--- description: Discover the benefits and disadvantages of Workbooks. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Workbooks Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Workbooks](/software/109648/workbooks-crm) # Workbooks Canonical: https://www.capterra.co.uk/software/109648/workbooks-crm Page: 1 / 6\ Next: [Next page](https://www.capterra.co.uk/software/109648/workbooks-crm?page=2) > Workbooks is the 'No-BS' CRM, combining its award-winning software platform with outstanding consultancy, implementation and support. > > Verdict: Rated **4.3/5** by 112 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses 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. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 112 Reviews | | Ease of Use | 4.1/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.1/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Workbooks - **Location**: East Hartford, US - **Founded**: 2007 ## Commercial Context - **Starting Price**: US$45.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: 30-day free trial, no credit card required. CRM: $45 per user, per month Business: $92 per user, per month - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, French, German, Spanish - **Available Countries**: Australia, Canada, France, Germany, Guernsey, Ireland, Isle of Man, Jersey, Spain, United Kingdom, United States ## Features - Activity Dashboard - Appointment Scheduling - Batch Processing - Calendar Management - Calendar/Reminder System - Campaign Management - Catalog Management - Collaboration Tools - Commenting/Notes - Communication Management - Contact Database - Contact Management - Customer Database - Customisable Branding - Customisable Reports - Customisable Templates - Data Enrichment - Demographic/Firmographic Data - Document Storage - Email Management - Email Marketing - Interaction Tracking - Knowledge Management - Lead Capture - Lead Distribution - Lead Management - Lead Nurturing - Lead Qualification - Lead Segmentation - Mobile Access - Multi-Channel Communication - Multi-Language - Performance Metrics - Pipeline Management - Process/Workflow Automation - Quotes/Estimates - Reporting/Analytics - Rich Text Editor - Sales Activity Management - Sales Forecasting - Sales Pipeline Management - Sales Reports - Search/Filter - Segmentation - Self Service Portal - Shared Contacts - Task Management - Third-Party Integrations - User Management - Workflow Management ... and 7 more features ## Integrations (10 total) - Box - Dotdigital - Force24 - GoCardless - Google Docs - Mailchimp - Microsoft Outlook - Sage 50 Accounting - Xero - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [CRM Software](https://www.capterra.co.uk/directory/2/customer-relationship-management/software) ## Related Categories - [CRM Software](https://www.capterra.co.uk/directory/2/customer-relationship-management/software) - [Online CRM Software](https://www.capterra.co.uk/directory/30072/online-crm/software) - [Lead Management Software](https://www.capterra.co.uk/directory/30017/lead-management/software) - [Sales Force Automation Software](https://www.capterra.co.uk/directory/12/sales-force-automation/software) - [Sales Engagement Platform Software](https://www.capterra.co.uk/directory/32195/sales-engagement-platform/software) ## Alternatives 1. [HubSpot CRM](https://www.capterra.co.uk/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 2. [Zoho CRM](https://www.capterra.co.uk/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.co.uk/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 4. [EngageBay CRM](https://www.capterra.co.uk/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) 5. [Salesforce Sales Cloud](https://www.capterra.co.uk/software/61368/salesforce) — 4.4/5 (18768 reviews) ## Reviews ### "Happy with the support from the Workbooks team" — 4.0/5 > **Shani** | *16 September 2025* | Human Resources | Recommendation rating: 8.0/10 > > **Pros**: Workbooks is a logical system, rich in functionality. We have been able to transfer our processes into the Workbooks framework relatively simply, and as a result our reporting has been massively improved. The Workbooks implementation team and support teams have been great. They take time to educate you on the system, so that you can be self sufficient. > > **Cons**: The implementation has been more labour intensive than we expected, and we didn't properly plan for this. In hindsight, we should have brought in more resources to support us and to make better use of the system. To introduce some of our processes into WB, this has required additional configuration which has meant extra cost - it would be better if more of this was offered as standard. > > Good. It has been an enabler for our business to manage our data better. We have been able to consider growth areas, and understand more our how our customers use our service using the reporting. ----- ### "Easy to use and helpful team" — 4.0/5 > **Emily** | *17 September 2025* | Mechanical or Industrial Engineering | Recommendation rating: 9.0/10 > > **Pros**: The system is very easy to use, it looks and feels like other common dashboards so it is easy for team members to pick up. We like how every record links, making it easy to find customer data in only a few clicks. Our account manager is very helpful and always available to answer any queries > > **Cons**: I feel we could have done with a little more support in setting the system up, particularly as we had never used a CRM in this company before. It would also be good if some of the reports had been customised to what we're looking for before we started, rather than having to try and change these after the facts. > > Overall it has been pretty positive. Uptake has been slow and we probably could have done with a bit more support when starting out. It would have been good for someone to visit site and fully understand what we want it to do but appreciate this is more difficult due to location from the head office. ----- ### "Ability to Tailor Product / Improvements required to API links" — 4.0/5 > **Frankie** | *19 September 2025* | Environmental Services | Recommendation rating: 7.0/10 > > **Pros**: The ability to tailor the product to the needs of our business. We have made significant changes over the last year that have really helped to drive commercial visibility > > **Cons**: The API links between Workbooks and other products require a significant amount of set up and maintenance from our Technology team. > > Overall, I have had a largely positive experience of Workbooks. During the project it was at times difficult to get the right level of skill and experience to support but we are on the whole happy with the outputs the upgrades have provided. ----- ### "Game Changer" — 5.0/5 > **Nick** | *23 September 2025* | Logistics & Supply Chain | Recommendation rating: 10.0/10 > > **Pros**: It is so very easy to use, and has a flexibility to allow insight and analysis on almost any metric. > > **Cons**: Very little - perhaps the export function to allow accessing long lists of customers and their contact details could be a little easier to use. > > User friendly, with great back office support - I could not recommend the platform more strongly. It is a game changer. ----- ### "TDS Workbooks review" — 5.0/5 > **Abigail** | *28 May 2019* | Alternative Dispute Resolution | Recommendation rating: 10.0/10 > > **Pros**: Workbooks is easy to use and intuitive. We have customised our databases heavily to support our products and this has only made Workbooks better for us as a company. It is largely a self-service platform and means that we have a lot more control of our data than we had with our previous provider. > > **Cons**: I would like more information when I receive errors when creating reports, or a bit more content on the Knowledge Base about this so that I do not need to refer my queries to Support as often. > > I have always loved working with Workbooks. All of their staff have never failed to be as helpful as they can be, and they are very quick to support us with any issues or queries that we may have. Their CRM package is very different to the kind of platform that a company like TDS would require but they have always helped us customize our databases so that we are able to support our products as best we can. Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough. ----- Page: 1 / 6\ Next: [Next page](https://www.capterra.co.uk/software/109648/workbooks-crm?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/109648/workbooks-crm) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data