Workbooks
Workbooks is a CRM and business management platform from Workbooks, founded in 2009 and based in Reading, United Kingdom.
What Workbooks is
Workbooks is a CRM and business management platform from Workbooks, founded in 2009 and based in Reading, United Kingdom. It runs on the web, iOS, and Android. CRM tools include account and contact management, opportunity and pipeline management, quotations, and ticketing and case management. The CRM plan includes Office 365 integration. The product also lists email synchronization, marketing automation, AI features, and a mobile app.
Higher plans add functions for orders and finance, invoices and credit notes, plus accounting and ERP integrations. Workbooks has no free plan, but offers a 30-day free trial. CRM costs $47.00 per month, CRM Pro $66.00 per month, Business $97.00 per month, and Business Pro $116.00 per month. Each paid plan is billed annually under a one-, two-, or three-year subscription. The listed trial is free for 30 days.
Good
- Runs on web, iOS, and Android
- Includes visual sales pipeline features
- Lists email sync and marketing automation
- Offers a 30-day free trial
Watch out
- No free plan is listed
- Paid plans require annual billing
Who it suits
Workbooks may suit organizations seeking CRM tools for accounts, contacts, opportunities, quotations, and case management. Its higher plans may fit businesses that also need order, finance, invoicing, or accounting and ERP integration functions.
Verdict
Workbooks spans CRM functions and, on higher plans, business finance features. Readers should note the distinction between its 30-day free trial and paid plans billed annually.
Plans and prices
From Workbooks's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free Trial | Free | 30 days · 30-day free trial |
| CRM | $47 a month | Account and contact management · Opportunity and pipeline management · Quotations · Ticketing and case management · Office 365 integration · Purchased on a 1-, 2- or 3-year subscription, billed annually |
| CRM Pro | $66 a month | CRM functionality · All CRM extensions included · Purchased on a 1-, 2- or 3-year subscription, billed annually |
| Business | $97 a month | Orders and finance · Invoices and credit notes · Accounting and ERP integrations · Purchased on a 1-, 2- or 3-year subscription, billed annually |
| Business Pro | $116 a month | Business functionality · All Business extensions included · Purchased on a 1-, 2- or 3-year subscription, billed annually |
The facts
Each one read from Workbooks's own pages, with the date it was checked.
What it does
- AI features
- Yeschecked 22 Sep 2026
- Email sync
- Yeschecked 22 Sep 2026
- Marketing automation
- Yeschecked 22 Sep 2026
- Paid from
- 47checked 22 Sep 2026
- Visual sales pipeline
- Yeschecked 22 Sep 2026
The company
- Founded
- 2009checked 28 Sep 2026
- Headquarters
- Reading, United Kingdomchecked 28 Sep 2026
Money
- Free plan
- Yeschecked 22 Sep 2026
- Free trial
- Yeschecked 22 Sep 2026
Where it runs
- Mobile app
- Yeschecked 22 Sep 2026
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