What is Workbooks?

Workbooks is one of the best CRM tools for Indian business. It is easy to use, affordable and best online CRM software solutions. It won CRM software of the Year 2014 & 2013. 

Pricing

Workbooks Starting Price

$ 0/User/Month

Awards
Workbooks Award

Our Awards and Recognition

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Key Features of Workbooks

Here are the powerful features that make Workbooks stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • 1-click installationWorks with GoogleApps
  • A/B Testing
  • Access control
  • Access Controls/Permissions
  • Access Monitoring
  • Account Alerts
  • Account Based Marketing
  • Account Management
  • Accounting
  • Accounting Integration
  • Accounts payable
  • Accounts Receivable
  • Action Item Tracking
  • Actionable Segmentation Enhancements
  • Actionable Telematics
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad Hoc Reports
  • Advertising Campaigns
  • Advocate Management
  • AI Recommendations
  • Alerts / Escalation
  • Allocation
  • Alumni Management
  • Analytics
  • Analytics/ROI Tracking
  • Annotations
  • Application Management
  • Appointment Management
  • Appointment Reminders
  • Approval Process Control
  • Approval Workflow
  • Archiving
  • Archiving & Retention
  • Assessment Generation
  • Asset Management
  • Assignment Management
  • Assisted Living
  • Attendance management
  • Attendance Tracking
  • Attendee Management
  • Audience Segmentation
  • Audience Targeting
  • Audio Content
  • Auto Dialer
  • Auto-Responders
  • Automated Publishing
  • Automated Quoting
  • Automated Routing
  • Automated Scheduling
  • Automatic Formatting
  • Automatic Player Updates
  • Automatic Re-ordering
  • Automation Templates Enhancements
  • Automotive Calculated Insights
  • Automotive Data Bundle
  • Automotive Loan and Lease Console
  • Background Screening
  • Backorder Management
  • Bank Reconciliation
  • Barcode / Ticket Scanning
  • Barcode Scanning
  • Barcoding / RFID
  • Benchmarking
  • Bill Audit
  • Bill Database
  • Bill Importing
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Billing Inquiry Manager
  • Billing Portal
  • Blended Call Center
  • Box Office Management
  • Budgeting & Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Calendar Management
  • Calendar Sync
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Parking
  • Call Recording
  • Call Reporting
  • Call Scripting
  • Call Sharing
  • Campaign Analysis
  • Campaign Management
  • Campaign Personalization
  • Campaign Segmentation
  • CAN SPAM Compliance
  • Candidate Tracking
  • Canned Responses
  • Capacity Planning
  • Capture Leads from Twitter/Facebooks
  • Case Management
  • Case Notes
  • Catalog Management
  • Cataloging/Categorization
  • Centralized Inbox
  • Channel Management
  • Chapter Management
  • Check-In Manager
  • Claims Management
  • Claims Processing
  • Class Management
  • Clean Energy Program Management
  • Client / Property Matching
  • Client database
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Cloud Computing
  • Cold calling
  • Collaboration
  • Collaborative Writing
  • Collections Management
  • Comment Moderation
  • Commission management
  • Committee Management
  • Communication Management
  • Communication Tracking
  • Community Management
  • Complaint Monitoring
  • Completion Tracking
  • Compliance Tracking
  • Concessions Management
  • Conferences/Conventions
  • Connected Vehicle Visualization
  • Consent Management
  • Contact Database
  • Contact Discovery
  • Contact Import/Export
  • Contact Management
  • Contact Manager
  • Content analytics
  • Content Management
  • Content marketing
  • Content repository
  • Content Scheduling
  • Content Syndication
  • Contextual Targeting
  • Contingency Billing
  • Contract Management
  • Contribution Tracking
  • Conversion Tracking
  • Cost Tracking
  • Create Subtasks
  • CRM
  • CRM & Sales Dashboards
  • CRM & Sales Reports
  • CRM Analytics
  • Customer Advocacy
  • Customer Communications Management
  • Customer DataBase
  • Customer Management
  • Customer Profiles
  • Customer Review Platform
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Support Tracking
  • Customer Surveys
  • Customer Targeting
  • Customizable Branding
  • Customizable CTAs
  • Customizable Dashboard
  • Customizable invoices
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Analysis
  • Data Enrichment
  • Data Extraction
  • Data Integration
  • Data Management
  • Data Mapping
  • Data Modeling
  • Data Security
  • Data Source Connectors
  • Data Source Integrations
  • Data Visualization
  • Deal Management
  • Delivery Management
  • Demographic Data
  • Dependency Management
  • Deployment Management
