--- description: Learn how Workbooks can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Workbooks. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Workbooks Reviews, Prices & Ratings | GetApp UK 2026 --- Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [Workbooks](/software/9531/workbooks-crm) # Workbooks Canonical: https://www.getapp.co.uk/software/9531/workbooks-crm Page: 1 / 6\ Next: [Next page](https://www.getapp.co.uk/software/9531/workbooks-crm?page=2) > Workbooks is the provider of CRM apps designed for small and mid-size organizations. Our suite of software enables clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the customer support they deliver. > > Verdict: Rated **4.3/5** by 112 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Workbooks 1\. Workbooks has a rich user interface, making the system 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. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 112 Reviews | | Ease of Use | 4.1/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.1/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Workbooks - **Location**: East Hartford, US - **Founded**: 2007 ## Commercial Context - **Starting Price**: US$45.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: 30-day free trial, no credit card required. CRM: $45 per user, per month Business: $92 per user, per month - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, French, German, Spanish - **Available Countries**: Australia, Canada, France, Germany, Guernsey, Ireland, Isle of Man, Jersey, Spain, United Kingdom, United States ## Features - AI Copilot - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Appointment Scheduling - Assignment Management - Batch Processing - CRM - Calendar Management - Calendar Sync - Calendar/Reminder System - Call Logging - Campaign Management - Catalog Management - Channel Management - Collaboration Tools - Commenting/Notes - Commission Management ## Integrations (10 total) - Box - Dotdigital - Force24 - GoCardless - Google Docs - Mailchimp - Microsoft Outlook - Sage 50 Accounting - Xero - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [CRM Software](https://www.getapp.co.uk/directory/230/crm/software) ## Related Categories - [CRM Software](https://www.getapp.co.uk/directory/230/crm/software) - [Contact Management Software](https://www.getapp.co.uk/directory/337/contact-management/software) - [Sales Force Automation Software](https://www.getapp.co.uk/directory/338/sales-force-automation/software) - [Lead Management Software](https://www.getapp.co.uk/directory/339/lead-management/software) - [Online CRM Software](https://www.getapp.co.uk/directory/232/online-crm/software) ## Alternatives 1. [HubSpot CRM](https://www.getapp.co.uk/software/102533/hubspot-crm) — 4.5/5 (4451 reviews) 2. [Zoho CRM](https://www.getapp.co.uk/software/9908/zoho-crm) — 4.3/5 (6964 reviews) 3. [Bigin by Zoho CRM](https://www.getapp.co.uk/software/142099/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 4. [EngageBay CRM](https://www.getapp.co.uk/software/113999/engagebay-marketing) — 4.7/5 (907 reviews) 5. [Salesforce Sales Cloud](https://www.getapp.co.uk/software/90378/salesforce) — 4.4/5 (18768 reviews) ## Reviews ### "CRM that just works well" — 5.0/5 > **Simon** | *20 November 2018* | Architecture & Planning | Recommendation rating: 9.0/10 > > **Pros**: It did everything we asked of it. We have integrated it with our back end systems to provide a single version of the "truth" - the API was very easy to use and the integration very quick to do. We also esily integrated with other SAAS software such as MailChimp and Survey Monkey > > **Cons**: The origin UI was very old school, but fortunately that has now been fixed. Workbooks being a smaller vendor don't have so many out-of-the-box integrations as other CRM vendors, such as SalesForce > > The implementers and support team are spot on. Very attentive, got our business and did their job well. The whole company is easy to work with. ----- ### "Workbook - Great business marketing plan" — 4.0/5 > **Julio A** | *27 February 2018* | Recommendation rating: 9.0/10 > > **Pros**: I like most is the versatility of adapting the software to our offer, is very intuitive and we have several setups until we find the right for us. The software covers from leads to payments, and it have to manage a invoice program. I like the support management because allow us to find our way using workbook > > **Cons**: Once we knew is a flexible software, we didn't understand the dimensions of it, it took a while to process and adapt all our data to a new way to manage the software. The search function is very slow. Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software. > > We found that the numbers of our company were slowing down, so we tried out some new tools in order to make our business to keep on track. Workbooks gave us a new way of thinking because just making things in a different way we can reach more clients. ----- ### "Slugish and painful but gets the job done" — 3.0/5 > **Verified Reviewer** | *21 November 2017* | Computer Software | Recommendation rating: 3.0/10 > > **Pros**: It allows us a company to run our business. We can track support cases and organisational contracts. Saas system means no server maintenance, upgrades take place at night so little downtime. > > **Cons**: So many windows to click and wait for things to open. At times it can take minutes for windows to open. Its not built as a support system, so it's only logging the emails which are sent with categorisations. Contact their support team can be complex as they only allow 2 authorised contacts, so if your 2 colleagues happen to be off they won't answer your call. > > Integrated accounting and support systems. We can see if a company has an active contract before we provide support. Everything is logged and whole team can login to see the status of the cases. ----- ### "Workbooks is great for sales cycles and orders, easy to use and plenty of features\!" — 4.0/5 > **Jenny** | *31 October 2017* | Computer Software | Recommendation rating: 8.0/10 > > **Pros**: I only use workbooks for sales administration work, keeping track of the sales team opportunities and leads. The filter function and all the information you can store in a single record is ideal when you have lots of records. > > **Cons**: The search tool is not ideal, it could be better, needs more advanced options. I also think creating a report is a lot more complicated than it needs to be, different criteria and views makes it hard to use. ----- ### "It is easy to use and cutomise." — 5.0/5 > **Teresa** | *27 October 2017* | Recommendation rating: 10.0/10 > > **Pros**: This was a big step for our business as our processes were all done manually. This has revolutionised the business as almost everything is system generated. It is a fanatic piece of software. > > **Cons**: The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great\! > > No more manual processes\! Real time reporting on quotes, orders and invoicing. Management dashboards. Tracking Sales against targets Following up on opportunities. The list is endless :) ----- Page: 1 / 6\ Next: [Next page](https://www.getapp.co.uk/software/9531/workbooks-crm?page=2) ## Links - [View on GetApp](https://www.getapp.co.uk/software/9531/workbooks-crm) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Structured Data