By: Workbooks Online Limited

Workbooks provide web-based CRM and business applications that help to accelerate your sales growth. It features people and organizations, activities and meetings, notes and attachments, relationship mapping, global search, outbound email, mailshots, MailChimp integration, HTML email templates, and more. The service is provided by Workbooks, a company founded in 2007 and based in Reading, Pennsylvania.

From: UK Web Visibility: 40.72%
Based on 12 Votes
Top Workbooks Alternatives
  • Salesforce
  • Act
  • Close
  • Capsule
  • Bulbul
  • Microsoft Dynamics
  • Teamleader
  • Customer Relationship Management
  • amoCRM
  • Spiro
  • Insightly
  • SugarCRM
  • Pipedrive
  • Highrise
  • Vtiger
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Top Workbooks Alternatives and Overview



Salesforce provides CRM cloud and cloud computing software that helps your business to grow sales faster.

By:, inc From USA
Based on 843 Votes


Act provides affordable and easy-to-use contact management and email marketing software for small business.

By: Swiftpage ACT! LLC From USA


Close is a Customer Relationship Management software for small and medium-sized businesses to improve their sales.

By: Close
Based on 14 Votes


Capsule is a cloud-based customer relationship management application that empowers small and medium-sized associations to monitor the individuals and communities they work with, alongside their communications and opportunities in the business pipeline.

By: Zestia
Based on 12 Votes


Bulbul is an advanced customer relationship management (CRM) software that is an expert in providing intelligent solutions to improve sales and excel in customer support by building long-lasting impressions.

By: Jungleworks
Based on 3 Votes

Microsoft Dynamics

Microsoft Dynamics provides CRM and ERP software solutions for business...

By: Microsoft Corporation From USA


The web-based CRM software makes everything easier with the help of its automated services and...

By: Teamleader
Based on 23 Votes

Customer Relationship Management

By: Sailotech


It stands out from all other CRM software because of its ability that allows users...

Based on 14 Votes


It collects data from mail, voice, and text processes related to the sales performed by...

By: Spiro Technologies, Inc.
Based on 27 Votes


It features lead and contact management, integrated project management, social CRM, business overview and reports...

By: Insightly, Inc From USA
Based on 47 Votes


It features sales automation and forecasting, marketing lead management, support automation, call center automation, reporting...

By: Sugarcrm Inc From USA
Based on 33 Votes


It features a timeline view, sales reporting, flexible customization, Google Apps integration, smart email BCC...

By: Pipedrive Inc From USA
Based on 197 Votes


It features new business deal tracker, team sharing and collaboration, task tracker, reminder configuration, communication...

By: Highrise HQ, LLC From USA
Based on 13 Votes


It features contact management, integrated calendar activity, notification management, repetitive task automation, third-party integrations, and...

By: Vtiger Systems (India) Private Limited From USA

Workbooks Review and Overview

Keeping a track of your marketing, sales, and other internal programs are necessary for the growth of your business. With high-end services and customer satisfaction, comes to ascend of your company. The accounting, IT and the tracking of your company's progress including the media exposure and publication shall be kept under a watch. And for these processes to run smoothly you need reliable software as well as the one you can trust your business with.

“Workbooks” is a site that provides it all. From marketing, sales to customer services and other automation works including the provision of CRM for your business, the site has a package for every need of yours.

Who are “Workbooks” and how does it help in accelerating your business?

The company has its headquarters in the United Kingdom, Workbooks provide SAAS platforms to various growing companies that comes with a best in class CRM services, customer services, and marketing support which also includes the best market automation with event, supply and order management and other essential features like invoicing to improve the functioning of your company with a guaranteed lesser price than alternative software like Microsoft and Salesforce.

Established in the year 2007 when the team realized how the mid-market lacks good business applications. The site and the company were recently expanded in the markets of the USA in the year 2018 which marked 1400 plus customers all around the world where more than 30 plus countries trust their business with.

What does the “Workbooks” offer and how does it prove to be the key to success for your business?

The site offers cloud CRM that is rich in the feature but at the same time affordable and efficient. It helps you get the necessary tools for marketing that helps you work out your marketing strategy and scale effective returns while also take care of your sales, the Workbooks CRM seizes necessary knowledge that you need to grow in prospecting efficient sales while the site also helps you in processing orders regardless of being mechanized or paper-based and provide the best customer service.

Company Information

Company Name: Workbooks Online Limited

Company Address: Unit 9 Suttons Business Park Suttons Park Avenue Reading, Berkshire, UK

Founded in: 2007

Top Features

Core Features
  • Notes & Attachments
  • Relationship Mapping
  • Global Search
  • Outbound Email
  • HTML Email Templates
  • Email Drop Box
  • Mailing Lists
  • Sales Forecasting
  • Sales Quotations
  • Customer Sales Orders
  • Customer Invoices
  • Supplier Purchase Orders
  • Transaction Documents
  • PDF Output Documents
  • Notifications & Alerts
  • Export & Import Data
  • Reporting & Analytics
  • Audit Tracking
  • Dashboards Reports
  • Multiple Databases
  • Foreign Currency & Exchange Rates
  • Multiple Tax Regimes
  • Multi Company Support
  • Security & Sharing Model
  • API Access
  • Knowledge Base
  • Custom Fields
  • Custom Page Layouts
  • Customizable Views
  • People & Organizations Management
  • Activities & Meetings Management
  • Leads Management
  • Opportunities Management
  • Pipeline Management
  • Contract Management
  • Case Management
  • MailChimp Integration
  • Outlook Connector
  • Google Apps Integration
  • Sage Integration