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We’re Workbooks, the no-bullsh*t CRM provider.
Held back by BS CRM? With Workbooks there’s no hidden costs, no unreliable support and no nonsense.
What is CRM?
CRM without hidden costs and complexities
From confusing pricing to complex features – it can be hard to understand what CRM software will do for you. Workbooks are here to make it simple.
CRM (Customer Relationship Management) software helps you manage interactions with customers and prospects. It should be straightforward, results-oriented and clearly priced. All so you can keep customers happy and win more business.
What’s it for?
CRM helps you start seeing results, faster
Whether you’re a salesperson that wants instant insights on your pipeline or a marketing expert with a goal to grow your leads – CRM helps you take control of your data and use it to get real results.
Where CRM can make the biggest difference
Commercial Operations
Know where you stand with each customer to give them what they need.
Impress customers4 ways to hit business goals with CRM software
Reports & Dashboards
From uncovering campaigns with the best ROI and knowing which salespeople are performing best, to seeing which stock you have available – master your reports and reap the rewards.
How it works
4 ways to hit business goals with CRM software
Get faster results with AI
Get powerful, practical AI agents that transcribe meetings, coach sales reps, and automate tasks.
How it works
4 ways to hit business goals with CRM software
Improve ROI with marketing automation
Automate data capture. Nurture prospects and customers. And eliminate silos between sales and marketing teams.
How it works
4 ways to hit business goals with CRM software
Forecast your sales
Estimate how much sales revenue you’ll make over a set period of time and know which deals are most likely to convert.
How it works
Pick a CRM implementation that works for you
Whether you’re worried about how long an implementation will take, need lots of customization, or want to keep costs down, you need a package made specifically for you.
Managed Service
Struggling to find the right employees to manage your CRM? Want better user adoption? Our team can take on the role of a CRM Admin and Expert.
What is Managed Service?SelfStart
CRM software without disruption and high costs. Get up and running quickly, for a fraction of the cost of a standard implementation.
What is SelfStart?JumpStart
Get fully implemented CRM software tailored to your business in just 28 days with fast, fixed-price deployment.
What is JumpStart?Shared Success
Join a collaborative workshop to map out what your customized CRM will look like and do before you sign a contract.
What is Shared Success?We're recognized by G2 as a High Performer in the US, UK and EMEA.
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Who’s it for?
Your CRM requirements will change depending on your industry
One size doesn't fit all. Get CRM software that's customized to your processes, customer journeys and data requirements.
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Media & Publishing
Manage advertising, events, and subscriptions with a single, unified view of your customers to increase revenue and engagement.
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Business Services
A CRM provides a 360-degree view of your clients, helping you to manage projects, track billable hours, and improve client satisfaction.
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Manufacturing
Get a complete picture of your customer relationships, from initial lead through to after-sales support and service contract management.
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Technology
Manage complex sales cycles, track recurring revenue, and provide top-tier customer support to drive growth in a competitive market.
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Transport & Logistics
Gain a single view of your customers to improve your sales process, manage freight movements, and deliver better customer service.
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Accounting
Build and maintain strong client relationships by centralising your data and managing your entire client journey in one place.
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How much does it cost?
Your CRM pricing should be as unique as your CRM implementation
We don’t believe in fixed, inflated price tags that force you to pay for features you’ll never use. Our approach is simple: your CRM cost should directly reflect your business needs and nothing more.
Tailor your requirements to a specific cost
Pricing Breakdown
See a clear, transparent overview of our editions, licenses, and optional add-ons. We lay everything out so you know exactly what you're paying for, with no hidden fees or surprises.
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Pricing Calculator
Get a personalized quote in minutes without having to speak to a salesperson. Simply select the users and functionality you need to see your estimated cost instantly.
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What’s the best CRM?
Your CRM decision should be based on a considered comparison
The "best" CRM is the one that best fits your specific business needs, budget, and goals. To find it, you need to look past the sales hype and directly compare how different platforms stack up on the things that actually matter.
What are the main red flags of the CRM market big dogs?
Hubspot 
Pipedrive 
Monday 
Microsoft Dynamics
VS
Workbooks vs Hubspot
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While strong on marketing automation. -
HubSpot's platform can become expensive as you grow and require more advanced CRM features beyond its entry-level offerings.
How to identify a BS CRM
Long implementations. Pricey software. Slow support. Tactics to get you to spend more.
Talk to the no BS CRM team
What is an example of CRM in action?
How we’ve implemented CRM with our customers
Seeing a CRM in a real-world context is the best way to understand its value. A successful implementation goes beyond just software; it solves tangible business problems and delivers measurable outcomes for our clients.
Keeping track of stock
“If a customer is buying some items in a category but not buying others within the same category, we can ask the question, why are you not buying the additional items from us? We can see what they’re likely to need more of whether that’s Tremor line or tires.”
Tracking campaign success
“We know which fundraising activities led to which donations, whether it is a challenge event or any of the many other activities organized by our local groups to raise funds and boost our profile. This allows us to focus future efforts on the methods we know will be most successful.”
Meeting KPIs
“If a customer is buying some items in a category but not buying others within the same category, we can ask the question, why are you not buying the additional items from us? We can see what they’re likely to need more of whether that’s Tremor line or tires.”
Is CRM easy to learn?
Our CRM guides and tools
A CRM should empower your team, not create another complex system they have to struggle with. With the right resources and an intuitive platform, getting up to speed can be a straightforward process that quickly adds value to your business.
See the no bullsh*t CRM in action
Want to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.
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