OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Workbooks CRM review: 54 specs compared

Starting price:47 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Workbooks CRM Review: Compare 54 technical specifications, 5 expert and video reviews and 1 best-of list to see how this product ranks in the CRM Software category and whether it is worth buying.

Workbooks CRM
8.4/10

Overall score

Score
8.4/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
★ Better than 90% of models
Score components

40%

8.8

Technical score

30%

8.2

Reviews score

30%

8.1

List score

★Better than 90% of CRM software
8.8

Technical score

Technical score
8.8/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 86% of models
Score components

25%

8.0

Product & Pricing

25%

9.8

Core CRM

20%

9.0

Sales & Automation

15%

8.0

Integrations & Access

15%

9.4

Security & Deployment

▲Better than 86%
8.2

Reviews score

Reviews score
8.2/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 65% of models

80%

8.1

Average grade

20%

8.5

Popularity

Grades by review (5)
3 reviews + 2 videos, average 8.1/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
▲Better than 65%
8.1

List score

List score
8.1/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (1)
List score: in 1 of 44 lists (2%)
▲Better than 73%
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Workbooks CRM

Based on 3 · 2

Reviewers mostly appreciate the reporting capabilities, though a few find them less convincing.
Praised
Pick a topic to see who said what
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Technical Specifications of CRM platform Workbooks CRM

Technical score
Technical score
8.8/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 86% of models
Score components:

25%

8.0

Product & Pricing

25%

9.8

Core CRM

20%

9.0

Sales & Automation

15%

8.0

Integrations & Access

15%

9.4

Security & Deployment

8.8
Reviews score
8.2
List score
8.1
Starting price
47 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 47 USD/user/mo, which is higher than that of 61.4% of CRM platforms.
Starting price is approximately £34/user/month billed annually.
Billing period
Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
30-day free trial on all plans.
Free trial
yes
This CRM platform offers a time-limited free trial.
30-day free trial available.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Comprehensive custom fields and screen customisation.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Workbooks AI Assistant generates sales content and summaries.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Process automation, validation scripts, and workflow alerts.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Lead scoring and qualification tracking.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Outlook and Exchange sync with email open tracking via Web Insights.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Sales revenue forecasting and pipeline weighted projections.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with Zapier, Sage, Xero, and Mailchimp.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Comprehensive REST API.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Webhook support for external integrations.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Mobile web and responsive native apps for iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Data import/export tools for CSV, Excel, and API.
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Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
SAML 2 and Microsoft 365 single sign-on.
Security certifications
ISO 27001
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Granular role-based permissions and user profiles.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Administrative audit trail tracking changes across records.
Supported operating systems
Web, iOS, Android
Show more

Workbooks CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2 and Microsoft 365 single sign-on.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Workbooks AI Assistant generates sales content and summaries.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom Record Types allow creating user-defined objects and tables.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Sales revenue forecasting and pipeline weighted projections.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Lead scoring and qualification tracking.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Marketing campaign management and website tracking via Web Insights.
  • 6.5% better value for money
    Workbooks CRM offers better value for money than the average CRM platform (8.88 vs 8.3).
    8.88 vs 8.34
  • 3.8% higher review score
    Reviews score
    8.2/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10
    ▲ Better than 65% of models

    80%

    8.1

    Average grade

    20%

    8.5

    Popularity

    Grades by review (5)
    3 reviews + 2 videos, average 8.1/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.2 vs 7.9
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (20 GB vs 10 GB).
    20 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom Record Types allow creating user-defined objects and tables.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Project and contract management capabilities.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Dedicated external client portal: yes
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Native billable time tracking and task timer: yes
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Workbooks AI Assistant generates sales content and summaries.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Sales revenue forecasting and pipeline weighted projections.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Lead scoring and qualification tracking.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Marketing campaign management and website tracking via Web Insights.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    CTI telephony integration with click-to-dial.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in integration with DocuSign for digital contract signatures.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2 and Microsoft 365 single sign-on.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3–3.4 vs 4–4.4).
    3.0–3.4 vs 4.0–4.4
  • 8 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Workbooks CRM
    the average CRM platform
    Workbooks CRM has a higher starting price than the average CRM platform (47 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    47 USD/user/mo vs 39 USD/user/mo
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • 8 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Workbooks CRM
    the average CRM platform
    Workbooks CRM has a higher starting price than the average CRM platform (47 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    47 USD/user/mo vs 39 USD/user/mo
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3–3.4 vs 4–4.4).
    3.0–3.4 vs 4.0–4.4

Video reviews

Hands-on testing and real-world video evaluations

7.0
TechnologyAdvice
≈ estimated
18/03/2015
Hands-on review · interface walkthrough and limitations
Verdict
Workbooks CRM helps with collaboration, but its desktop-style interface can be frustrating and its integrations are limited.
7.0
Wise Explainer
≈ estimated
28/08/2024
Short review · features and fit overview
Verdict
Workbooks CRM is powerful for complex needs but overwhelming for small startups with basic requirements.
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Expert reviews

In-depth analysis and verdict from leading tech publications

9.0
techradar.com
✓ explicit
05/01/2022
Hands-on review · All-in-one CRM
Verdict
Workbooks CRM covers sales, marketing and service in one clean interface, but its report builder is harder to use and it connects to fewer apps than Salesforce.
8.7
marketingtoolpro.com
✓ explicit
16/10/2025
Hands-on test · Marketing automation
Verdict
Workbooks CRM suits mid-sized B2B teams wanting marketing automation, but it struggles with high-volume consumer campaigns and lacks native social media management.
9.0
marketingtoolpro.com
≈ estimated
22/05/2025
Hands-on review · Mid-sized CRM
Verdict
Workbooks CRM is easy to navigate and sets up in hours for mid-sized firms, though it has no dedicated mobile app.

Third-party reviews

What we like about Workbooks CRM

  • Comprehensive quote-to-cash workflow spanning marketing, sales, orders, and invoicing.
  • High data depth allowing complex commercial transactions and contract renewals.
  • Hands-on consultative implementation support provided directly by the vendor team.
  • Strong fit for UK and European mid-market B2B companies requiring joined-up operations.

What we don't like about Workbooks CRM

  • Interface response speeds can feel deliberate compared to modern single-page apps.
  • Implementation requires structured guided consulting rather than instant self-onboarding.
  • Partner network and support resources are concentrated predominantly in the UK and Europe.

Verdict

Workbooks CRM is a comprehensive cloud CRM suite built for growing mid-market companies that unifies sales pipeline management, marketing automation, customer support, and complete quote-to-order-to-invoice financial processing. It features customizable dashboards, contract and subscription tracking, audit logs, and granular role-based security. Its major advantages are its ability to handle order processing and invoicing directly within the CRM, rich reporting depth, and personalized UK-based support and implementation services. Limitations include an interface that feels traditional rather than modern, a configuration process that requires upfront technical planning, and a mobile application with basic offline functionality.

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