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Workbooks

★★★★★ 4.8 · 22 Reviews

What is Workbooks?

Headquartered in Reading, United Kingdom, Workbooks offers growing companies a SaaS platform to run their business and engage effectively with their customers – at an affordable price. Its core CRM services are aimed specifically at mid-market organisations and extend beyond sales, marketing and customer services to include a full suite of marketing automation tools, as well as event management, order management and fulfilment, invoicing and supplier management functionalities. This is not a departmental solution, but a true end-to-end CRM solution. Workbooks designs, develops and implements its own software, which is used by customers to grow revenues, streamline business processes, get insights and improve their engagement with clients. PRICE: Workbooks is less expensive both in terms of licences and implementation costs - minimum 50% less than mainstream alternatives. We offer a price per user model for CRM software and a volume based pricing model for Marketing Automation. Details of our pricing can be found on our website. APPROACH: Workbooks has developed a unique consultative approach to on-boarding clients called ‘Shared Success’. This approach involves a discovery workshop with prospective clients, before they commit to buy our solution. The workshop is always run with the prospects senior management team in order to define the business case and how it can be achieved using CRM. Once the engagement is complete, the prospect has a clear understanding of how to achieve a return on their investment and a complete CRM roadmap for their business. Our unique approach to on-boarding and the quality of our platform are the main reasons we have a high customer satisfaction rating (source G2). The Workbooks platform has won numerous awards and is highly rated by users. Our approach to product development recognises that mid-sized organisations often have the complexity of enterprise accounts, but don’t have the budgets or IT expertise to implement and ‘glue-together’ lots of different systems. We focus on ensuring our technology enables customers to get value quickly, by ensuring their common business processes can be quickly deployed inside our platform.

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Workbooks Reviews (22)

4.8
★★★★★
22 reviews
  • ★★★★★18
  • ★★★★★4
  • ★★★★★0
  • ★★★★★0
  • ★★★★★0

Review Summary

Generated using AI from real user reviews

Workbooks receives overwhelmingly positive feedback, with 18 of 22 reviews giving it five stars. Users consistently praise its ease of use, affordability, and strong customer support. The platform's web-based accessibility appeals to distributed teams, and its ability to customize without technical expertise is repeatedly mentioned as a major advantage. Many reviewers highlight that it goes beyond basic CRM to include invoicing, quotes, orders, and contracts—effectively bridging sales and operational functions.

Support quality stands out as a genuine differentiator, with multiple users noting helpful implementation teams, admin training courses, and responsive customer service. The UK-based infrastructure and data hosting appeal to some businesses. Users also appreciate integrations with Outlook and Dropbox, plus the knowledge base and free trial options.

The few four-star reviews don't specify complaints; they simply indicate the product is strong but not perfect for every use case. No substantive criticisms appear across the reviews—no mentions of performance issues, missing features, or integration limitations. The consistent praise for fast deployment and long-term usability (including one three-year user) suggests the product retains customer satisfaction over time.

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