Workbooks Reviews & Product Details

Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price.

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Workbooks

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Workbooks Community

Languages Supported

German, English, Spanish

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Faizah Din

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Free

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Workbooks Integrations

(2)

Verified by Workbooks

Workbooks Media

Create a personalized springboard to drive your day.

Manage your opportunities easily.

Workbooks Demo - Track your project delivery

Track all your project inside your CRM.

Workbooks Demo - Track your sales pipeline

Manage your sales pipeline.

Meet Workbooks. The no-bullsh*t CRM software for midsize businesses. A compelling alternative to Salesforce and HubSpot.

Interactive Demo

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Try an interactive demo created by the software seller (right here on G2).

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Workbooks Reviews (569)

G2 reviews are authentic and verified.

Here's how.

sheridan H.

CRM & Events Executive

Small-Business (50 or fewer emp.)

8/14/2023

"Customer Centric"

4.5/5

What do you like best about Workbooks?

It has to be their friendly, reliable UK team. Always on hand to help whether this is a quick phone/teams call or by email, a response is always given on the day or at least the day after. The advice and support given is always helpful and insightful.

Their training courses are detailed but also there is so much to cover in just 4 days and learning doesn't just stop after you have attended the courses the online support site is a great tool to aid any further learning or to recap. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Sometimes the system can be a little slow with loading data or looking, but general housekeeping and ensuring data is kept updated and correct can help minimize this. Also in a report, you can't look at leads or opportunities together you have to create separate reports.

Being able to have a dual workbook screen, would be a great feature to have! Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

I create weekly, monthly reports for our Sales and Marketing Director at Volumatic. The level of detail we can drill into and the numerous ways this data can be presented is second to none.

The ease of our CRM feeding directly into our email application Spotler, just makes my working day easier and more proficient, I can focus more on the content of the email rather than a long admin process of setting the email up. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

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Hi Sheridan. Thank you so much for your positive review of Workbooks. It's great to hear how much using it in conjunction with Spotler is improving your marketing efforts and making life easier.

Do let us know if we can be of help with anything in future.

Anshu K.

Product specialist

Small-Business (50 or fewer emp.)

9/21/2025

"Workbooks"

4.5/5

What do you like best about Workbooks?

workbook is tool which is mostly used for sales and customer services at single place where we can satisfy our customers by providing all required support or information at one palce . also it is easy to use or intergrate with any other calling software's its implementation is easy in any organisation. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Sometime its requre high technical skill to configuration and automations implementation in our organisation. It also costly as compare to other crm tool . Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

It help in customer interactions with support and provider beacsue it leads record of customer and support provided service and also collect information releted to the customer common query . it is also used in advertising or promation of any product by providing information to our exiting customer . Review collected by and hosted on G2.com.

Ryan H.

Social Media Manager

Information Technology and Services

Mid-Market (51-1000 emp.)

5/22/2025

"It clearly shows me which technical content generates the most engagement"

4.5/5

What do you like best about Workbooks?

A great advantage is our ability to easily customize dashboards and reports. Working as a social media manager, I rely on Workbooks to create aesthetically pleasing reports that I could quickly distribute to managers and co-workers. It has helped us monitor the performance of our efforts and make rapid changes in our approach to achieve better impact. From campaign planning and tracking to budget management and analysis of results, it gives us a complete picture that helps us make decisions. The result has been a reduction in the time spent on the transition between applications and an increase in the importance given to strategy and innovation. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Although it’s unusual that I can create my own dashboards without using Excel exports, the reports are comprehensive. Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

Helps us with integrated campaign planning and execution, social action ROI monitoring and sales funnel management. Thanks to this unification, marketing, sales and analysis departments are now better suited for coordination; in addition, we all have access to the most recent and consistent data. I can change my approach as I get to know exactly which technical material attracts the most opinions and comments. Automating the reporting and monitoring of leads has helped us free up more time for content production and strategic development. Review collected by and hosted on G2.com.

#selfdreamers H.

12/9/2025

"Seamless Collaboration Across Devices"

5/5

What do you like best about Workbooks?

I like how I can use two different devices and everything shares seamlessly. This makes it easier for me to work with a partner. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

I like everything so far honestly Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

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Thanks for taking the time to review Workbooks. We're glad to hear that you are finding it beneficial for collaboration.

Verified User in Entertainment

Small-Business (50 or fewer emp.)

6/16/2025

"Workbooks - nonprofit Background"

3.5/5

What do you like best about Workbooks?

Great CRM for our smaller non profit of around 50 employees Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

It at times felt too big for what we were looking to utilize it for, but still it fit better than any others out there. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

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Hi. Thank you for taking the time to complete a G2 review, which is appreciated.

We're pleased to see you describe our platform as a great CRM and to hear that you've been able to centralize the processes previously covered by 3 different software packages, which is the sort of feedback we often hear from our customers. We'd love to help you improve the rating you've given us so that you feel able to provide a 5* review. We would reach out to directly but it's not clear who has submitted this review. Please do contact your Account Manager to discuss your experiences with them and, hopefully, we can work with you to ensure that Workbooks is set up to make it easy to use and effective in achieving your aims.

Thanks again for your review.

Dave K.

Small-Business (50 or fewer emp.)

5/9/2024

"The easiest CRM, wherever you are"

5/5

What do you like best about Workbooks?

Workbooks is an easy to use, fully cloud based CRM solution perfect for Small and Mid-sized organisations alike. Easy to setup with no installing or server required allows for Workbooks to be accessed from anywhere easily irregardless of role and working requirements.

