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CRM Features
Workbooks Project Management: Packages and Pricing
Choose the right package for you
£ GBP
$ USD
CRM Edition
From
£30
$45
/per user, per month
Perfect for users that want core CRM features and a 360° view of customers.
- Sophisticated CRM to help manage contacts, activities and pipeline
- Create and send quotations
- Market-leading customer support by phone and online
- Office365 integration
Business Edition
From
£64
$92
/per user, per month
Ideal for CRM users who also need to facilitate orders, invoices and contracts.
- All CRM Edition features
- Sales Order Management
- Supplier Purchase Orders
- Contact Management
- Invoices & Credit Notes
Advanced Projects
£15
$21
/per user, per month
Add to your CRM package to get all the Project Management functionality.
- Simple Project ManagementÂ
- Advanced Project Management
FunctionalityÂWorkbooks is purchased on a 1, 2, or 3-year subscription, billed annually.
GBP
USD
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|
CRM Editionprice per user, per month |
Business Editionprice 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 |
-
-
|
|
Sandbox & Testing |
|
|
Support, Email, Forum & Phone |
|
|
|
GBP
USD
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ExtensionsMust be purchased for all users. Pricing is monthly, billed annually. |
Standard
Pro
|
Standard
Pro
|
Multi-CompanyManage different legal entities in your business and track which one created the Sales Order or Invoice. |
+£6.50
+$9.00
|
+£6.50
+$9.00
|
Multi-Currency DocumentsKeep sales docs in different currencies and automatically convert values to a global currency. |
+£6.50
+$9.00
|
+£6.50
+$9.00
|
Advanced SecurityGet Single Sign-on with Microsoft Azure AD. Build complex security rules. |
+£6.50
+$9.00
|
+£6.50
+$9.00
|
Audit TrailTrack changes to see who changed which values, and when. |
+£6.50
+$9.00
|
+£6.50
+$9.00
|
Custom RecordsCreate your own custom record types. |
+£6.50
+$9.00
|
+£6.50
+$9.00
|
|
GBP
USD
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ModulesCan be purchased for users who need them. Pricing is monthly, billed annually. |
Standard
Pro
|
Standard
Pro
|
Contract Management |
+£6.50
+$9.00
|
|
Events Management |
+£15.00
+$21.00
+£15.00
+$21.00
|
+£15.00
+$21.00
+£15.00
+$21.00
|
Advanced ProjectsGet all of our Project Management functionality including extras like time recording, budget and rate management, revenue and WIP recognition, resource scheduling and billing management. |
+£15.00
+$21.00
+£15.00
+$21.00
|
+£15.00
+$21.00
+£15.00
+$21.00
|
Microsoft Exchange / Outlook IntegrationSynchronize your contacts, calendar, email and tasks between Workbooks and Outlook. |
+£6.50
+$10.50
+£6.50
+$10.50
|
+£6.50
+$10.50
+£6.50
+$10.50
|
Mapping ModuleSee clients and prospects locations. Filter based on geolocation 
to see who’s nearby. |
+£7.00
+$10.50
+£7.00
+$10.50
|
+£7.00
+$10.50
+£7.00
+$10.50
|
Additional Storage1 GB increments |
||
1 GB increments |
£33 per 1 GB per year (£2.75 per per month)
$48 per 1 GB per year ($4.00 per per month)
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