Workbooks review (2026): is it worth $47 a month per user?
UK-built CRM covering sales, marketing, service and order processing
Black Friday: is there a Workbooks sale?
Workbooks report card
Fair · out of 4.0 · graded Nov 12, 2026
Best for CRM, orders and invoicing in one system
Workbooks is a CRM from $47 a user a month with orders, invoices and ticketing, on annual licences. Orders and invoices need the $97 edition, and set-up help starts around $3,600.
Who Workbooks is for
- Fits if you want CRM, orders and invoices in one system
- Makes sense if you want the vendor to run the implementation
Who Workbooks is not for
- Tight if you want to commit lightly, as the minimum term is 12 months
- Pricey if you add options: audit trail is $9.50 and Outlook sync $11 per user a month
- Watch out: implementation packages are separate, such as SelfStart at $3,600
- Skip it if you want phone support outside weekday office hours
Why Workbooks gets a 2.2
Five grades, each with its reason. The GPA is their average: an A is 4 points, an F is none.
- CValue for money$47 a user a month for CRM Edition on a licence of at least 12 months. Orders and invoices need Business at $97.
- DFree plan and trialA free trial is offered, but the pricing page doesn't give its length or say whether a card is needed.
- BFeaturesPipeline, quotations, orders, invoices, marketing automation, ticketing and forecasting. Nothing in the listing is missing.
- CEase of useNo store rating on record. Implementation is a separate paid service.
- BPlatforms and integrationsWeb, with Microsoft Office 365 and Outlook, and links to accounting and ERP software on Business.
What these grades rest on. Graded from this listing, whose facts were read from Workbooks's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews. How we review and grade.
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<a href="https://toolgpa.com/tools/workbooks#review"><img src="https://toolgpa.com/badge/workbooks.svg" alt="Workbooks: 2.2 GPA on ToolGPA" width="196" height="56"></a>Where Workbooks stands among CRM tools
Workbooks's GPA of 2.2 is higher than 22 of the 72 other CRM tools we grade, and level with 18.
It stands best on features (B, above 35 of 72) and worst on free plan and trial (D, above 12).
Its paid plans start at $47 a month for each person, against a middle price of $27.92 for the category: 46 of the 66 others that charge start lower.
On features, ease of use and platforms it scores 2.7 out of 4. 7 tools score higher and cost less.
Each grade against the category
Every bar is all 73 CRM tools we grade, cut by the letter each got. Workbooks’s own letter is outlined.
- CValue for moneyAbove 27 of 72, level with 36
- DFree plan and trialAbove 12 of 72, level with 9
- BFeaturesAbove 35 of 72, level with 33
- CEase of useAbove 1 of 72, level with 59
- BPlatforms and integrationsAbove 10 of 72, level with 55
Price against what you get
Each dot is one of 67 CRM tools. Further left costs less, and higher up scores better on features, ease of use and platforms. Point at a dot to see which tool it is.
Features, ease of use and platforms, averaged
What paid plans start at, a month (each step along is roughly double) →
- The best score at each price
- Has a free plan
- No free plan
Keep Workbooks, or make your own?
Keep it
To replace Workbooks you would be making email sent in volume that still reaches the inbox. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 32 of the 72 other CRM tools grade higher. It costs $564 a year.
What you could make
- Sales pipeline, reports and invoicing: an app builder makes these well.
What you could not
- Email sent in volume that still reaches the inbox.
- Connections to other products, each kept working as those products change.
- It is priced for each person, which means accounts and billing for a team.
- AI features, unless you pay a model provider for each request yourself.
- The depth: we grade its features B, which means it covers the whole job.
What this rests on. Workbooks’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
What is Workbooks?
Workbooks is a CRM sold in editions that add orders, invoices and contracts on top of core sales and service features. It also offers marketing automation, sales forecasting, project management and dashboards. Licenses are bought by the year, with implementation services sold alongside.
Worth knowing
- Minimum subscription is 12 months, with 2, 3, 5 and 7-year terms also sold.
- Add-ons are priced per user per month, for example audit trail $9.50 and Outlook sync $11.
- Implementation is separate: the calculator lists SelfStart at $3,600 and JumpStart for Sales at $6,300.
- Support is by phone or email on weekdays 9am to 5:30pm, and 100GB of storage is included.
Key features
- Pipeline and quotations
- The CRM edition manages opportunities and the pipeline and creates quotations, with a 360-degree view of each customer.
- Orders, invoices and contracts
- The Business edition adds sales order processing, invoices and credit notes, and integration with accounting and ERP software.
- Marketing automation
- The vendor lists automated campaigns and customer journeys as a product area alongside the CRM.
- Ticketing and case management
- Customer service teams can track support cases and tickets inside the CRM edition.
- Reports, dashboards and forecasting
- Dashboards and analytics, plus sales forecasting to monitor and plan against targets.
- Paid options
- Audit trail, custom records, multi-currency documents, advanced security, mapping, Outlook sync, project management and events are add-ons.
Workbooks pricing
As of Nov 12, 2026, Workbooks is a paid product with a free trial, starting at $47 per user / month.
- Starts at
- $47 per user / month
- Free plan
- None
- Free trial
- A free trial is offered; its length is not stated on the pricing page
| Plan | Price | What you get |
|---|---|---|
| CRM Edition | $47per user / month, from; annual license | Pipeline, quotations, ticketing and case management, and Office 365 integration. Options are extra. |
| Business Edition | $97per user / month, from; annual license | Adds orders, invoices, credit notes and links to accounting and ERP software. |
Read from workbooks.com on Nov 12, 2026. Prices change, so confirm with Workbooks before you buy.
Works with
- Microsoft Office 365
- Outlook
Workbooks alternatives
- Workbooks vs Salesforce
Free plan · from $25/mo
- Workbooks vs Zoho CRM
Free plan · from $14/mo
- Workbooks vs Microsoft Dynamics 365 Sales
Free trial · from $65/mo
- Workbooks vs Creatio
From $40/mo
- Workbooks vs Pipedrive
Free trial · from $14/mo
Common questions
Does Workbooks have an Android app?
No Android app was listed when its pages were read on Nov 12, 2026. Workbooks is listed for Web.
Does Workbooks have an iPhone app?
No iPhone app was listed when its pages were read on Nov 12, 2026. Workbooks is listed for Web.
Is Workbooks open source?
Workbooks is not described as open source on its own site, as read on Nov 12, 2026.
Sources for this page
The prices, plans, platforms and features above were read from these pages on Nov 12, 2026.