.Read more
HubSpot Sales HubBetter for larger businesses. More user-friendly, but potentially more expensive. Stronger customer service and easier implementation.Read more
Oracle Customer Experience (CX) Cloud SuiteBetter fit for enterprise-level businesses. Has significantly more website traffic momentum. Users report a steep learning curve and high cost.Read more
Insightly All-in-OneBetter fit for smaller businesses. Has more website traffic momentum, but slower employee growth. Lower ratings on Glassdoor. Provides a centralized platform praised for ease of information access and integrations, but some users find it difficult to learn and the reporting unintuitive. Insightly All-in-One is a strong Workbooks competitor and alternative for SMBs.Read more
Workbooks FAQ
What is Workbooks and what does Workbooks do?
Workbooks is a cloud-based CRM designed for mid-sized businesses. It offers sales, marketing, customer service, and operations tools, including sales forecasting, reporting, and integrations. Workbooks focuses on ease of use, transparent pricing, and reliable support.
How does Workbooks integrate with other tools?
Workbooks integrates with various tools to enhance its functionality. It connects with popular accounting software, email platforms, and other business applications. This allows for streamlined data flow and improved efficiency across different departments. Specific integrations are available on the Workbooks website.
What the main competitors of Workbooks?
Top Workbooks competitors include HubSpot Marketing Hub, ActiveCampaign, Zoho CRM, and Insightly All-in-One. These alternatives offer similar CRM and marketing automation features, often catering to a range of business sizes and budgets.
Is Workbooks legit?
Workbooks is a legitimate CRM software. User reviews confirm its ease of use and helpful customer support. While some users mention a learning curve and occasional bugs, its cloud-based platform and customizable features make it a safe and viable option for businesses seeking CRM solutions.
How much does Workbooks cost?
Workbooks CRM pricing starts at £28/user/month for the CRM Edition. The Business Edition is £61/user/month, and the Events Edition is £137/user/month. A free trial is available. Contact Workbooks for a detailed quote or to discuss if the product is worth it for your needs.
Is Workbooks customer service good?
Workbooks' customer service is frequently praised in reviews. Users highlight the helpful, responsive, and knowledgeable support team, often mentioning specific support staff by name. The readily available resources and training materials also contribute to positive customer service experiences.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.