--- title: Workbooks Reviews meta_title: 'Workbooks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 575 reviews by the users' company size, role or industry to find out how Workbooks works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 575 scale: '5' date_modified: '2026-08-10' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Workbooks Reviews **Vendor:** Workbooks **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 575 ## About Workbooks Workbooks is a cloud-based Customer Relationship Management (CRM) solution designed specifically for midmarket firms seeking to streamline their business processes and enhance customer engagement. This comprehensive platform integrates various aspects of business operations, allowing organizations to manage their sales, marketing, and customer service functions from a single interface. By combining advanced software capabilities with exceptional consultancy, implementation, and support services, Workbooks aims to deliver a seamless experience for its users. Targeted at midmarket companies, Workbooks addresses the unique challenges these organizations face, such as resource constraints and the need for scalable solutions. The platform is particularly beneficial for businesses looking to improve their customer relationships and operational efficiency without the complexities often associated with larger CRM systems. Workbooks is designed to cater to a diverse range of industries, making it a versatile choice for firms that require a tailored approach to CRM. One of the standout features of Workbooks is its co-funded implementation model, which significantly reduces the cost and risk associated with CRM projects. This approach not only makes the software more accessible but also ensures that businesses receive the necessary support during the setup process. By working closely with clients, Workbooks delivers a customized CRM solution that aligns with specific business needs, all while maintaining an off-the-shelf price point. This unique offering allows organizations to benefit from a tailored system without the financial burden typically associated with bespoke software development. In addition to its cost-effective implementation, Workbooks provides a range of key features that enhance its functionality. Users can expect robust tools for sales automation, marketing campaign management, customer service tracking, project and task management, and sales order processing. The platform also includes advanced reporting and analytics capabilities, enabling businesses to gain valuable insights into their operations and customer interactions. This data-driven approach empowers organizations to make informed decisions and optimize their strategies for better outcomes. The Workbooks platform is powered by AI agents which can be automated via workflows to boost productivity and help drive greater revenue growth. Overall, Workbooks stands out in the CRM landscape by offering a comprehensive solution that combines powerful software with dedicated support services. Its focus on midmarket firms, cost-effective implementation, and customizable features makes it an attractive option for businesses looking to enhance their customer relationship management efforts. By integrating various business functions into a single platform, Workbooks helps organizations improve efficiency, reduce operational risks, and ultimately drive growth. ## Workbooks Pros & Cons **What users like:** - Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients. (16 reviews) - Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency. (8 reviews) - Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance. (7 reviews) - Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs. (7 reviews) - Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making. (7 reviews) - Users appreciate the **customizable reporting and dashboards** in Workbooks, enhancing their business processes across various departments. (7 reviews) - Users praise the **friendly and reliable support** from Workbooks' UK team, making assistance readily available and helpful. (7 reviews) - Affordable (5 reviews) - Users value the **customizability** of Workbooks, enhancing reporting and streamlining various business processes efficiently. (5 reviews) - Easy Customization (5 reviews) **What users dislike:** - Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features. (8 reviews) - Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility. (6 reviews) - Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency. (5 reviews) - Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks. (4 reviews) - Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently. (4 reviews) - Users are disappointed by the **lack of key features** in Workbooks, hindering effective client management and follow-ups. (4 reviews) - Limited Options (3 reviews) - Not Intuitive (3 reviews) - Bug Issues (2 reviews) - Bugs (2 reviews) ## Workbooks Reviews ### 1. Overly complicated to do the basic things you look for in a CRM **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Workbooks?** It's great if you've got a lot of time to spare and love repeating tasks and double handing information. The enrich feature is particularly useful when it comes to pulling in data from the wrong company. **What do you dislike about Workbooks?** Pretty much everything about the tool, from the overly complicated UI, to the features and functions it doesn't have that even free offerings support. The lack of integration with absolutely anything else that you could want to use as a business stands out. **What problems is Workbooks solving and how is that benefiting you?** Workbooks mostly creates problems for me. From its lack of ability to integrate with email tools (and the lack of ability to trigger emails in real time), to not integrating with reveal, to lacking basic out of the box reports it's a step back to the mid 2000's. ### 2. A flexible CRM and a powerful platform for business **Rating:** 0.0/5.0 stars **Reviewed by:** Antony F. | Head of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2021 **What do you like best about Workbooks?** I like that there's a lot of power at your fingertips - if you are prepared to put in the work to get to know the system, there is a lot of flexibility that you can tap into yourself. **What do you dislike about Workbooks?** When needing Workbooks' support in bespoke work, the responsiveness and professionalism of some of the team has caused concern. **What problems is Workbooks solving and how is that benefiting you?** It's allowing us to manage all our customer data in one place and keep track of sales opportunities and marketing success. ### 3. Workbooks takes work just to look at! **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2018 **What do you like best about Workbooks?** I like setting a contact to watch so it always pops up first. I do this with my hottest leads so I can remember to touch base with them. In the activity feed it shows me what opportunities are still open and what leads I need to tend to. I also like how there is a field to track how this lead heard about our company so the marketing company can tell what is working and what is not working. There is advanced reporting in quickbooks that keeps tracks of all interactions which is nice for a sales team to have access to. I also like how you can make the new opportunities look the exact way you would like it to look. You can take out information, add a logo, or implement new information in an opportunity. **What do you dislike about Workbooks?