Workbooks: features, editions and UK prices

Checked 28 October 2026 · 4 min read · CRM

Workbooks is a CRM software from Workbooks Online Ltd. This page sets out what Workbooks Online Ltd's own UK pages say about it: the editions and what they cost, which features are built in and which need an app or add-on. It is a factual summary to help you build a shortlist, not a recommendation for or against Workbooks.

In total we confirmed 13 features for Workbooks from public information: 6 built in and 7 through an app, add-on or separate Workbooks Online Ltd product. Each is listed below with the vendor's own words and a link to the source.

Workbooks editions and UK prices

Prices as published by Workbooks Online Ltd on 28 October 2026. Prices change; always confirm the current price and terms with Workbooks Online Ltd before you buy.

Finance and accounting: Workbooks

• Multi-currency – through an app or add-on. “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. PUPM £7.00” (workbooks.com)
• Multiple companies / entities – through an app or add-on. “Multi-Company If you have different legal entities in your business and need to track which entity created the sales order or invoice – this is a great option. PUPM £7.00” (workbooks.com)
• Full audit trail – through an app or add-on. “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. PUPM £7.00” (workbooks.com)

Sales, invoicing and receivables: Workbooks

• Quotes / estimates – built in (CRM Edition). “Create and send quotations Support customers with ticketing and case management Integrate CRM with Office 365” (workbooks.com)

Customers and CRM: Workbooks

• Contacts and companies – built in (CRM Edition). “Manage opportunities and pipeline Create and send quotations Support customers with ticketing and case management Integrate CRM with Office 365” (workbooks.com)
• Sales pipeline / opportunities – built in (CRM Edition). “Manage opportunities and pipeline Create and send quotations Support customers with ticketing and case management Integrate CRM with Office 365” (workbooks.com)
• Outlook / Gmail integration – through an app or add-on. “Microsoft Exchange / Outlook integration Synchronize contacts, your calendar, email and tasks between Workbooks and Outlook.” (workbooks.com)
• Marketing e-mail campaigns – through an app or add-on. “Report on campaign metrics like open rate, click-throughs, and conversions.” (workbooks.com)
• Marketing automation – through an app or add-on. “Automated campaigns and customer journeys” (workbooks.com)
• Customer service cases / tickets – built in (CRM Edition). “Support customers with ticketing and case management Integrate CRM with Office 365” (workbooks.com)

Reporting, platform and integrations: Workbooks

• Custom reports – built in (CRM Edition). “Custom Reports Build a personalized suite of reports” (workbooks.com)
• Dashboards / KPIs – built in (CRM Edition). “Workbooks CRM reports Understand your business outcomes with CRM analytics dashboards” (workbooks.com)
• Single sign-on (Microsoft / Google) – through an app or add-on. “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. PUPM £6” (workbooks.com)

How to compare Workbooks with other systems

The useful comparison is against the features your business actually needs. Write down the five or six processes you cannot work without, check each against the list above and against the same list for other systems, and ask each vendor to show those processes in a demo using your own examples.

See our guides to CRM software.

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