--- description: Review of Workbooks Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Workbooks | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [iPad CRM Software](/directory/433/ipad/software) > [Workbooks](/software/4391/workbooks-crm) # Workbooks Canonical: https://www.softwareadvice.co.nz/software/4391/workbooks-crm Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.nz/software/4391/workbooks-crm?page=2) > Workbooks is the 'No-BS' CRM. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations. The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel. Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency. Finally, Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience. > > Verdict: Rated **4.3/5** by 112 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 112 Reviews | | Ease of Use | 4.1/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.1/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Workbooks - **Location**: East Hartford, US - **Founded**: 2007 ## Commercial Context - **Starting Price**: US$45.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: 30-day free trial, no credit card required. CRM: $45 per user, per month Business: $92 per user, per month - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, French, German, Spanish - **Available Countries**: Australia, Canada, France, Germany, Guernsey, Ireland, Isle of Man, Jersey, Spain, United Kingdom, United States ## Features - AI Copilot - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Appointment Scheduling - Assignment Management - Batch Processing - CRM - Calendar Management - Calendar Sync - Calendar/Reminder System - Call Logging - Campaign Management - Catalog Management - Channel Management - Collaboration Tools - Commenting/Notes - Commission Management ## Integrations (10 total) - Box - Dotdigital - Force24 - GoCardless - Google Docs - Mailchimp - Microsoft Outlook - Sage 50 Accounting - Xero - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software) ## Related Categories - [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software) - [Contact Management Software](https://www.softwareadvice.co.nz/directory/434/contact-management/software) - [Sales Force Automation Software](https://www.softwareadvice.co.nz/directory/254/sales-force-automation/software) - [CRM Apps](https://www.softwareadvice.co.nz/directory/1491/mobile-crm/software) - [Online CRM Software](https://www.softwareadvice.co.nz/directory/387/online-crm/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 2. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4451 reviews) 3. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6964 reviews) 4. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 5. [HubSpot Sales Hub](https://www.softwareadvice.co.nz/software/21946/hubspot-sales-hub) — 4.5/5 (497 reviews) ## Reviews ### "TDS Workbooks review" — 5.0/5 > **Abigail** | *28 May 2019* | Alternative Dispute Resolution | Recommendation rating: 10.0/10 > > **Pros**: Workbooks is easy to use and intuitive. We have customised our databases heavily to support our products and this has only made Workbooks better for us as a company. It is largely a self-service platform and means that we have a lot more control of our data than we had with our previous provider. > > **Cons**: I would like more information when I receive errors when creating reports, or a bit more content on the Knowledge Base about this so that I do not need to refer my queries to Support as often. > > I have always loved working with Workbooks. All of their staff have never failed to be as helpful as they can be, and they are very quick to support us with any issues or queries that we may have. Their CRM package is very different to the kind of platform that a company like TDS would require but they have always helped us customize our databases so that we are able to support our products as best we can. Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough. ----- ### "Our cloud-based CRM that let us make profits without too much technical know how" — 4.0/5 > **Dan** | *28 December 2022* | Renewables & Environment | Recommendation rating: 9.0/10 > > **Pros**: It is cloud-based, the support is second to none, and the product is flexible for customisation.Reporting is excellent. It is stable. > > **Cons**: Testing new releases are limited to around a month in advance, which is a tad shorter than we like.Inability to track mail from aliases, mail tracking is linked to the user's email address only.It is fairly expensive for a CRM system. > > Good product, with good people behind it.The acquisition and deployment process was comprehensive and gave us confidence in the product. ----- ### "Workbooks experience" — 4.0/5 > **Herve** | *16 November 2018* | Nonprofit Organisation Management | Recommendation rating: 7.0/10 > > **Pros**: Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration > > **Cons**: Rigidity of display Dashboards are not great ----- ### "Happy with the support from the Workbooks team" — 4.0/5 > **Shani** | *16 September 2025* | Human Resources | Recommendation rating: 8.0/10 > > **Pros**: Workbooks is a logical system, rich in functionality. We have been able to transfer our processes into the Workbooks framework relatively simply, and as a result our reporting has been massively improved. The Workbooks implementation team and support teams have been great. They take time to educate you on the system, so that you can be self sufficient. > > **Cons**: The implementation has been more labour intensive than we expected, and we didn't properly plan for this. In hindsight, we should have brought in more resources to support us and to make better use of the system. To introduce some of our processes into WB, this has required additional configuration which has meant extra cost - it would be better if more of this was offered as standard. > > Good. It has been an enabler for our business to manage our data better. We have been able to consider growth areas, and understand more our how our customers use our service using the reporting. ----- ### "Good admin and experience" — 4.0/5 > **Deni** | *25 September 2025* | Nonprofit Organisation Management | Recommendation rating: 8.0/10 > > **Pros**: Excellent client support. Easy to use product. Good support and training resources. Good integration with Spotler for marketing and communications automations and tailored renewal and onboarding workflows. > > **Cons**: Sometime records are slow to update/save. Updates via field updater take time. Good reporting functionality and dashboards, but reports build is not always intuitive. > > Overall good experience. Looking forward to integration with Force24 and in future with new web portal. ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.nz/software/4391/workbooks-crm?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/4391/workbooks-crm) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data