Pricing packages

Pricing packages

Workbooks Editions

Whatever your requirements, we have the right package to fit your needs.


2 users only


CRM $30 per user per month

Billed Annually

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CRM Pro $45 per user per month

Billed Annually

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Business $65 per user per month

Billed Annually

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Business Pro $80 per user per month

Billed Annually

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Core Functionality
Contact Management Yes Yes Yes Yes Yes
Sales Team Automation Yes Yes Yes Yes Yes
Marketing Campaign Management Yes Yes Yes Yes Yes
Customer Service Management Yes Yes Yes Yes Yes
Order Processing Yes No No Yes Yes
Invoicing & Credit Notes Yes No No Yes Yes
Automation Engine No Yes Yes Yes Yes
Customisable Layouts No Yes Yes Yes Yes
Extensions (must be purchased for all users)
Multi Company Extension

Multi Company Extension

Enables you to add multiple ‘own organisations’. Own organisations are typically used to support different VAT schemes, important if you invoice in multiple regions.

No $6.50 Yes $6.50 Yes
Multi Currency Extension

Multi Currency Extension

Enables you to create transaction documents (e.g. quotations and orders) in multiple currencies and automatically convert the amount into your ‘home’ currency for reporting.

No $6.50 Yes $6.50 Yes
Advanced Security Extension

Advanced Security Extention

This enables you to change the sharing policy so you can restrict access to specific records. This is most commonly used if you want to allow some users to see some records but not all. For example, the UK sales team can see UK Opportunities, but not US Opportunities.

No $6.50 Yes $6.50 Yes
Multi Language Extension

Multi Language Extension

This enables your users to use different languages within the Workbooks environment. Record names, field names, pick list values and other entities in Workbooks are translated in different languages, the language displayed to the user is based on their preference. Workbooks is shipped with English, English American, French, German and Spanish, more languages can be provided on request.

No $6.50 Yes $6.50 Yes
Audit Extension

Audit Extension

The Audit extension audits every change to a record including changes to individual fields within a record. This enables you to see which changes a user has made to a record. The Audit module can also be used to track the status of a record as it moves through a life cycle. So you can for example, report on all cases which have been in a specific state for a time period. This is often used to track SLA metrics.

No $6.50 Yes $6.50 Yes
Custom Records

Custom Records

This enables you to create custom records within the Workbooks Database. Custom records are fully reportable, importable and can be adapted to any purpose. This functionality will be available in May 2018

No $6.50 Yes $6.50 Yes
Modules (can be purchased for users who need them)
Contract Management Module

Contract Management Module

Create contract records and raise cases against specific contracts and contract line items.

No $6.50 Yes $6.50 Yes
Workbooks Exchange Server Sync

Workbooks Exchange Server Sync Module

The Workbooks Exchange Server Sync synchronises emails, meetings, tasks and people between Microsoft Exchange and Workbooks.

No $6.50 $6.50 $6.50 $6.50
Workbooks Outlook Connector

Workbooks Outlook Connector Module

A plug-in for Microsoft Outlook that allows you to synchronise contacts and tasks between Workbooks and Outlook and also enables you to share emails from Outlook into Workbooks with a single click.

No $6.50 $6.50 $6.50 $6.50
Workbooks Mapping Module

Workbooks Mapping Module

The Workbooks Mapping Module allows you to plot records from within Workbooks on a map. You can change the view of a Workbooks grid to a map view and use the filtering capabilities to identify records you want to plot.

No $7.25 $7.25 $7.25 $7.25
Event Module (Requires Business)

Workbooks Events Module

The events module allows you to create events from within Workbooks and publish these on your website. It handles the whole process of publishing events online, online ticket purchasing, managing credit card payments, capturing attendee information and attendee communication. This module only works with Business Licences.

No No No $7.25 $7.25
Support Options
Workbooks Forum Support Yes Yes Yes Yes Yes
Workbooks Phone/Email Support No Yes Yes Yes Yes

Note: You can mix and match CRM and Business licenses. Certain add-ons must be purchased by all users.
To view the full limitations of the free edition - click here.