  • Developer API
  • Digital Asset Management
  • Discount Management
  • Discussion Boards
  • Distributed Call Recording
  • Distribution Management
  • Distributor Management
  • Document Assembly
  • Document Indexing
  • Document Management
  • Document Retention
  • Document Storage
  • Donor Management
  • Donor Targeting
  • Drag & Drop
  • Drill Down
  • Drip Campaigns
  • Due date tracking
  • Dues Management
  • Dunning Management
  • Dynamic content
  • E-forms
  • Einstein Copilot
  • eLearning Authoring Tools
  • Election Management
  • Electronic Signature
  • Email Integration
  • Email Marketing
  • Email Marketing / SMS Marketing
  • Email Response Control
  • Email Templates
  • Employee Database
  • Employee Management
  • EMR/EHR
  • Energy Price Analysis
  • Engagement Monitoring
  • Enhanced Local Listings
  • Enterprise Asset Management
  • Enterprise Sales Management Enhancements
  • ERP
  • Escalation Management
  • Estimates & Invoices
  • Event Management
  • Event Triggered Actions
  • Event Triggered Email
  • Event-Based Notifications
  • Expense Management
  • Expense Tracking
  • Experience Management
  • Facility Scheduling
  • Feedback Collection
  • Field Sales Management
  • Field service management
  • File Sharing
  • Financial CRM
  • Financial Engagement
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • Food & Beverage Management
  • Forecasting
  • Form Builder
  • Forms Management
  • Full Text Search
  • Functions / Calculations
  • Fundraising Management
  • Gamification
  • GDPR Compliance
  • General Admission
  • Geo Targeting
  • Gift Card Management
  • Goal Tracking
  • Goals / Quota Management
  • Group Posting
  • Group Scheduling
  • Healthcare CRM
  • Help Desk
  • Home Health Enhancements
  • Hourly billing
  • Household Tracking
  • HR Management
  • Image Editor
  • Image Library
  • Import / Export Management
  • Inbound Call Center
  • Inbound Reporting
  • Incident Management
  • Influence Tracking
  • Initial Assessments
  • Inquiry Management
  • Instant Retrieval
  • Insurance Rating
  • Interaction Tracking
  • Interactive
  • Interactive Voice Response
  • Internal Chat Integration
  • Internal HR
  • Interoperability Enhancements
  • Interview Management
  • Interview Scheduling
  • Inventory Management
  • Invoice
  • Invoice Management
  • Invoice Processing
  • Issue Auditing
  • IT Asset Management
  • IVR / Voice Recognition
  • Job Board Posting
  • Job Scheduling
  • Jobs Board
  • Kanban Board
  • Key Performance Indicators
  • Kiosk Ticketing
  • Kitting
  • Knowledge Base
  • Knowledge Base Management
  • Knowledge Library
  • Knowledge Management
  • KPIs
  • Landing Pages
  • Landing Pages/Web Forms
  • Law Firms
  • Law Practice Management
  • Lead Capture
  • Lead Database Integration
  • Lead Distribution
  • Lead Enrichment
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Legal Case Management
  • Legal CRM
  • Life Sciences
  • List Management
  • Live Chat
  • Load Forecasting
  • Loan Origination
  • Loyalty Program
  • Mailing list management
  • Maintenance Management
  • Maintenance Scheduling
  • Manage Quotations
  • Manage Tasks
  • Manual Dialer
  • Manufacturing CRM
  • Mapping
  • Marketing Analytics
  • Marketing Automation
  • Marketing Automation Integration
  • Marketing Collateral
  • Marketing Management
  • Marketing Reports
  • Mass Email
  • Media Library
  • Medical History Records
  • Meeting Management
  • Member Communities
  • Member Database
  • Member Directory
  • Member Management
  • Member Portal
  • Member types
  • Membership Database
  • Membership Management
  • Membership Renewals
  • MES
  • Meter Tracking
  • Mobile Access
  • Mobile App
  • Mobile Optimized Emails
  • Mobile Payments
  • Mobile Ticketing
  • Mobile Time Tracking
  • Mortgage and Loans
  • Mortgage CRM
  • MRP
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Country
  • Multi-Currency
  • Multi-Facility
  • Multi-Location
  • Multi-Provider Practice
  • Multi-Screen Support
  • Multi-Site Management
  • Multi-Store Management
  • Multiple Billing Rates
  • Multiple Site Management
  • Network Monitoring
  • Offline Access
  • Offline Form
  • Offline Time Tracking
  • OLAP
  • Omnichannel Communication
  • On-Demand (SaaS)
  • Onboarding
  • Online Booking
  • Online Calendar
  • Online Giving
  • Online invoicing
  • Online Payment Processing
  • Online payments
  • Online Registration
  • Online Reviews
  • Online Store
  • Online Ticketing
  • Onsite Ticketing
  • Opportunity Management
  • Order Entry
  • Order Management
  • Order Tracking
  • Outbound Call Center
  • Outbound Reporting
  • Pageview Tracking
  • Partner Cloud (VAR or Service Provider)
  • Patient Communications
