Workbooks Pricing Plans & Cost Guide (Jan 2023)

Workbooks Review
ITQlick Score: 91/100
ITQlick Rating:
Pricing: 2/10 - low cost
Category: CRM -> Workbooks review -> Workbooks pricing
Ranking:Ranked 14 out of 605 CRM systems
Company: Workbooks.com
Pricing: starts at $34 per user/month
Typical customers: Small businesses and start ups
Platforms: Cloud
Links: Workbooks review, Workbooks alternatives
Shlomi LaviShlomi Lavi / Jan 05, 2023

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Workbooks pricing: How much does it cost in 2023?

Workbokos has two plans starting from $39 per user per month. The different plans are CRM and Business. There are only annual contracts available.

  • CRM- Cost $39 per user per month.

  • Business- Cost $79 per user per month.

Workbooks Monthly Pricing Plans

Prices and Plans Compared

Workbooks is fairly priced with two plans offering a wide range of features.

Workbooks have a straightforward price scheme. The two plans available are CRM and Business. Users have access to all of the Workbooks' customer-facing CRM tools, including its marketing, sales, and customer service management programs, with the regular package. All order management functions, including invoicing and supplier contract management, are unlocked by the Business premium subscription. All Workbooks plans have an annual billing cycle.

Workbooks' pricing is very competitive when compared to other CRM companies. For instance, a user would need to subscribe to Sales Cloud, Support Cloud, and Marketing Cloud, each of which may cost several thousand dollars, in order to access sales, marketing, and customer service functionalities with Salesforce.

Workbooks also offers a free version for up to 2 users. There are several paid add-on features also available. Workbooks offer advanced Marketing Automation and Lead Generation capabilities to help increase efficiency and impact, and drive greater engagement and revenue. Email Marketing costs $72 per month while web analytics and social media cost $182 and $385 respectively.

Given that both Workbooks and HubSpot are CRM providers targeted at midsize businesses, these two services are most comparable. Unlike Workbooks, HubSpot has a large established third-party app marketplace. If you are an advanced CRM user, and comfortable setting everything up on your own, HubSpot could give you a little more customization than Workbooks.

Which Plan Is Right for You?

Since the free edition of Workbooks has a constrained feature set and the free consulting is dependent on your annual subscription fee, small businesses and solopreneurs could find it less useful. On the other hand, HubSpot's free version is comparable to Workbooks' free version in terms of capabilities and includes unlimited users.

Salesforce, the biggest and most well-known player in the CRM industry, is another rival of Workbooks. It is, however, primarily intended for large Enterprise users. With features like VoIP calling, which enables complete call center integration, and more than 3000 third-party Apps.

Salesforce is a more alluring option for a big business. For this reason, compared to its alternatives, Workbooks is best suited for midsize enterprises where it is a superior choice in terms of pricing, features, and consulting support.

Workbooks vs. competitors (pricing)

Software

Pricing

Free Trial

Workbooks

$39 to $79 per user per month

Free Version

HubSpot Sales Hub

$50 to $1,200 per user per month

Free Forever Access

Zendesk Sell

$19 to $99 per user per month

14 days

Zoho CRM

$59 to $299 per user per month

15 days

Salesforce Sales Cloud

$25 to $300 per user per month

30 days

Pipeliner CRM

$65 to $150 per user per month

14 days



Cost of software customizations

Customizing the software to meet the specific needs of the organization can be a costly process, especially if the customization requires significant development or integration work. The average cost of customization can range from a few thousand dollars to several hundred thousand dollars, depending on the complexity of the customization work.

Data migration cost Relevant for Workbooks

Migrating data from old systems to the new software can be a time-consuming and costly process, especially if the data is large or complex. The average cost of data migration can range from a few thousand dollars to several hundred thousand dollars, depending on the size and complexity of the data.

Cost of training

How many groups (different departments, usages, type of users) are needed for Workbooks training? Training employees to use the new software can be a significant cost, especially if the software is complex or requires specialized knowledge. The average cost of training can range from a few hundred dollars to several thousand dollars per employee, depending on the complexity of the software and the duration of the training.

Cost of maintenance

Ongoing maintenance and support for the software can be a significant cost, especially if the software requires frequent updates or has a high rate of bugs or issues. The average cost of maintenance can range from a few hundred dollars to several thousand dollars per year, depending on the complexity of the software and the level of support required.

Frequently Asked Questions (FAQs)

How much does Workbooks cost per month?

Their pricing plan starts at $34 per user/month.

They offer a free trial?

Yes, Workbooks offers a free trial so you can try it yourself, free trials are great because your team can test the software (at least basic features of it) in your own time without the pressure of sales teams.

Can I use Workbooks for free?

No, Workbooks don't offer a free version of their product.

Any good free alternative to Workbooks?