** There are many things that I do not like about quickbooks. There is too much power given to the system's admin vs. the user. For example, if a user creates an opportunity, they do not have the ability to edit once they post the opportunity. The user needs special permissions to edit their OWN work. That makes no sense to me. The opportunity that you create, should be yours to edit. If I sent my client the wrong opportunity and see that it is incorrect within a minute's time, I should be able to send my client a new opportunity without the hassle of my manager being involved. I also don't like when you open an opportunity it asks you to put in the date it should close, that isn't always guaranteed and it is not needed for a field. I also do not like that if you want to add more fields to a lead, you have to pull your systems admin aside and have them add the field you'd like into the lead for you. However, you can pass opportunities to other people without approval from a system's admin. That is so backwards to me. If anything, this is when a system's admin should be approving if that is allowed or not. I don't like when you add contacts the different stages you can place them in is totally unnecessary to closing a sale. You can put them in as either positive or negatively support your business, but that doesn't ultimately matter when you're trying to close a sale. You can put down in the notes that Jake at the front desk doesn't like your business but it isn't needed as a field. The product book is not useful **Recommendations to others considering Workbooks:** I think that Workbooks is too outdated. The interface is not easy to use and boring to look at. I like that there is a free option, but that's only free if you have only two users. You should look into Hubspot or Pipedrive instead! **What problems is Workbooks solving and how is that benefiting you?** Tried for a period of time to use it with the sales team I was on. It wasn't successful application. ### 4. Workbooks review **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Enterprise (> 1000 emp.) **Reviewed Date:** March 07, 2018 **What do you like best about Workbooks?** The changeable colour themes on the dashboard of workbooks, being able to personalise the look **What do you dislike about Workbooks?** The platform is very very clunky and even though it has a recent update it is still not in my eyes very user friendly, competitors such as hubspot excel in the area of user friendliness in comparison. Especially for inputting data of contacts and leads into the system, this is still very manual in workbooks, hubspot is very automatic. **Recommendations to others considering Workbooks:** Just needs to be so much user friendly and more automated fields or add in's to your emails etc. **What problems is Workbooks solving and how is that benefiting you?** N/A ### 5. Workbooks promises a lot but many advertised features are limited or require complex customisation **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2017 **What do you like best about Workbooks?** Consistent user interface; Speed; Powerful report functions; **What do you dislike about Workbooks?** Very limited email implementation; Inability to search email content; Limited case management feature (requires significant customisation); Lacks basic features such as ability to merge cases; Inability to change font sizes or customize display; Fake Windows user interface. **Recommendations to others considering Workbooks:** Try to get a trial before you commit to an expensive contract. If you have very specific requirements from a CRM then ensure that Workbooks delivers these requirements in practice. Be prepared to spend money on getting Workbooks to customise their product to your requirements - don't think that you can do this yourself. **What problems is Workbooks solving and how is that benefiting you?** Integration of sales and support customer databases and communications archive. After two years we are yet to fully realize the benefits of this. ## Workbooks Discussions - [Outlook Integration?](https://www.g2.com/discussions/outlook-integration) - 1 comment, 4 upvotes - [Is it easy to integrate web forms on our site to feed straight into Workbooks and to automatically allocate a lead to the right sales rep?](https://www.g2.com/discussions/is-it-easy-to-integrate-web-forms-on-our-site-to-feed-straight-into-workbooks-and-to-automatically-allocate-a-lead-to-the-right-sales-rep) - 1 comment, 3 upvotes - [What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform?](https://www.g2.com/discussions/workbooks) - 1 comment, 3 upvotes - [Do you have integration with Sage financials and how do you compare to Sage CRM?](https://www.g2.com/discussions/sage-financials) - 1 comment, 2 upvotes - [Do you have many US-based customers?](https://www.g2.com/discussions/do-you-have-many-us-based-customers) - 1 comment, 2 upvotes - [View Workbooks pricing details and edition comparison](https://www.g2.com/products/workbooks/reviews?filters%5Bnps_score%5D%5B%5D=1§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+12%3A56%3A12+-0500&secure%5Bsession_id%5D=9587a69d-3736-4d56-b49c-dbe6c1bde47e&secure%5Btoken%5D=5c753652abac2a13b09d4ba2a9677f41e9a106daf5f8fc321ce05e8a8d115b3f&format=llm_user) ## Workbooks Integrations - [intalk.io](https://www.g2.com/products/intalk-io/reviews) ## Workbooks Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making - AI/Machine Learning - Social Media Integration - Third-Party Integrations **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Discovery** - Lead Management - Scoring/Ranking - Lead Context - Pipeline Management - Workflow Management - Opportunity Management - Task Management - Contact Management - Calendar Management - Email Management - Campaign Management **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Management** - Conversion Viability - Workflow **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Platform** - Data Synchronization - Analysis - Sales Trend Analysis - Demographic/Firmographic Data - Real-Time Data **Additional Functionality** - Drag & Drop - Interaction Tracking - Customizable Fields - Multiple Scoring Models - CRM - Customer Segmentation - Predictive Analytics - Prioritization - Lead Qualification - Contact Database - Reporting & Statistics - Alerts/Notifications - Email Marketing - Lead Nurturing - Web Forms - Document Storage - Search/Filter - Prospecting Tools - Email Tracking - Sales Forecasting - Customizable Templates - Lead Generation - Sales Reports - Lead Distribution - Data Enrichment - AI Copilot - API - Real-Time Notifications - Lead Capture - Reminders - Generative AI - Forecasting - Email Templates - Activity Dashboard - Activity Tracking - Workflow Automation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Workbooks Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,841 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews)