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vsSalesforce

Workbooks CRM vs Salesforce

Last updated October 2026

Looking for a European alternative to Salesforce? 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.

Workbooks CRM
Salesforce
What it is
UK CRM with sales, marketing, support and order processing in one platform
Cloud-based CRM platform for sales, service, marketing, and more.
Headquarters
🇬🇧 GB
🇺🇸 US · 1999
EU data residency
not established
Available on some plansEU data residency available in Frankfurt on request or specific plans.
DSGVO / GDPR
Yes
Yes
Certifications
ISO/IEC 27001
ISO 27001, BSI C5
Price from
£32/user/mo
No
Free plan
No
No
Open Source
No
No
Ratings
G2 43/100 (500) · GETAPP 5/5 (112)
No
Integrations
Microsoft 365, Microsoft Exchange / Outlook, Google Workspace / Gmail, Box, Mailchimp +14
Slack, Microsoft Teams, Google Workspace, DocuSign, QuickBooks +3

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

Salesforce

Strengths

  • +Highly scalable for enterprises
  • +Extensive customization options
  • +Strong ecosystem with AppExchange
  • +Reliable uptime and performance

Limitations

  • −Steep learning curve for new users
  • −High cost for small businesses
  • −Complex setup and configuration
  • −Limited transparency in subprocessors

Data residency & compliance

Workbooks CRM
Salesforce
EU data residency
not established
Available on some plansEU data residency available in Frankfurt on request or specific plans.
Transfer mechanism
not established
Standard Contractual Clauses
DPA
Published →
Published →
Sub-processors
Listed →
not established
Certifications
ISO/IEC 27001
ISO 27001, BSI C5

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.

Salesforce

No published pricing we could verify.

Pricing is custom and available on request via the Salesforce website.

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

Salesforce

Core CRM
Lead and opportunity management, Contact and account tracking, Customizable dashboards, Activity and task automation
Data & Security
Role-based access control, Field-level encryption, Audit trails, Compliance with GDPR
Integration & Extensibility
REST and SOAP APIs, AppExchange marketplace, Custom objects and fields, Third-party app integrations
Analytics & Reporting
Custom report builder, Real-time analytics, Forecasting tools, AI-driven insights
Collaboration
Chatter for team communication, File and document sharing, Mobile access, Team workspaces
See Workbooks CRM →More Salesforce alternatives