By Industry
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
UK-Based
The largest UK-headquartered CRM vendor (with a US office and operations too!)
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 1,400+ mid-market customers in 30 different countriesÂ
Customer Loyalty
Our customers stay with us for over 10 years on average
Cost Effective
Licenses and total cost of ownership are typically 50-70% less than alternatives like Salesforce or Microsoft Dynamics
Leadership Team
We focus on the R in CRM – the Relationship. This means we:
Help define what success looks like for your business.Â
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.Â
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.
