Pricing

Pricing

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

CRM Editions

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CRM 25

per user per month

billed annually

CRM Pro 39

per user per month

billed annually

Business 54

per user per month

billed annually

Business Pro 66

per user per month

billed annually

CORE FUNCTIONALITY
Account & Contact Management
Sales Management & Automation
Marketing Management
Customer Service Management
Order Processing
Invoicing & Credit Notes
Automation Engine & Workflows
Customisable Layouts
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.

€5.50 €5.50
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.

€5.50 €5.50
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.

€5.50 €5.50
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.

€5.50 €5.50
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 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.

€5.50 €5.50
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

€5.50 €5.50
MODULES (can be purchased for users who need them)
Contract Management

Contract Management Module

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

€5.50 €5.50
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.

€5.50 €5.50 €5.50 €5.50
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.

€5.50 €5.50 €5.50 €5.50
Mapping

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.

€6 €6 €6 €6
Event (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.

€6 €6
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.

Need more marketing functionality?


Web Insights - our marketing intelligence platform

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 - our email marketing platform

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.

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Get started now with a 30 day free trial.

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