Workbooks CRM Review | 54 Data compared
OVERALL
SPECS
VS AVERAGE
PROS/CONS
ALTERNATIVES

Workbooks CRM Review | 54 Data compared

double-arrow
  • Starting price: 34 $/user/mo
  • Free plan: no
  • AI assistant: yes
  • Built-in quotes and invoicing: yes
  • Workflow automation: yes

Workbooks CRM review. Compare 54 pricing, CRM features, automation, integrations, and security controls to see how this platform ranks in the CRM Software category and whether it fits your team.

8.9

Overall score

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Score components:

60.0%

8.9

Technical Score

40.0%

8.0

User score

Excellent
8.9

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

8.1

Product & Pricing

25.0%

9.8

Core CRM

20.0%

9.0

Sales & Automation

15.0%

8.0

Integrations & Access

15.0%

9.4

Security & Deployment

Excellent
8.0

User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

Excellent
  • 8.3
    Small business

    What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

    Score components:

    40.0%

    9.5

    Starting price

    25.0%

    4.0

    Free plan

    20.0%

    10.0

    Free trial

    15.0%

    10.0

    Built-in quotes and invoicing

  • 10.0
    Sales automation

    What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

    Score components:

    35.0%

    10.0

    Workflow automation

    25.0%

    10.0

    Lead scoring

    25.0%

    10.0

    Sales forecasting

    15.0%

    10.0

    Email sync and tracking

  • 10.0
    Client and pipeline management

    What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

    Score components:

    35.0%

    10.0

    Built-in quotes and invoicing

    25.0%

    10.0

    Project management

    20.0%

    10.0

    Mobile apps

    20.0%

    10.0

    Calling and dialer

  • 8.8
    Enterprise security and compliance

    What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

    Score components:

    35.0%

    10.0

    Single sign-on (SSO)

    25.0%

    10.0

    Audit logs

    20.0%

    4.0

    Self-hosting

    20.0%

    10.0

    API access

  • workbooks-crm
  • workbooks-crm
workbooks-crm
workbooks-crm

Best prices

    N/A~ £0

Best rankings

The first number in the "Best rankings" table above indicates the product's rank among all products in our database, while the second number (in brackets) represents its rank among available products only. | The "average product" rating mentioned below reflects the median values calculated across all attributes for products within this category.

Technical Specifications of CRM platform Workbooks CRM

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

8.1

Product & Pricing

25.0%

9.8

Core CRM

20.0%

9.0

Sales & Automation

15.0%

8.0

Integrations & Access

15.0%

9.4

Security & Deployment

8.9
Workbooks CRM has a technical score of 8.88 points, which is higher than 94.5% of CRM platforms.
User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

8.0
Workbooks CRM has a user score of 8 points, which is higher than 0% of CRM platforms.
Popularity
What it is: An indicator based on the number of reviews received by CRM platforms.
When it matters: When you prefer a CRM platform that has been chosen and reviewed by many other users.
1.0
Workbooks CRM has a popularity of 1 points, which is higher than 0% of products in this category.
Ratio quality/price

What it is: An indicator that combines the overall scores of CRM platforms with their prices.

When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

Score components:

60.0%

8.9

Overall score

40.0%

10

Price

9.2
Workbooks CRM has a quality-to-price ratio of 9.2 points, which is higher than 94.7% of products in this category.
Starting price
What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
When it matters: It matters when recurring cost is a primary buying constraint.

Importance: HIGH

Good value: Lower recurring entry-plan price

34 $/user/mo
Starting price is approximately £34/user/month billed annually.
Workbooks CRM starts at a higher recurring entry-plan price.
Starting price is approximately £34/user/month billed annually.
Billing period
What it is: The recurring time interval attached to the advertised entry-plan price.
When it matters: It matters when comparing monthly and annual commitments with different headline prices.

Importance: LOW

Annual
Annual subscription contract.
Free plan
What it is: Whether the CRM software offers a permanent free plan.
When it matters: It matters when you want basic CRM access without a recurring fee.

Importance: MEDIUM

no
Workbooks CRM does not offer a permanent free plan.
30-day free trial on all plans.
Free trial
What it is: Whether the CRM software offers a time-limited free trial.
When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

Importance: MEDIUM

yes
Workbooks CRM offers a time-limited free trial.
30-day free trial available.
Minimum seats
What it is: The smallest number of paid seats required for the entry plan.
When it matters: It matters when a small team wants to avoid paying for unused seats.

