Next Generation CRM

Workbooks.Com is a UK based, UK focused, web based CRM provider and because we're local, we're always here to help you get the best out of your CRM system. Our on-line solution is fast and easy to use, competitively priced and as there's no hardware or software required, it is quick to implement - you can be up and running in days; what’s more you can access your data from anywhere with an internet connection.

But Workbooks CRM is CRM with a difference…

SEE WORKBOOKS at the TFM&A show Earls Court 23rd-24th Feb 2010... CLICK HERE FOR DETAILS
CRM Comp ImageBased on Web 2.0

Workbooks has been developed using the very latest web based technology.  It is designed to be easy to use, simple to  understand, yet packed full of features. Unlike traditional web based CRM systems, Workbooks isn't built using flat web pages.  It provides an intuitive  ‘Windows-like’ desktop interface  with advanced features, such as sorting, grouping and filtering.

Workbooks CRM delivers incredible insight into what's going on in your business - from creating and delivering effective marketing campaigns right through opportunity management to post sales support. Every step of the way you have access to powerful information via reports and dashboards, that will ensure your business is progressing in the right direction.
Look out for the  CRM Plus Imagesymbol within our website to know what extras you get over and above traditional CRM.

Workbooks.Com delivers valuable yet cost-effective customer relationship management (CRM) and supplier management solutions.

We provide the technology platform for small businesses to:

  • Increase revenues.
  • Improve the quality of services delivered to customers.
  • Keep cash flowing by invoicing and collecting cash on time.
  • Working Smarter.

We know that you don't want to spend all your time managing 'back-end' processes, you want to spend most of your time focusing on your customers and generating revenues.So we have designed a suite of web-based easy-to- use applications designed specifically for growing businesses that are ready-integrated and support you in:

  • Sales and marketing (Workbooks CRM)

  • Customer service and support (Workbooks CRM)
  • Sales ordering and invoicing (Workbooks Business)


Workbooks.Com delivers a suite of enterprise-class web- based applications designed for mid-size businesses that are ready-integrated.

Together, the Workbooks suite of applications deliver comprehensive yet cost-effective CRM and Business solutions that provide the platform to:

  • Deploy sales force automation (SFA) to win more business more quickly - and to improve sales forecasting.
  • Increase the returns on your marketing investments.
  • Streamline the quote-to-cash process and manage pricing and discounts within corporate approval processes.
  • Provide first-class customer service and support.
  • Control costs and manage suppliers.
  • Keep cash flowing by invoicing and collecting monies owed on time.
  • Manage your business more effectively, using key performance indicators and business controls.




Here is a selection of just some of our customers.


Lucid“Seeing Workbooks in use convinced us that it was the right way forward”.  “We knew then that we needed to implement a new system and make use of Workbooks sales order processing capabilities to make our lives easier and to be more responsive to our customers and prospects.” 

Lucid Case Study


"it is so intuitive, so user friendly. You just click the start button and know where you are going. Un-billable 'time-on-the-bench' has been reduced by about 10%"

ESTM Case Study



“Workbooks ticked all our boxes.... offering a customised solution at the right price, with training and support to ensure the implementation went smoothly.”

Lyonsdown Case Study