Workbooks review
A broad CRM suite for businesses that need sales, service and operational workflows together.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Workbooks pros and cons
- 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
Workbooks fact sheet, pricing and score →
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