# Workbooks CRM Mobile — CRM for midsized businesses > Simple, reliable CRM for mid-sized businesses with mobile access. (iPhone/iPad app by Workbooks Online Limited.) - Source: https://appshunter.io/ios/app/workbooks-crm-mobile/id990628677 (this page in markdown: same URL + `.md`) - Developer: [Workbooks Online Limited](https://appshunter.io/developer/990628676) - Category: Business - Price: Free - Rating: 5.00/5 from 3 App Store ratings · 7 written reviews indexed - Age rating: 4+ - Requires: iOS 15.6 · 18 MB - Languages: American English - Released: 2015-05-31 - Data updated: 2026-06-24 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/workbooks-crm-mobile/id990628677/reviews.md ## What is Workbooks CRM Mobile? Workbooks is the No-BS CRM, available as a mobile app. No overly complex features. No unreliable support. Just CRM that’s simple to use and gives you a 360-degree view of your customers and prospects. Get access to your data anytime, anywhere • Access real-time data and easily update records on the go. See insights in seconds with a personalized springboard • Check out data from selected reports, lists, tasks and events to track information like quarterly forecast figures. Keep track of communications • Make it easy for your teams to log any actions with customers or their sales pipeline, so you can pick up where you left off. Sign in using your mobile device • Sign in securely to Workbooks with your iPhone or iPad. ## Key features - Real-time data access - Easy record updates - Personalized springboard insights - Track communications - Secure mobile sign-in - 360-degree customer view ## Recent user reviews (7 of 7) All indexed reviews: https://appshunter.io/ios/app/workbooks-crm-mobile/id990628677/reviews.md ### 5/5 — Workbooks CRM *and* mobile; perfect. *2022-06-13, version 6.47.47* Customer information available at my fingertips and on the go. The same or similar interface to Workbooks CRM on the web and on a larger screen. What's not to like? ### 5/5 — Couldn’t be easier *2022-06-13, version 6.47.47* Very familiar look and feel coming from using Workbooks CRM on my laptop. I didn’t find myself hankering to get my laptop or iPad out, as this app delivered everything I need most often, via the totally familiar Workbooks springboard. ### 5/5 — Great for dashboards *2022-02-14, version 6.35.35* Love the fact I can see my management dashboards on my phone and it’s works with Face ID. Makes it’s easy to keep on top of my sales metrics on the move. ### 5/5 — Great on an iPad *2022-01-16, version 6.33.33* This is exactly what I was looking for. Access to all my Workbooks data on my iPad. Easy to use if you use Workbooks Desktop already. Everything from that version but convenient to use. ### 2/5 — Simple information *2015-06-15, version 2.1.6* I have been using the workbooks web app for several months which remains to be quite buggy. Having just spot checked the native iOS app, it's apparent that if you're wanting a contact data base for phone numbers and addresses this is great. If however you're as field sales man and want to complete meetings, quote follow ups etc on the go, then it really doesn't give you any benefit as it's not offering the same functionality as the desktop version for several processes. One of the most important function with CRM is being able to track and complete meetings with next action, this app doesn't allow for this which is somewhat disappointing. You can by all means completed a meeting but you have to set up the next action as a totally independent task? There is a lot of room for improvement and the GUI would benefit from an overhaul it seems very dated when compared to a modern app designed around the latest OS. ### 5/5 — Workbooks CRM APP *2015-06-01, version 2.1.6* Intuitive and easy to navigate. A great complement to the desktop version which will make life on the go easier. ### 5/5 — The real McCoy of CRM mobile *2015-06-01, version 2.1.6* This app is brilliant. I can do my day job whilst on the move. It's intuitive to use and just works! ## Frequently asked questions about Workbooks CRM Mobile ### What is Workbooks CRM Mobile? Workbooks CRM Mobile is a business application designed to provide a simple and reliable Customer Relationship Management (CRM) solution for mid-sized businesses. It focuses on core CRM functionalities without overly complex features. ### Is Workbooks CRM Mobile free to use? Yes, Workbooks CRM Mobile is available for free. There are no in-app purchases or advertisements mentioned in the provided data. ### What devices does Workbooks CRM Mobile support? Workbooks CRM Mobile is compatible with iPhone, iPad, and iPod devices. It is designed for iOS users. ### How often is Workbooks CRM Mobile updated? The latest version of Workbooks CRM Mobile is 85, and it was last updated on January 13, 2026. This indicates a relatively recent update. ### What is the age rating for Workbooks CRM Mobile? Workbooks CRM Mobile has an age rating of 4+. This suggests it is suitable for a wide range of users, including younger individuals. ### Can I access customer data in real-time with Workbooks CRM Mobile? Yes, the app allows you to access real-time data and easily update customer and prospect records on the go, ensuring you always have the latest information. ### Does Workbooks CRM Mobile offer a personalized dashboard? Yes, it features a personalized springboard that provides quick insights by displaying data from selected reports, lists, tasks, and events, helping you track key metrics like quarterly forecasts. ### How does Workbooks CRM Mobile help with team communication tracking? The app makes it easy for your teams to log any actions or communications related to customers or their sales pipeline, allowing for seamless continuation of tasks and follow-ups. ## Version history (last 5 releases) ### 85 — 2026-01-13 Bug fixes. ### 81 — 2025-03-06 Various bug fixes, with focus on the login flow. ### 7.79.79 — 2025-01-23 Various changes containing branding updates, light and dark mode support, and a developer mode. ### 7.73.73 — 2024-05-16 Restored Okta login as an option ### 7.71.71 — 2024-05-01 API updates ## Related topics [workbooks crm mobile](https://appshunter.io/ios/topics/workbooks-crm-mobile) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-24.*