Meet Workbooks. The No-BS CRM for ambitious consultancy firms.

Workbooks is a Consultancy Growth Network Specialist Provider, helping consultancy firms manage projects, deliver profitable work and win new clients.

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CRM without the usual BS

Got a CRM, but feel more stuck with it than sold on it?

No endless editions designed to make you upgrade.
No paying for features your team doesn’t need.
No changing the way your entire firm works just to fit your CRM.
Just a CRM built around what you’re trying to achieve.

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Consultancy is complicated enough. Your CRM shouldn't add to it.

You’ve got client work to deliver. A pipeline to keep moving. Utilization to manage. Margins to protect. And now you’re supposed to work out what AI means for your firm too.

The last thing you need is a CRM creating more admin.

That’s why we offer a free CRM Success workshop for consultants (worth £750/$997). We’ll book a 90-minute call with you to understand how your firm works, what’s getting in the way and what you actually need from your CRM – whether that’s better visibility, less admin, more profitable projects or making AI genuinely useful.

There’s no commitment to buy Workbooks. You’ll come away with a clearer idea of what your CRM should be doing for your firm.

Before your next client meeting, know this:

What’s happening across the whole account
See every conversation, opportunity, project and interaction in one place, not scattered across inboxes, spreadsheets and people’s heads.

Which opportunities you should be talking about
Know what’s in the pipeline, what the client has bought before and where there’s potential to grow the relationship.

Whether their projects are actually profitable
See time, costs, budgets and project performance alongside the client relationship so you know which work is making money and which isn’t.

What you need to know before you walk in
Use AI to research the client, summarize recent activity and pull together the important stuff.

What happened last time you spoke
Get straight to the latest conversations, notes, actions and follow-ups instantly.

Book my free CRM Success workshop

Before your next client meeting, know this:

Hear from some of our customers

“Workbooks is a fantastic system with tremendous flexibility to build what you need. We now have a single view of data, and you can get far more insight much quicker… and it creates real value.”

Patrick McCoy, Head of Advisory Services XPS Group

“We’ve got templates set up to generate proposals with Workbooks. Previously it would take a few days to get that information approved because we’d have needed to check the proposal. Overall, the experience using Workbooks is quicker and clearer.”

Shani Jackson, Head of Member Services Educational Competencies Consortium

Don’t miss out on our free workshop for consultants

Not sure if your CRM is helping your firm grow or quietly getting in the way?

Our free CRM Success workshop gives you the chance to step back and look at what’s working, what isn’t and where CRM and AI could make life easier.

We’ll help you identify ways to save time, improve profitability and get more from your client relationships – with practical recommendations based on how your firm actually works.