Workbook Review - why 4.2 stars?

Workbook Review
ITQlick Score: 80/100
ITQlick Rating:
Pricing: 6/10 - average cost
Category: CRM -> Workbook review
Ranking:Ranked 158 out of 605 CRM systems
Company: Workbook Software
Pricing: starts at $27 per feature/month
Typical customers: Large business
Platforms: Desktop, Mobile, Cloud
Links: Workbook pricing, Workbook alternatives
Shlomi LaviShlomi Lavi / updated: Oct 05, 2022

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What is Workbook?

Workbook is an enterprise resource planning solution for businesses of all sizes. Its capabilities include project management, resource management, customer relationship management, and others. The software was designed and launched by Workbook Software AS headquartered in Denmark.

Who is it best for?

Customers of the software include small and medium businesses as well as large enterprises. Major industries where it can be used include retail and wholesale, technology and software development, financial services, automation and manufacturing, telecom and electronics, and others. Some notable clients of the software include JWT, McCann Workgroup, and DDB etc.

Main features and functionalities

The software features an integrated module for finance and accounting management along with detailed accounting analytics. Features of this module include general ledger imports, project cost management, accounts payable and receivable management, bank integration, invoice scanning electronic approval, customizable finance reports, support for multiple currencies, and others. The software also offers CRM and pipeline management to keep the sales funnel populated with new projects.

The project and resource management module of the software features such capabilities as task assignment, task and time tracking, collaboration, instant notifications, price quote and invoice creation, and others. Other important capabilities include email and calendar integration, Gantt chart support, and analytics etc.

What is the actual cost?

Price of the software starts from $19 per user per month and increases with the addition of extra modules.

ITQlick pricing score is 6 out of 10 (10 is most expensive). Access ITQlick pricing guide for Workbook. You can also find here pricing information from Workbook's website.

How it stacks up?

Access a head to head analysis of Workbook vs alternative software solutions.
ITQlick rating
Score
Pricing
License pricing
Functionality
Review
Compare
Workbook
ITQlick rating
4.2/5
Score
80/100
Pricing
6/10
License pricing
$27 per feature/month
Functionality
19
Compare
Pipedrive
ITQlick rating
4.6/5
Score
99/100
Pricing
2/10
License pricing
$9.90 per user/month
Functionality
19
Salesfor...
ITQlick rating
4.4/5
Score
98/100
Pricing
3/10
License pricing
$25 per user/month
Functionality
28
Zoho CRM
ITQlick rating
4.2/5
Score
98/100
Pricing
2/10
License pricing
$14 per user/month
Functionality
36
Nimble
ITQlick rating
2.8/5
Score
97/100
Pricing
2/10
License pricing
$19 per user/month
Functionality
31
Review

Frequently Asked Questions (FAQs)

Is it the best CRM system?

Workbook is ranked 158 out of 605 software in their category (CRM systems).

How they are rated on ITQlick?

The rating of Workbook is 4.2 stars out of 5 and the total score is 80 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Is it an easy to use Software?

Yes, Workbook makes it fairly easy to use. This product is user friendly and intuitive.

Is it cloud-based?

Yes, they offer cloud based hosting, which means IT resources are retrieved through web-based tools and applications and you don't need to buy servers and additional hardware equipment.

Can it be used on mobile?

Yes, you can access Workbook on your mobile/smart phone.

What should we ask during a demo session?

Differences between Workbook and alternatives?

The most popular alternatives to Workbook in 2023: Pipedrive, Salesforce CRM, Zoho CRM, Nimble, Keap. Access the complete competitors analysis here - Workbook VS CRM Software alternatives.

List of categories

Document Management
CRM
Customer Success
Help Desk
Campaign Management
Email Marketing
Marketing Automation
Contact management
Proposal management
Online Project Management
Project Resource Management
Task Management

List of features

Basic Reports
Data Import/Export
Online Customer Support
Document Management
Campaign Management

Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.