Workbooks

Workbooks is a CRM and business management platform for web, iOS and Android. Its CRM plan covers account and contact management, opportunity and pipeline management, quotations, and ticketing and case management, with Office 365 integration. The product also lists email synchronization, marketing automation, AI features and a mobile app. Higher plans add orders and finance, invoices and credit notes, and accounting and ERP integrations. Workbooks has no free plan, but its free trial lasts 30 days. CRM costs $47.00 per month, billed annually under a one-, two- or three-year subscription. CRM Pro is $66.00 per month, Business is $97.00 per month, and Business Pro is $116.00 per month; each is also billed annually under a one-, two- or three-year subscription. Workbooks was founded in 2009 and is headquartered in Reading, United Kingdom.

Workbooks brings CRM features together with higher-tier finance and business tools, with web and mobile access. It has a 30-day free trial, but no free plan, and paid subscriptions are billed annually.

Workbooks may suit teams looking for CRM tools alongside business functions such as orders, finance and invoicing. The platform is available on web and mobile.

Workbooks is a web and mobile CRM that extends into marketing automation, finance and business operations. It suits teams that want sales and service tools alongside order and accounting workflows. Its strongest case is breadth; the trade-off is that even the entry paid plan starts at $47 per user per month on an annual billing schedule.

Overview

Workbooks brings opportunity and pipeline management together with account and contact records, quotations, and case management. Email sync, marketing automation, AI features, and a visual sales pipeline broaden its CRM offering. Higher tiers add orders, invoices, credit notes, and links to accounting and ERP systems, making it a more expansive choice than a sales-only CRM.

The plan ladder is clear: CRM covers core customer and sales work, CRM Pro adds all CRM extensions, Business introduces finance tools, and Business Pro includes all Business extensions. That structure lets teams pay for operational breadth as they need it, though the per-user price rises quickly for teams that need the top tier.

Key features

• Sales pipeline and records: Opportunity and pipeline management, plus account and contact management, give sales teams a shared view of prospects and customers.
• Quotations and service: Quotations and ticketing and case management put sales follow-up and customer issues in the same CRM plan.
• Email and marketing: Email sync and marketing automation support coordinated customer communication. AI features are also part of the offering, though their specific capabilities are not described.
• Finance and integrations: Business adds orders, invoices, credit notes, accounting, and ERP integrations. This is the main reason to consider Workbooks beyond its CRM tiers.
• Extensions: CRM Pro and Business Pro include all extensions for their respective product areas, while the entry tiers do not promise that complete extension set.

Pricing

Workbooks has no free plan despite a freemium pricing label. A 30-day free trial costs $$0 for 30 days; ongoing use requires a paid subscription. Paid plans are presented per user per month, but subscriptions are purchased for one, two, or three years and billed annually, so the monthly figure is not a month-to-month commitment.

• CRM — $47 a month: Account and contact management, opportunity and pipeline management, quotations, ticketing and case management, and Office 365 integration. It is the fit for teams focused on core CRM and service workflows. It leaves out the all-extensions package and the orders and finance tools.
• CRM Pro — $66 a month: CRM functionality with all CRM extensions included. Teams that need the CRM suite’s full extension set can choose it without moving into finance features.
• Business — $97 a month: Business functionality adds orders and finance, invoices and credit notes, and accounting and ERP integrations. It suits organizations that want customer management tied to financial operations.
• Business Pro — $116 a month: Business functionality with all Business extensions included. It is aimed at teams that need the broadest listed package, at the highest per-user cost.

The listed plan details do not give seat minimums or usage quotas, so team costs beyond the per-user rate cannot be calculated from these prices alone.

Platforms

Workbooks runs on the web and has iOS and Android apps. That gives teams access across desktop and mobile, without limiting the CRM to a single device type.

Who it's for

Workbooks is best suited to businesses that want sales, marketing, and case-management functions in one system and may also need order, invoicing, or accounting workflows. CRM is the natural starting tier for teams centered on customer records and opportunities; Business is more relevant when finance processes belong in the same software. Teams seeking a free ongoing CRM, or a short-term paid commitment, should look elsewhere.

Pros and cons

• Pro: Core sales, quotations, and case management sit together in the CRM tier, reducing the need to split those workflows across separate products.
• Pro: The Business tiers add orders, invoicing, credit notes, and accounting and ERP integrations for teams that want CRM connected to finance operations.
• Pro: Web, iOS, and Android coverage supports use across desktop and mobile.
• Con: There is no free plan, and the 30-day trial is temporary; even CRM is $47 per user per month with annual billing.
• Con: The top tier costs $116 per user per month, making the broader feature set a substantial commitment for larger teams.
• Con: Subscriptions run for one, two, or three years and are billed annually, which limits flexibility for organizations that need a shorter commitment.

Alternatives

For other options, browse CRM Software, Sales Force Automation Software, Manufacturing CRM Software, Customer Data Quality Software, or Data Deduplication Software.

Among the listed alternatives, DupeCatcher is a free option with Android, iOS, and web support if avoiding a subscription is the priority. Entify is an open-source web and self-hosted option for users who can work within its default 100 MB upload cap and one in-memory resolution result. Plauti Deduplicate offers a free Salesforce version, with full-edition features requiring a trial or custom pricing. Python Record Linkage Toolkit is free for research use with small or medium files on Linux or self-hosted environments, while Splink is free Python software for Linux or self-hosted use.

Tilores offers a local mode for up to 100,000 records per deployment, with no account or licence key required. AWS Entity Resolution is a web and API data service provider matching option billed per 1,000 records processed; provider licensing or subscription costs are additional. Koalify offers a free tier for sandbox or demo accounts and portals below 10,000 records, plus a Pro plan at $25 per month billed annually.

Verdict

Choose Workbooks if your business wants CRM, marketing, and customer service workflows with a path into orders and finance tools. The reason to choose it is the breadth across customer and business operations; the reason to look elsewhere is the lack of a free plan and the annual commitment, especially if all you need is a lower-cost CRM.