PLANS & PRICING

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

PRICE PLANS DETAILS

Try Now
Most Popular Best Value for Money

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
Sales Management & Automation
Marketing Management
Customer Service Management
Order Processing
Invoicing & Credit Notes
Automation Engine & Workflows
Customisable Layouts
Security
Data Management
Reporting & Dashboards
Mobile
Sandbox & Testing
EXTENSIONS (must be purchased for all users)
Multi Company Extension £4.50 £4.50
Multi Currency Extension £4.50 £4.50
Advanced Security Extension £4.50 £4.50
Multi Language Extension £4.50 £4.50
Audit Extension £4.50 £4.50
Custom Records Extension £4.50 £4.50
MODULES (can be purchased for users who need them)
Contract Management Module £4.50 £4.50
Workbooks Exchange Server Sync £4.50 £4.50 £4.50 £4.50
Workbooks Outlook Connector £4.50 £4.50 £4.50 £4.50
Mapping Module £5 £5 £5 £5
Events Module £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.
View the full limitations of the free edition or sign-up to the free edition.

Download Full Price List

WANT EVEN MORE MARKETING FUNCTIONALITY?

GATORMAIL – EMAIL MARKETING

Pricing is based on the annual volume of sends.

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

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

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

PRICE PLANS DETAILS

Try Now
Most Popular Best Value for Money

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
Security
Data Management
Reporting & Dashboards
Mobile
Sandbox & Testing
EXTENSIONS (must be purchased for all users)
Multi Company Extension €5.50 €5.50
Multi Currency Extension €5.50 €5.50
Advanced Security Extension €5.50 €5.50
Multi Language Extension €5.50 €5.50
Audit Extension €5.50 €5.50
Custom Records Extension €5.50 €5.50
MODULES (can be purchased for users who need them)
Contract Management Module €5.50 €5.50
Workbooks Exchange Server Sync €5.50 €5.50 €5.50 €5.50
Workbooks Outlook Connector €5.50 €5.50 €5.50 €5.50
Mapping Module €6 €6 €6 €6
Events Module €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.
View the full limitations of the free edition or sign-up to the free edition.

Download Full Price List

WANT EVEN MORE MARKETING FUNCTIONALITY?

GATORMAIL – EMAIL MARKETING

Pricing is based on the annual volume of sends.

Annual sends

Monthly price
billed annually

ANNUAL SENDS: 30,000 PRICE PER MONTH: €45
ANNUAL SENDS: 60,000 PRICE PER MONTH: €90
ANNUAL SENDS: 150,000 PRICE PER MONTH: €220
ANNUAL SENDS: 500,000 PRICE PER MONTH: €285
ANNUAL SENDS: 1,000,000 PRICE PER MONTH: €405
ANNUAL SENDS: 2,000,000 PRICE PER MONTH: €460
ANNUAL SENDS: 3,000,000 PRICE PER MONTH: €725
ANNUAL SENDS: 6,000,000 PRICE PER MONTH: €920
ANNUAL SENDS: 10,000,000 PRICE PER MONTH: €1,440
ANNUAL SENDS: 15,000,000 PRICE PER MONTH: €1,840
ANNUAL SENDS: 20,000,000 PRICE PER MONTH: €2,185

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: €120
Annual page views: 100,000 Monthly price: €180
Annual page views: 200,000 Monthly price: €300
Annual page views: 400,000 Monthly price: €540
Annual page views: 600,000 Monthly price: €660
Annual page views: 800,000 Monthly price: €720
Annual page views: 1,000,000 Monthly price: €780
Annual page views: 2,000,000 Monthly price: €1,080
Annual page views: 4,000,000 Monthly price: €1,680
Annual page views: 6,000,000 Monthly price: €2,200
Annual page views: 8,000,000 Monthly price: €2,700
Annual page views: 10,000,000 Monthly price: €3,120

CRM

$30
  • per user per month
  • billed annually

CRM PRO

$45
  • per user per month
  • billed annually

BUSINESS

$65
  • per user per month
  • billed annually

BUSINESS PRO

$80
  • per user per month
  • billed annually

PRICE PLANS DETAILS

Try Now
Most Popular Best Value for Money

CRM

$30

per user per month
billed annually

CRM Pro

$45

per user per month
billed annually

Business

$65

per user per month
billed annually

Business Pro

$80

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
Security
Data Management
Reporting & Dashboards
Mobile
Sandbox & Testing
EXTENSIONS (must be purchased for all users)
Multi Company Extension $6.50 $6.50
Multi Currency Extension $6.50 $6.50
Advanced Security Extension $6.50 $6.50
Multi Language Extension $6.50 $6.50
Audit Extension $6.50 $6.50
Custom Records Extension $6.50 $6.50
MODULES (can be purchased for users who need them)
Contract Management Module $6.50 $6.50
Workbooks Exchange Server Sync $6.50 $6.50 $6.50 $6.50
Workbooks Outlook Connector $6.50 $6.50 $6.50 $6.50
Mapping Module $7.25 $7.25 $7.25 $7.25
Events Module $7.25 $7.25
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.
View the full limitations of the free edition or sign-up to the free edition.

Download Full Price List

WANT EVEN MORE MARKETING FUNCTIONALITY?

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: $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

GATORMAIL – EMAIL MARKETING

Pricing is based on the annual volume of sends.

Annual sends

Monthly price
billed annually

ANNUAL SENDS: 30,000 PRICE PER MONTH: $60
ANNUAL SENDS: 60,000 PRICE PER MONTH: $115
ANNUAL SENDS: 150,000 PRICE PER MONTH: $275
ANNUAL SENDS: 500,000 PRICE PER MONTH: $360
ANNUAL SENDS: 1,000,000 PRICE PER MONTH: $510
ANNUAL SENDS: 2,000,000 PRICE PER MONTH: $580
ANNUAL SENDS: 3,000,000 PRICE PER MONTH: $725
ANNUAL SENDS: 6,000,000 PRICE PER MONTH: $1,160
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

If customers exceed their annual allowance, they can easily upgrade to the next tier.

FREQUENTLY ASKED QUESTIONS

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.

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.

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.

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.

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

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.

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.

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.

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.

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

We can via a third party.

WANT TO TRY WORKBOOKS CRM?

See how your company can reach its goals faster with Workbooks CRM.

Get started now with a 30 day free trial.

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