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Workbooks CRM Review

Product Snapshot

Product Pricing
  • Free (up to 2 users)
  • £19/user/month (CRM edition)
  • £39/user/month (Business edition)

Workbooks CRM is delivered via a SaaS model. Since it is a web-based solution, Workbooks CRM requires no hardware or software to install and maintain. Unlike traditional software vendors, Workbooks does not charge a large upfront license fee; instead solutions are provided on a renewable yearly subscription.

Customer Focus

Workbooks solutions are suited for the needs of small and midsized organizations in various industry sectors, such as professional services, IT, finance, insurance, telecommunications, not-for-profit organizations, transport & logistics, manufacturing and construction.

Select Customers

Northdoor, Chartered Accountants, Benevolent Association (CABA), Rawnet, iomart, Taopix, CRCC Asia, EST Marketing

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About Workbooks CRM

Workbooks CRMWorkbooks CRM provides integrated business applications, rather than separate solutions, to enable businesses to gain a consistent view of customer engagement. By providing essential management information in real time, Workbooks CRM helps organizations make better business decisions faster. This top CRM solution is built with the needs of small and midsized businesses in mind. The solution delivers the features needed to provide better service and increased revenues in an easy-to-use and cost efficient system.

Since its founding in the UK in 2007, has grown to be one of the fastest growing web-based CRM providers on the market. helps organizations improve efficiency by streamlining business processes to increase performance and productivity. is dedicated to delivering products that help their customers increase sales and improve service quality, while also reducing operational costs.

Workbooks CRM Key Features

  • Group prospects together to target marketing activities
  • Measure expenditures by associating purchase orders and costs against campaigns
  • Gain a true measure of your marketing investment by tracking which leads convert to orders and invoices
  • Track close dates, opportunity stages, and percentages
  • Assign opportunities to queues or sales reps
  • Store individual product line items against an opportunity
  • Record the people involved in the decision making process
  • Customize opportunity stages to fit your sales process


  • Record, categorize, and sort information about the people and organizations you conduct business with
  • See all interactions, such as activities, emails, cases, opportunities, orders and invoices in a single screen
  • Record and allocate leads to individuals or queues for follow-up
  • Track leadings against marketing campaigns
  • Convert leads into opportunities once qualified
  • Directly capture leads from your website
  • Capture different types of leads by creating different forms
  • Track with marketing campaign generates leads
  • Build a picture of your sales pipeline by building Views, Reports and Dashboards
  • Get the information you need by sorting, filtering, and grouping any attribute of the opportunity stage
  • Create accurate sales forecasts with the forecasting tool
  • Customize forecasts to include or exclude opportunities
  • Track the start and end dates of contracts and contract revenue and profitability at a line item level
  • Create a quotation from a sales opportunity with a single click
  • Design your own quotations with customizable templates

Order Fulfillment

  • Manage product and service delivery
  • Track gross margin and revenue
  • Track order processing as they are fulfilled
  • Support workflow and approvals by placing sales orders on queues
  • Create invoices in multiple currencies
  • Convert invoices into PDF Output Documents for easy submission to customers
  • Track the goods and services of your purchase
  • Use Reports and Dashboards across each type of transaction, including opportunities, customer sales orders, invoices, contracts and more
  • Easily view critical business data such as Customer Orders received
  • Store information about the products you buy and sell, such as units, descriptions, cost prices, sales price and part numbers
  • Define different pricing for the same time
  • Track appropriate cost prices
  • Track which products are bought from which suppliers

Customer Support

  • Create a picture of your ecosystem by tracking relationships between organizations and people
  • Manage customer, partner and supplier relationships
  • Track third party relationships such as competitors and reseller/distribution relationships
  • Track support calls, customer enquiries, and project delivery
  • Manage cases by allocating unique case numbers and assigning them to users or queues
  • Define priorities and customize case types
  • Track the primary contact involved in the case
  • Gain complete visibility into a customer enquiry by tracking notes, activities, and emails against a case
  • Use an online web form to accept cases from a customer portal or your website
  • Get notifications when there is a task or follow up activities assigned
  • Send notifications by email or as onscreen pop-ups

Streamline Business Processes

  • Record and customize activities and meetings against any record type in Workbooks
  • Supports iCal and vCard so that Meetings and Activities can be easily shared in other systems like Google, Lotus Notes, and Outlook
  • Save notes and attachments against any record in Workbooks
  • Write notes in a rich HTML editor to highlight and format information
  • Place restricted access to Notes, allowing only authorized people to be able to view sensitive documents
  • Find any information within Workbooks within seconds
  • Refine your search by specific record types
  • Use customizable templates to export all types of transaction documents into PDF
  • Design your own output documents and merge them into the Workbooks system
  • Store images and documents that are to be shared externally
  • Publish uploaded files using a URL
  • Create queues for different types of records and control access to each one
  • Assign tasks to groups of people
  • Manage basic workflows

Email Management

  • Send outbound emails using your own domain name
  • Configure the system to send emails through the Workbooks system or though your own existing email infrastructure
  • Send personalized emails in bulk
  • Link emails to the Person or Lead record to see the complete communication history with your sales prospects
  • Better manage email marketing processes with functionally to specify the “from” and “reply” to email address
  • Merge content from Workbooks records
  • Publish templates that can be shared across groups of users
  • Easily store all email communications in a secure drop box
  • Automatically synchronize Contacts, Activities, and Emails
  • Define rules to control which records to synchronize
  • Create and manage mailing lists, including from reports and marketing campaigns

Analytics and Reporting

  • Export any report or view with a click of a button
  • Import Wizard – Get guidance throughout the data importing process
  • Extend almost every record type with custom fields
  • Support plain text, pick lists, currencies, dates, and numbers in your custom fields
  • Easily change the appearance of Workbooks records to suit your business and processes
  • Sort, group and filter your data with a feature-rich desktop interface
  • Create line charts, pie charts, and bar charts to provide more visual impact to your reports
  • Build queries across record types to extract key data
  • Gain a complete history of records by viewing when they have been created, updated or deleted
  • Track critical business information with real-time management dashboards
  • Create up to 5 separate databases
  • Support more than one trading entity in a single account
  • Trade in Multiple Currencies and Tax Regimes while maintaining a consolidate view in the “home” currency

Workbooks CRM Screenshots

  • Workbooks CRM is built on a feature-rich interface that is easy to use thanks to the Windows-like system, improving user adoption rates.
  • Rich features in sales and marketing management provide greater visibility into the effectiveness of campaigns.
  • Workbooks can help automate all processes from a single dashboard.
  • Data presentation makes it a bit difficult to see how to build a relationship with a potential prospect or lead
  • The system does not allow for the splitting of functionality into user types, unlike other enterprise-scale CRM products

Workbooks CRM is truly an easy-to-use solution that delivers high-level functionality. The user interface is presented like a Windows desktop and the navigation is very simple. Its ease of use and feature-rich web interface make Workbooks CRM a very usable and robust solution to answer customer and sales needs.

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