Pricing

Pricing

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

CRM Editions

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CRM £21

per user per month

billed annually

CRM Pro £33

per user per month

billed annually

Business £46

per user per month

billed annually

Business Pro £56

per user per month

billed annually

CORE FUNCTIONALITY
Account & Contact Management

Account & Contact Management

Allowing you to profile the Organisations and People you deal with and record all your interactions. You can create notes, track activities, record all your email communication and synchronise with Outlook and Office365* (requires Outlook Connector or Exchange Sync).

Sales Management & Automation

Sales Management & Automation

This enables you to work more effectively, close more deals and grow revenue: opportunity and pipeline management, quotations based on product books and pricing schemes, extensive Sales Management reporting incl. forecasting, pipeline, conversion rates, performance by individuals/teams and more.

Marketing Management

Marketing Management

This helps you segment data for effective targeting, capture leads automatically from your website, provides lead management and campaign management to track results and measure marketing ROI.

Customer Service Management

Customer Service Management

Deliver exceptional customer service across multiple channels. Enable clients to raise tickets via email, web forms, case portal or phone. Manage cases and track all communications in a single place. Measure performance and track Service Level Agreements. Comprehensive reporting to deliver your management information about workloads, recurring problems, root cause analysis, etc.

Order Processing

Order Processing

Workbooks allows you to create Orders, Invoices, Credit Notes and Supplier Orders quickly and easily in PDF format, HTML email. Integrated with Digital Signature solutions including Adobe Sign and DocuSign. Full support for sales tax calculations via rules and multiple currencies.

Invoicing & Credit Notes

Invoicing and Credit Notes

Workbooks allows you to create Orders, Invoices, Credit Notes and Supplier Orders quickly and easily in PDF format, HTML email. Integrated with Digital Signature solutions including Adobe Sign and DocuSign. Full support for sales tax calculations via rules and multiple currencies.

Automation Engine & Workflows

Automation Engine & Workflows

Streamline common business processes, using queues, activities, views and status fields to build simple Workflows without complex configuration. You can build scripts to support more complex processes, using library of scripts or writing your own to fit your specific business requirements.

Customisable Layouts

Customisable Layouts

Designed to be easy to run, with minimal need for changes to the Configuration settings. Customise the appearance of Workbooks records using Picklists, Custom Fields and Custom Form Layouts. Default templates available.

Security

Security

Workbooks allows you to control which users can access information based on security rules. Manage security, including Permissions and Capabilities; Password Policy etc. For even more granular control, the Advanced Security Extension can also be purchased.

Data Management

Data Management

From storage, to data import / export to privacy and GDPR management, we provide a comprehensive set of tools to manage your data effectively and efficiently.

Reporting & Dashboards

Reporting & Dashboards

Out of the box, Workbooks provides a range of pre-built Reports and Dashboards that you can use and modify; or you can build your own to fit your own reporting requirements.

Mobile

Mobile

Workbooks provides a Web Desktop client for desktop/laptop users and a Mobile theme for phones and tablets.

Sandbox & Testing

Sandbox & Testing

All customers can have up to five different database environments within their Workbooks account, allowing a ‘production’ environment and additional training and development environments.

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.

£4.50 £4.50
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.

£4.50 £4.50
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.

£4.50 £4.50
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.

£4.50 £4.50
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 Extension 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.

£4.50 £4.50
Custom Records Extension

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.

£4.50 £4.50
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.

£4.50 £4.50
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.

£4.50 £4.50 £4.50 £4.50
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.

£4.50 £4.50 £4.50 £4.50
Mapping Module

Mapping Module

The 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.

£5 £5 £5 £5
Events Module

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.

£5 £5
SUPPORT OPTIONS
Workbooks Forum Support
Workbooks Phone/Email Support

Note: Workbooks offers a FREE edition for up to 2 users. Core functionality - except Automation and Customisable layouts - is included in the FREE edition, and support via the Workbooks online Forum. Workbooks extensions and modules are not available.
To view the full limitations of the free edition - click here. To sign-up, click here.

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WEB INSIGHTS – WEB ANALYTICS & INTELLIGENCE

Pricing is based on the number of pages viewed on your website per month.

