0 reviews
WH Score

Workbooks Reviews & Overview

What is Workbooks?

A common need in professional services firms, for large and small, is the availability of information systems that enable the organization to minimize management effort. Workbooks CRM can automate lifecycle management in an integrated and agile way. It is integrated in that it allows users to easily link between offers, projects, activities and billing. Its web interface is intuitive and agile, asking only for the necessary information without losing speed. 

The Workbooks Software is an “All In One” solution for CRM, project and resource management, financial accounting, as well as collaboration and file sharing. The CRM software comes in three editions including:

  • Workbooks Free Edition (free for 2 users, including enhanced functionality)
  • Workbooks CRM Edition (includes Marketing, Sales and Service)
  • Workbooks Business Edition (includes CRM Edition + sales orders, purchase orders, invoicing)

The top 10 reasons why you should seriously consider Workbooks are:

  • Economic: Pay a monthly fee based on the number of active users
  • Fast: Commissioning in 2-3 weeks with installation in the cloud.
  • Decision Making: The integration of information allows greater clarity in management.
  • Financial Control: The Finance Module enables highly efficient control of billing and collections.
  • Visibility: The projects have a clear view of budgets, dedications and expenses.
  • Automation: The system automates the entry of hours and expenses and controls the inclusion of this data invoices.
  • Integrated: The system has full integration with mail, calendar and document management.
  • Configurable: Offers easily configurable reports.
  • Compatible: accessible from Internet Web solutions for PC and MAC.
  • Sharing Knowledge: The Input Panel makes it possible to use it as an intranet, including blogs associated with people, clients and projects.
  • Streamline business processes: The paid editions enable users to improve marketing execution, improve the quality of customer support, accelerate sales growth, and improve marketing performance.

The focus on customers, clear communication, and participation with its users make Workbooks CRM a complete offering.


Workbooks Pricing

per user / per month
Workbooks Pricing Details

Workbooks Key Features

Third-Party Integrations
  • MailChimp
Document Management
  • Contract Lifecycle Management
  • Contract Lifecycle Management
Customer Relationship Management (CRM)
  • Pipeline Management
  • Case Management
After-Sales Service
  • Self-Service Tools
  • Chat Support
  • Product Guide/Manual
  • Phone Support
  • Email Support
  • Forum
  • Product Guide/Manual
Reporting & Analytics
  • Surveys/Questionnaires/Polls
  • Forecasting
  • Lead Scoring
  • Storage
  • Multilingual Interface
  • Sandbox
  • Workflow Automation
  • Multiple Currencies
  • Sales & Purchase Orders
  • Estimates & Quotations
  • Invoicing & Billing
Custom Variables
  • Forms
  • Layouts
Learning Management System (LMS)
  • Content Library
Supported Channels
  • Email
  • SMS
  • Voice
  • Social Media
Collaboration Tools
  • Task Management
Microsoft 365
  • Microsoft Outlook
Lead Management
  • Lead Generation
  • Lead Aggregation
  • Lead Augmentation
  • Lead Generation
Campaign Management
  • Campaign Builder
Workbooks Features Details

Workbooks Media


Workbooks Reviews

Pros & Cons Preview

Workbooks has no reviews yet.

The right software for your business

Get your personalized recommendations now.