# Workbooks review (2026): is it worth $47 a month per user? > UK-built CRM covering sales, marketing, service and order processing Checked Nov 12, 2026 ยท graded Nov 12, 2026 by ToolGPA. 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. - **Category:** CRM Software - **Made by:** Workbooks Online Inc - **Website:** https://www.workbooks.com - **Runs on:** Web - **Who should skip it:** Tight if you want to commit lightly, as the minimum term is 12 months. - **Facts last checked:** Nov 12, 2026 ## Pricing As of Nov 12, 2026, Workbooks is a paid product with a free trial, starting at $47 per user / month. - **Pricing model:** Free trial - **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 | $47 per user / month, from; annual license | Pipeline, quotations, ticketing and case management, and Office 365 integration. Options are extra. | | Business Edition | $97 per user / month, from; annual license | Adds orders, invoices, credit notes and links to accounting and ERP software. | Read from https://www.workbooks.com/workbooks-calculator/ on Nov 12, 2026. Prices change, so confirm with Workbooks before buying. ## 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. ## Good for - Mid-sized businesses that want CRM, orders and invoicing in one system - Consultancies, publishers and manufacturers it names as target industries - Teams that want vendor-run implementation and managed services ## 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. ## ToolGPA grades **GPA: 2.2 out of 4**, graded Nov 12, 2026. 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. - **Value for money: C.** $47 a user a month for CRM Edition on a licence of at least 12 months. Orders and invoices need Business at $97. - **Free plan and trial: D.** A free trial is offered, but the pricing page doesn't give its length or say whether a card is needed. - **Features: B.** Pipeline, quotations, orders, invoices, marketing automation, ticketing and forecasting. Nothing in the listing is missing. - **Ease of use: C.** No store rating on record. Implementation is a separate paid service. - **Platforms and integrations: B.** Web, with Microsoft Office 365 and Outlook, and links to accounting and ERP software on Business. These are ToolGPA's own grades. 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. ## Where it 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. The category's chart of price against score: https://toolgpa.com/charts/crm ## Keep it, 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. - You could make: Sales pipeline, reports and invoicing: an app builder makes these well. - You could not: Email sent in volume that still reaches the inbox. - You could not: Connections to other products, each kept working as those products change. - You could not: It is priced for each person, which means accounts and billing for a team. - You could not: AI features, unless you pay a model provider for each request yourself. - You could not: The depth: we grade its features B, which means it covers the whole job. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Microsoft Office 365, Outlook **Tags:** Sales pipeline, Marketing automation, Reports, Invoicing, AI features, Workflow automation ## Alternatives - [Salesforce](https://toolgpa.com/tools/salesforce): CRM platform for sales teams with AI agents and a free 2-user suite. [Compare](https://toolgpa.com/compare/salesforce-vs-workbooks) - [Zoho CRM](https://toolgpa.com/tools/zoho-crm): Sales CRM with a free edition, process automation and Zia AI. [Compare](https://toolgpa.com/compare/workbooks-vs-zoho-crm) - [Microsoft Dynamics 365 Sales](https://toolgpa.com/tools/microsoft-dynamics-365-sales): Microsoft's sales CRM with Copilot and prebuilt sales agents. [Compare](https://toolgpa.com/compare/microsoft-dynamics-365-sales-vs-workbooks) - [Creatio](https://toolgpa.com/tools/creatio): No-code platform with sales, marketing and service CRM products. [Compare](https://toolgpa.com/compare/creatio-vs-workbooks) - [Pipedrive](https://toolgpa.com/tools/pipedrive): Sales CRM organized around visual deal pipelines. [Compare](https://toolgpa.com/compare/pipedrive-vs-workbooks) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 12, 2026: - https://www.workbooks.com/workbooks-calculator/ - https://www.workbooks.com/ Page: https://toolgpa.com/tools/workbooks Listed by ToolGPA (toolgpa.com).