Importance: MEDIUM

Good value: Lower required minimum number of paid seats

1 seats
Workbooks CRM has a lower minimum seat requirement.
Show more
Account and company management
What it is: Whether the CRM supports account and company management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Workbooks CRM supports account and company management.
Contact management
What it is: Whether the CRM supports contact management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Workbooks CRM supports contact management.
Lead management
What it is: Whether the CRM supports lead management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Workbooks CRM supports lead management.
Deal and pipeline management
What it is: Whether the CRM supports deal and pipeline management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Workbooks CRM supports deal and pipeline management.
Custom fields
What it is: Whether the CRM lets users create custom fields.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Workbooks CRM lets users create custom fields.
Comprehensive custom fields and screen customisation.
Show more
AI assistant
What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

Importance: MEDIUM

yes
Workbooks CRM includes native AI assistant capabilities.
Workbooks AI Assistant generates sales content and summaries.
Workflow automation
What it is: Whether the CRM supports configurable workflow automation.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Workbooks CRM supports configurable workflow automation.
Process automation, validation scripts, and workflow alerts.
Lead scoring
What it is: Whether the CRM supports lead scoring.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Workbooks CRM supports lead scoring.
Lead scoring and qualification tracking.
Email sync and tracking
What it is: Whether the CRM syncs email and tracks opens and clicks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Workbooks CRM syncs email and tracks opens and clicks.
Outlook and Exchange sync with email open tracking via Web Insights.
Sales forecasting
What it is: Whether the CRM provides sales forecasting.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Workbooks CRM provides sales forecasting.
Sales revenue forecasting and pipeline weighted projections.
Show more
Marketplace integrations
What it is: Whether the CRM provides a native integration marketplace.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Workbooks CRM provides a native integration marketplace.
Integrations with Zapier, Sage, Xero, and Mailchimp.
API access
What it is: Whether the CRM provides documented API access.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Workbooks CRM provides documented API access.
Comprehensive REST API.
Webhooks
What it is: Whether the CRM supports outbound webhooks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Workbooks CRM supports outbound webhooks.
Webhook support for external integrations.
Mobile apps
What it is: Whether the CRM provides official mobile apps.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Workbooks CRM provides official mobile apps.
Mobile web and responsive native apps for iOS and Android.
Data import and export
What it is: Whether the CRM supports both data import and export.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Workbooks CRM supports both data import and export.
Data import/export tools for CSV, Excel, and API.
Show more
Single sign-on (SSO)
What it is: Whether the CRM supports single sign-on.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Workbooks CRM supports single sign-on.
SAML 2.0 and Microsoft 365 single sign-on.
Security certifications
What it is: The security certifications or compliance frameworks documented for the CRM provider.
When it matters: It matters when your organization needs evidence of formal security or compliance controls.

Importance: LOW

ISO 27001
ISO 27001 certified, Cyber Essentials Plus certified, and GDPR compliant.
Role-based permissions
What it is: Whether the CRM supports configurable roles and permissions.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Workbooks CRM supports configurable roles and permissions.
Granular role-based permissions and user profiles.
Audit logs
What it is: Whether the CRM provides audit logs of user or record activity.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Workbooks CRM provides audit logs of user or record activity.
Administrative audit trail tracking changes across records.
Supported operating systems
What it is: The operating systems supported by the CRM’s desktop or mobile clients.
When it matters: It matters when your team needs native clients on specific operating systems.

Importance: LOW

Web, iOS, Android
Web browser application and iOS/Android mobile clients.
Show more

Workbooks CRM vs the average CRM platform

  • Supports single sign-on
    Workbooks CRM supports single sign-on, while the average CRM platform does not support single sign-on.
    SAML 2.0 and Microsoft 365 single sign-on.
    What it is: Whether the CRM supports single sign-on.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: MEDIUM

    Workbooks CRM supports single sign-on, while the average CRM platform does not support single sign-on.
  • Native AI assistant
    Workbooks CRM includes native AI assistant capabilities, while the average CRM platform does not.
    Workbooks AI Assistant generates sales content and summaries.
    What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
    When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

