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CRM features

Workbooks CRM
packages and pricing

Check out our CRM packages, pricing, and key features.

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£ GBP $ USD

Free Trial

30-day FREE trial. No credit card or download required. £0 $0 /per user, per month
Start free trial Try our CRM edition free for 30 days.


Get started in two minutes, no credit card or download required.

Upgrade to CRM for £30 PUPM.

Upgrade to CRM for $30 PUPM.

CRM

Perfect for users that want core CRM features and a 360° view of customers £30 $45 /per user, per month
Book a demo For users that need to:
  • Manage opportunities and pipeline
  • Create and send quotations
  • Support customers with ticketing and case management
  • Integrate CRM with Office 365

Upgrade to CRM Pro to get all of our extensions included – £46 PUPM.

Upgrade to CRM Pro to get all of our extensions included – $63 PUPM.

Business

Ideal for CRM users who also need to facilitate orders, invoices and contracts £64 $92 /per user, per month
Book a demo For users that need to:
  • Manage orders and finance
  • Raise invoices and credit notes
  • Integrate CRM with accounting and ERP software

Upgrade to Business Pro to get all of our extensions included – £78 PUPM.

Upgrade to Business Pro to get all of our extensions included – $110 PUPM.

Want a personalized quote?

Check out our pricing calculator and pick the functionality you need.

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CRM Functionality 

Workbooks is purchased on a 1, 2, or 3-year subscription, billed annually.

GBP USD
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CRM

price per user, per month 

Business

price per user, per month 

Core Functionality
Standard
£30 Standard
$45
Pro
£46 Pro
$63
Standard
£64 Standard
$92
Pro
£78 Pro
$110

Account & Contact Management

Sales Management & Automation

Marketing Management

Customer Service Management

Order Processing
-
-

Invoicing & Credit Notes
-
-

Supplier Purchase Orders
-
-

Unlimited Sandbox & Testing

Email, Forum & Phone Support
GBP USD
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Extensions

Decide which extensions you need. Pick the extensions you want to add onto your CRM. Or choose our Pro edition to get everything.

Standard
Pro
Standard
Pro

Audit Trail

Track every change in the system to see who changed which values, and when. We recommend taking this option to keep total control of your data.

+£6.50 +$9.00
+£6.50 +$9.00

Multi-Currency Documents

Keep transactional documents in different currencies. Automatically convert values to a global currency so that you can easily run reports across your organization.
+£6.50 +$9.00
+£6.50 +$9.00

Advanced Security

Workbooks comes with industry-leading security as standard, but this option gives you even more control. Get Single Sign-on with Microsoft Azure AD and the ability to build more complex security rules. 
+£6.50 +$9.00
+£6.50 +$9.00

Multi-Company

If you have different legal entities in your business and need to track which entity created the sales order or invoice, this is a handy option. 
+£6.50 +$9.00
+£6.50 +$9.00

Custom Records

Many standard record types are included in Workbooks like People, Organizations, and Cases. Custom records give you the power to create records personalized to the way your business works. Check out some examples below:
+£6.50 +$9.00
+£6.50 +$9.00
GBP USD
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Modules

Get all the functionality you need with additional modules.
Choose from these optional modules and add them to any CRM package. 
Standard
Pro
Standard
Pro

Project Management

Relying on separate project management software like Asana, Trello or Scoro? Get CRM and project management in one place to save time and use data you can rely on. Manage projects and resources, track budget, and see how much revenue you generate each month. 
+£15.00 +$21.00
+£15.00 +$21.00
+£15.00 +$21.00
+£15.00 +$21.00

Contract Management
+£6.50 +$9

Event Management

Manage all parts of your events from tasks and registrations to lead management.
+£15.00 +$21.00
+£15.00 +$21.00
+£15.00 +$21.00
+£15.00 +$21.00

Mapping

Keep contract information in one place so that it’s easy to see which contracts have expired, what the status is, where renewal opportunities sit, and better understand the profitability of your contracts. 
+£7.00 +$10.50
+£7.00 +$10.50
+£7.00 +$10.50
+£7.00 +$10.50

Microsoft Exchange  Outlook Integration 

Keep contract information in one place so that it’s easy to see which contracts have expired, what the status is, where renewal opportunities sit, and better understand the profitability of your contracts. 
+£7.00 +$10.50
+£7.00 +$10.50
+£7.00 +$10.50
+£7.00 +$10.50

Additional Storage

1 GB increments

1 GB increments
£33 per 1 GB per year
(£2.75 per month) $48 per 1 GB per year
($4.00 per month)
£33 per 1 GB per year
(£2.75 per month) $48 per 1 GB per year
($4.00 per month)
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Pricing

Calculate your personalized CRM pricing plan

Get a full CRM quote, fast.

1. Choose your package: And decide how many licenses you need (you can mix and match licenses).

2. Choose additions: Check out our extensions and additional modules and select what you need.

3. Decide which kind of implementation works best for you

4. Get your quick quote

Get a quick quote
Calculate your personalized CRM pricing plan

Frequently Asked Questions

Which Workbooks CRM pricing plan is best for me?

CRM: If you’re looking for standard CRM functionality like contact, sales, marketing and customer service management, our CRM edition is perfect for you.  

Business: Need CRM and a way to manage orders and invoices on top of CRM? Our Business edition will fit your needs. Don’t forget, Workbooks is one of the few CRM providers that let you mix and match licenses. So, if you have users that need different editions, you only need to pay for what you need – you don’t need to pay for them all to be on the same edition. 

What factors affect CRM software cost?

The cost of CRM can vary based on these factors: 

  • The size of your business 
  • Number of users 
  • The kind of implementation you need 
  • How much customization is needed 
  • Integrations or add-ons needed 

CRM providers can charge very different amounts for each so it’s important to do your research. You may find with some CRM providers you’ll need more integrations and add-ons (which come at an extra cost) whereas other providers will have more included in your original package.  

How can I keep CRM costs down?

The cost of CRM is one of the biggest reasons people hold off switching or adopting new CRM. But it doesn’t have to come with huge costs. To keep costs to a minimum you can do the following:  

Choose an implementation plan that fits your needs: Workbooks offer SelfStart and JumpStart implementation options that are a more affordable and faster way to get started with CRM.    

Ask your CRM provider about co-funding: Workbooks offer Shared Success workshops at a discounted consultancy price to help you get a customized CRM at a smaller cost.  

Explore Shared Success  

Do your research: Don’t fall for CRM providers that give you giant initial discounts. These discounts never last and you’ll get hit with huge costs after signing the contract. This is where many people start to feel stuck with their provider.  

Instead, ask about integrations, add-ons, future customizations and capped features. These are the areas where costs can quickly add up over time if your needs change. Some providers will give you more out-of-the-box and others ask you to pay more. 

See the no bullsh*t CRM in action

Want to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.

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