Workbooks
UnclaimedNo-bullshit CRM software for midsize businesses with expert implementation and reliable support.
Visit WebsiteTL;DR - Workbooks
- Comprehensive CRM for midsize businesses, offering a Salesforce/HubSpot alternative.
- Integrates sales, marketing, commercial operations, and customer service functions.
- Includes AI features for meeting summarization, sales coaching, and prospect research.
Pricing: Paid only
Best for: Enterprises & pros
4.2/5 across review platforms
What is Workbooks?
Workbooks is a comprehensive CRM software designed specifically for midsize businesses, offering a compelling alternative to larger platforms like Salesforce and HubSpot. It provides a centralized hub for managing customer relationships, streamlining sales processes, and gaining actionable insights across various departments.
The platform aims to boost sales, improve operations, and enhance marketing campaign results by offering a suite of features from sales forecasting to in-depth reporting. Workbooks emphasizes customized solutions, affordable pricing, and reliable support, with a focus on fast implementation and avoiding common CRM pain points like hidden costs and complex UIs. It caters to sales, marketing, commercial operations, and customer service teams, and is adaptable for various industries including media, professional services, manufacturing, IT, transportation, logistics, and accounting.
Workbooks also integrates AI capabilities to automate mundane tasks and simplify complex processes. Its AI features include Scribe for meeting transcription and summarization, Sales Coach for recommending next steps and strategies, Sales Hygiene for ensuring data accuracy in opportunity records, and Research for gathering prospect intelligence and assessing fit.
Available on: Web
Pros & Cons
Pros
- Tailored for midsize businesses with customized solutions.
- Affordable pricing with transparent quotes.
- Reliable and direct customer support.
- Fast implementation (JumpStart program aims for 28 days).
- Comprehensive features for sales, marketing, operations, and customer service.
Cons
- Specific pricing not publicly listed, requires using a calculator or requesting a quote.
- May require initial setup and customization through 'Shared Success' workshops.
Ratings Across the Web
4.2(573 reviews)
Ratings aggregated from independent review platforms. Learn more
Key Features
Sales Pipeline ManagementAutomated Marketing CampaignsOrder, Contract & Supplier ManagementCustomer Service CRM ToolsSales ForecastingIn-depth Reporting and AnalyticsCustomizable PlatformAI-powered Meeting Transcription (Scribe)
Pricing Plans
Pricing checked Aug 1, 2026
CRM Edition
$45 PUPM
- Manage opportunities and pipeline
- Create and send quotations
- Support customers with ticketing and case management
- Integrate CRM with Office 365
Business Edition
$92 PUPM
- Manage orders and finance
- Raise invoices and credit notes
- Integrate CRM with accounting and ERP software
Reviews
4.2/5
Across 573 verified user reviews on g2
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Workbooks FAQ
How does Workbooks help midsize businesses improve their sales processes?
Workbooks provides a centralized platform for managing customer relationships and streamlining sales processes. It includes features like sales forecasting and a Sales Coach to recommend next steps and strategies, aiming to boost sales and enhance marketing campaign results.
What kind of user benefits most from Workbooks?
Workbooks is designed for sales, marketing, commercial operations, and customer service teams within midsize businesses. It is adaptable for various industries including media, professional services, manufacturing, IT, transportation, logistics, and accounting.
How does Workbooks compare to Salesforce for midsize businesses?
Workbooks offers a comprehensive CRM solution specifically designed for midsize businesses, positioning itself as an alternative to larger platforms like Salesforce. It emphasizes customized solutions, affordable pricing, and reliable support, focusing on avoiding common CRM pain points.
What are the main limitations a prospective buyer should consider with Workbooks?
Workbooks does not publicly list specific pricing, requiring users to use a calculator or request a quote. Additionally, initial setup and customization may involve 'Shared Success' workshops to tailor the platform to specific business needs.
How is Workbooks priced?
Workbooks is a paid product and does not offer a permanently free tier. Its pricing model is based on affordable pricing with transparent quotes, which can be obtained by using a calculator or requesting a quote.
Can Workbooks automate tasks using artificial intelligence?
Yes, Workbooks integrates AI capabilities to automate mundane tasks and simplify complex processes. Its AI features include Scribe for meeting transcription and summarization, Sales Coach for next-step recommendations, and Sales Hygiene for data accuracy.
Which teams can leverage Workbooks for their operations?
Workbooks caters to sales, marketing, commercial operations, and customer service teams. It provides a suite of features to support these departments, from sales forecasting to in-depth reporting and prospect intelligence gathering.
Source: workbooks.com