What it does
Workbooks connects customer records, sales, marketing and service, with Business editions adding orders and invoices. Forecasts use opportunity values, stages and closing dates. Subscriptions are billed annually for one, two or three years, with a 30-day trial without a card.
For a forecast review, begin with deal stage, value, closing date and assessed probability. Drill into a representative, team or segment to identify the opportunities behind a gap against target. Historical trends add context to the current pipeline.
Mix licences by role
| Edition | GBP/user/month, billed annually | Scope |
|---|---|---|
| CRM Standard | 32 | Core sales, marketing and service |
| CRM Pro | 48 | CRM with listed extensions |
| Business Standard | 67 | Core CRM plus orders, invoices and purchasing |
| Business Pro | 82 | Business with listed extensions |
Different users can hold different editions. The calculator supports that mix, while optional modules such as project management have separate charges.
Start free trial creates thirty days of CRM access without a card. Paid subscriptions run for one, two or three years and are billed annually; implementation is a separate part of the purchase.
Strengths
- Forecasts can be traced to opportunities and compared by team or segment
- Licence editions can be mixed across the same organisation
Watch out for
- Subscriptions commit to at least one year and bill annually
- Optional modules remain separately charged even with Pro extensions included
Best for
- B2B teams connecting sales forecasts with customer and commercial operations
Sources
- Workbooks pricing and account access (Oct 27, 2026)
- Powerful CRM Software With Expert Implementation | Workbooks (Oct 25, 2026)
- What is CRM sales forecasting software? | Workbooks (Oct 25, 2026)