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Workbooks

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Workbooks began in 2007 in Reading, United Kingdom and delivers cloud-based CRM and business applications to SMBs.  Only a few...
2007
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Provider Overview

Workbooks began in 2007 in Reading, United Kingdom and delivers cloud-based CRM and business applications to SMBs.  Only a few short years after its creation, in 2012, Workbooks obtained its very first international customer (in the U.S.). Today 1400 customers in over 50 countries use Workbooks.

Workbooks provides a vast number of features at a cost that is 50-70% less than Salesforce and Microsoft Dynamics.

 

Workbooks Pricing and Services

 

Free Trial

30 days

Free Version

No

CRM CRM Pro Business Business Pro
Price $30* $45* $65* $80*
Account & Contact Management YES YES YES YES
Sales Management & Automation YES YES YES YES
Marketing Management YES YES YES YES
Customer Service Management YES YES YES YES
Order Processing NO NO YES YES
Invoicing & Credit Notes NO NO YES YES
Automation Engine & Workflows YES YES YES YES
Customizable Layouts YES YES YES YES
Security YES YES YES  YES
Data Management  YES  YES  YES  YES
Reporting & Dashboards  YES  YES  YES  YES
Mobile  YES  YES  YES  YES
Sandbox & Testing  YES  YES  YES  YES
EXTENSIONS (Must be purchased for all users)
Multi Company Extension  $6.50  YES  $6.50  YES
Multi Currency Extension $6.50  YES  $6.50  YES
Advanced Security Extension  $6.50  YES  $6.50  YES
Multi Language Extension  $6.50  YES  $6.50  YES
Audit Extension  $6.50  YES  $6.50  YES
Custom Records Extension  $6.50  YES  $6.50  YES
MODULES (can be purchased for users who need them)
Contract Management Module  $6.50  YES  $6.50  YES
Workbooks Exchange Server Sync  $6.50  $6.50  $6.50  $6.50
Workbooks Outlook Connector  $6.50  $6.50  $6.50  $6.50
Mapping Module  $7.25   $7.25   $7.25   $7.25
Events Module  NO  NO   $7.25   $7.25
Workbooks Forum Support  YES  YES  YES  YES
Workbooks Phone/Email Support  YES  YES  YES  YES

*Per User Per Month Billed Annually

Screenshots
  • Organizations Summary Page
    Organizations Summary Page
  • Real-time Dashboards
    Real-time Dashboards
  • Google Apps Integration
    Google Apps Integration

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