    Importance: MEDIUM

    Workbooks CRM includes native AI assistant capabilities, while the average CRM platform does not.
  • Custom objects available
    Workbooks CRM lets users create custom object types, while the average CRM platform does not let users create custom object types.
    Custom Record Types allow creating user-defined objects and tables.
    What it is: Whether the CRM lets users create custom object types.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Workbooks CRM lets users create custom object types, while the average CRM platform does not let users create custom object types.
  • Sales forecasting
    Workbooks CRM provides sales forecasting, while the average CRM platform does not provide sales forecasting.
    Sales revenue forecasting and pipeline weighted projections.
    What it is: Whether the CRM provides sales forecasting.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Workbooks CRM provides sales forecasting, while the average CRM platform does not provide sales forecasting.
  • Territory management
    Workbooks CRM supports territory management, while the average CRM platform does not.
    What it is: Tools to partition accounts, leads, and revenue goals across geographic regions, market segments, or business units.
    When it matters: Critical for mid-market and enterprise sales forces managing regional reps, multi-branch coverage, and territory quotas.

    Importance: LOW

    Workbooks CRM supports territory management, while the average CRM platform does not.
  • Supports lead scoring
    Workbooks CRM supports lead scoring, while the average CRM platform does not support lead scoring.
    Lead scoring and qualification tracking.
    What it is: Whether the CRM supports lead scoring.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Workbooks CRM supports lead scoring, while the average CRM platform does not support lead scoring.
  • What it is: Whether the CRM hosts customer data in European data centers or supports user-controlled self-hosting to satisfy GDPR requirements.

    Importance: LOW

  • Native marketing automation
    Workbooks CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
    Marketing campaign management and website tracking via Web Insights.
    What it is: Whether the CRM offers native marketing automation.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Workbooks CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
  • 10 GB Larger file storage
    Workbooks CRM offers more included file storage than the average CRM platform.
  • Custom objects available
    Workbooks CRM lets users create custom object types, while the average CRM platform does not let users create custom object types.
  • Territory management
    Workbooks CRM supports territory management, while the average CRM platform does not.
  • Built-in project management
    Workbooks CRM includes built-in project management tools, while the average CRM platform does not.
  • Client portal included
    Workbooks CRM includes a dedicated client portal, while the average CRM platform does not.
  • Time tracking included
    Workbooks CRM includes native time tracking, while the average CRM platform requires external tools.
  • Native AI assistant
    Workbooks CRM includes native AI assistant capabilities, while the average CRM platform does not.
  • Sales forecasting
    Workbooks CRM provides sales forecasting, while the average CRM platform does not provide sales forecasting.
  • Supports lead scoring
    Workbooks CRM supports lead scoring, while the average CRM platform does not support lead scoring.
  • Native marketing automation
    Workbooks CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
  • Native calling or dialer
    Workbooks CRM provides native calling or dialer tools, while the average CRM platform does not provide native calling or dialer tools.
  • Built-in e-signature
    Workbooks CRM supports built-in e-signatures, while the average CRM platform does not.
  • Supports single sign-on
    Workbooks CRM supports single sign-on, while the average CRM platform does not support single sign-on.

Total
Overall
Product & Pricing
Core CRM
Sales & Automation
Security & Deployment
  • 5 $/user/mo Higher recurring entry-plan price
    Workbooks CRM starts at a higher recurring entry-plan price than the average CRM platform.
    Starting price is approximately £34/user/month billed annually.
  • Lower mobile app rating
    Workbooks CRM has lower mobile ratings or user experience than the average CRM platform.
  • Lower mobile app rating
    Workbooks CRM has lower mobile ratings or user experience than the average CRM platform.
    What it is: Real-world user satisfaction rating aggregated across iOS App Store and Google Play Store mobile apps.
    When it matters: Essential for field sales reps, mobile executives, and teams requiring reliable on-the-go CRM access.

    Importance: LOW

    Workbooks CRM has lower mobile ratings or user experience than the average CRM platform.3.0–3.4 vs 4.0–4.4
  • 5 $/user/mo Higher recurring entry-plan price
    Workbooks CRM starts at a higher recurring entry-plan price than the average CRM platform.
    Starting price is approximately £34/user/month billed annually.
    What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
    When it matters: It matters when recurring cost is a primary buying constraint.

