Workbooks CRM Pricing Plan & Cost Guide

Workbooks CRM

CRM For Small and Medium Businesses

4.35/5 (71 reviews)

Workbooks CRM Pricing

Starting from: $30.00/month

Pricing model: Freemium, Subscription

Free Trial: Available (No Credit Card required)

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $30 per user, per month
CRM Pro: $50 per user, per month
Business: $70 per user, per month
Business Pro: $86 per user, per month

Competitors Pricing

OnContact CRM

Starting from: $60.00/month
Pricing model: One-time License, Subscription
Free Trial: Available (No Credit Card required)

Zoho Survey

Starting from: $29.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

PipelineDeals

Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Logicbox

Starting from: $55.00/month
Pricing model: Subscription

vCita Business App

Starting from: $12.00/month
Pricing model: Freemium, Open-source, Subscription
Free Trial: Available

Pricing Comparison

How does Workbooks CRM compare with other Customer Management apps?

Subscription plan?

Workbooks CRM



96% of apps offer a
subscription plan

Free trial?

Workbooks CRM



82% of apps have a
free trial

Freemium plan?

Workbooks CRM



26% of apps have a
freemium plan

Pricing Comparison

Customer Management app prices shown are $/month




Workbooks CRM Pricing Reviews

Pros
  • Intuitive interface and highly customisable. Very easy to tailor to any business model.
  • The product is customizable and affordable. The customer service is prompt and thorough.
  • Workbooks has all the features you need in a CRM and more. Its ease of adoption is its #1 attribute.
  • good email marketing functionality integrate Google Adwords 30 day free trial web-based, no software needed
Cons
  • Not alot
  • The many applications that can be added to the CRM are not already integrated.
  • Ok so we can not customise it totally but we can do so much more than other CRM's out there without the added cost.
  • The mobile client uses HTML5, so it is not ideal. A new IOS and Android app is due out soon, really looking forward to seeing that.
94%
recommended this to a friend or a colleague

13 reviewers had the following to say about Workbooks CRM's pricing:

Anonymous

Great Value, OK CRM

Used daily for 2+ years
Reviewed 2018-03-07
Review Source: Capterra

It's helped our business grow for years, but we've outgrown it and we'll be moving on soon.The price is extremely good for what you get. If price is your primary criteria, go for it. A lot of stuff can be customized, though the API & tools are just so-so

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Workbooks CRM

CRM For Small and Medium Businesses

Mike Williams

Easy to use, highly customisable CRM

Reviewed 2015-01-30
Review Source: Software Advice

Intuitive interface and highly customisable. Very easy to tailor to any business model.

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Workbooks CRM

CRM For Small and Medium Businesses

lucas overmars

Good CRM for SMBs

Reviewed 2010-11-08
Review Source: GetApp

Helpful CRM tool at a reasonable price. Well designed for SMBs Very handy to manage contacts, integrate most emailing functions, lead management, marketing campaigns, access quoting tools, review forecasts... The business account allows orders management (processing, fulfillment, pricing schemes, invoicing...) good email marketing functionality integrate Google Adwords 30 day free trial web-based, no software needed

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Workbooks CRM

CRM For Small and Medium Businesses

Trevor Townsend

Make your choice carefully, the cost is not the software

Reviewed 2014-03-15
Review Source: GetApp

When selecting a CRM you should not only be concerned about the license and implementation cost, both of which are important, but you should be equally concerned about the long term viability of the first supplying the CRM. There are 100's of small and cheaps CRM's that will not survive for very long. 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. Workbooks is increasingly popular and consistently receives high customer satisfaction rating because it easy to use and very flexible to configure. Quite simply, your sales and admin people will like using it! .Workbooks has all the features you need in a CRM and more. Its ease of adoption is its #1 attribute.

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Workbooks CRM

CRM For Small and Medium Businesses

Andy Regent

Great CRM Product really easy to use.

Reviewed 2011-05-20
Review Source: GetApp

We've been using Workbooks Business Edition now for around 6 months. The sales team find it really easy to use and it has enabled us to really stay on top of our sales pipeline and it's helped us run more structured deal reviews. We also like the fact we can use the product book, to store our product details, including cost and sales price. This means we are doing a better job of tracking gross margins within sales. All in all, a big plus for our business.Easy to use and setup. We like the desktop interface. The ability to track leads, opportunities and orders.

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Workbooks CRM

CRM For Small and Medium Businesses

Darren McCarthy

Free version still going strong

Reviewed 2015-06-11
Review Source: Software Advice

As a small business it is great to have a tool that is used in big business. Having a CRM that you can access anywhere with all your customer details and information when you are on the go is essential. We use the free version as we only need two users to access the information, but if my business needs to add more users we can for a very low cost.

