# Workably Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Workably Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/10044698/Workably

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# 

 Workably Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 11, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support)

Workably

## What is Workably?

Workably is a CRM built specifically for small businesses that don't have time to learn complicated software. If you know how to use a toaster, you can use Workably. Designed for growing businesses that need to stay organised without the complexity of enterprise tools, Workably gives you everything you need to manage your pipeline, track contacts, log emails, and understand your business, without the bloat of Salesforce or the limitations of a free HubSpot account. Key features include a visual sales pipeline, contact and deal management, AI-powered business reports, email logging, team collaboration with notes and mentions, and a clean dashboard that shows you what matters at a glance. Workably also adapts to your personality , choose between a professional advisor tone or a more casual style depending on how you like to work. Plans start free, with paid tiers for growing teams. No long-term contracts, no per-seat pricing surprises, no manual to read.

## What is Workably used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

\-

Negative

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Starting price

$29

Flat Rate, Per Month

Free trial  
available

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Contact Management

Manage, organize, and store contact information

Customizable Fields

Customize data fields to support various needs and use cases

Workably 22 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and manage schedules and meetings via an integrated calendar

Manage, organize, and store contact information

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Protect sensitive data for digital privacy

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Pre-made examples and templates for emails

Form predictions based on past and present data/trends

Use AI to generate content in the form of text, images, videos, etc.

Track interaction history by documenting conversations for contacts

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Access software remotely via mobile devices

Predict future data based on historical data sets

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

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## Pricing

Free Trial

Free Version

Starter Plan

$0.00

It includes:

-   Core CRM (contacts, deals, tasks, pipeline)
-   Email & call logging
-   Mobile app
-   14-day AI trial

Growth Plan

$29.00

Flat Rate,Per Month

It includes:

-   Everything in Starter Plan
-   Google Calendar & Contacts sync
-   BCC email logging
-   Team management
-   Reports & dashboards
-   Weekly AI report (auto every Monday)
-   AI email drafting
-   AI deal summary
-   200 AI actions/month per workspace

Pro Plan

$59.00

Flat Rate,Per Month

It includes:

-   Everything in Growth Plan
-   On-demand AI report (anytime)
-   AI deal scoring
-   PDF report export (no watermark)
-   500 AI actions/month per workspace
-   Priority support

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## Support, customer service and training options

Support

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

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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