  • Patient Management
  • Payment Processing
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pharma CRM
  • Pharmaceutical and Biotech
  • Phone & Video Calls
  • Physician Management
  • PIA / DPIA
  • Pipeline Management
  • Pledge Management
  • Plug-And-Play Integration
  • Point of Sale (POS)
  • Policy Management
  • Political Advocacy
  • Post Management
  • Post Scheduling
  • Predictive Analytics
  • Predictive Dialer
  • Presales
  • Pricing Management
  • Print-at-Home
  • Private Cloud
  • Private Dashboards
  • Private Equity
  • Proactive Chat
  • Process Mapping
  • Process Modeling & Designing
  • Product Catalog
  • Product configurator
  • Product Database
  • Products & Price Books
  • Profitability Analysis
  • Program Management
  • Progress Tracking
  • Progressive Dialer
  • Project Accounting
  • Project billing
  • Project Management
  • Promotion Transfer
  • Promotions Management
  • Prompt Builder
  • Property Alerts
  • Property Database
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Public Dashboards
  • Purchase Order Management
  • Purchasing
  • Quality Control
  • Quality Management
  • Queue Management
  • Quote Management
  • Quotes / Proposals
  • Quotes/Estimates
  • Quotes/Proposals
  • Real Time Analytics
  • Real-time Chat
  • Receipt Management
  • Recommendation Engine
  • Recording Bookmarking
  • Recruiting Firms
  • Recruitment Management
  • Recurring Appointments
  • Recurring Billing
  • Recurring Giving
  • Recurring Issues
  • Recurring/Subscription Billing
  • Reference Checking
  • Referral Source Tracking
  • Referral Tracking
  • Reimbursement Management
  • Relationship Tracking
  • Remote Display Management
  • Remote Document Access
  • Report Export
  • Reporting & statistics
  • Reporting/Analytics
  • Reservations Management
  • Resource Management
  • Response Management
  • Restaurant POS
  • Resume Parsing
  • Resume Search
  • Retail POS
  • Returns Management
  • Review Monitoring
  • Reviews Management
  • RFP Management
  • Ringless Voicemail Drop
  • Risk Management
  • Room Block Management
  • Rules-Based Workflow
  • Safety Management
  • Sales
  • Sales Agreement Enhancements
  • Sales Dashboards & Reports
  • Sales Force Automation
  • Sales Forecasting
  • Sales Intelligence
  • Sales Management
  • Sales pipeline management
  • Sales Pipeline Tracking
  • Sales Quotes
  • Sales Reports
  • Sales Tracking
  • Scheduled / Automated Reports
  • Scheduling
  • Scheduling & Appointments
  • Scorecards
  • Screen Sharing
  • Search
  • Search Marketing
  • Search/Filter
  • Season Tickets
  • Segmentation
  • Self Service Portal
  • Sensitive Data Identification
  • Sentiment Analysis
  • SEO Management
  • Service History Tracking
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Shipping Management
  • Single Provider Practice
  • Small Group Management
  • Social CRM
  • Social Marketing
  • Social Media Integration
  • Social media management
  • Social Media Metrics
  • Social Media Monitoring
  • Social Media Promotion
  • Solution Management
  • Source Tracking
  • Special Order Management
  • Spend Control
  • Staff Management
  • Strategic Planning
  • Subscriber Management
  • Supplier and Purchase Order Management
  • Supplier Management
  • Supply Chain Management
  • Survey Management
  • Surveys & Feedback
  • Target Account Identification
  • Task Management
  • Tax Calculator
  • Tax Forms
  • Tax Management
  • Team Assignments
  • Team Management
  • TeamChat
  • Telemarketing Management
  • Template Management
  • Templates
  • Territory Management
  • Text Editing
  • Text Editor
  • Text Messaging
  • Third Party Integration
  • Third party integrations
  • Ticket Brokering
  • Ticket/Issue Tracking
  • Ticketing
  • Time & Expense Tracking
  • Time Management
  • Time on Site Tracking
  • Time Planning
  • Time Tracking
  • TMF API Enhancements
  • Traceability
  • Tradesman Job Management
  • Training Management
  • Transaction Dispute Management Enhancements
  • Transportation Dispatch
  • Treatment Plans
  • Trend / Problem Indicators
  • Trend Analysis
  • Trust Accounting
  • User Interaction Tracking
  • Vendor Management
  • Version Control
  • Video Content
  • VIN Lookup
  • VIP & Discount Tickets
  • Visitor Identification
  • Visual Analytics
  • Visual Editor
  • Voice & Data Integration
  • VoIP
  • Volunteer Management
  • Warehouse Management
  • Web Forms
  • Website Management
  • Website Personalization
  • Website Visitor Tracking
  • Widgets
  • Work order management
  • Workflow Automation
  • Workflow Configuration
  • Workflow Management
  • WYSIWYG Email Editor
  • WYSIWYG Rich Text Editing
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Workbooks Pricing

