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Workbooks CRM logo

Workbooks CRM Pricing

workbooks.com · CRM · refreshed 2026-05-06
CRM
Self-serve checkout
Quick answer

Workbooks CRM pricing starts at $47/user/mo, billed annually for the CRM Edition plan. 2 tiers total. No monthly-only billing option.

Page fetched 2026-05-09 · workbooks.com · Annual-only tier subscription
Workbooks CRM pricing page screenshot — https://www.workbooks.com/workbooks-calculator/
Source · live pricing page on 2026-05-06

www.workbooks.com/workbooks-calculator/

Open
Pricing
Workbooks CRM pricing
As of 2026-05-09 · www.workbooks.com/workbooks-calculator/
Billed annually only — no monthly option
CRM Edition
Sales
$47/user/mo
billed annually
Core CRM features
360° customer view
Business Edition
Sales
$97/user/mo
billed annually
Includes order, invoice, contract management
Finance integration
Cost calculator
See your real cost on each plan

Adjust seats to compare Workbooks CRM plans side-by-side and check the annual break-even.

How many seats do you need?

5
CRM Edition
$47.00/mo per seat · $47.00/mo billed annually
$235/mo
Business Edition
$97.00/mo per seat · $97.00/mo billed annually
$485/mo
0
Open live pricing pageSee agent-readiness analysis
Frequently asked
Workbooks CRM pricing FAQ

Workbooks CRM pricing starts at $47 per user per month for the CRM Edition; Business Edition $97 per user per month. Paid plans up to $97 per user per month. Billed annually.

Workbooks CRM's cheapest business-usable plan is CRM Edition at $47/mo. Lowest tier that provides full CRM functionality for small businesses.

Workbooks CRM does not advertise a free tier on its public pricing page as of 2026-05-06. A free trial may be available on request.

Partially — some Workbooks CRM plans are self-serve while others require working with sales.

xpay scored Workbooks CRM as sales-gated: every advertised plan routes to a sales contact form. Workbooks CRM's pricing page did not render numeric tier data on the scoring date. No per-unit price was found on the page; an agent has no direct way to estimate the cost of a single task. Self-serve signup exists alongside a sales-led / custom tier. No public API documentation URL was discovered. For the full purchase simulation see the linked Agent-Ready Index scorecard.

In the CRM category, xpay's Agent-Ready Index lists alternatives ranked by their ability to support AI agent purchase. Visit the agent-readiness scorecard for Workbooks CRM to compare with 3 nearest peers.

Alternatives in CRM
Top Workbooks CRM alternatives by pricing transparency
Attio pricing
attio.com
Qerdos pricing
qerdos.com
GreenRope pricing
greenrope.com
HubSpot CRM pricing
hubspot.com
UPilot pricing
upilot.com
Nimble pricing
nimble.com
Creatio CRM pricing
creatio.com
GoCRM pricing
gocrm.io
Browse all CRM alternatives →
AI agent readiness
Can an AI agent buy from Workbooks CRM?
Not Agent-Ready Yet

26

/ 100 in xpay's Agent-Ready SaaS Index

Workbooks CRM scores 26/100 on xpay's Agent-Ready Index v2: partial pricing visibility; checkout requires assistance.

See the full scorecardIncludes the 6-step agent purchase simulation, score breakdown across 7 dimensions, and the one-line fix that would lift Workbooks CRM into the Agent-Ready Verified band.
Quick facts
At a glance
Free access

Not advertised

Billing cycle

Annual only

Lowest paid

$47/user/mo (billed annually)

Self-serve checkout

No

Tier count

2

Pricing model

Annual-only tier subscription

More CRM alternatives
Most agent-ready

Smackdab

smackdab.ai
69

Twenty

twenty.com
69

Revamp CRM

revampcrm.com
69

RealtyPass

realtypass.com
69

Inperium Sell

inperium.com
69
Workbooks CRM pricing summary derived from a live read of https://www.workbooks.com/workbooks-calculator/ on 2026-05-06. For the agent-readiness assessment — including the 6-step purchase simulation and a per-dimension scorecard — see xpay's Agent-Ready SaaS Index entry for Workbooks CRM.

Explore SaaS pricing across categories

25,480+ SaaS scored on agent-buyability — browse by readiness band, category, or jump straight to a pay-per-run tool on xpay.tools.

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