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Workbooks

CRM software for midsize businesses that unifies sales, marketing, service and commercial operations in one platform.

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#crm #sales #marketing #customer-service #project-management #pricing #uk-based #iso-27001 #no-bullshit-crm #erp-integration
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About Workbooks

Workbooks is a CRM platform designed for midsize businesses that unifies sales, marketing, customer service and commercial operations in one system. It emphasizes transparent pricing and fast value with a quick-start option, including a pricing calculator and a 28-day JumpStart implementation. The product is ISO 27001 certified and is marketed as a practical, no-nonsense alternative to larger CRM suites like Salesforce and HubSpot, with recognized performance in industry reviews.

Key features

  • Unified CRM across Sales, Marketing, Customer Service and Commercial Operations
  • Forecasting and KPI visibility with multi-currency reporting
  • Seamless integrations with Outlook, Microsoft 365 and Google Workspace
  • Automated marketing campaigns, lead management and ROI tracking
  • Sales Order Processing, Invoicing, CPQ/Contract automation
  • Project Management integrated with CRM (time tracking, budgeting, resource allocation)
  • Self-service customer portal and real-time case data for service
  • Centralized reporting, dashboards and analytics
  • Quick-start implementation (JumpStart) and a pricing calculator for quick quotes
  • ISO 27001 security certification and ongoing validation

Why choose Workbooks?

  • No-bullshit approach: transparent pricing, no long sales pitches, and a straightforward path to value
  • Competitive alternative to large CRMs tailored for midsize businesses
  • Fast time-to-value with JumpStart implementation (about 28 days) and a free 30-day trial
  • Flexible licensing (mix and match editions) and upgrade paths
  • Built-in modules for sales, marketing, service and commercial operations with strong support
  • Recognized by industry analysts and review platforms (TechRadar Pro, G2 High Performer; ISO 27001 certified)

Pricing

  • Free 30-day trial (no credit card required)
  • CRM Edition: Standard £30 / $45 per user per month; Pro £46 / $63 per user per month
  • Business Edition (CRM with orders/invoices/contracts): Standard £64 / $92 per user per month; Pro £78 / $110 per user per month
  • Extensions and Modules (add-ons, per user/month or per item):
    • Project Management: +£15 / +$21
    • Contract Management: +£6.50 / +$9
    • Event Management: +£15 / +$21
    • Mapping: +£7 / +$10.50
    • Microsoft Outlook Integration: +£7 / +$10.50
    • Additional Storage: 1 GB increments (approx. £33 / $48 per year, or £2.75 / $4 per month)
  • Pricing calculator available to generate a personalized quote