Here are the pricing plans for Workbooks. Choose the plan that best fits your requirements and budget. Get Detailed Workbooks pricing as per your requirements.

FREE
$ 0
User/Month
  • 2 users only
  • Contact Management
  • Sales Team Automation
  • Marketing Automation
  • Customer Service Management
  • Order Processing
  • Invoicing & Credit Notes
  • Workbooks Forum Support
Pricing
CRM
$ 30
User/Month
  • Contact Management
  • Sales Team Automation
  • Marketing Automation
  • Customer Service Management
  • Automation Engine
  • Customisable Layouts
  • Workbooks Forum Support
  • Workbooks Phone/Email Support
Pricing
CRM Pro
$ 50
User/Month
  • CRM+
  • Multi Company Extension
  • Multi Currency Extension
  • Advanced Security Extension
  • Multi Language Extension
  • Audit Extension
  • Contract Management Module
Pricing
Business
$ 70
User/Month
  • CRM Pro+
  • Order Processing
  • Invoicing & Credit Notes
Pricing
Business Pro
$ 86
User/Month
  • Business+
  • Multi Company Extension
  • Multi Currency Extension
  • Advanced Security Extension
  • Multi Language Extension
  • Audit Extension
  • Contract Management Module
  • Workbooks Exchange Server Sync
Pricing
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Workbooks Specifications

Get a closer look at the technical specifications and system requirements for Workbooks. Find out if it's compatible with your operating system and other software.

