Workbooks CRM: Software for Midsize Businesses
Workbooks helps midsize businesses manage customer data and sales pipelines. It is designed for teams that may require combined CRM, project management, or order processing in one system.
At a glance
- Category
- Sales
- Best for
- Mid-market companies, Sales teams, Customer service teams, Commercial operations managers
- Pricing
- 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.
- Key use cases
- Sales Pipeline Management, Customer Support Operations, Commercial Operations, Marketing Campaign Execution
- Integrations
- Outlook, Microsoft 365, Google Workspace
- Official website
- workbooks.com
Workbooks is a CRM platform designed for mid-market companies. It combines sales tracking with commercial operations tools and customer service desk capabilities.
The software is designed for sales, marketing, and customer service teams who want to centralize customer intelligence. It provides modules for handling the transition from a sales lead to a processed order and invoice.
Beyond sales, the platform includes a service desk for incident resolution and a project management module to track resources and budgets. It also offers AI CRM features to support business workflows.
Buyers should consider their specific implementation needs, as the company offers different setup paths, including an option for deployment within 28 days.
Key Features
Provides tools to track the sales pipeline and generate forecasting data to assist with business planning.
Includes a service desk with case automation, routing based on agent skills, and a self-service customer portal.
Supports campaign execution and lead generation through customer segmentation and email templates.
Allows users to manage contracts, invoices, and credit notes within the CRM.
An optional module to manage projects, resources, and budget tracking.
Integrated AI capabilities designed to support CRM workflows.
Tracks real time performance against Service Level Agreements to identify overdue cases.
Use Cases
Tracking opportunities from lead generation through to deal closure and forecasting future revenue.
Managing technical queries through a centralized knowledge base and multi-channel case tracking.
Handling the process of creating quotes, processing orders, and issuing invoices.
Using automated workflows to nurture leads and measure the ROI of marketing activities.
Best For
Integrations
Pricing
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.
FAQ
The CRM edition focuses on core contacts, sales, marketing, and customer service. The Business edition adds the ability to manage orders, invoices, and contracts.
The company offers a JumpStart implementation option designed to get businesses up and running within 28 days.
Yes, a 30-day free trial is available without requiring a credit card or download.
Source category: Sales
Source subcategory: CRM