    Importance: HIGH

    Good value: Lower recurring entry-plan price

    Workbooks CRM starts at a higher recurring entry-plan price than the average CRM platform.34 $/user/mo vs 29 $/user/mo
Total
Product & Pricing
Integrations & Access

Graphic comparison of Workbooks CRM and other CRM platforms

Attribute category
Attribute

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.
When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Pros

  • Supports single sign-on
  • Custom objects available
  • Generous included file storage (20 GB)
  • Sales forecasting
  • Advanced territory management
  • Lower recurring entry-plan price (34 $/user/mo)
  • Supports lead scoring
  • European data residency
  • Native marketing automation
  • Includes project management

Cons

  • Subpar or missing mobile apps (3)
  • No in-quote online payments
  • No sales sequences
  • Limited language options (English only) (English only)

Third-party reviews

pcmag.com

no rating assigned

?

PCMag evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe needing...Read more

Translate06/03/2024

techradar.com

no rating assigned

?

TechRadar evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe needing...Read more

Translate02/04/2024

capterra.com

no rating assigned

?

Capterra evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe needing...Read more

Translate01/06/2024

capterra.it

no rating assigned

?

Capterra Italia evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate01/04/2024

appvizer.it

no rating assigned

?

Appvizer Italia evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate22/02/2024

appvizer.fr

no rating assigned

?

Appvizer France evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate07/02/2024

capterra.fr

no rating assigned

?

Capterra France evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate03/04/2024

capterra.es

no rating assigned

?

Capterra España evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate04/04/2024

appvizer.es

no rating assigned

?

Appvizer España evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate09/02/2024

omr.com

no rating assigned

?

OMR Reviews evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe needing...Read more

Translate02/03/2024

capterra.com.de

no rating assigned

?

Capterra Deutschland evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate27/03/2024

capterra.nl

no rating assigned

?

Capterra Nederland evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate31/03/2024

appvizer.nl

no rating assigned

?

Appvizer Nederland evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate21/02/2024

pcmag.com

no rating assigned

?

PCMag evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe needing...Read more

Translate06/03/2024

techradar.com

no rating assigned

?

TechRadar evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe needing...Read more

Translate02/04/2024

capterra.com

no rating assigned

?

Capterra evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe needing...Read more

Translate01/06/2024

capterra.it

no rating assigned

?

Capterra Italia evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate01/04/2024

appvizer.it

no rating assigned

?

Appvizer Italia evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate22/02/2024

appvizer.fr

no rating assigned

?

Appvizer France evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate07/02/2024

capterra.fr

no rating assigned

?

Capterra France evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate03/04/2024

capterra.es

no rating assigned

?

Capterra España evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate04/04/2024

appvizer.es

no rating assigned

?

Appvizer España evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate09/02/2024

omr.com

no rating assigned

?

OMR Reviews evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe needing...Read more

Translate02/03/2024

capterra.com.de

no rating assigned

?

Capterra Deutschland evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate27/03/2024

capterra.nl

no rating assigned

?

Capterra Nederland evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate31/03/2024

appvizer.nl

no rating assigned

?

Appvizer Nederland evaluates Workbooks CRM as a capable CRM solution, praising its end-to-end sales, quotation, and order processing capabilities with consultative implementation. On the downside, reviewers note slower interface responsiveness, UK and Europe-centric partner network, and guided setup requirements. Ultimately, it is recommended for mid-market B2B companies in Europe...Read more

Translate21/02/2024

zoho-crm
Zoho CRM

CRM Software

9.2
agile-crm
Agile CRM

CRM Software

9.2
engagebay-crm
EngageBay CRM

CRM Software

9.1
pipedrive
Pipedrive

CRM Software

9.1
brevo
Brevo

CRM Software

8.9
axonaut
Axonaut

CRM Software

8.9
odoo-crm
Odoo CRM

CRM Software

8.8
sellsy
Sellsy

CRM Software

8.7
teamleader-focus
Teamleader Focus

CRM Software

8.5
bigin-by-zoho-crm
Bigin by Zoho CRM

CRM Software

8.5
frappe-crm
Frappe CRM

CRM Software

8.4
nutshell-crm
Nutshell CRM

CRM Software

8.4

Compare Workbooks CRM with other CRM platforms

VS
VS

Compare