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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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Description | Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. The core functionality covers Marketing Automation, Salesforce Automation, Order Management & Invoicing and Customer Services Read more | Turn Microsoft 365 into a business powerhouse with eWay-CRM. Seamlessly integrating with tools like Outlook, Teams, and SharePoint, eWay-CRM simplifies customer management, sales tracking, and project execution—all without switching platforms. Organize emails, contacts, and meetings by linking them to clients and deals, while integrations with Power BI and QuickBooks provide instant insights. Boost collaboration with automated workflows, email tracking, task management, and mobile sync for Android and iOS. Plan marketing campaigns using custom database segmentation or discuss leads directly in Teams. Financial tracking, reminders, and profitability reports ensure to stay on top of every project and goal. By combining CRM functionality with Microsoft 365, eWay-CRM eliminates scattered data and repetitive tasks, centralizing all business activities in one place. Ideal for growth-focused companies, eWay-CRM simplifies work, streamlines processes, and empowers the team to thrive. Transform the business and watch the productivity soar with eWay-CRM. Read more |
Pricing Options |
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SW Score & Breakdown |
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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SaaSworthy Awards | # 20 Most Popular | # 15 Most Popular # 16 Fastest Growing |
Total Features |
25 Features
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25 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Flexible Customization, Excellent Reporting, Ease of Use, Great Customer Support Limited Mobile App Functionality, Lack of Specific Integrations, Occasional Slow Performance, Steep Learning Curve |
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Review Summary |
Overall, users find Workbooks easy to use and appreciate its customizable features. Many reviewers mention the excellent customer support as a major advantage. However, some users express concerns about its pricing and the occasional glitches in the system. Additionally, a few reviewers mention that the software can be complex and overwhelming for beginners. |
Not Available
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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CRM Edition $43.00 $43.00 per user / month Business Edition $88.00 $88.00 per user / month Events Edition $183.00 $183.00 per user / month |
Free Free Lite $18.00 $20.00 per user / month Standard $24.00 $27.00 per user / month Plus $36.00 $40.00 per user / month |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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Videos |
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Company Details | Located in: Berkshire, England Founded in: 2009 | Located in: Kansas City, MO Founded in: 2008 |
Contact Details |
+44 118-3030-100 |
+1 (816) 286-4322 |
Social Media Handles |
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