Workbooks: The Ultimate Guide Choosing the right CRM system is a huge decision for any organisation aiming to grow customer relationships and streamline workflows. Workbooks CRM has built a strong reputation as an affordable, flexible platform designed for small and medium-sized businesses in the UK!
This definitive guide explores Workbooks CRM in depth, including its standout features, pricing, strengths, limitations, and how it compares to other market leaders.
For further information and pricing on phone systems, here .
Workbooks: Our performance rating out of 5 stars:
Our Overall Rating ⭐4.5 out of 5 stars
Functionality & Scalability ⭐4.5 out of 5 stars
User Interface & Usability ⭐4 out of 5 stars
Integration & Data Management ⭐4.6 out of 5 stars
Implementation & Support ⭐4 out of 5 stars
Cost & Value Proposition ⭐4.3 out of 5 stars
Useful links about Workbooks from our article:
Benefits of Workbooks
Downsides of Workbooks
What Does Workbooks Offer?
Workbooks Products
Workbooks Decision Making Guide
What Other People Think of Workbooks
What Do Staff Think of Workbooks?
Our Verdict on Workbooks
How have we rated Workbooks?
For every provider we assess, including Workbooks, we rate them out of five stars on the five most important categories we have researched for the product / service offering. You can read about out review process & methodology here .
Why listen to our reviews?
With over ten years of experience in evaluating telecom products, our team brings a wealth of knowledge to understanding the market pros and cons. You can read more about our expert team here.
How Does Each Workbooks Product Cater To Its Clients
Edition Monthly Price (Per User) Best For Key Features
CRM Edition From £28
Core CRM needs
Contact & pipeline management, Office 365 integration
Business Edition From £61
Sales and order management
Sales orders, purchase orders, invoicing
Events Edition From £137
Comprehensive event management
All Business features + event management tools
👉 Note : All pricing excludes VAT.
Workbooks Decision Making Guide If you’re unsure which plan is right for you, here’s a quick comparison:
Feature CRM Edition Business Edition Events Edition
Contact & Pipeline Management
✅
✅
✅
Office 365 Integration
✅
✅
✅
Sales Orders & Invoicing
❌
✅
✅
Contract Management
❌
✅
✅
Event Management
❌
❌
✅
What Other People Think of Workbooks Summary of Workbooks: Real Reviews Positive themes:
Common drawbacks:
Positive Workbooks Customer Reviews
Negative Workbooks Customer Reviews
Workbooks Commercial Video
Workbooks: What To Expect as a User Don’t have time to watch the video guide? Here’s a visual of the Workbooks interface so you know what to expect:
Workbooks: The Design & How it Affects Users: Workbooks has a clean, minimalist interface that reduces clutter and keeps tasks organised. Features such as custom dashboards, configurable workflows, and quick-access menus make it ideal for teams that value simplicity without sacrificing functionality.
Workbooks: What Sets it Apart From Its Competitors? Workbooks stands out for offering:
✔️ Affordable all-in-one functionality – Especially compared to Salesforce, Dynamics, or SAP.Market-leading UK-based customer support – A big plus for local businesses.Flexible deployment options – Cloud-hosted and secure.Excellent user satisfaction – Rated highly across review platforms.
What Do Staff Think of Workbooks? Employees at Workbooks generally appreciate the company’s supportive and collaborative work environment, and their culture is often highlighted as positive, with many noting the opportunity for professional growth and development. From reviews, we’ve seen that the management team is typically praised for being approachable and supportive, fostering a culture of open communication. However, like many growing companies, there may be challenges such as occasional high workloads and the need for more streamlined processes.
Workbooks Latest News ‘Workbooks launches new managed service’.
Read more here .
‘Workbooks Platform Gives New Meaning to the ‘R’ in CRM’.
Read more here .
‘Darktrace, Workbooks and Kyndryl cut ribbon on managed service options’.
Read more here .
Workbooks Awards
Best in SaaS Award (2024): for Best Product in Customer Relationship Management.Titan Business Awards (2024): Won Gold for Best Relationship Management Solution and Achievement in Customer Success.TechRadar Pro (2024): Ranked as the #1 CRM software for midsize businesses.
Improvements of Workbooks over the Years Since 2023, Workbooks has invested heavily in:
🔄 Enhanced integration options (including improved Zapier support)
Issues of Workbooks Over the Years Despite its strengths, some users report:
Setup can be time-consuming.
Reporting and analytics are less advanced than Salesforce.
More integrations would be welcome.
How to Purc hase Workbooks
Check out their website here .
Our Verdict on Workbooks We rate Workbooks CRM highly for UK SMEs looking for:
✅ A comprehensive CRM and business management platform
While it may not have the most sophisticated reporting or the deepest integrations, its combination of affordability, ease of use, and core features makes it an excellent choice for many organisations.
Other Useful Links About CRM Systems Hi, I’m Ally Cox , a senior copywriter and blogger at CompareYourBusinessCosts.co.uk, the UK’s trusted platform for comparing business services.over a decade of experience in the B2B sector, I specialise in simplifying complex topics like leased lines, VoIP, business energy, HR and payroll solutions, accounting software, and EPOS systems .HR, copywriting, and business operations- from clocking-in systems to card machines and office technology .informed, confident decisions when choosing products and services that improve efficiency and save money.
