Workbooks CRM features: tier-by-tier list (2026)
Mid-market CRM with ERP-style order/invoice tier. Implementation packages from £2,100 are mandatory; 12-month minimum term locks in cost.
Core capabilities (14)
Choose options for a specific number of users
Mapping Module Check the location of your clients and prospects on a map. Filter information based on geolocation to see who’s nearby.
Source · core
Check out your quote
Good news! Based on the options you picked, it’s actually cheaper for you to have the Pro edition of Workbooks (which includes all the available options) so we’ve based the costs on that.
Source · core
Choose your package and options
Choose your package and options. You’ll get your license cost and discover if you’re eligible for co-funded professional services days.
Source · core
Keep transaction documents in different currencies
Keep transaction documents in different currencies. Automatically convert values to a global currency so that you can easily run reports across your organization.
Source · core
Many standard record types are included in Workbooks
Many standard record types are included in Workbooks. Through this option, you can also create your own custom record types.
Source · core
Check the location of your clients and prospects on a map
Check the location of your clients and prospects on a map. Filter information based on geolocation to see who s nearby.
Source · core
Synchronize contacts, your calendar, email and tasks between
Synchronize contacts, your calendar, email and tasks between Workbooks and Outlook.
Source · core
A way for existing customers to add Project
A way for existing customers to add Project Management functionality to their CRM licenses.
Source · core
Manage all parts of your events from tasks
Manage all parts of your events from tasks and registrations to lead management.
Source · core
Select the option that works for you and
Select the option that works for you and we ll email you implementation figures.
Source · core
Choose this option if you have the expertise
Choose this option if you have the expertise to configure Workbooks CRM yourselves.
Source · core
Choose this option if you want an out-of-the-box
Choose this option if you want an out-of-the-box CRM but you need help with configuring the system and training.
Source · core
Choose this option for a fully customized implementation
Choose this option for a fully customized implementation with a workshop to understand and deliver against your needs.
Source · core
Check out your personalized quote below
Check out your personalized quote below. Don t forget to fill out your details to get the implementation costs, and how implementation works.
Source · core
Collaboration (3)
Forecasting is massive change for us
“A salesperson can look at their forecast in real-time and see which projects are most important right now.
Source · collab real-time
How would your ideal implementation work
Implementation costs are added to your quote after you share your email on the next page.
Source · collab
Your Pricing Summary
Check out your license cost quote. Find out if you qualify for free consultancy days and get an instant implementation cost quote, share your email.
Source · collab
Reporting and analytics (1)
If you have different legal entities in your
If you have different legal entities in your business and need to track which entity created the sales order or invoice – this is a great option.
Source · reporting
See Workbooks CRM pricing in detail
This page lists what Workbooks CRM does. For per-seat math, tier comparison, and the full hidden-fee list, see the Workbooks CRM pricing breakdown.
Closest alternatives
Other crm + erp tools buyers shortlist when they evaluate Workbooks CRM.
Sources
- https://www.workbooks.com/product
- https://www.workbooks.com/capabilities
- https://www.workbooks.com/pricing/
Features evolve. Confirm directly with the vendor before purchase decisions. This list was last refreshed on 2026-05-27.
Frequently asked questions
What features does Workbooks CRM include?
This page tracks 18 verified Workbooks CRM features across 3 categories, sourced from Workbooks CRM's official site.
Which tier do I need for Workbooks CRM?
Workbooks CRM's feature availability varies by plan. Compare the public Workbooks CRM tiers, calculator, and hidden fees on the Workbooks CRM pricing page.
How does Workbooks CRM compare on features to alternatives?
Buyers commonly compare Workbooks CRM against Salesforce, Microsoft Dynamics 365, Zoho CRM. Each alternative's feature page is linked below where we cover it.