About Workbooks

Workbooks provides sales people, sales leaders and marketers with the tools they need to create leads, manage the sales pipeline, close deals and ensure their teams are productive.

<strong>Lead Management:</strong>
Online Lead Capture
Using Workbooks’ Web-to-lead functionality you can capture leads directly from your own website, into Workbooks.

Create different forms to capture different types of leads
Automatically assign leads to queues and notify people
Capture the source and campaign of the lead and any other information you need to track

Distribute Leads
Efficiently distribute leads to your sales team through Workbooks’ ‘Assigned To’ functionality, helping you to manage your lead flow process more effectively.

Assign leads to the correct person and schedule follow up activities for your colleagues to ensure your leads are being actioned. You can even create reports to show which leads haven’t been progressed promptly to ensure sales opportunities aren’t lost.

Integrate with Google Adwords
Workbooks integrates with Google Adwords enabling you to track which of your online campaigns are the most effective.

Track ‘Organic’ and ‘Pay per click’ leads
Identify which keywords generate the most leads
Monitor which Google Adwords campaigns and ad-groups are most effective

<strong>Organisations & People Management</strong>
With Workbooks you can see all the Activities, Emails, Cases, Opportunities and transactions you have ever had with a customer, giving you full visibility of all the people and organisations you deal with, at a glance. This 360⁰ view of your contacts can significantly help you to shape your future customer interactions appropriately, notably contributing towards improving your customer service.

Workbooks also has the functionality that enables you to;

Track relationships between People and Organisations
Segment your customer data based on criteria, such as account manager, or location or sales team.
Increase your Productivity
Assign activities to your colleagues to quickly and clearly get the message across.
Use standard Email Templates across your business to reduce the amount of time spent on writing repetitive emails.

Full integration with Outlook means you can send and receive emails all from within Workbooks, without the need to keep switching applications.

<strong>Integrated Customer Support</strong>

Case Management
Workbooks Case Management system allows you to integrate your support teams with the rest of the business. Using Case Management support teams can log trouble tickets, assign cases to users and Queues, set priorities and track the progress of the case.

Case Management includes the following features:

Automatic creation of case references
Case priorities
Assign cases to users or Queues
Store Notes and Attachments against the Case Record
Set Activities and Reminders to ensure following actions are not missed
Custom Fields to allow you to track additional information

Pricing starting from:


  • Free Trial
  • Free Version
  • Subscription

Key benefits of Workbooks

1. Workbooks has a rich user interface, with a 'Windows-like' feel to the system, making the system extremely easy-to-use and user adoption very quick.

2. Our 'joined up' business processes model, enables you to have full visibility from prospect to cash, helping you to streamline and automate many of your processes.

3. With the ability to assign invoices to marketing campaigns, Workbooks enables you to accurately calculate ROI, based on real costs, rather than just estimates.

4. Workbooks is a UK provider for UK SME businesses. This means all our support and engineering are local, enabling us to respond to our customers immediately.

5. Cost effective - As Workbooks is an online service, there is no large capital commitment for hardware and software and you only pay for the users you need.


Business size



Australia, Germany, United Kingdom, United States

Supported Languages

English, French, German, Spanish

Pricing starting from:


  • Free Trial
  • Free Version
  • Subscription


pipeline dashboard
Outlook Connector
View 4 more
Workbooks video
Workbooks screenshot: pipeline dashboard Workbooks screenshot: Desktop Workbooks screenshot: Outlook Connector


Total features of Workbooks: 68

  • API
  • Activity Dashboard
  • Audit Management
  • Authentication
  • Calendar/Reminder System
  • Campaign Management
  • Case Management
  • Cataloging/Categorization
  • Client Portal
  • Configurable Workflow
  • Contact Management
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Reports
  • Customization
  • Dashboard Creation
  • Data Import/Export
  • Data Mapping
  • Document Storage
  • Duplicate Detection
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Estimating
  • FAQ
  • Forecasting
  • Geographic Maps
  • Goal Setting / Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Knowledge Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Workforce Control
  • Multi-Company
  • Multi-Currency
  • Multi-Language
  • Order Management
  • Performance Metrics
  • Quotes/Estimates
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Sales Activity Management
  • Sales Pipeline Management
  • Scheduled / Automated Reports
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Summary Reports
  • Task Management
  • Territory Management
  • Third Party Integrations
  • User Management
  • Web-based Deployment
  • Workflow Management


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Overall rating

4,4 /5
Value for Money
Ease of Use
Customer Support

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Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 103
Abigail D.
Overall rating
  • Industry: Alternative Dispute Resolution
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TDS Workbooks review

Reviewed on 2019/05/28

I have always loved working with Workbooks. All of their staff have never failed to be as helpful...

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.


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.


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.

Rob S.
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

An ok start but strong development & quickly becoming reliant on its versatility once...

Reviewed on 2017/10/18

The ability to move towards a single, powerful platform which streamlined business processes from...

The ability to move towards a single, powerful platform which streamlined business processes from marketing to sales and order processing and gave each area of the business full and powerful reporting.


Support: Workbooks have a very strong and capable support team which really helps outweigh any of the slightly frustrating areas of the CRM. They are very quick to respond via email and very few problems taking longer than a single phone call to resolve.

