Workbooks
Workbooks is the 'No-BS' CRM, combining its award-winning software platform with outstanding consultancy, implementation and support.
What is Workbooks?
Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price.
Screenshots
Video
Categories
Features
FAQ
The official website of Workbooks is https://www.workbooks.com/
Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price.
Workbooks belongs to the CRM, Contact Management, IT Ticketing Systems, Knowledge Base, Lead Management, Online CRM, Predictive Lead Scoring, Sales Engagement Platform, Sales Force Automation, Sales Tracking category.
Workbooks offers features such as Contact Management, Data Import/Export, Email Management, Lead Capture, Lead Management, Reporting/Analytics, Sales Pipeline Management, Task Management, Workflow Management, Contact Database, CRM, Customizable Fields, Interaction Tracking, Search/Filter, Shared Contacts, Catalog Management, Collaboration Tools, Customizable Branding, Customizable Templates, Knowledge Management, Self Service Portal, User Management, Campaign Management, Email Marketing, Lead Qualification, Pipeline Management, Calendar Management, Marketing Automation, Alerts/Notifications, Data Enrichment, Demographic/Firmographic Data, Lead Distribution, Communication Management, Lead Generation, Performance Management, Prospecting Tools, Customer Database, Sales Activity Management, Third-Party Integrations, Activity Dashboard.
No, Workbooks does not offer a free trial.
Pricing
Starting at:
USD 45/per month
Free Trial Available
Reviews(0)
Write a reviewWorkbooks alternatives
Slack
Slack is where work happens for millions of people everyday. Slack transforms how work happens by bringing AI and automation to where people are already collaborating. Go from chatting with your teams to chatting with apps and data. Break down...load more
Salesforce Sales Cloud
Build a customer 360 with a CRM that is deeply integrated across sales, service, marketing, commerce, and more with trusted AI, data, analytics, and collaboration in one integrated solution. Discover how Einstein 1 helps you become an AI Enterprise...load more
Mailchimp
Mailchimp is a marketing platform primarily used by small businesses in marketing and IT services to manage email campaigns and customer outreach. Users value its drag-and-drop editor and real-time analytics for campaign tracking. Its AI growth...load more
Zoho CRM
Zoho CRM is a customer relationship management (CRM) tool primarily used by small businesses in IT services, marketing, and software. It helps teams manage leads, automate sales workflows, and centralize customer data. Reviewers highlight its...load more
Dynamics 365
Dynamics 365 helps manage customer relationships, business operations, and reporting through centralized tools. Its most used by administrative and IT teams in software services and support roles. Its contact database and integrated business...load more
monday.com
monday.com helps small businesses manage projects, tasks, and workflows with customizable boards. Its popular in marketing, IT services, and software services, especially among administrative and creative teams. Users value its team collaboration...load more
ClickUp
ClickUp helps small businesses manage tasks, projects, and workflows with customizable views and automation tools. Its most used by marketing, IT services, and software services teams. Reviewers value its flexibility and collaboration features,...load more
Connecteam
Connecteam's time clock app streamlines time tracking for non-desk teams, allowing employees to easily clock in and out through mobile or kiosk apps, with geofence and GPS capabilities. The app is easy to use and requires minimal training, offering...load more
HubSpot CRM
HubSpot CRM is a contact and lead management platform used primarily by small businesses in marketing, IT, and software services. Reviewers highlight its ease of use, strong email tracking, and integrations with Gmail and Outlook. A 2025 update...load more
Zendesk Suite
Zendesk Suite helps small businesses manage customer support across email, chat, and messaging channels. Its most used by IT services and software services teams handling daily ticketing workflows. Reviewers highlight its structured ticket...load more