Deployment :
Cloud Based
Subscription Plan :
SAAS
Accessibility :
API
Customization
Mobile Support
Desktop Platforms :
MacOs
Windows
Language Support :
English
Business :
StartUps
SMBs
Available Support :
Email
Phone
Live Support
Training
Tickets
Company Details :
Company Name : WorkBooks
Website : Visit Website
Full Address : Unit 9 Suttons Business Park, Suttons Park Avenue, Reading, Berkshire RG6 1AZ, United Kingdom

Workbooks Comparisons

Compare Workbooks with other similar options available in CRM Software. Explore the key differences to see why it's the top choice for businesses and individuals.

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Overall Workbooks Reviews

Thinking about using Workbooks? Check out verified user reviews & ratings based on Workbooks's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

4.5/5

Based on 4 Reviews

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Ask a question
Feature Feature 4.5

Feature

Out of 5

Ease of use Ease of use 4.5

Ease of use

Out of 5

Value for money Value for money 4.5

Value for money

Out of 5

Customer support Customer support 4.5

Customer support

Out of 5

Likelihood to recommend Likelihood to recommend 0%

Likelihood to recommend

Out of 100%

4 Workbooks Reviews

Hear directly from customers who have used Workbooks. Read their experiences, feedback, and ratings to gain valuable insights into how this software has benefited their businesses.

Chirag

Used the software for : 2+ years

Company Size :51-200 employee

4.0

Sep 16, 2016

Best CRM software

Workbooks is the best CRM software. I have been using this in my business since the past few years and it has stood its test of time. It has never let me down in any case and my business growth has been fabulous since its incorporation. I would like to thank the team for such a brilliant piece of software.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

Jashvant

Used the software for : 2+ years

Company Size :51-200 employee

5.0

Aug 29, 2016

Excellent and Reduces Input Time

Workbooks Customized easily for my needs and industry. I love the support I get from the Workbooks support team, Workbooks is very user friendly, I started seeing how valuable this product was after just a few days of using it. Basically Workbooks is web based best customer relationship management software design for small to large scale of firms. Also Workbooks  extends traditional customer relationship management software to include order processing, contract management and invoicing so you can easily manage customer information in single place. I definitely recommended this product to all my friends. Please try Workbooks free demo before make any decision.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Imtiyaz

sales manager

Used the software for : 2+ years

Company Size :51-200 employee

5.0

Mar 29, 2016

Awesome CRM Solutions.

I am about 6 month into using workbooks and I would like to say that I am totally impressed with the product. We use Workbooks to keep track of all our members, volunteers, sponsors and providers; communication and managing all activities. It is also free up to 2 users, which is amazing value for a voluntary project or small business. Apart of this Workbooks provide easy to convert over the data from our existing Works database. I highly recommended.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Rajendra

Used the software for : 2+ years

Company Size :51-200 employee

4.0

Mar 02, 2016

CRM solution

It is easy of use, set up and is cost effective. Morover, Workbooks a comprehensive CRM solution as it reduces confusion and provides authentic customer relation-ship in comparison to other well known brands in the market. It is truly fantastic!!

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

Alternatives of Workbooks

Explore alternative software options that can fulfill similar requirements as Workbooks. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

Workbooks FAQs

How much does Workbooks cost?

The starting price of Workbooks is ₹ 0/User/Month. It has different pricing plans:

  1. FREE : ₹ 0/User/Month
  2. CRM : ₹ 2160/User/Month
  3. CRM Pro : ₹ 3600/User/Month
  4. Business : ₹ 5040/User/Month
  5. Business Pro : ₹ 6192/User/Month

Workbooks also provides a free trial to users.

What are the top 5 features for Workbooks?

The top 5 features for Workbooks are:

  • Accounting
  • Cloud Computing
  • Contact Manager
  • CRM & Sales Dashboards
  • CRM & Sales Reports

What type of customer support is available from Workbooks?

The available support which Workbooks provides is:

  • Phone
  • Email
  • Live support
  • Tickets
  • Training
Free Demo Get Pricing
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