Web Insights Pricing

Web Insights - our affordable marketing intelligence platform, is billed annually based on the number of pages viewed on your website per month.

Annual page views Monthly price
Annual page views: 50,000 Monthly price: $150
Annual page views: 100,000 Monthly price: $220
Annual page views: 200,000 Monthly price: $360
Annual page views: 400,000 Monthly price: $650
Annual page views: 600,000 Monthly price: $800
Annual page views: 800,000 Monthly price: $870
Annual page views: 1,000,000 Monthly price: $940
Annual page views: 2,000,000 Monthly price: $1,300
Annual page views: 4,000,000 Monthly price: $2,030
Annual page views: 6,000,000 Monthly price: $2,680
Annual page views: 8,000,000 Monthly price: $3,260
Annual page views: 10,000,000 Monthly price: $3,770

Workbooks GatorMail Pricing

Licenses for Workbooks GatorMail, our email marketing platform are sold on an annual basis. If customers exceed their annual allowance, they can upgrade to the next tier.

ANNUAL SENDS: 10,000,000 PRICE PER MONTH: $1,810
ANNUAL SENDS: 15,000,000 PRICE PER MONTH: $2,320
ANNUAL SENDS: 20,000,000 PRICE PER MONTH: $2,755

Implementation Options

Supporting you throughout the entire implementation process is a big part of what we offer at Workbooks. We provide two options, both of which designed to ensure you achieve your goals. Don’t gamble on the success of your CRM initiative!

  • 1


    What's Involved

    We will run an on-site configuration workshop to help you tailor your Workbooks environment based on the existing templates and workflows already defined in the Workbooks default database.

    A JumpStart would typically be a 5-10 day consultancy engagement at the end of which you will have a CRM system fully operational.

    JumpStart for Marketing

    Designed for customers who are looking to get started with a Marketing centric CRM deployment, it includes the GatorMail and Web Insights setup and configuration, HTML email templates building, creating a preference centre, page scoring etc.

    JumpStart for Sales

    Designed for customers who are looking to get started with a Sales centric CRM deployment, the pre-configured solution includes the following functionality: contact management, lead and campaigns, sales management and pipeline reporting.

    JumpStart for Customer Support

    Designed for customers who are looking to get started with a Customer Support centric CRM deployment, it includes functionality such as case and SLA management, Email2Case, Web2Case, case portal dashboards etc.

  • 2

    Shared Success

    What's Involved

    Workbooks offer a unique way of buying and implementing CRM. We are so confident that we can make you successful, we are investing alongside you to ensure your project delivers the outcomes you expect. 

    A Shared Success Workshop

    We'll run the Shared Success Workshop at your offices and jointly fund it. The workshop will define 'what success looks like’ for your organization. We’ll discuss your business outcomes, your CRM requirements and help you draft your CRM project roadmap, resource requirements and proposed budget.

    Free Implementation Services*

    Once we have a shared vision of success, we'll match your investment in Workbooks licenses with free consulting days*. 

    This will ensure that you get onto the platform quickly and cost effectively.

* Special terms:
  • There is a minimal license threshold for Shared Success
  • You must have completed the Shared Success Workshop
  • You need to commit to a three year agreement
  • The number of free days is capped at 20
  • You must use all your free days in the first 12 months of the agreement

Frequently Asked Questions

  1. Can I mix and match licenses?

    Yes to a degree. Unlike larger vendors like we don’t insist that all users have the same edition of Workbooks.  You can therefore have some users with the CRM Edition and some with the Business Edition. In this example, users with the CRM edition just won’t be able to see or access records like orders and invoices from the database.

    Add-ons such as the Audit extension or the Multi-currency extension need to purchased for all users. Some add-ons like the Outlook Connector and contracts need only to be purchased for users that require that additional functionality.

    You can see further details on the price list

  2. Why is your pricing model so modular?

    We provide modular pricing so that clients only pay for the features they need and use. If for example you don’t want multi-currency capability, you don’t need to pay for it.

    If you do want the majority of the extensions, you can purchase the ‘Pro’ bundles, which allow you to purchase all extensions at a lower price.

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