Workbooks
Workbooks: A broad CRM suite for businesses that need sales, service and operational workflows together. Ranked #62 of 238 in CRM Software by our editors (3.2/10); pricing: Free plan · 30-day trial; best for businesses needing CRM plus service and operations.
At a glance
- Editor score3.2 / 10
- PricingFree plan · 30-day trial
- Best forBusinesses needing CRM plus service and operations
- Free planYes
- Paid from$47/user/mo
- Founded2009 · Reading, United Kingdom
- Facts checked22 Sep 2026
Where it wins
- Combines sales, marketing automation, service and commercial operations
- Includes iOS and Android apps, an API and meeting-focused AI tools
- Connects with Outlook, Gmail, Teams, Google Meet and Zoom
Where it doesn't
- Starts at $47 per user per month with annual billing
- No permanent free plan is available
- Broader operations features require higher-priced plans
Our verdict on Workbooks
Workbooks is a cloud CRM platform for small and midsize businesses that need more than contact and pipeline management. It brings together account and contact records, visual opportunity Kanban boards, marketing automation, sales forecasting, customer service cases, portals, quotations, orders, invoicing, project management and reporting. Its AI features cover meeting transcription, summaries, email drafting, prospect research, sales guidance and data-quality recommendations. The platform is available on the web, iOS, Android and through an API, making it a fit for teams that want CRM, service and commercial operations in one system.
Pricing is structured across four annual plans. CRM costs $47 per user per month and includes account and contact management, opportunity and pipeline management, quotations, ticketing and case management, plus Office 365 integration. CRM Pro costs $66 per user per month and adds all available extensions to the CRM functionality. Business costs $97 per user per month and adds order and finance management, invoices and credit notes, and accounting and ERP integration. Business Pro costs $116 per user per month and includes all available extensions with the Business functionality. A 30-day trial is available, while the published plans do not include a permanent free plan.
Workbooks also has a wide collaboration and communications fit, with integrations for Microsoft Outlook, Gmail, Microsoft Office 365, Microsoft Teams, Google Meet, Zoom, GoToMeeting and RingCentral. Mobile apps support access beyond the web interface, while the API provides an additional integration route. This breadth suits businesses coordinating sales, service, marketing, finance and projects across connected workflows. Teams seeking a lower-cost CRM focused mainly on core sales management may prefer a simpler option; businesses that need these operational areas together should consider Workbooks.
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Workbooks pricing
All 5 Workbooks plans and prices →
Workbooks fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $47/user/mo |
| Free trial | Yes |
| Visual sales pipeline | Yes |
| Email sync | Yes |
| Marketing automation | Yes |
| AI features | Yes |
| Mobile app | Yes |
| Open source | Not verified |
| Free trial | 30 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | ISO 27001, GDPR |
| Support | Email, Phone, Tickets, Community, Docs |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 12 integrations: Microsoft Exchange, Outlook, Gmail, Adobe Sign, DocuSign, RingCentral … See all → |
| Pricing | Free plan · 30-day trial (source) |
| Website | workbooks.com |
| Facts checked | 22 Sep 2026 |
Workbooks integrations
Workbooks lists 12 integrations on its own site.
- Microsoft Exchange
- Outlook
- Gmail
- Adobe Sign
- DocuSign
- RingCentral
- GoToWebinar
- ON24
- Force24
- Spotler
- DotDigital
- SharePoint
See all Workbooks integrations →
Alternatives to Workbooks
- HubSpot CRMA capable free CRM with contact, deal, email, AI, mobile, and integration coverage.9.4
- Salesforce Sales CloudA broad CRM for mature sales teams that need forecasting, automation, AI, and extensibility.9.3
- Zoho CRMA broad CRM with a free plan, automation, AI, analytics, mobile apps, and APIs.9.2
See all Workbooks alternatives →
Also Ranked In
Workbooks is ranked in 5 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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