ISG name Workbooks CRM as an “Exemplary Provider” for customer experience

At Workbooks, we call BS when we see it. 

If you’ve experienced hidden costs, overpromises on delivery, or support that’s palmed off to external consultants – you’ve probably got bullsh*t CRM.  

We’ve been following our noses to sniff out BS CRM and expose it. And we do the opposite to our BS counterparts, delivering hands-on support, flexible pricing and discounted implementation workshops to help you get the best results. 

So, when an independent analyst cuts through all that and calls it straight, it matters.  

ISG (Information Services Group) have called out Workbooks in its latest Customer Relationship Management Emerging Providers Buyers Guide™. 

Workbooks leads where it counts: Customer experience

ISG has recognized Workbooks as an Exemplary Provider for Customer Experience – placing us firmly in the top tier of emerging CRM vendors. 

Not just that: 

• Top performance score: 15.4% (highest in the category)  

• B++ grade, tied for best overall rating  

• Positioned in the “Exemplary” quadrant for Customer Experience vs Product Experience

This speaks to all of our hard work to fight against the lack of accessible support and third-party implementations that so many people experience in the CRM space. 

What ISG evaluates (and why it matters) 

ISG doesn’t hand out recognition lightly. Their assessment looks at two things that actually impact your business:

1. Customer Experience 

• Support quality
• Responsiveness 
• Implementation success 
• Ongoing partnership

2. Product Experience 

• Usability
• Functionality 
• Flexibility
• Innovation  

Most CRMs claim to do both well. But very few actually deliver. 

So why did Workbooks come out on top? 

No hidden complexity 

While many CRM platforms pile on features (and costs), Workbooks focuses on clarity and control. You only pay for what you need. You can choose from different levels of implementation based on complexity and budget. And the software is easy to use. 

No-commitment Shared Success workshops 

We offer a two-day Shared Success workshop with expert CRM consultants to explore your revenue opportunities and efficiency gains. There’s not commitment to buy our CRM, it’s just a way to understand what you need and how to implement it. 

• Define success before any commitments: Understand exactly what you need CRM to deliver, define success metrics and priorities, work with expert consultants to analyze your processes and opportunities. 

• Get a tailored CRM strategy report and roadmap: Our consultants will share a personalized report with insights, recommendations and CRM requirements to help your project succeed. Understand when to implement and why with an implementation roadmap 

Supporting our customers 

ISG specifically highlights vendors that deliver for customers, not just sell to them. That’s why we have a 10-year average for customer retention. 

Built for real-world use 

From consultancy firms to growing businesses, Workbooks is designed to: 

• Track what matters
• Surface real insights 
• Stay usable without heavy customisation  

Strong balance of product and service 

Some vendors lean heavily on tech. Others on service. Workbooks delivers both — and that balance is exactly what pushed us into the Exemplary category. 

What this means for you 

If you’ve ever felt like your CRM is: 

• Overpriced
• Overcomplicated
• Underperforming
• Or just… full of BS  

You’re not alone. 

And more importantly, you don’t have to settle for it. 

ISG’s recognition confirms what our customers already know: 

• You can get a CRM that’s powerful and straightforward
• You can get support that actually shows up
• You can trust your data and your insights with the right software 

If you want to know more about Workbooks, check us out.