Workbooks CRM review 2026

After spending several days exploring its features and capabilities, I've come away impressed with the value Workbooks CRM, a cloud-based platform aimed at midsize businesses, delivers. It is clear that Workbooks is one of the best CRM platforms on the market. This is a fully-integrated CRM solution, not just a collection of modules. It provides tools for sales, marketing, support, order management, and more in a unified interface.

What really sets Workbooks CRM apart is its hands-on approach to implementation and support. The vendor works closely with each customer to tailor the system to their unique needs and provides ongoing consulting to ensure they get the most from the platform.

While it may lack the vast third-party app marketplace you find on platforms such as Salesforce CRM, Workbooks more than makes up for it with attentive service and an extensive feature set at a very competitive price point.

At TechRadar Pro, we recognize that choosing a CRM is one of the most critical infrastructure decisions a business can make. Our experts don't just skim feature lists; we perform hands-on, multi-day testing to see how these platforms perform under pressure.

For our Workbooks review, we navigated the entire user journey - from initial setup and data migration to complex workflow automation and financial reporting. We evaluated its unique approach to see if it truly saves businesses money or simply adds administrative complexity

So, let's dive in and examine the platform in more detail.

Workbooks core capabilities

Workbooks CRM offers a centralized database for contact management and account administration. I can easily store and organize detailed information about my customers, including their contact details, communication history, and any relevant notes. The system automatically links contacts to their associated accounts, giving me a clear overview of the relationships between individuals and organizations.

It also makes it easy to log all my customer interactions, including emails, calls, meetings and notes. I especially appreciate the ability to restrict access to sensitive notes, ensuring that private information like contracts and agreements stays secure. The platform also excels at mapping relationships between people and organizations, allowing me to visualize my entire business ecosystem, including customers, partners, suppliers, and even competitors.

When it comes to sales, Workbooks offers a comprehensive set of tools for lead and opportunity management. I can capture leads directly from my website using customizable web-to-lead forms, then track the effectiveness of my marketing campaigns by integrating with Google SEO tools. Workbooks automatically routes new leads to the appropriate sales rep and provides a clear view of my entire sales pipeline. Built-in sales forecasting helps me predict revenue and track quotas.

On the customer service side, Workbooks streamlines case management with its ticketing system. When a customer submits an issue, Workbooks automatically creates a ticket, assigns it a reference number, and routes it to the correct team member based on rules I define. I can set priorities based on urgency and monitor SLA compliance to ensure my team is meeting its commitments to customers.

Workbooks comes with a wide array of pre-built reports covering sales activity, pipeline health, forecasting, and more. Dashboards are fully customizable, so I can put the KPIs that matter most to my business front and center. If you need a report that isn't available out of the box, you can easily create your own using Workbooks' reporting wizard. However, I have found the report-building process to be a bit less user-friendly than some other areas of the system.

For employees in the field, Workbooks CRM offers mobile-optimized versions of all its core features, so I'm never out of touch when I'm away from my desk. I can quickly pull up a contact's information, log a call, or update an opportunity from my smartphone. GPS integration allows me to easily log visits to customer sites, and I can even dictate notes via voice recognition. Workbooks CRM has clearly put a lot of thought into empowering users to enjoy maximum productivity wherever they are.

Finally, while Workbooks CRM covers all the essentials quite well, its extensibility is somewhat limited compared to larger players like Salesforce. It doesn't have the same vast ecosystem of pre-built connectors for third-party apps and integrations. This can be a challenge for data-driven enterprises that rely on multiple sources of business intelligence, but smaller organizations should find it suitable for meeting their needs.

How easy it Workbooks to use?

As someone who has used a variety of CRM platforms over the years, I found that Workbooks offers one of the smoothest user experiences in the market. The layout is clean and uncluttered, clearly inspired by the aesthetic flaunted by an earlier generation of Windows PCs. It’s gentle enough for new users to get up and running quickly, while still providing robust features for power users and administrators. I was able to start using basic functions with minimal training, thanks to the logical organization of menus and features.

The platform offers a high degree of flexibility to tailor the CRM to your specific business needs. I was able to easily modify field names, create custom workflows, and build personalized dashboards to track my key metrics. Workbooks also provides an extensive library of templates and configuration options, allowing me to set up the system to mirror my unique sales process.

In terms of onboarding and training, Workbooks offers a wealth of resources to help new users get acquainted with the platform. The company provides detailed documentation, video tutorials, and regular webinars to guide users through the various features and best practices. I found the step-by-step guides particularly helpful when I was first learning to navigate the system.

Workbooks also offers formal training courses, both online and in-person, for those who want a more structured learning experience. These courses cover everything from basic navigation to advanced administrator functions, and include hands-on exercises to reinforce learning. Every trainee receives a comprehensive manual that serves as a valuable reference guide long after the initial training.

Perhaps most impressive is the level of personalized support Workbooks CRM provides during the implementation process. The vendor assigns a dedicated success manager to work closely with each client, providing guidance on configuration, data migration, and user adoption strategies. This white-glove approach ensures a smooth rollout and helps organizations start realizing value from the CRM as quickly as possible.

Workbooks integrations

Out of the box, Workbooks offers pre-built integrations with several popular applications, such as Google Workspace (formerly G Suite), Microsoft 365, and Mailchimp. Setting up these integrations is a breeze, often requiring just a few clicks and minimal configuration. While the number of pre-built integrations available in Workbooks is nowhere near as vast as Salesforce or HubSpot CRM, it’s still enough to serve the needs of most small-to-medium-sized businesses.

For more specialized needs, Workbooks offers a robust API that allows developers to build custom integrations with other systems. The attached API documentation is comprehensive, with detailed descriptions of endpoints, request and response formats, and code samples. For those of us who need to use custom integrations but aren’t comfortable using the API, Workbooks also integrates with iPaaS vendors like Zapier for seamless no-code automation.