Capability / Flexibility: The system is extremely flexible. It allows a huge amount of different areas of the business to be logged, controlled and reported on. Some CRM systems can deal with lead tracking and customer tracking, but Workbooks very easily deals with this as well as all financial areas of the business sales orders, invoicing, purchasing and more.

`Single Platform: linked to its flexibility, Workbooks, with the introduction of the Web Insights and Email Marketing platforms is able to deal with a contact end to end, from warming a lead up, to delivering a product once they have become a customer and then their journey via support and account management.

Reporting: The reporting engine is so powerful that you can create virtually anything you can think of. I have only found one thing when creating reports that I wasn't able to do, even then it was a nice to have.

Once you understand how the platform works, it becomes an invaluable tool.


Capability / Flexibility: Although this is in the pros, it is not without its frustrations. The flexibility of the platform, in particular 'how' you make it fit what you need, also makes it difficult to understand. It is not immediately intuitive to customize and if you add modules after using it for some time, (like the advanced security) it can be extremely painful.
Some areas of the platform seem overly convoluted and often either need the help of their support team (who are excellent) or sometimes a consultant which comes at extra cost.

Reporting: Again, as the reporting engine is so powerful it creates its own downside due to being unintuitive and even with some understanding difficult to understand. You cannot simply open a new blank report and create even simple reporting without having some idea of the logic behind how it works. A number of other CRM's allow you create 'general' reports far easier due to a more simple interface but they lack the power.

I think there are areas where the platform could be easier to use and therefore create some frustrations but if you are aware that you need to have training and understanding in how the platform works first, you will have a versatile and powerful tool for your business.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Slugish and painful but gets the job done

Reviewed on 2017/11/21

Integrated accounting and support systems. We can see if a company has an active contract before...

Integrated accounting and support systems. We can see if a company has an active contract before we provide support.

Everything is logged and whole team can login to see the status of the cases.


It allows us a company to run our business. We can track support cases and organisational contracts. Saas system means no server maintenance, upgrades take place at night so little downtime.


So many windows to click and wait for things to open. At times it can take minutes for windows to open. Its not built as a support system, so it's only logging the emails which are sent with categorisations. Contact their support team can be complex as they only allow 2 authorised contacts, so if your 2 colleagues happen to be off they won't answer your call.

Kelly H.
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Workbooks Review

Reviewed on 2018/11/09

With the Workbooks system we are able to capture the sales to order process and actively record...

With the Workbooks system we are able to capture the sales to order process and actively record this live data.Workbooks have a great support team who are always on hand to help and support our business when changes are required. This could be from a small field change through to a complete new pdf document.


Workbooks allows our company to capture data and record the sales progress of our enquires through to order. It also allows us to create marketing campaigns and be able to understand the response rate of our campaigns. The reporting aspect of the workbooks is also very powerful and they run as live data which enable us as a business to monitor growth and orders as and when the data is created in workbooks. As a cloud based system this system allows are external users to have access to the workbooks system no matter there location.


I would like more ability to be able to change layouts of PDF's so I can make changes as and when the business needs it.

Tim M.
Overall rating
  • Industry: Publishing
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

A new improved way of working

Reviewed on 2018/12/07

We were working across 6 databases (a separate one for each of our brands) and had no visibility of...

We were working across 6 databases (a separate one for each of our brands) and had no visibility of crossover. Workbooks has given us this capability as well as the business intelligence that connects an individual to their activity with our products. This means segmenting and targeting our marketing becomes easier and more effective.


The flexibility of Workbooks allows us to edit and format the system exactly as we want it

The system is easy to navigate and has helped us introduce a more standardised way of working across the business.

Integrating into GatorMail means that Workbooks becomes more powerful. We now have a true single customer view that includes all marketing contact as well as website activity of our members. From this information, we are able to automate marketing campaigns triggered by this intelligence.


The importing tool is good and fairly intuitive for simple tasks but there is a lot of data work that needs to be done beforehand.

Importing orders can be awkward and it takes a fair bit of trial and error to get the mapping of existing data to fit into the system correctly.

Reporting takes a bit of time to master but once you've done this, it becomes a key part of the systems everyday usage.

Showing 5 reviews of 103 Read all reviews

Workbooks FAQs

Below are some frequently asked questions for Workbooks.

Workbooks offers the following pricing plans:

  • Starting from: US$30,00/month
  • Pricing model: Free, Subscription
  • Free Trial: Available

30-day free trial, no credit card required. Free Edition - FREE CRM: $30 per user, per month CRM Pro: $45 per user, per month Business: $65 per user, per month Business Pro: $80 per user, per month

We do not have any information about Workbooks features

Workbooks has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

Workbooks supports the following languages:

English, French, German, Spanish

Workbooks supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Workbooks integrates with the following applications:

Adobe Document Cloud, Adobe Sign, Box, Constant Contact, FreshBooks, GoCardless, Google Docs, HelloSign, HubSpot Marketing Hub, Mailchimp, Microsoft Outlook, PieSync, Sage 50cloud, Zapier, dotdigital Engagement Cloud

Workbooks offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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