The General Data Protection Regulation (GDPR) comes into force on May 25. If you hold EU personal data, your CRM could be central to enabling compliance.

Learn how CRM can help with GDPR compliance

Workbooks is running a GDPR webinar series to provide practical and pragmatic guidelines on how to leverage a tool like CRM to drive compliance.

We pride ourselves in having the highest customer satisfaction rating and NPS (Net Promoter Score) amongst the main CRM players on G2 Crowd, the trusted site for enterprise software reviews.

Read our client success stories

Not only do our clients think we are good, but so do our peers. Workbooks CRM has won numerous awards including the prestigious BESMA Best Sales CRM for the past 2 years.

Find out why Workbooks is different

How can we help you acquire, convert and retain customers?

Marketing

Online Lead Capture
Lead Management
Campaigns & Events
Marketing Automation
Dashboards & Analytics

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Sales

Track Opportunities
Manage Pipeline
Forecast Accurately
Workflows & Approvals
Monitor Performance

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Customer Services

Unified Experience
Support ticketing
Workflows & Automation
Service Metrics
Profiling & Renewals

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Explore CRM

Phil O'Sullivan, Group Marketing Director at The Newmarket Group, talks about how Workbooks is helping take the business to the next level.

View video testimonial

Rob O'Connell, Sales & Marketing Director at Russell Finex, talks about why they chose Workbooks and the value it brings to their business.

View video testimonial

More resources

Optimise the lead generation potential of your website.

Workbooks Web Insights helps you identify website visitors & track pages viewed.

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What people are saying about Workbooks CRM

We chose Workbooks due to the ease of implementation to our business. The customisation was a breeze and allowed us to turn on and off as many features as we needed, we were essentially up and running in a matter of hours.

James Purdy, TBAT Innovation Ltd

I love the support I get from the Workbooks support team. They have a really lovely team who respond quickly, which makes them a pleasure to deal with.

Jasmine Morgan, ComRes