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Workbooks

Workbooks CRM

Composite Score

7.0 /10

CX Score

7.1 /10

30 Reviews Write a Review

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What is Workbooks CRM?

Developed by a team of entrepreneurs based in the UK, Workbooks is a robust SaaS-based CRM system offering Marketing and Sales Automation, Customer Service and Support, and a host of other useful business and customer relationship applications. The system is used by small and mid-sized companies in a variety of verticals, including consulting, healthcare, media, and professional services.

Company Details

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Workbooks CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Workbooks CRM.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

79 Likeliness to Recommend

97 Plan to Renew

3
Since last award

74 Satisfaction of Cost Relative to Value

2
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+76 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Workbooks CRM?

3% Negative

11% Neutral

86% Positive

Pros

Efficient Service
Reliable
Enables Productivity
Respectful

Feature Ratings

Average 78

Account and Contact Management

Sales Management

Analytics and Reporting

Marketing Management

Quote Contract and Proposal

Lead Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Mobile

Customer Service Management

Vendor Capability Ratings

Average 74

Availability and Quality of Training

Ease of Customization

Usability and Intuitiveness

Ease of Data Integration

Quality of Features

Business Value Created

Ease of IT Administration

Product Strategy and Rate of Improvement

Ease of Implementation

Breadth of Features

Vendor Support

Workbooks CRM Reviews

Soleil-amy L.

Role: Sales Marketing
Industry: Retail
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Nov 2025

Efficient Customer Relationship Management tool

Likeliness to Recommend

9 /10

What differentiates Workbooks CRM from other similar products?

It's a very good tool that helps you a lot in tracking your accounts and contact details, such as customers and suppliers. This tool can also be used to send sales orders, invoices, credit notes, contracts, and supplier orders. The CRM can remind you of your most important activities, and with the help of its views, reports, and dashboards, you can monitor your marketing efforts and sales success.

What is your favorite aspect of this product?

This is a very special type of tool that helps you prepare reports, analyze sales and customer behavior, manage email campaigns, and also has the ability to track cases, along with many other features. This tool contains countless options, and it allows you to create any type of report very easily.

What do you dislike most about this product?

In my opinion, there is a need to improve the integration.

What recommendations would you give to someone considering this product?

The reporting system of this software is extremely powerful, and with its help, you can combine different types of data and create strong, reliable reports. Another important thing is that although it can be a bit difficult to use, it provides excellent training, help, and support, so you don’t have to face difficulties while using it.

Pros

Performance Enhancing
Enables Productivity
Effective Service
Caring

Damilola L.

Role: Sales Marketing
Industry: Energy
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jul 2025

All-in-one CRM platform

Likeliness to Recommend

9 /10

What differentiates Workbooks CRM from other similar products?

Its robust ticketing and customer service features such as SLA management and case tracking is top notch.

What is your favorite aspect of this product?

Its ease of use and customization made ease. Also it have lots of built in features not requiring third party integration to get accessibility.

What do you dislike most about this product?

i dislike the fact that its mobile support is limited to browser; no mobile app to ease functionality.

What recommendations would you give to someone considering this product?

This is a good platform for small or medium scale organization, because its analytics isn't so robust.

Pros

Helps Innovate
Reliable
Enables Productivity
Efficient Service

Salah U.

Role: Information Technology
Industry: Education
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2025

User friendly

Likeliness to Recommend

7 /10

What differentiates Workbooks CRM from other similar products?

Workbooks CRM help you engage with your customers easily and track your records without any difficulties.

What is your favorite aspect of this product?

Data integration and simplicity

What do you dislike most about this product?

Too many customization options

What recommendations would you give to someone considering this product?

One of the best products those looking for a CRM

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Workbooks CRM

What is Workbooks CRM?

Company Details

Need Assistance?

Workbooks CRM Ratings

79 Likeliness to Recommend

97 Plan to Renew

3 Since last award

74 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+76 Net Emotional Footprint

How much do users love Workbooks CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Activity and Workflow Management Text or code-based and visual workflow designers.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Workbooks CRM Reviews

Soleil-amy L.

Efficient Customer Relationship Management tool

Likeliness to Recommend

Pros

Damilola L.

All-in-one CRM platform

Likeliness to Recommend

Pros

Salah U.

User friendly

Likeliness to Recommend

Pros

3
Since last award

2
Since last award

Feature Ratings

Account and Contact Management

Sales Management

Analytics and Reporting

Marketing Management

Quote Contract and Proposal

Lead Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Mobile

Customer Service Management

Vendor Capability Ratings

Availability and Quality of Training

Ease of Customization

Usability and Intuitiveness

Ease of Data Integration

Quality of Features

Business Value Created

Ease of IT Administration

Product Strategy and Rate of Improvement

Ease of Implementation

Breadth of Features

Vendor Support