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Workbooks

CRM software for midsize businesses with transparent pricing and fast implementation

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Workbooks is a cloud-based CRM platform designed to unify marketing, sales, customer service, and commercial operations within a single system. It addresses the problem of data silos and disconnected processes by providing a centralized view of the customer lifecycle, from initial engagement through to order processing and ongoing support. The platform aims to reduce complexity and hidden costs often associated with CRM software.

The platform includes modules for marketing automation, sales forecasting, sales order processing, project management, and customer service. It features AI capabilities to automate tasks and surface insights, along with real-time reporting and dashboards. Workbooks also supports order and invoice management, contract handling, and offers integrations to connect with other business tools.

Workbooks is aimed at midsize businesses. It is offered on a per-user, per-month pricing model with optional extensions and modules. Implementation options include a guided self-setup, a 28-day fixed-price deployment called JumpStart, or collaborative planning workshops. A free trial is available, and the company provides UK and US-based support.

12 alternatives to Workbooks

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