9.0
SpotScore
Workbooks CRM Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market
Free Trial Available
GDPRStarts from $39 / User / Month
Rotary
TCMMTrusted by teams including Rotary
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
Spotsaas Analysis for Workbooks CRM
Workbooks CRM is a highly customizable platform ideal for small to medium-sized businesses, particularly those in sales, marketing, and finance teams looking to streamline operations. With a 4.5/5 rating from 510 user reviews, it is broadly validated as a reliable choice for these sectors.
The platform's affordability makes it accessible without sacrificing essential functionalities, which is a significant advantage for budget-conscious businesses. Additionally, its ability to connect various departments on a unified platform enhances operational efficiency. However, users should be prepared for a potentially time-consuming setup process, especially when creating customized reports, which can present a learning curve.
Quick facts about Workbooks CRM
What is Workbooks CRM?
Workbooks CRM is a cloud-based platform for small to medium-sized businesses that need CRM, marketing, order management, and customer support in one tool without enterprise-tier pricing. It covers the full revenue cycle from lead capture through invoicing, reducing the need for finance and sales teams to work across separate systems. Teams can customize pipelines, reports, and workflows without developer involvement — a frequently cited differentiator over similarly priced alternatives.
Pricing
Starts from $39 / User / Month
Free Trial available
Best For
Built for growing teams, from small businesses to mid-market
Security & Compliance
GDPRSingle Sign-On (SSO)
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Workbooks CRM Software Demo
Workbooks CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Workbooks CRM
- Team types
- Medium Business, Small Business
Why teams choose Workbooks CRM
All-in-one solution reduces tool fragmentation.
Strong support for marketing and sales alignment.
Is Workbooks CRM right for you?
What buyers should know before shortlisting Workbooks CRM
Workbooks has emerged as a versatile, robust, and highly customizable CRM solution, particularly well-suited for small to medium-sized enterprises (SMEs). Praised for its flexibility, intuitiveness, and feature-rich platform, Workbooks allows businesses to streamline and integrate their operations across sales, marketing, account management, support, and finance.
Users consistently highlight its affordability compared to industry competitors, making it an appealing choice for cost-conscious businesses looking for a comprehensive solution. The real-time reporting, task automation, and pipeline management capabilities stand out as some of its strongest features, empowering teams to make data-driven decisions and stay organized.
Additionally, the collaborative interface facilitates seamless communication across departments, while its integration with tools like Mailchimp offers marketers advanced campaign tracking capabilities. However, some users note that the learning curve for configuring and customizing the platform can be steep, with certain technical functions requiring time and effort to master.
Additionally, occasional delays in performance and limited mobile optimization have been reported. Despite these areas for improvement, the combination of excellent customer support, affordability, and extensive functionality makes Workbooks an outstanding tool for businesses seeking to enhance efficiency, communication, and data management across their operations.
Workbooks CRM pros and cons
- Workbooks CRM pros
All-in-one solution reduces tool fragmentation.
Strong support for marketing and sales alignment.
- Workbooks CRM cons
May require training for effective use.
Pricing can escalate with added features.
Ready to try it?
Get started with Workbooks CRM
Start your free trial — no credit card required.
Still comparing?
See how it stacks up
Compare Workbooks CRM side-by-side with top CRM Software alternatives.
What is the pricing of Workbooks CRM?
Workbooks CRM Pricing Plans
Standard CRM
$39
/User/Month
Sales Management
Marketing Managment
Customer Service Management
Platform Capability Account & Contact Management Workflows & Automation Custom Layouts & Data Objects Reports & Dashboards Location Intelligence Mobile Security Audit Trail Sandbox & Testing
Account & Contact Management
Show more +
Business CRM
$79
/User/Month
Sales Management
Marketing Managment
Customer Service Management
Order Management
Platform Capability Account & Contact Management Workflows & Automation Custom Layouts & Data Objects Reports & Dashboards Location Intelligence Mobile Security Audit Trail Sandbox & Testing
Show more +
Weighing your options?
Not sure if Workbooks CRM fits your budget?
Workbooks CRM reviews and ratings
Buyer sentiment
Buyer sentiment is very strong across 163 reviews, with consistently positive feedback.