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Workbooks CRM

CRM For Small and Medium Businesses

Jaime Bloom

Customer Support is Fantastic

Reviewed 2015-02-19
Review Source: Software Advice

The product is customizable and affordable. The customer service is prompt and thorough.

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Workbooks CRM

CRM For Small and Medium Businesses

Ray King

Perfect Franchise Tool

Reviewed 2015-01-22
Review Source: Capterra

LMI-UK is a relatively small and simple franchised business offering top class Leadership & Management Development here in the UK. We are part of a global corporation operating in over 70 countries. We needed a comprehensive tool, easy to operate which all our UK Franchise owners could use. Workbooks fitted the bill perfectly and at a price acceptable to everyone. (Although the contract is with LMI-UK, in Franchising it is typical the individual 'User' cost is passed onto the respective Franchisee) Our Franchisees manage their clients and prospective clients, track their marketing campaigns and now feel in control of their individual businesses. Which is key to our desired and actual growth. We would recommend any business, Franchise or otherwise, to take a closer look at the Workbooks option before making any final decision concerning who to CRM partner with.

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Workbooks CRM

CRM For Small and Medium Businesses

Mark Cohen

Excellent Product for Small - Mid-Sized Business

Reviewed 2015-02-20
Review Source: Software Advice

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

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Workbooks CRM

CRM For Small and Medium Businesses

Rosie Barfoot

Fantastic tool for voluntary work

Reviewed 2011-09-06
Review Source: GetApp

We use Workbooks to keep track of all our members, providers, volunteers and sponsors; communication and for managing activities. It saves vital time, which is invaluable when you are running a voluntary project as well as a business. Most importantly for me, it is easy to use and quick to learn. I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in, it's just a couple of clicks and I have what I need. I can easily send emails or track projects. I like the fact that we can easily personalise it to meet our unique project requirements. I am keen to now use it in my training business.Quick to set up, easy to use and very reliable. It is also free to use for up to 2 users, which is fantastic value for a voluntary project or small business. It was so easy to convert over the data from our existing Works database into Workbooks.

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Workbooks CRM

CRM For Small and Medium Businesses

Peter Johnson

Workbooks great product great price.

Reviewed 2015-01-15
Review Source: Capterra

Great CRM software at a good price point. It has all the functionality you would expect. Users find it easy and intuitive to use. The interface follows a consistent style throughout which makes each task easy for all users and administrators. There are plenty of options for customisations and it is straight forward when configuring to your business requirement. The integration with email is excellent and even if you do not use or opt to use the outlook connector, the Email Dropbox is a great way to get emails in to the CRM from other applications. The online documentation is better than most I have seen which is great when you need to learn how do use any part of the system. There is a free trial available so well worth a look with no obligation.

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Workbooks CRM

CRM For Small and Medium Businesses

Jason Khan

Affordable CRM Solution for Sales and Marketing

Reviewed 2015-02-06
Review Source: Software Advice

Workbooks offers an affordable solution for sales and marketing. It allows easy integration possibilities with most other systems with an API and has good integration with other systems out of the box. They take customer support and feedback very seriously and are continuous on their roll out of updates. This CRM offers transaction documents out of the box for Sales Processing, which is very convenient for sales. Other modules for event management and customer support makes this CRM just more than your typical CRM. This system has its own tabbed Windows-like interface which can make it very easy for new users.

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Workbooks CRM

CRM For Small and Medium Businesses

Rob Stevenson

An ok start but strong development & quickly becoming reliant on its versatility once understood

Used daily for 1-2 years
Reviewed 2017-10-18
Review Source: Capterra

The ability to move towards a single, powerful platform which streamlined business processes from marketing to sales and order processing and gave each area of the business full and powerful reporting.Support: Workbooks have a very strong and capable support team which really helps outweigh any of the slightly frustrating areas of the CRM. They are very quick to respond via email and very few problems taking longer than a single phone call to resolve. Capability / Flexibility: The system is extremely flexible. It allows a huge amount of different areas of the business to be logged, controlled and reported on. Some CRM systems can deal with lead tracking and customer tracking, but Workbooks very easily deals with this as well as all financial areas of the business sales orders, invoicing, purchasing and more. `Single Platform: linked to its flexibility, Workbooks, with the introduction of the Web Insights and Email Marketing platforms is able to deal with a contact end to end, from warming a lead up, to delivering a product once they have become a customer and then their journey via support and account management. Reporting: The reporting engine is so powerful that you can create virtually anything you can think of. I have only found one thing when creating reports that I wasn't able to do, even then it was a nice to have. Once you understand how the platform works, it becomes an invaluable tool.

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Workbooks CRM

CRM For Small and Medium Businesses