Workbooks

B tier on CRM SoftwareScore 7.8 · #49 of 242

Android app: Yes
Free plan: Trial only
Paid plans from: $47/mo
Runs on: Web, iOS, Android

workbooks.com

Summary

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.

Who it is for

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.

What is good

Runs on web, iOS, and Android
Includes visual sales pipeline features
Lists email sync and marketing automation
Offers a 30-day free trial

What to know first

No free plan is listed
CRM starts at $47.00 per month
Paid plans require annual billing

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.

Workbooks plans and pricing

All plans

Free Trial Free 30-day free trial 30 days workbooks.com · 22 Sept 2026

CRM $47/mo Purchased on a 1-, 2- or 3-year subscription, billed annually Account and contact management · Opportunity and pipeline management · Quotations · Ticketing and case management · Office 365 integration workbooks.com · 22 Sept 2026

CRM Pro $66/mo Purchased on a 1-, 2- or 3-year subscription, billed annually CRM functionality · All CRM extensions included workbooks.com · 22 Sept 2026

Business $97/mo Purchased on a 1-, 2- or 3-year subscription, billed annually Orders and finance · Invoices and credit notes · Accounting and ERP integrations workbooks.com · 22 Sept 2026

Business Pro $116/mo Purchased on a 1-, 2- or 3-year subscription, billed annually Business functionality · All Business extensions included workbooks.com · 22 Sept 2026