What buyers like
- Highly customizable platform, enabling users to tailor the CRM to fit specific business processes and goals.
- Affordable and ideal for small to medium-sized businesses, with no hefty costs for essential functionalities.
- Connects sales, marketing, and finance on one platform.
Common complaints
- Configuration and setup can be time-consuming, and a learning curve exists, especially for creating customized reports.
- Limited out-of-the-box integrations with popular tools like Tableau, SurveyMonkey, or BI platforms, which restricts advanced connectivity.
- Mobile app performance is suboptimal compared to the desktop version, with slow processing and occasional bugs.
Are you using Workbooks CRM?
What users are saying
AU
Anonymous User
09/20/23
"Exceptional CRM Software for Business Growth"
What do you like best about Workbooks? I’ve been a user of Workbooks CRM for around 4 years now, and I must say, this CRM software has exceeded my ...
Read more
SK
Stephanie K
09/20/23
"Can't do without it...."
What do you like best about Workbooks? Allows us to build whatever report we need, add custom fields, and is fundamental to our business processes for ...
Read more
AU
Anonymous User
08/29/23
"Great product, great customer services"
What do you like best about Workbooks? As a marketing manager, Workbooks has a clean UX design thats easy to use and train new members on. We've had a ...
Read more
SE
Soren E
08/29/23
"Highly configurable CRM with a great support team"
What do you like best about Workbooks? Workbook's CRM offers exceptional efficiency through its intuitive interface, streamlining customer ...
Read more
HB
Harry B
08/16/23
"A CRM With Almost No Limits"
What do you like best about Workbooks? The greatest thing about Workbooks in my opinion is the near limitless level of customisability, which puts the ...
Read more
KB
Kieran B
02/15/23
"Workbooks Review"
What do you like best about Workbooks? Workbooks is laid out in a really clean format which allows me to see everything that'd going on at once ...
Read more
- See if Workbooks CRM fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
Step 1 of 4
How big is your team?
We tailor recommendations to companies your size.
What are the features of Workbooks CRM?
Analytics (ROI Tracking) is a method of calculating the return on investment from a company's marketing expenditures. Return on marketing in…
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Marketers frequently use demographic information such as age, gender, residency, or region and a variety of other predetermined attributes t…
An organization creates and controls marketing and sales processes, people, policies, and platforms to offer goods and services indirectly t…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Drip emails are a sequence of automated emails sent to people who complete a specific action. You may specify the number of emails to send a…
The lead management process is a series of activities in which businesses engage with leads and convert them into customers. It entails gath…
lead nurturing creates and reinforces relationships with customers, at every point of the sales funnel. A good lead nurturing plan concentra…
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
Website visitor tracking is the practise of collecting, storing, and sharing information on visitors' activity on the internet by website ad…
Workbooks CRM security and data handling
Key compliance certifications and security features for IT and security teams evaluating Workbooks CRM.
Certifications
Security features
Developer & data
Alternatives to Workbooks CRM
Recommended
Streamline your sales and build ...
9.0
Excellent
Workbooks CRM Customers
Rotary
TCMM
Workbooks CRM Support Options
Frequently Asked Questions About Workbooks CRM
Common questions buyers ask before choosing Workbooks CRM.
Workbooks CRM is a CRM Software. Workbooks CRM offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.
Buyers commonly note the following limitations of Workbooks CRM: May require training for effective use.; Pricing can escalate with added features..
Some top alternatives to Workbooks CRM includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Salesforce and CRM.io by 500apps.
Workbooks CRM offers Free Trial, Subscription pricing models
The starting price of Workbooks CRM is $39/User/Month
Free buyer scorecard
Evaluate Workbooks CRM with the CRM software buyer scorecard
A weighted CRM software scorecard to assess Workbooks CRM objectively and compare it against the alternatives.
- Weighted criteria you can edit
- Score vendors side-by-side
- Shareable with your buying committee
No file downloads on screen — we email it to you. One-click unsubscribe anytime.
Ready to try it?
Get started with Workbooks CRM
Start your free trial — no credit card required.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
CRM Software by Country
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].