Workbooks CRM
🇬🇧 GB · from £32/user/mo
UK CRM with sales, marketing, support and order processing in one platform
Features
Sales Management & Automation
- Pipeline management
- Lead matching and allocation rules
- Opportunity tracking
- Sales forecasting
- Quotation and proposal generation
- Pricing scheme and exchange rate handling
Marketing Management & Automation
- Campaign management
- Audience segmentation and mailing lists
- Mailshots
- Web Insights visitor tracking
- Custom UTM tracking
- Lead scoring and nurturing journeys
Customer Service & Support
- Case management and ticketing
- Customer service portal
- Email-to-Case via IMAP
- Task tracking
- Shared customer interaction histories
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
- Webinar synchronization
Platform, Analytics & Customization
- Unlimited custom reports and dashboards
- Custom records and fields
- Snapshot reporting
- Audit trails
- Role-based security permissions
- RESTful API and process automation scripts
- Unlimited sandbox/testing environments
Pricing
- No credit card required
- No download required
- Core contact, sales, marketing, and customer service management
- All CRM Standard features
- Bundled core extensions: Audit Trail, Multi-Currency, Advanced Security, Multi-Company, Custom Records
- CRM features plus order processing, invoicing, credit notes, and supplier purchase orders
- 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.
EU Trust Profile
What we verified against public sources, last checked 2026-09-28. Every point links to its evidence.
- Evidence →Data Processing Agreement (DPA)
Included as part of the Master Services Agreement.
- Evidence →Public sub-processor list
- Evidence →ISO 27001ISO/IEC 27001:2013
Covers ISMS, SaaS systems, HR, and CRM processes.
- Evidence →Documented data exportSQL, CSV, Excel (XML)
Full database export, grid/record exports, and automated SFTP/FTP processes available.
We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.
Work at Workbooks CRM?
This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (GB) and the compliance points we checked against public sources — the date on it is the date we last checked.
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Reviews
Recurring themes, synthesized from public reviews across portals.
What users value
- 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
Where users see room to improve
- · 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
Integrations
Workbooks CRM: frequently asked questions
- How much does Workbooks CRM cost?
- Workbooks CRM starts at £32/user/mo. Plans: CRM Standard Edition (£32/user/mo), CRM Pro Edition (£48/user/mo), Business Standard Edition (£67/user/mo), Business Pro Edition (£82/user/mo). Prices are for 1, 2, or 3-year terms. Optional add-ons and modules available at additional cost.
- Which tools does Workbooks CRM integrate with?
- Workbooks CRM connects with Microsoft 365, Microsoft Exchange / Outlook, Google Workspace / Gmail, Box, Mailchimp, Dotdigital, Constant Contact and HubSpot, plus 11 more integrations we found.
Feature, pricing and integration details are based on web research (as of 2026-09-28), without guarantee, errors are possible. The vendor's website prevails.