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Virginia, USA
$500MN to $1BN
67 Buyers Negotiating

WorkBook USP

Workbooks is essentially what an enterprise would like to call, an ‘out of the box’ solution to their diverse problems. It is enriched with automation, accessibility and collaboration tools, which reduce manual load, enhance efficiency and transform business objectives into measurable results. The core CRM interface provides cloud-based support that revolutionizes data access. Request WorkBook Pricing to get more information.


Workbooks is a contemporary platform that escalates business operations to a higher level. The integrated CRM software caters to an array of business requirements with its rich features and its wide dimensional approach. The dynamic software offers an economic yet constructive solution to a wide array of business applications through quick automation and accessibility. 

Workbooks Features

Integrated pipeline monitoring and CRM assessment
  • Assists in the management and construction of customer relationships 
  • Enables centralization of the client and team communications
  • Allows synchronization of emails and contacts 
Collaboration and Project Management synergies
  • Integrates management of project planning, cost control and helps in resource allocation
  • Highlights potential problems and provides vital insights. 
  • Provides direction to review and approval processes
Management of Finance and accounting functions
  • Integrates financial operations for end-to-end use and real-time data availability
  • Allows collaboration with third-party vendors and banking systems for easy reconciliation. 
Contemporary solutions
  • Enables a cloud-based system of storage and data retrieval
  • Allows easy scalability of data and reduces its redundancy
  • Automates business processes for quick reengineering and benchmarking activities. 
Manages business objectives
  • Connects and links the sales and business targets for efficient increase
  • Reduces the turnaround time to direct cost savings

Workbooks Pricing

Based on business requirements, Workbooks pricing may vary between 21 – 56 Pounds per user on a monthly basis. Here is a complete breakdown of the Workbooks pricing and plans:

  • CRM: 21 Pounds per user, per month
  • CRM Pro: 33 Pounds per user, per month
  • Business: 46 Pounds per user, per month
  • Business Pro: 56 Pounds per user, per month

Workbooks Demo

Users can gain access to a variety of demos to understand the working of the software, available at its official website, along with a host of blogs, brochures and infographics.


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“I am looking for a Project Management Software in north America. My budget is $50,000. Looking to buy in 15 days.”
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WorkBook Reviews


Buyer, Software, SME

Apr 29, 2020

“Enhances client relationships”

Workbooks allow a user to present results to the clients, rather than troubling with administrative jargon that really helps to pick up things at a faster pace.
Useful (0) Not useful (0)

Buyer, Manufacturing, SME

Apr 29, 2020

“Better visibility and transparency”

The software allows convenient approval of expenses and efficient use of resources for maximum returns.
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