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Comparing Dynamics and Workbooks? Get fast adoption, more affordable pricing, and an easier CRM to get started with – all using Workbooks.
With us, there’s no overly complex pricing, no unreliable support, and no hidden extra costs.
Comparing CRM costs shouldn’t be difficult. We’ve made it easy with our simple pricing calculator.
Unlike other providers, we offer a co-funded Shared Success workshop to map out your needs and how a CRM
would work for you, before you sign a contract.
Our customizable software can be tailored to fit your needs as you grow – that's why customers stay with
us for over 10 years on average.
Ditch long wait times and third-party support. Our support teams are based in the UK and US and are
on-hand to help when you need them.
Check out some of the key Workbooks and Microsoft Dynamics advantages and disadvantages.
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| TechRadar rankings | Rated #2 CRM and best for midsized businesses. | Not featured in top 12. |
| Complexity | Get up and running faster with training and easy-to-use software. | Steeper learning curve to confidently use. Need to have strong skills in using CRM and the Microsoft suite to get the best from the system. |
| Overall cost | Pay for the level of licenses and customization you need to keep costs down. | To get the best out of your CRM, you’ll need to invest in Microsoft Dynamics and their suite of tools. |
| Implementation | We manage your implementation ourselves for consistent support and costs. | Passes your implementation to a third-party consultant, often leading to extra costs and more lines of support. |
| Reporting | Easier to run reports within one system. | Complex to run reports using pivot tables in Excel. |
| License cost | Workbooks CRM offers more features for less money (per user per month): Standard: £30/$45 Pro: £46/$63 |
Costs more for licenses overall. These prices are for Dynamics 365 Sales: Pro: £50/$65 Enterprise: £80/$105 Premium: £115/$150 |
One size doesn’t fit all when it comes to marketing automation. Tell us how many user licenses, sends and contacts you’ll need, and we’ll create a quote for you.
“We considered options including Microsoft Dynamics, which would have provided a toolkit for building our own solution, but we didn’t want to invest massive amounts of money and time in building something from the ground up, when it would be inordinately expensive and – more importantly – relatively quickly out of date.’
A lot of CRM solutions offer similar experiences – they’re designed to help you manage all interactions with customers and prospects. But when it comes to prices, customization, implementation, support, and ultimately getting a solution that helps you secure results – there’s a lot of variation.
The best way to decide which CRM is right for you is to compare providers on the following:
Price: Do I have to pay for everyone to be on the same license? Are the long-term costs going to skyrocket after a big initial discount? Will I be paying for functionality I don’t need?
Support: Do you want support based in the same location as you to ensure faster response times? Have you checked out reviews of CRM providers’ support?
Complexity: How quickly does it take teams to get started? Will we need to learn how to use additional software as well as our new CRM?
Implementation: Would you prefer to work with a CRM provider that understands your business and then implements your software themselves with one point of contact? Or would you prefer to work with a provider that passes this onto a third-party with extra costs?
Customization: How will you get the functionality you need from your CRM provider? Do they provide workshops to help you map out what’s needed? Have you compared the costs of these workshops?
Owain Williams, Editor, TechRadar, recently rated Workbooks #1 CRM for midsize businesses for these reasons:
Ease of use:
“As someone who has used a variety of CRM platforms over the years, I found that Workbooks offers one of the smoothest user experiences in the market. The layout is clean and uncluttered. It’s gentle enough for new users to get up and running quickly, while still providing robust features for power users and administrators. I was able to start using basic functions with minimal training.”
Implementation:
“It is clear that Workbooks is one of the best CRM platforms on the market. This is a fully-integrated CRM solution, not just a collection of modules. It provides tools for sales, marketing, support, order management, and more in a unified interface.
What really sets Workbooks apart is their hands-on approach to implementation and support. They work closely with each customer to tailor the system to their unique needs and provide ongoing consulting to ensure they get the most out of the platform.”
Support:
“Workbooks offers a comprehensive range of support channels to ensure that users can get help whenever and however they need it. customers feel that Workbooks go above and beyond when it comes to supporting them in getting the most from their CRM.”
Many CRM providers deliberately make pricing complicated to drive prospects into meetings because there’s a much higher chance of them making commitments face-to-face. If it’s hard to understand, it’s also easier to add additional costs on later in the process once you’ve signed the contract.
At Workbooks, we want to help you. That means there are no tactics like this. And if we don’t think Workbooks is the best fit for your business, we’ll tell you.
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