Implementation costs are added to your quote after you share your email on the next page.
By Industry
Calculate your own CRM pricing plan
Choose your package and options. You’ll get your license cost and discover if you’re eligible for co-funded professional services days. Start now!
Step 1
Choose Package
Step 2
Choose Options
Step 3
Implementation
Step 4
Your Quote
How many users do you require?
GBP
USD
CRM Edition
From £30 €26 $45 PUPM
Perfect for users that want core CRM features and a 360° view of customers
For users that need to:
- Manage opportunities and pipeline
- Create and send quotations
- Support customers with ticketing and case managementÂ
- Integrate CRM with Office 365
Business Edition
From £64 €60 $92 PUPM
Ideal for CRM users who also need to facilitate orders, invoices and contracts
For users that need to:
- Manage orders and financeÂ
- Raise invoices and credit notesÂ
- Integrate CRM with accounting and ERP software
Total
Pick the options you need
GBP
USD
Choose options that apply to all users
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.
Multi-Currency Documents
Keep transaction documents in different currencies. Automatically convert values to a global currency so that you can easily run reports across your organization.
Custom Records
Many standard record types are included in Workbooks. Through this option, you can also create your own custom record types.
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.
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 great option.
Choose options for a specific number of users
Mapping Module
Check the location of your clients and prospects on a map. Filter information based on geolocation to see who’s nearby.
Microsoft Exchange / Outlook Integration
Synchronize contacts, your calendar, email and tasks between Workbooks and Outlook. Makes it easy to see CRM data in Outlook and save emails.
Project Management
A way for existing customers to add Project Management functionality to their CRM licenses.
Events
Manage all parts of your events from tasks and registrations to lead management.
Total
Choose your implementation type
GBP
USD
How would your ideal implementation work?
SelfStart
Choose this option if you have the expertise to configure Workbooks CRM yourselves.
JumpStart for Sales
Choose this option if you want an out-of-the-box CRM but you need help with configuring the system and training.
Shared Success
Choose this option for a fully customized implementation with a workshop to understand and deliver against your needs.
Total
Your Pricing Summary
Check out your license cost quote. Find out if you qualify for free consultancy days and get an instant implementation cost quote, share your email.
Your Summary
Total Annual License : £XXXX.XX
+ VAT
+ Applicable Taxes
Frequently asked questions...
Can I mix and match licences?
Yes. Unlike many other vendors, we don’t insist that all users have the same edition of Workbooks.
You can have some users with the core CRM edition and others with Business edition.
Is support included?
Yes, for all packages. Our Customer Support team is available to all fully onboarded customers by phone or email on Monday to Friday 9am – 5:30pm.
Do I need to pay for data and file storage?
All Workbooks packages contain 100GB of storage as standard. If you use more than 100GB you will need to upgrade your storage allowance.
What is the minimum subscription duration?
Our minimum subscription duration is 12 months. We also have two, three, five and seven-year subscription terms.
How do I implement the software?
Some CRM providers use third parties to implement your CRM. We do it ourselves to ensure everything goes smoothly and there’s one point of communication.
When you purchase Workbooks, you’ll get Professional Service Days included. Our team of consultants will implement your CRM, ensuring it runs smoothly from start to finish.
We encourage all customers to take the Shared Success approach to implementation.
What is Shared Success?
Our consultants run no-commitment workshops to help you uncover your CRM requirements and learn where you can be more efficient.
These workshops help you to:
- Reduce the number of systems you’re using
- Highlight silos or opportunities you may not be aware of
- Give you an estimate of how much time and money you’ll save
- Avoid overspend with a clear plan of what’s needed
- Get buy-in from key stakeholders
- Reach your end goal faster with a more efficient deployment
You don’t need to commit to buying Workbooks to take part so it’s a great way to review if you could be getting more from a different solution. We also encourage any new customers to join them too – it’s a great way to make sure your CRM is tailored to your needs and future-proofed as your business changes.
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