Small Business
Designed for startups and growing businesses
Brand: Workbooks
It is easy to use, affordable, and one of the best online CRM software solutions for Indian businesses.
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Brand: Workbooks
Founded Year: 2009
Workbooks is a CRM SaaS platform used by growing companies to run their business and engage effectively with their customers.
Customer Data Management (CDM)
Sales Management
Marketing Automation
Data Sourcing / Integrations
Collaboration Tools
Security & Compliance
AI & Machine Learning
Reporting & Analytics
Alerts & Notifications
Others
Watch the demo video to explore key features, real workflows, and how the software fits your business needs.
Small Business
Designed for startups and growing businesses
Medium Business
Built for business growth and flexibility
Enterprises
Designed for complex and large-scale business needs
4.3
Out of 5
Overall Rating
Based on
10 Verified Reviews
Rating Breakdown
87% Recommend this Product
Add ReviewOverall, users appreciate Workbooks CRM for its value, comprehensive features, and strong customer support, particularly highlighting its built-in email marketing and automation capabilities. Many find it suitable for small to mid-sized businesses, offering good integration with accounting tools. However, common concerns include its limitations for larger enterprises, a steep learning curve, and a lack of advanced AI features. Users also note the need for add-ons for certain functionalities and express a desire for a more modern user interface and additional third-party integrations.
Pros
"It is a fair value for money. I feel like I am getting the value that I have paid for, given all its features."
"It keeps my data sage and I do not have to worry about compliance issues. It has secure and GDPR compliant."
"It has in-built email marketing and campaign tracking features. I do not need separate tools for them."
Cons
"It is not the best for large enterprises. If my company scaled quickly, I would outgrow Workbooks and need a larger solution."
"Their AI has limited capabilities. It does not have the fancy AI-powered insights that some competitors offer."
"Email templates work but they are not sleek as I would like them to be."
Feb 26, 2025
Techjockey Verified
“Great Value but Not Ideal for Large Enterprises”
One major benefit is that I feel like I am receiving a lot of features for the money. But it is not designed for big businesses. I would require a more scalable system if my business expanded rapidly.
Pros
It is a fair value for money. I feel like I am getting the value that I have paid for, given all its features.
Cons
It is not the best for large enterprises. If my company scaled quickly, I would outgrow Workbooks and need a larger solution.
Reason to switch
Workbooks CRM provided more value for the same cost so I made the switch.
Feb 18, 2025
Techjockey Verified
“Built-in Marketing Features but Basic Email Templates”
I like that Workbooks CRM includes email marketing and campaign tracking by default, eliminating the need for other tools. It maintains everything in one location and simplifies things. Though they function well, the email templates are not as slick or contemporary as I would want.
Pros
It has in-built email marketing and campaign tracking features. I do not need separate tools for them.
Cons
Email templates work but they are not sleek as I would like them to be.
Reason to switch
Zendesk Sell was good but it lacked strong marketing features that I wanted.
Feb 21, 2025
Techjockey Verified
“Secure and Compliant but Lacks AI Features”
I like that Workbooks CRM complies with GDPR regulations and protects my data. Knowing that compliance is not a problem provides me comfort. The AI features are restricted as it would have been good if it had the insights that some other CRMs provide.
Pros
It keeps my data sage and I do not have to worry about compliance issues. It has secure and GDPR compliant.
Cons
Their AI has limited capabilities. It does not have the fancy AI-powered insights that some competitors offer.
Reason to switch
Pipeline CRM did not feel as secure as Workbooks CRM.
Workbooks CRM
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Available
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20,000+ Software Listed
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2M+ Happy Customers
Terms and Condtions
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.
For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
the GSTIN of the user associated with their registered business, and
the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.
Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.
Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.
Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.
To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.