Workbooks CRM is a cloud-based customer relationship management (CRM) software for small to mid-sized businesses. It enables users to efficiently manage contacts, acquire and convert leads, run marketing campaigns, and more. In this article, we cover Workbooks CRM reviews and pricing. Ready to get started? Get a free trial.
Workbooks CRM Pricing
The Workbooks CRM pricing scheme includes a free subscription option and four paid annual plans that range from $30 to $80 per user, per month. The main difference between the plans is access to additional features such as order processing, invoicing and credit notes, and event management.
Access to Invoicing and Credit Notes
Looking for a free, easy-to-use CRM? Try Freshsales.
*Annual plans are paid in a lump sum.
Ready to get started with Workbooks CRM? Get a free trial.
Popular CRM Software 2019
Best CRM for Small Business
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations that need lead and project management with unlimited dashboards and reports
Businesses looking for a robust CRM with a top-notch mobile app
Which CRM Software Provider is Right for You?
Summary of Positive Workbooks CRM Reviews
Users who left positive Workbooks CRM reviews like that it has a user-friendly and highly customizable interface. Several others noted that it is very easy to install, while some commented that it enables them to manage a lot of processes—from lead conversion to customer care.
“Workbooks offer a sophisticated CRM, which works for all departments of our business … I use Workbooks every day to keep me on track—checking lead and opportunities, current status, and the next steps. It also allows me to check total opportunity values, which can also be filtered by date, % chance, etc. Workbooks also has lots of tutorial videos on its website, which are helpful for new users.” —Michael Carey
Summary of Negative Workbooks CRM Reviews
Users who left negative Workbooks CRM reviews said that some of its features—such as reporting tools, integration options, and search functionality—need to be enhanced. Some complained about experiencing software lags from time to time.
“While the system integrates with lots of third party systems, these require a lot of fiddly and technical configuration. Even then, some integrations, such as their Webinar Portal with GoToWebinar, have a few limitations that make it unsuitable.” —Nick Jackson
Top CRM Software Picks from Fit Small Business
The 10 Best CRMs for Small Business 2019: Customer relationship management (CRM) software helps businesses manage relationships with customers and prospects using sales pipelines and other organizational tools. In this guide, we compared dozens of products to determine the 10 best CRMs for small businesses in terms of price, features, integrations, and reporting—arriving at the best overall option based on your small business needs.
Workbooks CRM Features
Check out the list below of some of Workbooks CRM’s features:
- Account, contact, and customer service management
- Automation engine and workflows
- Customizable layouts
- Dashboards and reporting tools
- Data and events management
- Order processing and invoicing
- Sales and marketing management
- And more
Workbooks CRM FAQs
How long does Workbooks CRM’s free trial last?
Workbooks CRM’s free trial lasts for 30 days and provides users with full access to all the features of their chosen plan.
Does Workbooks CRM offer database storage?
Yes, Workbooks CRM offers a storage limit of 1GB and 10GB for its free and paid plans, respectively. Additionally, those who exceed their limits on a paid subscription may purchase additional storage for $14.50 per 5GB, per month.
Here is a list of some of Workbooks CRM’s popular integrations: