Workbooks CRM vs Zoho CRM
Last updated October 2026
Looking for a European alternative to Zoho CRM? 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-based customer relationship management software for businesses.
Headquarters
🇬🇧 GB
🇮🇳 IN · 1996
EU data residency
not established
Available on some plansEU data residency is available on request for Zoho CRM.
DSGVO / GDPR
Yes
Yes
Certifications
ISO/IEC 27001
ISO 27001, SOC 2 Type II
Price from
£32/user/mo
$14/user/mo
Free plan
No
Yes
Open Source
No
No
Integrations
Microsoft 365, Microsoft Exchange / Outlook, Google Workspace / Gmail, Box, Mailchimp +14
Zoho Books, Zoho Desk, Zoho Campaigns, Zoho Analytics, Mailchimp +5
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
Zoho CRM
Strengths
- +Intuitive and user-friendly interface
- +Strong automation capabilities
- +Good value for the price
- +Extensive third-party integrations
Limitations
- −Steep learning curve for advanced features
- −Limited customization in lower-tier plans
- −Occasional performance lag
- −Customer support can be slow
Data residency & compliance
Workbooks CRM
Zoho CRM
EU data residency
not established
Available on some plansEU data residency is available on request for Zoho CRM.
Transfer mechanism
not established
Standard Contractual Clauses
Certifications
ISO/IEC 27001
ISO 27001, SOC 2 Type II
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.
Zoho CRM
- Free Free ForeverUp to 3 users · Basic CRM features · Limited storage
- Standard $14 user/monthFull sales automation · Marketing integration · Billed annually
- Professional $23 user/monthAdvanced analytics · Custom dashboards · Billed annually
- Enterprise $40 user/monthAI-powered insights · Multi-user portals · Billed annually
- Ultimate $52 user/monthAdvanced customization · Dedicated support · Billed annually
Pricing is based on annual billing; monthly options may be available at a higher cost.
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
Zoho CRM
- Sales Automation
- Lead and contact management, Pipeline tracking, Sales forecasting, Workflow automation
- Marketing Integration
- Email campaigns, Social media integration, Lead scoring, Web forms
- Customer Support
- Case management, Ticketing system, Knowledge base, Live chat
- Reporting & Analytics
- Custom reports, Real-time analytics, Sales metrics, Performance dashboards
- Collaboration Tools
- Team inbox, Document sharing, Task management, Calendar integration