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Workbooks
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What is Workbooks?
Workbooks is one of the best CRM tools for Indian businesses. It is easy to use, affordable, and one of the best online CRM software solutions. It won CRM Software of the Year in 2014 and 2013.
Pricing
Workbooks Starting Price
$ 0/User/Month
Awards
Our Awards and Recognition
More Awards
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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.
- Lead Management
- Contact Management
- Sales Pipeline Management
- Marketing Automation
- Customer Support
- Reporting And Analytics
- Email Integration
- Task Management
- Calendar Integration
- Document Management
- Customizable Dashboards
- Mobile Access
- Workflow Automation
- Opportunity Management
- Quote Management
- Order Management
- Billing And Invoicing
- Social Media Integration
- Api Access
- Data Import/export
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Workbooks Screenshots
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
Get 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
Get Pricing
CRM Pro
$ 50
User/Month
- CRM+
- Multi Company Extension
- Multi Currency Extension
- Advanced Security Extension
- Multi Language Extension
- Audit Extension
- Contract Management Module
Get Pricing
Business
$ 70
User/Month
- CRM Pro+
- Order Processing
- Invoicing & Credit Notes
Get Pricing
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The pricing information for Workbooks is sourced either directly from the software provider or publicly available materials. To get the most accurate and up-to-date costs, we advise reaching out to the vendor.
The pricing information was last updated on 19th January 2025.
Free Trial is available
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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.
Company Details :
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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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Workbooks comparisons
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.
Showing 4 out of 4 Reviews
Chirag
Used the software for : 2+ years
Company Size :51-200 employee
Verified via Business email.
Verified Reviewer
This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.
Review Source: Organic
Best CRM software
Workbooks is the best CRM software. I have been using it in my business for the past few years, and it has stood the test of time. It has never let me down, and my business growth has been fabulous since its incorporation. I would like to thank the team for such a brilliant piece of software.
Useful 0
Jashvant
Used the software for : 2+ years
Company Size :51-200 employee
Verified via Business email.
Verified Reviewer
This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.
Review Source: Organic
Excellent and Reduces Input Time
Workbooks can be easily customized 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 a web-based customer relationship management software designed for small to large-scale firms. Additionally, Workbooks extends traditional customer relationship management software to include order processing, contract management, and invoicing, so you can easily manage customer information in a single place. I definitely recommend this product to all my friends. Please try the Workbooks free demo before making any decision.
Useful 0
Imtiyaz
sales manager
Used the software for : 2+ years
Company Size :51-200 employee
Verified via Business email.
Verified Reviewer
This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.
Review Source: Organic
Awesome CRM Solutions.
I am about 6 months 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, as well as for communication and managing all activities. It is also free for up to 2 users, which is amazing value for a voluntary project or small business. Additionally, Workbooks makes it easy to convert data from our existing Works database. I highly recommend it.
Useful 0
Rajendra
Used the software for : 2+ years
Company Size :51-200 employee
Verified via Business email.
Verified Reviewer
This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.
Review Source: Organic
CRM solution
It is easy to use, set up, and is cost-effective. Moreover, Workbooks is a comprehensive CRM solution as it reduces confusion and provides authentic customer relationships in comparison to other well-known brands in the market. It is truly fantastic!
Useful 0
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:
- FREE : $ 0/User/Month
- CRM : $ 30/User/Month
- CRM Pro : $ 50/User/Month
- Business : $ 70/User/Month
- Business Pro : $ 86/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
- Live support
- Tickets
- Training
What platforms does Workbooks support?
Workbooks supports a variety of platforms including Android and IOS.
What types of businesses does Workbooks serve?
Workbooks serves a wide range of businesses, including but not limited to Startups & SMEs.
Who are the primary competitors of Workbooks?
The three major competitors of Workbooks are PlanPlus Online, LeadTrac and daypaio. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.
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