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Workbooks Pricing 2026

Plans, hidden costs, and cheaper alternatives compared

Is Workbooks worth the price?

65/10

Workbooks' pricing, starting at $45 PUPM for the CRM Edition, is on the higher side compared to many entry-level CRM solutions.

The Business Edition at $92 PUPM offers more comprehensive features, but the overall cost can quickly escalate for mid-sized businesses. This pricing seems fair for businesses prioritizing robust, integrated solutions with expert implementation and reliable support, rather than budget-conscious startups.

Pricing Plans

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

Hidden Costs & Gotchas

No monthly billing option, yearly commitment required.

Implementation services likely add significant cost.

Potential for additional user licenses to scale.

Integrations beyond Office 365 may incur fees.

Which Plan Do You Need?

Mid-sized businesses needing integrated CRM

Companies valuing expert implementation

Users requiring reliable support

How Workbooks Compares to Competitors

Compared to HubSpot's Sales Hub Starter at $20 PUPM or Zoho CRM's Standard at $14 PUPM, Workbooks' CRM Edition at $45 PUPM is significantly more expensive. However, Workbooks positions itself with expert implementation and robust integration capabilities, which cheaper alternatives often lack or charge extra for. Salesforce Sales Cloud Essentials, at $25 PUPM, offers a more direct comparison in terms of feature set, making Workbooks' $45 PUPM CRM Edition appear less competitive on price alone.

Workbooks Pricing FAQ

How much does Workbooks cost?

Workbooks starts at $45/month on the CRM Edition plan. It offers 2 paid tiers ranging from $45/month up to $92/month.

Does Workbooks have a free plan?

Workbooks does not offer a permanent free plan. Paid plans are required from day one.

What is the cheapest Workbooks paid plan?

The cheapest paid plan for Workbooks is "CRM Edition" at $45/month. Key features include: Manage opportunities and pipeline, Create and send quotations, Support customers with ticketing and case management.

Is there a cheaper alternative to Workbooks?

Yes. Popular alternatives to Workbooks include Pipedrive, Folk, Guidewire, Tan-Link. Free alternatives include Folk. Compare them side-by-side on Toolradar.

Cheaper alternatives to Workbooks

Direct competitors with similar features. Many offer free tiers or lower per-seat pricing.