--- 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. Flexible, Reliable, and Efficient Data Management **Rating:** 4.5/5.0 stars **Reviewed by:** Yuvaraj h. **Reviewed Date:** February 03, 2026 **What do you like best about Workbooks?** I use Workbooks for organizing and managing business data in one place, which helps me track customer information, sales activities, and internal processes efficiently. I like its flexibility and ease of use, as the platform is well-structured and customizable to business needs, making it easy to manage data without complexity. It improves collaboration, provides clear visibility across teams, and keeps everything organized and up to date. I also appreciate the customization options and reporting features as it adapts well to different business workflows, with dashboards making it easy to track performance and progress. The system is reliable, scalable, and supports smooth day-to-day operations. Furthermore, Workbooks integrates well with other tools like email, spreadsheets, and accounting software, helping to keep data consistent across platforms. It's this combination of flexibility, features, and effective support for workflows that makes Workbooks stand out for me. **What do you dislike about Workbooks?** While Workbooks is a powerful platform, there is a learning curve for new users, especially when setting up advanced features. Some workflows could be made more intuitive, and additional in-app guidance or tutorials would help speed up onboarding. **What problems is Workbooks solving and how is that benefiting you?** I use Workbooks to organize business data, track customer info, manage sales activities, and streamline internal processes. It consolidates scattered data, reduces manual work and errors, and enhances team coordination and visibility, helping us make informed decisions faster. **Official Response from Jean Hardie-Matthews:** > Thanks for your feedback Yuvaraj. It's great to hear that you're able to make business decisions more quickly now that all of your data is one place. With reference to training and speeding up onboarding, if there's anything we can do to help drive onboarding/adoption. Your Account Manager would love to talk to you about this. ### 2. It clearly shows me which technical content generates the most engagement **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan H. | Social Media Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **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. **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. **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. ### 3. Good CRM for small business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Workbooks?** Workbooks is easy to use with great support. Updating records is easy. Searching for anything is quick. Workbooks handles all reporting and forecasting as well as standard Company and people data. **What do you dislike about Workbooks?** Sometimes it can be a little bit clunky but there is always a way to get things done **What problems is Workbooks solving and how is that benefiting you?** Workbooks handles all of our reporting and forecasting. Previously, everything was done through spreadsheets but this is a much easier and accurate way of doing things. **Official Response from Jean Hardie-Matthews:** > Hi. Thanks for providing Workbooks with a 4.5* review, which is appreciated. It's good to know that you find the platform easy to use and that it helps with the reporting and forecasting within your business. We love to hear that our users have moved away from masses of spreadsheets, so that's music to our ears! You've also mentioned our great support so, if you do have any queries, feel free to contact us. Thanks again for taking the time to submit a review. ### 4. Highly configurable CRM with a great support team **Rating:** 5.0/5.0 stars **Reviewed by:** Soren E. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2023 **What do you like best about Workbooks?** Workbook's CRM offers exceptional efficiency through its intuitive interface, streamlining customer interactions and data management. With robust features like contact tracking, lead management, and task automation, it enhances productivity. Real-time insights via reports and dashboards empower smarter decision-making for our management team. **What do you dislike about Workbooks?** Workbook's CRM falls short in certain aspects. Its learning curve can be steep, posing challenges for new users. Compared to Salesforce, functionality is limited (no 3rd party apps etc). **What problems is Workbooks solving and how is that benefiting you?** Workbooks play a vital role in overseeing sales activities and maintaining current customer information. **Official Response from Jean Hardie-Matthews:** > Hi Soren. We're delighted to see your 5* review of Workbooks - thank you for taking the time to complete it. It's great to hear that Workbooks plays a central role in your business and we are always keen to work with you to ensure the product and configuration meets your needs. If you have any queries, feel free to liaise with your Account Manager or with the support team: support@workbooks.com. Thanks again and hope to see you in person again soon. ### 5. Function rich and highly configurable **Rating:** 4.0/5.0 stars **Reviewed by:** Nick J. | Director of Business Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2018 **What do you like best about Workbooks?** Whilst Workbooks comes with so much functionality 'out of the box', it's highly configurable. Whilst this isn't necessarily easy for the layperson, Workbooks provide great training, assistance and support. They are regularly enhancing the product to release new features. The reporting tool is very powerful and enables pretty much any data to be combined. **What do you dislike about Workbooks?** As with any software product there's a few bugs and things that could be better, but these are minor and in no way get in the way of the overall experience, which is positive. The integration with Communigator could be slicker. **What problems is Workbooks solving and how is that benefiting you?** Our data was scattered across numerous CRM databases, email marketing systems and spreadsheets. We've been able to combine this into one place and are nearing a 'single customer view', enhanced with details about online activities, transactions and communications. ### 6. Highly customisable and useful CRM option **Rating:** 3.5/5.0 stars **Reviewed by:** Julien G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Workbooks?** Workbooks is a good tool and allows for lots of options to create reports and analyse our sales data and customer behaviour, manage email campaign, track cases, and more. The customisation options are useful to make it work in ways that best suit your specific needs. **What do you dislike about Workbooks?** Certain things can be finicky, such as setting up reports and displaying tables in a particular way, or it can be difficult at first to know where to look in the settings to make the changes that you want. Additional external assistance is sometimes necessary to get over this. **What problems is Workbooks solving and how is that benefiting you?** Workbooks is helping us better keep track of sales, KPIs, and customers in easily accessible dashboard forms. Automatic emails help remind our salespeople of opportunities and customers that require attention. **Official Response from Jean Hardie-Matthews:** > Hi Julien. Thanks for submitting a review of Workbooks. We're glad to know you're able to analyse your sales data and have been able to customise the platform to suit your needs. Hopefully you're finding it easy to access the help you need in terms of any reporting requirements or configuration queries you may have. You can get this help via our partner from whom you purchased your licences or directly from us. You've probably found our Knowledge Base, but in case not, here's the URL: https://www.workbooks.com/knowledge_base ### 7. Can't do without it.... **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie K. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2023 **What do you like best about Workbooks?** Allows us to build whatever report we need, add custom fields, and is fundamental to our business processes for Sales, Marketing, Account Management, Support and Finance. All encompassing CRM, at affordable rate. **What do you dislike about Workbooks?** Probably not the most modern slickest looking UI **What problems is Workbooks solving and how is that benefiting you?** Business Reporting, Customer Service, managing contractual relationships, insight into our customer base, ownership of accounts and allocations ### 8. Workbooks is ideal for SMEs **Rating:** 5.0/5.0 stars **Reviewed by:** Carson W. | CRM Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2023 **What do you like best about Workbooks?** It has everything you need to store the contact information for your accounts & contacts (customers, prospects, suppliers etc.) You can be reminded about your most important activities from the CRM or Outlook & you can track marketing campaigns & sales performance using its views, reports & dashboards. You can even use it to send sales orders & issue invoices, credit notes, contracts & supplier orders! **What do you dislike about Workbooks?** Like any application you need to invest time to learn the software but Workbooks is pretty intuitive. **What problems is Workbooks solving and how is that benefiting you?** A repository of contact information (prospects, customers, suppliers). Email marketing. It's much quicker than using spreadsheets! ## 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%5Bsentiment_snippet%5D=1645307&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+18%3A56%3A44+-0500&secure%5Bsession_id%5D=af72ab6e-fa8c-4f0d-9820-e4a4198caf8a&secure%5Btoken%5D=916b40bcfff7ccb8198979870f52edc864d715d6d2e693d8fdc82ba9e39ad19f&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 (13,304 reviews)