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Workbooks Logo

Workbooks

4.3
(109)

Write a review

A made-to-measure CRM for an off-the-shelf price.

(21)

Workbooks Pricing, Features, Reviews and Alternatives

Workbooks FAQs

Q. What type of pricing plans does Workbooks offer?

Workbooks has the following pricing plans:
Starting from: $34.00/month
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Workbooks?

Workbooks has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Workbooks support?

Workbooks supports the following languages:
English, French, German, Spanish


Q. Does Workbooks support mobile devices?

Workbooks supports the following devices:
Android, iPad, iPhone


Q. Does Workbooks offer an API?

Yes, Workbooks has an API available for use.


Q. What other apps does Workbooks integrate with?

Workbooks integrates with the following applications:
HubSpot Marketing Hub, Constant Contact, Microsoft Outlook, Adobe Acrobat Sign, Mailchimp Transactional Email, Zapier, Google Docs, Box, FreshBooks, Sage 50cloud Accounting, Dropbox Sign, GoCardless, Dotdigital, Basecamp, Mailchimp, Operations Hub


Q. What level of support does Workbooks offer?

Workbooks offers the following support options:
Knowledge Base, Email/Help Desk, Chat, FAQs/Forum, 24/7 (Live rep), Phone Support

Workbooks product overview

Price starts from

34

/user

Per month

What is Workbooks?

Workbooks provides sales people, sales leaders and marketers with the tools they need to create leads, manage the sales pipeline, close deals and ensure their teams are productive.

Key benefits of using Workbooks

1. Workbooks has a rich user interface, with a 'Windows-like' feel to the system, making the system extremely easy-to-use and user adoption very quick.

2. Our 'joined up' business processes model, enables you to have full visibility from prospect to cash, helping you to streamline and automate many of your processes.

3. With the ability to assign invoices to marketing campaigns, Workbooks enables you to accurately calculate ROI, based on real costs, rather than just estimates.

4. Workbooks is a UK provider for UK SME businesses. This means all our support and engineering are local, enabling us to respond to our customers immediately.

5. Cost effective - As Workbooks is an online service, there is no large capital commitment for hardware and software and you only pay for the users you need.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Email/Help Desk
Chat
FAQs/Forum
24/7 (Live rep)
Phone Support

Training options

Live Online
Videos
Webinars
In Person
Documentation

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Why am I seeing this?

Workbooks pricing information

Value for money

4.1

/5

109

Starting from

34

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Workbooks features

Functionality

4.2

/5

109

Total features

93

9 categories

Most valued features by users

Reporting/Analytics
Third-Party Integrations
Activity Dashboard
Alerts/Notifications
Reporting & Statistics
API
Data Import/Export
Mobile Access

Workbooks users reviews

Overall Rating

4.3

/5

109

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.14/10
Rating distribution

5

4

3

2

1

57

41

9

1

1

Pros
The service was great and the staff was knowledgeable and friendly. Would definitely recommend it.
Easy to use and very efficient- Until a year ago was not used to using a system like this at all but was very easy to learn and it is a fantastic tool for the job I do.
There are a big numbers of features that can help your organization or company to do the best work.
Cons
And if you have spent the time implementing, embedding these in your business process and training your staff, you will have a huge disruption to your business if they disappear.
I dislike the fact that some fields are locked.
Runs very slowly at times, this makes for frustration on a busy support desk.

Common Workbooks comparisons

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WorkbooksvsZoho CRM
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WorkbooksvsPipedrive

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