Annual page views Monthly price
billed annually
Annual page views: 50,000 Monthly price: £100
Annual page views: 100,000 Monthly price: £150
Annual page views: 200,000 Monthly price: £250
Annual page views: 400,000 Monthly price: £450
Annual page views: 600,000 Monthly price: £550
Annual page views: 800,000 Monthly price: £600
Annual page views: 1,000,000 Monthly price: £650
Annual page views: 2,000,000 Monthly price: £900
Annual page views: 4,000,000 Monthly price: £1,400
Annual page views: 6,000,000 Monthly price: £1,850
Annual page views: 8,000,000 Monthly price: £2,250
Annual page views: 10,000,000 Monthly price: £2,600

GATORMAIL – EMAIL MARKETING

Pricing is based on the annual volume of sends.
If customers exceed their annual allowance, they can easily upgrade to the next tier.

Annual sends Monthly price
billed annually
ANNUAL SENDS: 30,000 PRICE PER MONTH: £40
ANNUAL SENDS: 60,000 PRICE PER MONTH: £80
ANNUAL SENDS: 150,000 PRICE PER MONTH: £190
ANNUAL SENDS: 500,000 PRICE PER MONTH: £250
ANNUAL SENDS: 1,000,000 PRICE PER MONTH: £350
ANNUAL SENDS: 2,000,000 PRICE PER MONTH: £400
ANNUAL SENDS: 3,000,000 PRICE PER MONTH: £500
ANNUAL SENDS: 6,000,000 PRICE PER MONTH: £800
ANNUAL SENDS: 10,000,000 PRICE PER MONTH: £1,250
ANNUAL SENDS: 15,000,000 PRICE PER MONTH: £1,600
ANNUAL SENDS: 20,000,000 PRICE PER MONTH: £1,900

Frequently Asked Questions

  1. Can I mix and match licences?

    Yes to a degree. Unlike larger vendors like Salesforce.com 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.

  3. How do I chose between the CRM and the Business editions?

    You need to understand which of your users need access to which records in Workbooks. Only the Business edition includes Sales Orders, Invoices, Credit Notes, Contracts and Supplier Purchase Orders.

    So if any of your users need to create, view or edit these record types you will need the Business edition. The only exception is the Contract records that can be added to a CRM edition as a standalone Module.

  4. How do I chose between standard and PRO?

    The difference between the standard edition (CRM and Business) and the Pro editions (CRM Pro & Business Pro) is that the Pro editions include all the Extensions (and Contract Records) at no additional costs. If you purchase the standard editions you need to pay separately for each Extension you need and If you need more than 2 Extensions, it is typically cheaper to purchase the Pro edition.

  5. What is the minimum subscriptions duration?

    12 Months.

  6. Do I need to pay for data and files storage?

    Each Workbooks database contains 10GB of storage. If you use more than 10GB you will need to upgrade your storage allowance.

  7. What about sandbox, API and testing - what is included?

    Workbooks includes 5 databases within each account at no extra cost. This allows you to run a production database and 4 additional databases for testing and development purposes. Each additional database environment will eat into your storage allowance so ensure you have enough storage to support your needs.

    The API is also available at no extra cost for all editions of Workbooks except the free edition.

  8. What happens if I exceed my annual sends limit in Gatormail during the course of my contract?

    If you exceed your number of sends, you won’t be able to send any more emails. However you can easily increase the number of sends available by contacting Workbooks or your Authorised Partner.

  9. Do I need to purchase extra storage for Workbooks Web Insights and Gatormail?

    There is no specific requirement to purchase more storage, however Web Insights & GatorMail can generate a lot of data if you have a significant amount of email volume or Website traffic. We would, therefore, recommend you budget for additional data storage and purchase it as and when required.

  10. Is there additional charges for multiple domains in Gatormail?

    There is no charge for more than one domain when GatorMail is initially setup. However if you want to add domains to an existing GatorMail instance, there is a charge of £50 per domain.

  11. What is your Professional Services consulting rate?

    Our standard consulting rate of £895 per day or £500 for ½ a day.

  12. Do you offer payment facilities?

    We can via a third party.

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