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Workbooks is a SaaS platform used by growing companies to run their business and engage effectively with their customers.

Workbooks core CRM services extend beyond sales, marketing and customer services to include powerful marketing automation, event management, order management and fulfilment, invoicing and supplier management functionalities – at a price which is typically 50-70% less than alternatives like Salesforce or Microsoft.

Workbooks Fast Facts


The largest UK-headquartered CRM vendor (with a US office and operations too!)

Highly Rated
Highly Rated

Rated highest of all global CRM vendors for customer satisfaction by G2, for seven out of the last nine years

Trusted by the Mid-Market
Trusted by the Mid-Market

Trusted by 1,400+ mid-market customers in 30 different countries 

Customer Loyalty
Customer Loyalty

Our customers stay with us for over 10 years on average

Cost Effective
Cost Effective

Licenses and total cost of ownership are typically 50-70% less than alternatives like Salesforce or Microsoft Dynamics

Leadership Team

John Cheney
Chief Executive Officer
Phil Lawler
Dan Collins
Chief Executive Officer, North America
Liz Hatch
Chief Financial Officer
Dan Roche
Chief Marketing Officer
Jamie Horastead
Sales Director 
Penny Lowe
Senior Vice President, North America

We focus on the R in CRM – the Relationship. This means we:

Help define what success looks like for your business. 

Utilize our in-depth knowledge, experience and best practices.

Identify the best way to achieve your desired outcomes.

Scope your project to help you make the right decisions for your business.

Use our experienced solution engineers to build workflows and integrations to external systems.

Stay with you every step of the way. Which is why our customer retention rate is so high. 

How we do it We are so confident in our relationship-led approach that we invest alongside our customers. Our unique Shared Success approach sees us match your investment in Workbooks licenses with free consulting days.
How it works

We provide one free consulting day for every $3,600 of license revenue. To qualify, your minimum annual license value will be $20k, and free days are capped at 20.

The objective? To help you get up and running as quickly and cost-effectively as possible, and to ensure we can implement a bespoke solution to underpin your existing business processes.