How to Build Your Own Workbooks
Replace Workbooks with a custom build. Powerful CRM Software With Expert Implementation
Build Difficulty: 5/5
Build a working replacement in a weekend with AI tools
Estimated Timeline
Based on 23 features at Weekend Project difficulty, expect about One weekend with AI-assisted development.
Recommended Tech Stack
Full-stack React framework with API routes and server components
PostgreSQL database, auth, and real-time subscriptions
Utility-first styling for rapid UI development
Type-safe ORM for complex relational data models
Key Features to Replicate
Top features across 8 categories. See all 23 features
Sales(5 features)
Manage opportunities and sales pipeline
Manage orders and order processing
Create and send quotations to customers
Forecast sales pipeline and revenue
Manage and process sales orders
Administration(3 features)
Track every change in the system to see who changed which values and when
100GB of storage included as standard with option to upgrade
Track different legal entities and which entity created sales orders or invoices
Integration(3 features)
Integrate CRM with accounting and ERP software
Synchronize contacts, calendar, email and tasks between Workbooks and Outlook
Integrate CRM with Office 365 suite
Finance(2 features)
Raise invoices and credit notes
Keep transaction documents in different currencies with automatic conversion to global currency
Marketing(2 features)
Manage all parts of events from tasks and registrations to lead management
Automate marketing campaigns and lead nurturing
AI(1 features)
AI-powered CRM capabilities
Analytics(1 features)
Check the location of clients and prospects on a map and filter based on geolocation
CRM(1 features)
Consolidated view of customer information across the system
Cost Calculator
Keep Paying Workbooks
Build It Yourself
Total Cost Comparison
DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 23 features at very easy complexity.