# Workbooks Pricing 2026 | Capterra

> Learn more about Workbooks pricing plans including starting price, free versions and trials.

Source: https://www.capterra.com/p/109648/Workbooks-CRM/pricing

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# Pricing for Workbooks

[4.3 (112)](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

Write a Review!

## [Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/) has **2** pricing plans

-   Yes, has free trial
-   Yes, has free version

**Credit Card Required:** No

**Discount:** Information not available

### CRM

$45

**Pricing Model:** Per User

**Payment Frequency:** Per Month

CRM plan includes:

-   Audit Trial
-   Customer Service Management
-   Marketing Management
-   Mobile
-   Reports and Dashboards

### Business

$92

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Business plan includes:

-   Audit Trial
-   Customer Service Management
-   Location Intelligence
-   Marketing Management
-   Mobile

## Popular alternatives to [Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/)

Looking to learn more about CRM software similar to Workbooks? Check out these popular alternatives that are closest in terms of key features, functionality, and benefits.

by Salesforce

[4.4 (18765)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting Price:$25/month

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by HubSpot

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Starting Price:$20/month

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by Zoho

[4.3 (6964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting Price:$14/month

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by Zoho

[4.7 (721)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting Price:$7/year

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[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

by Microsoft

[4.4 (5809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

Starting Price:$50/month

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[View all alternatives](https://www.capterra.com/p/109648/Workbooks-CRM/alternatives/)

## What do others say about [Workbooks](https://www.capterra.com/p/109648/Workbooks-CRM/) pricing?

Pricing RatingN/A

Value For Money[4.1(112)](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

Pros

Cons

[Read All 112 Reviews](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

Read Full Reviews Below

Emily P.

Marketing Manager

Mechanical or Industrial Engineering, 11-50 employees

Used the software for: 6-12 months

**

Overall Rating

4.0

**

Ease of Use

5.0

Customer Service

4.0

Features

5.0

Value for Money

4.0

Likelihood to Recommend

90%

9/10

Reviewer Source

Source: Capterra

September 17, 2025

"Easy to use and helpful team"

**Overall:** Overall it has been pretty positive. Uptake has been slow and we probably could have done with a bit more support when starting out. It would have been good for someone to visit site and fully understand what we want it to do but appreciate this is more difficult due to location from the head office.

**Pros:** The system is very easy to use, it looks and feels like other common dashboards so it is easy for team members to pick up. We like how every record links, making it easy to find customer data in only a few clicks. Our account manager is very helpful and always available to answer any queries

**Cons:** I feel we could have done with a little more support in setting the system up, particularly as we had never used a CRM in this company before. It would also be good if some of the reports had been customised to what we're looking for before we started, rather than having to try and change these after the facts.

Vendor Response

By Workbooks on September 18, 2025

Many thanks for leaving your feedback and for your positive rating!

Verified Reviewer

Digital Marketing Manager

Real Estate, 51-200 employees

Used the software for: 2+ years

**

Overall Rating

3.0

**

Ease of Use

1.0

Customer Service

2.0

Features

2.0

Value for Money

2.0

Likelihood to Recommend

20%

2/10

Reviewer Source

Source: Capterra

July 20, 2022

"Not the best choice for a CRM"

**Overall:** All in all I found this a frustrating system to work with and many of our users both current and historical did not engage with it leading to issues over data capture.

**Pros:** Having used a number of CRM systems in the past, both off the shelf and bespoke, I inherited this one on starting a new role. As the administrator for the system I had full control on how the system was used. At the time of first engagement, the system had been in place for 2 years but non of the functionality had been integrated. As a CRM it was servicable for basic functionality

**Cons:** Sending emails from within the CRM was possible although setting up templates had to be done on an email by email basis and had to be either text or full html. There was no wysiwyg functionality. For this, you needed to purchase the add on of Gatormail. This also meant that there was no automation on emails. Automation of functionality had to be done by the 3rd party vendor /support - whilst this comes as standard foran admin on most CRMs it was not in workbooks as it again required background set up rather than drag and drop. Reporting was also not drag and drop and was made harder requiring work by the 3rd party vendor /support. Adding in fields to a tab, 3rd party support ... this racked up costs on development that should have been done by the administrator. Data was strung across multiple tabs and windows making updating records time consuming and led to many of the users not engaging with the CRM and data not being captured. When reaching out to workbooks themselves they pushed us back to the 3rd party vendor each time.

**Alternatives Considered:** [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

**Reasons for Choosing Workbooks:** The decision by \[SENSITIVE CONTENT\] was based on lack of experiences and persuasive sales people not functionality.

[Read All 112 Reviews](https://www.capterra.com/p/109648/Workbooks-CRM/reviews/)

## How should I be thinking about software pricing?

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