Meet the No-BS CRM, Workbooks

Ditch the unclear pricing, complex software, and sales tactics from CRM providers. There’s a No-BS CRM provider that can help you boost sales and marketing results quickly and easily.

What’s with the BS?

You might not spot them at first. But keep an eye out for BS red flags that you can experience working with CRM providers. Hidden costs. Capped features. No phone support. Implementations that are passed to third parties. There’s a long list of red flags to avoid to make sure you’re getting real value from your CRM.

Workbooks created our No-BS campaign to call out providers for using these tactics and making people believe that CRM is inherently complex. The reality is that switching and using CRM can be simple.

We make it as easy as possible for you with simple implementation packages, discounted consultancy through Shared Success, carrying out implementations ourselves, offering UK and US support, and making our pricing transparent from the get-go. All so you get the very best value from your CRM and a provider you can rely on.

#1 CRM for midmarket firms in 2025

Rated the Best CRM for Midsize Businesses in 2026

Rated #2 for CRM in 2026

What we do

  • Keep track of your sales pipeline, customer comms, and forecast your success
  • Get built-in project management
  • Manage contracts, invoices and orders from your CRM
  • Use time-saving marketing automation
Check out our products

The Leadership Team

John Cheney
Chief Executive Officer
Phil Lawler
Chairman
Dan Collins
Chief Executive Officer, North America
Phillip Wray
Chief Financial Officer
Dan Roche
Chief Marketing Officer
Jamie Horastead
Sales Director 
Wayne Chopping
Global Director of Services

Quick facts

Workbooks offer CRM software that helps you manage sales and customer data end-to-end.

Switch CRM software without the disruption

Choose our JumpStart implementation option to get up and running with Workbooks within 28 days to minimize the disruption to your employees.

10-year customer retention

Customers stay with Workbooks for over 10 years on average.

More affordable pricing

No hidden costs. We don’t make you pay for features you don’t need. And we offer affordable implementation options to help you stay on budget.

Get a personalized roadmap before committing to buy

We offer Shared Success workshops to help you map out exactly what you need from CRM software with no commitments to buying Workbooks.

UK and US support

Our account managers are based in the US and UK. And we have service desk support based in the UK. All so you get quick, reliable support.

Lots of out-of-the-box features

Get more features out-of-the-box compared to other CRM providers and get the standard features you need in all editions.

We're recognized by G2 as a High Performer in the US, UK and EMEA.

Why customers choose Workbooks

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“We were using Salesforce, and our pain points were the continuous rate increases. It wasn’t a made to order platform that was beneficial for Rotary or that worked best for us. We wanted one specific platform that was tailored to our needs and wants.
Workbooks have a great product. Great customer service. And I don’t think anybody could go wrong choosing them.”

Chris Roessler

VP of Marketing and Advertising Rotary Corporation

Workbooks provided a CRM solution that spared us building something from the ground up, but that’s sufficiently bespoke to meet our unique and challenging requirements – exactly what we’d been looking for but hadn’t found elsewhere. They’ve been with us every step of the way in implementing it, too.

Rob Quayle

CEO, Direct Life

“Workbooks is a fantastic system with tremendous flexibility to build what you need. We’re constantly looking at extending Workbooks. Its value increases over time, hence we keep buying more licences for more people.”

Patrick McCoy

Head of Advisory, XPS

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.