{"best_for":["Mid-market companies","Sales teams","Customer service teams","Commercial operations managers"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/workbooks","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/workbooks.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-049.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: Workbooks (https://aitoolsforbusiness.ai/workbooks)"},"features":["Sales Forecasting: Provides tools to track the sales pipeline and generate forecasting data to assist with business planning.","Customer Service Case Management: Includes a service desk with case automation, routing based on agent skills, and a self-service customer portal.","Marketing Automation: Supports campaign execution and lead generation through customer segmentation and email templates.","Order Processing: Allows users to manage contracts, invoices, and credit notes within the CRM.","Project Management: An optional module to manage projects, resources, and budget tracking.","AI CRM Features: Integrated AI capabilities designed to support CRM workflows.","SLA Monitoring: Tracks real time performance against Service Level Agreements to identify overdue cases."],"freshness_status":"fresh","name":"Workbooks","pricing_note":"Paid tiers start at £32 or $47 per user per month for the CRM edition, with a Business edition available at £67 or $97 per user per month. Billed annually on 1, 2, or 3-year subscriptions. A 30-day free trial is available.","pricing_url":"https://www.workbooks.com/crm-packages-pricing","primary_category":"Sales","profile_last_verified":"2026-06-05T15:01:21.162Z","secondary_categories":[],"short_description":"Workbooks is a CRM platform providing tools for sales forecasting, marketing automation, and customer service case management for midmarket companies.","slug":"workbooks","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/workbooks","use_cases":["Sales Pipeline Management: Tracking opportunities from lead generation through to deal closure and forecasting future revenue.","Customer Support Operations: Managing technical queries through a centralized knowledge base and multi-channel case tracking.","Commercial Operations: Handling the process of creating quotes, processing orders, and issuing invoices.","Marketing Campaign Execution: Using automated workflows to nurture leads and measure the ROI of marketing activities."],"website_url":"https://workbooks.com/"}