Workbooks also has a pretty unique approach to data synchronization. The platform uses a sophisticated conflict resolution system to ensure that data remains consistent across integrated systems. If a record is updated in multiple places, Workbooks CRM intelligently determines which changes should take precedence based on factors like timestamp and user permissions. This gives me confidence that data is always accurate and up-to-date.

In addition, the 2026 version of the Business Edition now features deeper, real-time sync with cloud accounting platforms like Xero and Sage Intacct, further reducing the gap between the sales quote and the final invoice.

CRM integrations can pile up over time, often leading to unnecessary sprawl. That’s why Workbooks CRM offers tools for monitoring and managing integrations using a single dashboard - so you don’t lose track. The Integration Hub allows administrators to view the status of all integrations, monitor sync logs, and troubleshoot issues. This can be incredibly useful for resolving sync errors or performance bottlenecks.

Overall, I've been quite satisfied with Workbooks' integration capabilities. While it may not have the largest ecosystem of third-party integrations, the platform more than makes up for it with its iPaaS integrations, API, and real-time data synchronization features. The integrations I've used so far have performed well, plus there’s always the option to build your own using iPaaS tools or the API.

How good is Workbooks customer support?

Workbooks offers a comprehensive range of support channels to ensure that users can get help whenever and however they need it. The primary support channel is email, with a dedicated support email address that is monitored during regular business hours. I've found the email support to be highly responsive, with most of my inquiries receiving an initial response within an hour or two.

For more urgent issues, Workbooks also provides telephone support. The support team is available by phone during extended business hours, and I've always found them to be friendly, knowledgeable, and eager to help. On the rare occasions when I've encountered a technical issue with the platform, the support team has worked diligently to diagnose and resolve the problem in a timely manner.

In addition to the live support channels, Workbooks offers a wealth of self-service resources to help users find answers on their own. The online knowledge base is particularly impressive, with a vast library of articles, tutorials, and FAQs covering every aspect of the platform. The articles are well-written, thoroughly illustrated, and frequently updated to reflect the latest features and best practices.

Workbooks also maintains an active user community forum, where users can ask questions, share tips, and learn from each other's experiences. The forum is moderated by Workbooks staff, who often chime in with expert advice and guidance. I've found the community to be a valuable resource for discovering new ways to use the platform and connecting with other users in my industry.

Finally, beyond the usual support channels, every customer is also assigned a dedicated Customer Success Manager who serves as their primary point of contact and advocate within Workbooks. They take the time to understand each customer's unique needs and goals, working closely with them to ensure they are getting the most value from the platform. I really liked this white glove approach to customer service, which is often missing from other small business CRMs.

Workbooks pricing and plans

Workbooks CRM review: Final verdict

When evaluating a CRM platform, it's crucial to consider not just the raw cost, but the value it delivers relative to that cost. In my experience, Workbooks CRM offers exceptional value for the price, thanks to its flexible pricing model, robust feature set, and generous free trial period.

Unlike many competitors that offer complex tiered pricing or charge separately for different modules, Workbooks has just 3 straightforward plans: CRM, Business, and Events.

CRM Edition

- Best for: Small to mid-sized sales and support teams that need a centralized 360-degree view of their customers without complex back-office requirements.

- What you get: This plan provides the core essentials for managing the customer lifecycle. It includes robust tools for contact and account management, lead tracking, and pipeline management. Beyond just sales, it features a full suite for customer service, including helpdesk ticketing and case management. Users also benefit from Google and Office 365 integrations, basic reporting, and the ability to send professional quotations directly from the platform. It is a streamlined choice for businesses focusing primarily on relationship building and service delivery.

Business Edition

- Best for: Organizations that want to bridge the gap between sales and finance by managing the entire quote-to-cash process within a single system.

- What you get: The Business Edition includes every feature found in the CRM Edition but adds powerful commercial and financial capabilities. This plan allows you to manage orders, generate invoices, track supplier contracts, and issue credit notes - all without leaving the CRM. It is specifically designed to integrate with accounting and ERP software, ensuring that your sales team and finance department are looking at the same real-time data. It is the ideal choice for companies that want to eliminate manual data entry between their CRM and their billing systems.

Events Edition

- Best for: Professional event organizers, trade association managers, and marketing teams that run large-scale seminars, conferences, or exhibitions.

- What you get: This plan includes everything in the Business Edition but adds a comprehensive Event Management layer. You can manage every detail of an event from a single dashboard: venue logistics, speaker sessions, sponsor tracking, and registration management. Crucially, it integrates these events directly into your sales pipeline, so a ticket purchase or booth booking automatically updates the customer's financial record and the salesperson’s opportunity view. It’s designed to eliminate the need for separate, disconnected event platforms like Eventbrite or Cvent.

After thoroughly evaluating Workbooks CRM across 6 key categories, I've come away impressed with the platform's capabilities and value proposition. Workbooks excels in its core CRM functionality, providing robust tools for sales, marketing, and customer service. The platform is intuitive and user-friendly, with extensive customization options to tailor the system to unique business needs.

While the third-party app marketplace is not as extensive as some competitors, Workbooks offers seamless integrations with iPaaS vendors and a flexible API for custom development.

But the most striking takeaway from this review is Workbooks' dedication to customer success. The hands-on implementation support, comprehensive training resources, and responsive ongoing service set Workbooks apart in the CRM market. Coupled with transparent and affordable pricing, Workbooks delivers exceptional value for growing businesses.

With a strong track record of innovation and a clear vision for the future, Workbooks is well-positioned for continued success. For mid-market organizations seeking a full-featured CRM with outstanding support, Workbooks CRM is a no-brainer.

Workbooks CRM FAQ