Workbooks CRM vs Acumatica
Last updated October 2026
Looking for a European alternative to Acumatica? Here's how Workbooks CRM compares, on EU hosting, GDPR and what it does.
Our pick for a European buyer: Workbooks CRM. We weight data residency, GDPR and EU jurisdiction above everything else — that is the constraint this directory exists to solve.
What it is
UK CRM with sales, marketing, support and order processing in one platform
Cloud ERP for mid-sized businesses with financial, distribution, and CRM modules.
Headquarters
🇬🇧 GB
🇺🇸 US · 2007
EU data residency
Not offeredCustomer production data is hosted in UK-based data centres only.
Available on some plansEU data residency available on request for Acumatica Cloud ERP.
DSGVO / GDPR
Yes
Yes
Certifications
ISO/IEC 27001
ISO 27001, SOC 1 Type II, SOC 2 Type II, PCI DSS
Price from
£32/user/mo
No
Free plan
No
No
Open Source
No
No
Integrations
Microsoft 365, Microsoft Exchange / Outlook, Google Workspace / Gmail, Box, Mailchimp +14
Salesforce, Microsoft Dynamics 365, Shopify, HubSpot, QuickBooks +1
Where each one wins
Workbooks CRM
Strengths
- +Comprehensive feature set covering CRM, quotes, sales orders, supplier management and invoicing
- +Enterprise-grade capabilities at a lower total cost of ownership than Salesforce or Microsoft Dynamics
- +Responsive and knowledgeable customer support with fast turnaround times
- +Highly customizable with tailored fields, record types and workflow automation
- +Granular reporting and dashboarding for marketing-to-sales pipelines and operational KPIs
Limitations
- −Steep learning curve for advanced configuration and administration
- −Cluttered, multi-window interface that feels dated and cumbersome
- −Performance slowdowns with large datasets or heavy pipelines
Acumatica
Strengths
- +Strong financial and distribution modules
- +Highly customizable workflows
- +Robust compliance and security certifications
- +Scalable for growing businesses
Limitations
- −Steep learning curve for new users
- −Complex setup and configuration
- −Limited built-in reporting tools
- −Higher cost for advanced features
Data residency & compliance
Workbooks CRM
Acumatica
EU data residency
Not offeredCustomer production data is hosted in UK-based data centres only.
Available on some plansEU data residency available on request for Acumatica Cloud ERP.
Transfer mechanism
not established
not established
Certifications
ISO/IEC 27001
ISO 27001, SOC 1 Type II, SOC 2 Type II, PCI DSS
Pricing
Workbooks CRM
- Free Trial £0 / $0 per user / month (30 days)No credit card required · No download required
- CRM Standard Edition £32 / $47 per user / month (billed annually)Core contact, sales, marketing, and customer service management
- CRM Pro Edition £48 / $66 per user / month (billed annually)All CRM Standard features · Bundled core extensions: Audit Trail, Multi-Currency, Advanced Security, Multi-Company, Custom Records
- Business Standard Edition £67 / $97 per user / month (billed annually)CRM features plus order processing, invoicing, credit notes, and supplier purchase orders
- Business Pro Edition £82 / $116 per user / month (billed annually)All Business Standard features · Bundled core extensions
Prices are for 1, 2, or 3-year terms. Optional add-ons and modules available at additional cost.
Acumatica
No published pricing we could verify.
Pricing is tailored and available on request.
Features
Workbooks CRM
- Sales Management & Automation
- Pipeline management, Lead matching and allocation rules, Opportunity tracking, Sales forecasting
- Marketing Management & Automation
- Campaign management, Audience segmentation and mailing lists, Mailshots, Web Insights visitor tracking
- Customer Service & Support
- Case management and ticketing, Customer service portal, Email-to-Case via IMAP, Task tracking
- Commercial Operations & Finance
- Sales order processing, Sales contract management, Customer invoicing and credit notes, Supplier purchase orders
- Project & Event Management
- Resource planning, Project budget and revenue tracking, Time management, Event planning and attendee tracking
Acumatica
- Financial Management
- General ledger, Accounts payable and receivable, Multi-currency support, Tax management
- Distribution Management
- Inventory management, Order management, Procurement, Warehouse management
- Customer Relationship Management (CRM)
- Contact management, Opportunity tracking, Sales automation, Marketing automation
- System and Integration
- Role-based access control, Workflow automation, Customizable dashboards, API access
- Compliance and Security
- GDPR compliance, ISO 27001 certified, SOC 2 Type II certified, PCI DSS compliant