Workbooks has been named “Best CRM for Mid-Sized Businesses” in TechRadar Pro’s 2026 annual rankings, marking the third year in a row the company has earned the top spot. The recognition highlights Workbooks’ unique commitment to customer success, hands-on implementation, and midmarket-focused solutions.
Ending the ‘Login-and-Leave’ Era of CRM
TechRadar Pro praised Workbooks for its Shared Success program, which helps clients map their business processes through co-funded workshops before implementation. Unlike traditional self-service vendors, Workbooks provides hands-on onboarding and ongoing support, ensuring mid-sized businesses maximize ROI and adopt the platform effectively.
Mid-sized organizations often face a dilemma: enterprise-grade CRM can be too complex, while small-business tools lack depth. Workbooks bridges this gap by offering intuitive, scalable software backed by dedicated support, enabling companies to implement CRM successfully without requiring enterprise resources.
“Being recognized by TechRadar for the third year running validates our mission to put the ‘R – the Relationship’ back into CRM,” said John Cheney, CEO of Workbooks.
“Mid-sized businesses don’t just need a system of record; they need a trusted partner who ensure the technology delivers real value. Our Shared Success model is designed to help customers gain competitive advantage from day one. When combined with the advances to our platform around AI capability and Project Management features, Workbooks customers are well placed to benefit from our unique blend of software plus services.”
Why Workbooks Stands Out
TechRadar highlighted several factors that set Workbooks apart:
- Shared Success Model: Aligns software with strategic business goals via free consulting hours and expert guidance.
- Specialist Midmarket Focus: A “fantastic CRM platform” tailored for organizations that have outgrown basic tools but don’t require a full enterprise system.
- Implementation Excellence: Hands-on onboarding ensures high adoption, long-term retention and a seamless customer experience.
- Unified CRM Experience: Combines sales, marketing and customer service workflows in a single platform.
- Value and Usability: Intuitive interface, scalable solutions and enterprise-level functionality at midmarket pricing.
“This recognition reinforces Workbooks’ commitment to helping mid-sized businesses succeed,” added Cheney. “We combine practical CRM tools with hands-on support – so organizations can focus on growth, not technology hurdles.”
Check out the TechRadar article here