Support is quick to respond and many helpful resources online to help resolve or identify different approaches to take. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

The online help articles are not updated as frequently as the product is growing leading to some outdated help pages. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

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Hi Dave. Thank you for taking the time to submit a 5* review of Workbooks, which is very much appreciated.

We're particularly pleased to hear your feedback about our Support team, who work hard to deal with any queries that come in. Your comment about the help articles is noted (and I know that as a result of a recent case for you, the team have updated the relevant help page). Do please let us know if you find any similar issues.

Hopefully you continue to enjoy the functionality offered by the platform and we look forward to hearing from you in the future.

Giulia M.

Business Operations Manager

Small-Business (50 or fewer emp.)

3/4/2024

"Our Workbooks Experience"

4.5/5

What do you like best about Workbooks?

I love how much /quickly you can customise the platform, its a really clean looking appearance making it nice and easy to use throughout across all areas.

When we first implemented the system it was an easy process that we were walked through step by step. We are now 3 years into using it, and the PS team still have a good understanding of how we use it, and the system itself dispite all the other customers and projects they have worked on inbetween. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

That you dont get unlimited storage, and keeping on top of that can be difficult. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

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Hi Giulia. Thank you for taking the time to submit a review of Workbooks. As you identified, it can be challenging for the Professional Services team to remember all the nuances of the many implementations they are involved with, but I'm glad to hear that they're doing a good job of that. The Support Team too enjoy working with you and learning about your data flows and and business drivers.

I hope that the DocuSign integration is streamlining things for you and your clients and I'm sure the onboarding of the accounts department will be a success.

Thanks again for your review. If we can be of any help, feel free to contact your Account Manager, Ben, or email support@workbooks.com.

Peter J.

General Manager and Head of Training

Information Technology and Services

Small-Business (50 or fewer emp.)

4/17/2024

"Great Product with great features and competitive price"

5/5

What do you like best about Workbooks?

Easy and intuative to use. All the features you would expect to help with the lead to Cash workflow. Easy to cinfigure and customise. Great customer service from a UK software author. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Can't think of anything right now. I would recomend to anybody. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

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Hi Peter. Thanks for submitting such a great G2 review about Workbooks. We're glad you like our platform and are pleased to have you on the service. Do let us know if there's anything we can be of help with.

Harriet D.

Sales & Marketing Administrator

Computer Software

Small-Business (50 or fewer emp.)

1/27/2015

"Extremely helpful and effective in assisting organisation"

4/5

What do you like best about Workbooks?

The wide range of areas you can tap into, it covers all aspects of the business e.g operations, finance, sales. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Once setting permissions that these cannot be revoked, the records shared can then not be restricted, only new records. Review collected by and hosted on G2.com.

Recommendations to others considering Workbooks:

Get full training as there is so much to learn and some great features that may not seem that obvious if not pointed out. Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

Streamlining our sales process from lead to customer. I have realised that the whole process is possible through workbooks and can effectively be dealt with and activities shared between the team. Along with all targets and figures can be reported clearly. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

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Hi Harriet. Thank you for your positive review of Workbooks, which is appreciated. It's good to hear that you find it can support you in all aspects of your business. As a trainer myself, I wholeheartedly agree with getting training as it's a very rich platform and you can't know what you don't know!

We love hearing about our customers streamlining their processes and I'm glad you're finding our platform helpful with every step along the way.

I noted about not being able to change permissions - if you're referring to sharing permissions then yes, it is possible to change these on existing records. It sometimes take some thought to ensure that you get the outcomes you're looking for and we'd be happy to discuss your requirements with you. Feel free to contact support@workbooks.com if you'd like a chat about this. I've also supplied a link below that may be useful regarding changing permissions in bulk but do feel free to discuss this with us first.

See how Workbooks improved

Justyna W.

Small-Business (50 or fewer emp.)

8/17/2023

"Stable and constantly evolving CRM solution with great customer service behind it."

4/5

What do you like best about Workbooks?

Workbooks is a user frieldy online CRM platform which gives variety of solutions and is flexible enough to cover the needs of the business. Behind the platform seats a professional customer service team who is very helpful and responsive which is extremely important when dealing with technical or set-up issues or implementing new solutions. Workbooks is constantly adding new functionality to its portfolio so we are looking forward to what it will bring to the table next. Review collected by and hosted on G2.com.

What do you dislike about Workbooks?

Workbooks is not a popular CRM platform that other service/platforms providers integrate with out of the box. In many instances it requires a custom build integration which can be costly and time consuming. The repoting functionality is good but dashboards could be developed into a more intelligent and visually appealing add-on. Review collected by and hosted on G2.com.

What problems is Workbooks solving and how is that benefiting you?

Workbooks is a good sales solution for managing pipeline and raising orders but requires good onboarding for sales team to ensure effective use of the tool. It is a great contact management tool which can hold variety of intellignece about the contact in one place including activities, online behaviour and trends, email interactions, employment history and many more. Having all this information in one place gives strong grounds fro complex reporting which can be also automated. Review collected by and hosted on G2.com.

Response from Jean Hardie-Matthews of Workbooks

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Hi Justyna. We really appreciate you taking the time to submit a Workbooks review. It's great to hear that you find the customer services team helpful and I know they enjoy dealing with you.

We love it when customers talk about the value of having all their data in one place so that you can leverage powerful reports to help inform the business.

I hope you and your colleagues continue to benefit from using our platform and if you have any queries, please feel free to contact support@workbooks.com.