HubSpot Sales Hub and Zoho CRM are free alternatives to Workbooks. They both offer free plans with limited user access.

How do I get pricing information directly from the vendor?

You can get it on their website. So why do you need us? we can help you get the total cost of implementation (not just the cost of licenses) and compare them with alternative solutions.

How can the team at ITQlick help?

The science of TCO (total cost of ownership) may not be easy to calculate. If you seek to get detailed info about the TCO, get in touch with ITQlick experts. Contact us today and get up to date, detailed quotes.

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Our Veredict

Workbooks, which provides software solutions for the customer service, sales, marketing, and operations departments, is a great CRM application for medium businesses. The Shared Success program, which offers clients free consultation hours and yearly seminars to guarantee that Workbooks continues to fit with each client's business goals for years after the initial implementation, is its main point of differentiation.

Workbooks' drawback compared to rivals Salesforce and HubSpot is the lack of a diverse third-party app marketplace and developer community. Additionally, its free edition has less functionality and is only available for two users, which may deter some people from using it.

Overall, we consider Workbooks to be a fantastic platform when used for its intended purpose—providing CRM software solutions to midsize organizations.

Customer Relationship Management (CRM) Software Price Range

Most CRM software in the market are priced on a per-user, per-month basis; hence, businesses can expect to pay between the range of $10 to $200 per user monthly. There are also some CRM products with yearly pricings and others with perpetual licenses.

The above price range depends on the sophistication of the CRM products feature-wise, as well as the number of user accesses or accounts paid for. Some CRM software within the above price ranges are Zendesk Sell, which starts from $19 monthly per user, FreeAgent CRM pricing starts from $25 monthly per user, and GreenRope costs between $149 for up to 1,000 contacts to $699 for up to 50,000 contacts.

In addition, CRM products target different sizes of organizations, and their price ranges are as follows:

  • Small Businesses can expect to pay between the range of $10 to $25 for CRM software. The prices are set on a per user per month basis. For example, Zoho CRM costs $12 per user per month, Fresh Sales costs $13 per user, per month, and Copper pricing starts $19 per user per month. In addition to this, some products offer small businesses very basic packages which can be gotten for free.
  • Medium Businesses can expect to pay between $25 to $50 for CRM software. While most products for medium-sized businesses are priced on a per user, per month basis, the number of employees or registered users will determine the prize of the software per user. For example, Hubspot costs up to $30 per user monthly but $50 monthly for two users. Others are Benchmark ONE, which costs $40 monthly per user, and Skynamo, which is priced at $46 per user monthly.
  • Large Businesses can expect prices that fall within $50 to $200 for CRM products. CRM offerings for large business organizations typically come with more features; hence, there may be separate fees for installation, setup, or training. Some CRM software within this tier are FreeAgent CRM, which costs $130 price monthly per user; GreenRope costs between $149 for up to 1,000 contacts to $699 for up to 50,000 contacts , and Quick Base pricing falls around $500 monthly for a number of users.

CRM best of breeds and their price ranges are as follows:

  • Marketing Automation Software Marketing automation products can be divided into three tiers, each carrying prices that range from $0 to $19, $19 to $50, and $50 upwards, respectively. For instance, Active Campaign pricing starts from $15 monthly per user, Hubspot Marketing Automation costs up to $50 per user monthly, and Integrated Marketing Portal pricing is around $50 per user monthly.
  • Lead Management Software The pricing for Lead management products in the market usually varies between $11 and $60 upwards. These price ranges depend on the level of the products offerings and the number of registered users per month. For example, SalesExec pricing starts from $65 per user monthly, Salesforce Essentials costs around $25 per user monthly, and Lead Capsule pricing starts from around $500 per month for a number of years.
  • SalesForce Automation Software SalesForce automation products pricing ranges from $13 to $50 upwards, depending on the level of their offerings and the number of registered accounts per month. The prices are set per user, per month; hence, SAA software pricing like Really Simple System starts from $14 per user monthly, Pepperi pricing is around $48 per user monthly, and Cliently costs up to $39 per user per month.
  • Contact Management Software Most contact management products in the market are priced on a per month basis, and there are typically set limits to the number of contacts each user can manage on the software. Depending on the level of offers, prices may fall between $0 to $14, $14 to $25, and $25 to $400. For example, Infloflo pricing starts from around $100 per month, DejaOffice PC CRM costs up to $50 monthly, and AirTable pricing starts from $14 per month.
  • Email Marketing Software Email marketing products are priced per month, and there are usually limits on the number of subscribers or emails for each user monthly. The prices range from $0 and $30 upwards, depending on the package level. For example, Constant Contact pricing starts from $20 per month, SendinBlue pricing starts from $25 per month, and Campaigner costs around $19 per month.

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.