About Workbooks
Workbooks is a CRM platform designed for midsize businesses that unifies sales, marketing, customer service and commercial operations in one system. It emphasizes transparent pricing and fast value with a quick-start option, including a pricing calculator and a 28-day JumpStart implementation. The product is ISO 27001 certified and is marketed as a practical, no-nonsense alternative to larger CRM suites like Salesforce and HubSpot, with recognized performance in industry reviews.
What Workbooks offers
- Unified CRM across Sales, Marketing, Customer Service and Commercial Operations
- Forecasting and KPI visibility with multi-currency reporting
- Seamless integrations with Outlook, Microsoft 365 and Google Workspace
- Automated marketing campaigns, lead management and ROI tracking
- Sales Order Processing, Invoicing, CPQ/Contract automation
- Project Management integrated with CRM (time tracking, budgeting, resource allocation)
- Self-service customer portal and real-time case data for service
- Centralized reporting, dashboards and analytics
- Quick-start implementation (JumpStart) and a pricing calculator for quick quotes
- ISO 27001 security certification and ongoing validation
What sets Workbooks apart
- No-bullshit approach: transparent pricing, no long sales pitches, and a straightforward path to value
- Competitive alternative to large CRMs tailored for midsize businesses
- Fast time-to-value with JumpStart implementation (about 28 days) and a free 30-day trial
- Flexible licensing (mix and match editions) and upgrade paths
- Built-in modules for sales, marketing, service and commercial operations with strong support
- Recognized by industry analysts and review platforms (TechRadar Pro, G2 High Performer; ISO 27001 certified)