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Workbooks CRM – Your Alternative to Microsoft Dynamics 365

A CRM solution from the world’s leading software company might seem like the obvious choice, but Microsoft Dynamics 365 isn’t the right solution for every organisation.

Microsoft Dynamics 365 is the CRM businesses switch from most often, with many Dynamics customers rethinking their options after the recent price hike.

The three most common reasons for switching are:

  1. Licence Costs – Workbooks is 4X less expensive than Dynamics 365
  2. Co-Funded Implementation – Workbooks lowers the cost of implementation with co-funded implementation services
  3. Vendor Relationship – In the mid-market Microsoft works through partners, while our clients prefer to deal directly with us
Workbooks CRM – Your Alternative to Microsoft Dynamics 365

Compare Workbooks with Microsoft Dynamics 365

Feature Title
Licence Cost
Our entry level pricing for CRM Edition, which include sales and customer support, starts at £25 per user per month. Order processing & invoicing is included on our Business edition at £55 per user per month.
Microsoft Dynamics 365 is sold under the name ‘Customer Engagement Plan’ and starts at £49 per user per month.
Customer Satisfaction
Workbooks CRM has the highest rating of any CRM vendor in our space, according to independent comparison site G2. Workbooks Net Promoter Score (NPS) is 43 (from a range of -100 to +100). Customers who have switched from Microsoft tell us they much prefer dealing directly with the CRM vendor rather than relying on a third-party reseller.
Microsoft requires you to buy both, so if you want the Professional edition for Sales and Service Cloud, it increases to £80 or £140 for Enterprise.
Implementation Approach
Workbooks offers two approaches: Jumpstart: Pre-packaged deployments for sales, marketing or customer support. Designed to address the common requirements we see in mid-size companies. Jumpstart pricing starts at £6,265 Shared Success: An initial workshop run with you to determine the business outcomes you require and how they will be achieved. The workshop is run at your offices over 2 days and we co-fund the work, providing 6 days of consultancy at £2,685. Following the workshop if you move ahead with Workbooks we will provide up to 15 days of free implementation services*.
It’s different depending on the Microsoft partner you choose. Microsoft consultancy rates are typically higher than Workbooks and because these organisations make their money purely on services, they can’t afford to give free or discounted days away. In contrast Workbooks offers up to 15 free days under our Shared Success approach.
Commercial Approach
As a Workbooks customer you contract directly with us for the provision of the service, technical support and implementation. You have a single partner to work with, to achieve your outcomes.
Microsoft typically sell the license directly, but you are left to find a Dynamics 365 certified partner for the implementation. Microsoft does have many partners, all of whom rely on the revenue they generate from consultancy services to stay in business.
Workbooks – Your Alternative To Microsoft Dynamics 365 image

Workbooks – Your Alternative To Microsoft Dynamics 365

G2 is the world’s leading B2B software and services review site. Its influential Grid® Report for CRM ranks products based on reviews posted by real-life users, including more than 500 active Workbooks users.

According to reviewers:

  • 85% would recommend Workbooks
  • 86% think Workbooks meets their requirements
  • 92% rated Workbooks 4 or 5 stars

As well as rating Workbooks highest for overall satisfaction, reviewers also highlighted our exceptional payback period. On average, reviewers saw a return on their investment in Workbooks in only 12 months – 5 months less than Microsoft Dynamic 365.

Download your copy for a complete comparison of Workbooks and Microsoft Dynamics 365.

With other vendors, you
  • Pay one company for software and pay another to implement it​

  • Are pressured into buying software before understanding the true cost of implementation

  • Pay full cost for implementation of the cloud CRM software

With Workbooks you can
  • Get CRM software and implementation from a single vendor​

  • A co-funded workshop before you buy software to ensure it meets your needs

  • Get free consulting days to co-fund your implementation

Let's Talk
Lower the cost and risk of switching CRM image

Lower the cost and risk of switching CRM

With our proven migration path, moving your data into Workbooks CRM is easy and low-risk.

With Workbooks, you’ll create a shared vision of what success looks like for your business. Working closely with our in-house team of experts, you’ll identify your most important outcomes and work out the best way to achieve them using our platform, before right-sizing your CRM project.

Our white paper, 6 Steps to Switching CRM, guides you step-by-step through everything you need to have in place to make the switch from your current CRM.

With Workbooks, you're in safe hands image

With Workbooks, you're in safe hands

Workbooks CRM helps marketing, sales, finance and service teams work better, together, and in the right way with a single cloud-based system.

  • NO need to spend hundreds of pounds to cover all your customer-facing departments’ needs. Our licence fee starts at £25 per user per month and most features come straight out-of-the-box to cover marketing, sales, order processing and invoicing, and customer service
  • NO third party influences and no hidden costs during implementation. You can trust our UK-based team to help get you up-and-running and make sure you get value quickly
  • NO vast amount of training is needed to become an expert. Designed for SMEs, Workbooks CRM is intuitive for fast and wide adoption
  • NO bother. You know you have made the right choice with Workbooks, the solution with the highest NPS score of all major vendors.
  • You’re NO longer a small fish in a big pond. You have direct access to Workbooks’ executive team and you can influence the product direction and roadmap

Book your call with us to learn more about why Workbooks is your perfect partner on your CRM journey.

Let's Talk