Get a quick quote with our pricing calculator
Calculate your own CRM pricing plan
From £28/$43 per month
Get a full CRM quotation, fast. First, choose your package and how many licenses you need (you can mix and match licenses).
Then select the options you’d like. You’ll then get a license cost and discover if you’re entitled to any free professional services days. Start now!
Step 1
Choose Package
Step 2
Choose Options
Step 2
Your Quote
How many users do you require?
GBP
USD
CRM Edition
From £28 €26 $43 PUPM
Edition Features:
- Sophisticated CRM to help manage contacts, activities and pipeline
- Create and send quotations
- Market-leading customer support by phone and online
- Office365 integration, including SSO and SharePoint connector
Perfect for users that want core CRM features and a 360° view of customers
Business Edition
From £61 €60 $88 PUPM
Edition Features:
- All CRM Edition features
- Sales Order Management
- Supplier Purchase Orders
- Contract Management
- Invoices & Credit Notes
Ideal for CRM users who also need to facilitate orders, invoices and contracts
Events Edition
From £137 €133 $183 PUPM
Edition Features:
- All Business Edition features
- Publish events on your website
- Sell tickets and sponsorships
- Online event registration and management
- On the day attendance check-in
- WordPress plug-in
- Integration with leading event platforms
Great for users who want to manage events in one central platform
Total
Pick the options you need
GBP
USD
Choose options that apply to all users
Audit Trail
Track every change in the system to see who changed which values, and when. We recommend taking this option to keep total control of your data.
Multi-Currency Documents
Keep transaction documents in different currencies. Automatically convert values to a global currency so that you can easily run reports across your organization.
Custom Records
Many standard record types are included in Workbooks. Through this option, you can also create your own custom record types.
Advanced Security
Workbooks comes with industry-leading security as standard, but this option gives you even more control. Get Single Sign-on with Microsoft Azure AD and the ability to build more complex security rules.
Multi-Company
Do you have different legal entities in your business and do you need to track which entity had created the Sales Order or Invoice? Then you need to add this option.
Choose options for a specific number of users
Mapping Module
Check the location of your clients and prospects on a map. Filter information based on geolocation to see who’s nearby.
Microsoft Exchange / Outlook Integration
Synchronize contacts, your calendar, email and tasks between Workbooks and Outlook. Makes it easy to see CRM data in Outlook and save emails.
Total
Your Pricing Summary
Here’s your license cost quotation. To see your complete quote, including the cost of implementation, fill out the form and we’ll email the complete picture.
Your Summary
Total Annual License : £XXXX.XX
+ VAT
+ Applicable Taxes
Frequently asked questions...
Can I mix and match licences?
Yes. Unlike many other vendors, we don’t insist that all users have the same edition of Workbooks.
You can have some users with the core CRM edition and others with Business edition.
Is support included?
Yes, for all packages. Our Customer Support team is available to all fully onboarded customers by phone or email on Monday to Friday 9am – 5:30pm.
Do I need to pay for data and file storage?
All Workbooks packages contain 100GB of storage as standard. If you use more than 100GB you will need to upgrade your storage allowance.
What is the minimum subscription duration?
Our minimum subscription duration is 12 months. We also have two, three, five and seven-year subscription terms.
How do I implement the software?
Some CRM providers use third parties to implement your CRM. We do it ourselves to ensure everything goes smoothly and there’s one point of communication.
When you purchase Workbooks, you’ll get Professional Service Days included. Our team of consultants will implement your CRM, ensuring it runs smoothly from start to finish.
We encourage all customers to take the Shared Success approach to implementation.
What is Shared Success?
Our consultants run no-commitment workshops to help you uncover your CRM requirements and learn where you can be more efficient.
These workshops help you to:
- Reduce the number of systems you’re using
- Highlight silos or opportunities you may not be aware of
- Give you an estimate of how much time and money you’ll save
- Avoid overspend with a clear plan of what’s needed
- Get buy-in from key stakeholders
- Reach your end goal faster with a more efficient deployment
You don’t need to commit to buying Workbooks to take part so it’s a great way to review if you could be getting more from a different solution. We also encourage any new customers to join them too – it’s a great way to make sure your CRM is tailored to your needs and future-proofed as your business changes.